China’s New EV Battery Safety Standard Signals End of Unregulated Growth
China’s MIIT has unveiled the world’s toughest EV battery safety standard, GB38031—2025, effective July 1, 2026. The new rules mandate batteries resist fire and explosion under internal heating tests, withstand 300 fast-charge cycles, and endure high-impact tests without leaking or igniting. Targeting thermal runaway risks, the standard drives demand for advanced insulation materials. Unrelated to recent incidents, the regulation, planned since 2021, ends China’s era of unregulated EV battery growth. While BYD and CATL are prepared, smaller firms face survival risks as industry oversight tightens.
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