The "strictest battery safety order in history" will be implemented, shifting from "energy density is king" to "safety performance first"
The "Safety Requirements for Power Batteries for Electric Vehicles", which is called the "strictest battery safety order in history" by the industry, was recently released and will be implemented in July 2026. For the first time, the "no fire and no explosion" after thermal runaway of power batteries will be included in the mandatory standards, pushing the industry from "endurance competition" to "safety competition". Against this background, leading battery companies such as CATL, BYD, and Xinwanda took the lead in launching products that meet the new national standards to seize the high ground of safety technology. This safety revolution without fire and explosion will not only raise the industry's entry threshold and accelerate the clearance of low-end production capacity, but will also drive market resources to the top and reshape the industry's competitive landscape. The consensus in the industry is that at a time when safety has become a core competitiveness, companies that truly focus on research and development and quality will gain greater room for development.