CNAE's 138Ah LFP cell for Hongqi Tiangong 08 withstood 145°C continuous heat exposure for 30 minutes without thermal runaway, with nail penetration, extreme short circuit, and 3D compression all passing safely. Multiple indicators far exceed the new GB standard requirements.
Starting July 1, 2026, China's mandatory new national standard for new energy vehicles takes effect. The standard covers three core dimensions: battery safety, electromagnetic compatibility, and functional safety. It imposes stricter requirements on battery thermal runaway, vehicle EMC, and intelligent driving functional safety. This standard directly elevates the safety baseline for Chinese export NEVs—providing quality assurance for overseas buyers while potentially changing market access thresholds.
On June 30, China's Automotive Power Battery Innovation Alliance released a report projecting domestic battery retirements to reach 1 million tons in 2026 and over 5 million tons by 2035. In 2025, waste battery generation reached approximately 400,000 tons, with recycled materials already meeting over 10% of domestic battery production needs.
Starting July 1, 2026, two mandatory national standards—GB18384-2025 "Electric Vehicle Safety Requirements" and GB38031-2025 "Power Battery Safety Requirements for Electric Vehicles"—will take effect. The new rules elevate battery safety from "5-minute warning before fire" to "no fire or explosion for 2 hours after thermal runaway," adding bottom-impact and fast-charge-cycle safety tests. Physical emergency disconnect switches become mandatory. Industry experts believe the regulations will fundamentally reshape competition, accelerating market consolidation and putting intense survival pressure on small battery manufacturers and low-end automakers.
On June 16, 2026, EVE Energy released its H1 performance forecast, expecting net profit of 3.13B to 3.37B yuan, up 95% to 110% year-over-year. The new energy battery industry's high prosperity continues to be validated.
May 2026 China power battery installation rankings are released. CATL leads with 45.2% share, BYD ranks second at 27.8%, and CALB third at 9.1%. LFP battery installation share broke 75%, while ternary lithium share further contracted to 23%. Industry CR3 concentration reached 82.1%, with head effect continuing to strengthen.
Dongfeng Motor announced mass production of solid-state batteries in the second half of 2026, with equipped vehicles achieving over 1000km range. Stellantis simultaneously launched its first North American solid-state battery road test. Solid-state batteries are regarded as the ultimate next-generation power battery route, transitioning from laboratory to factory.
BYD Chairman Wang Chuanfu publicly stated that BYD will become the world's largest automaker by vehicle volume in five years. In February 2026, BYD sold 190,200 NEVs with exports reaching 100,600 units. BYD's total market capitalization has returned to the 1 trillion yuan level, with core businesses spanning NEVs, mobile phone components, rechargeable batteries, and photovoltaics. The company plans to build 20,000 supercharging stations by year-end.
MIIT announced it will persistently use legal means to regulate NEV power battery recycling and utilization, establishing a full-lifecycle traceability system. The new regulatory framework requires OEMs to bear primary recycling responsibility, third-party recyclers must obtain qualification certification, and non-compliant disposal will face severe penalties.
On May 28, 2026, Geely Farizon new energy commercial vehicles announced official adoption of Golden Brick Battery under Jiyao Tongxing. This is a key step in mature passenger car technology landing on commercial vehicles under Geely Holding's "One Geely" strategy. Golden Brick Battery has been massively deployed in Geely passenger cars; the commercial version strengthens no thermal propagation safety technology, adapting to high-frequency, high-intensity commercial vehicle operating conditions.
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