Category: Policy Compliance

Report Date: July 27, 2026 | Scope: EU REACH SVHC / US EPA TSCA | Overall Risk Level: 🟢 Low (No Major Changes)

1. Summary

As of this report, no major regulatory changes were identified in the EU REACH SVHC Candidate List or under US EPA TSCA within the past 24 hours. No urgent compliance action is required.

2. Baseline Status by Regulatory Source

2.1 EU REACH SVHC Candidate List

• Status: No new entries today. The Candidate List currently stands at approximately 250 entries (baseline: ECHA June 2025 edition).
• Key obligations: Articles containing an SVHC above 0.1% (w/w) trigger supply-chain communication duties under REACH Article 33; ECHA notification applies above 1 tonne/year; SCIP database notification is also required under the Waste Framework Directive.
• Watch point: ECHA typically publishes two batches of new SVHCs per year (January and June/July). We are currently in the second-half update window — weekly verification is recommended.

2.2 US EPA TSCA

• Status: No major new rules published today.
• Ongoing obligations: PFAS reporting under TSCA Section 8(a)(7) remains an active compliance workstream. Companies manufacturing, importing, or processing fluorinated materials, coatings, or surface treatment agents should confirm whether they fall within the reporting scope.
• Watch point: EPA continues to advance risk evaluations and risk management rules for existing chemicals (e.g., solvents, flame retardants). Workplace protection and downstream-use conditions may affect material selection.

3. Recommended Actions

Priority	Action Item	Applies To
P2	Verify that product BOM screening against the current SVHC list (~250 entries) has been refreshed within the last 6 months	All suppliers exporting to the EU
P2	Self-assess PFAS-related manufacturing, import, or processing activities to confirm TSCA 8(a)(7) reporting obligations	Suppliers of fluorinated materials to the US
P3	Monitor the upcoming ECHA SVHC update window (1-5 new entries expected); prepare supplier declaration templates in advance	All suppliers exporting to the EU

4. Next Monitoring Cycle

This monitoring runs daily. If ECHA, EPA, or China’s Standardization Administration (SAC) publishes a material change, a dedicated policy alert with impact analysis and a compliance action checklist will be issued immediately.

Disclaimer: This report is compiled from publicly available information for reference only and does not constitute legal advice. Please refer to official regulatory texts for binding obligations.

报告日期：2026年7月27日 | 监控范围：EU REACH SVHC / US EPA TSCA | 综合风险等级：🟢 低（无重大变动）

一、监控结论

截至本报告发布，过去24小时内 EU REACH SVHC清单 与 US EPA TSCA 均未发现新增重大政策变动，中国出口企业无需采取紧急合规行动。

二、各政策源基线状态

1. EU REACH SVHC 候选物质清单

• 状态：无当日新增。SVHC候选清单目前约250项（以ECHA 2025年6月版清单为基线）。
• 合规要点：物品中SVHC含量超过0.1%（w/w）须履行供应链信息传递义务；年出口量超1吨须向ECHA通报；同时须完成SCIP数据库通报。
• 关注动向：ECHA通常每年1月和6-7月发布两批新增SVHC，当前正处于下半年更新窗口期，建议保持每周核查频率。

2. US EPA TSCA

• 状态：无当日新增重大规则。
• 持续合规事项：PFAS报告规则（TSCA第8(a)(7)条）报送义务仍在推进中，涉及含氟材料、涂层、表面处理剂的出口企业应确认自身是否在报送范围内。
• 关注动向：EPA对现有化学物质的风险评估与风险管理规则（如溶剂类、阻燃剂类）持续推进，下游用户条件限制条款可能影响材料选型。

三、行动建议

优先级	行动项	适用企业
P2	核对现有产品BOM与SVHC最新清单（约250项）的比对记录是否在6个月内更新	所有对欧出口企业
P2	自查是否涉及PFAS类物质的生产、进口或加工，确认TSCA 8(a)(7)报送义务	对美出口含氟材料企业
P3	关注ECHA下半年SVHC更新窗口（预计新增1-5项），提前准备供应商声明模板	所有对欧出口企业

四、下次监控

本监控为每日例行执行。如ECHA、EPA或中国标准化管理委员会发布重大变动，将立即发布政策预警报告（含影响分析与合规行动清单）。

免责声明：本报告基于公开信息整理，仅供参考，不构成法律意见。具体合规义务请以官方法规文本为准。

New Materials Industry – Policy Monitoring Daily

Date: July 26, 2026  |  Scope: EU REACH / China GB National Standards  |  Overall Risk Level: Medium-High (Orange)

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1. Key Takeaways

• EU REACH SVHC Candidate List expanded to 253 substances, up ~6 from 247 in 2025. SCIP notification and the 0.1% communication obligations widen accordingly.
• China has entered a dense phase of mandatory GB standards: formaldehyde in wood-based panels (GB18580-2025), EV battery safety (GB38031-2025), and China RoHS phthalate expansion all became mandatory between H1 and mid-2026.
• Recommended action: Immediately launch a full SVHC re-screening of raw materials and run a product-line self-audit against the new mandatory GB standards to avoid detention, return, or delisting.

2. EU REACH Update

Item	Details
Policy Area	REACH Substances of Very High Concern (SVHC) Candidate List
Latest Status	List expanded to 253 entries (247 in 2025)
Risk Level	Medium-High
Affected Parties	EU-exporting makers of electronics, textiles, packaging, auto parts, plastics/rubber

Impact: Any SVHC present above 0.1% (w/w) in an article triggers communication duties to downstream users and consumers. Above 1 tonne/year it also requires ECHA notification and SCIP database submission. Each expansion may render previously “compliant” products non-compliant.

3. China GB National Standards Update

Standard	Title	Effective	Key Points
GB 18580-2025	Formaldehyde emission limits for wood-based panels	2026-06-01	E0 grade upgraded from recommended to mandatory threshold
GB 38031-2025	Safety requirements for EV traction batteries	2026-07-01	Thermal runaway “no fire, no explosion”; new bottom-impact & post-fast-charge tests
China RoHS Amendment	Restricted substances in EEE (+4 phthalates)	2026-01-01	Adds DBP/DIBP/BBP/DEHP control

Impact: Three new-materials segments are directly hit: panels, battery materials, and EEE materials. Mandatory E0 phases out low-end adhesive formulations; the battery safety upgrade raises the bar for electrolytes, separators, and structural parts; the RoHS phthalate expansion requires re-validation of wiring harnesses, housings, and soft plastics.

4. Action Recommendations (for international clients & suppliers)

1. Full SVHC re-screening: Use the latest 253-entry list to check all purchased raw materials/semi-finished goods against the 0.1% threshold, focusing on flame retardants, plasticizers, and heavy metals. Where exceeded, trigger substitution or communication/SCIP notification.
2. Map to mandatory GB standards: Panel makers verify E0 formaldehyde; battery supply chain verify GB38031-2025 new tests; EEE material makers verify the 4 new RoHS phthalates.
3. Push compliance upstream: Obtain updated SDS and compliance declarations from suppliers; write compliance obligations into purchase contracts.
4. Establish a monitoring cadence: ECHA updates SVHC in January and June each year; China GB notices are irregular – recommend monthly review.

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This daily brief is auto-compiled from public policy sources. For compliance decisions, refer to official texts (ECHA, China’s national standards public service platform).

新材料行业政策监控日报

报告日期：2026年7月26日  |  监控范围：EU REACH / 中国GB国家标准  |  综合风险等级：中高（橙色）

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一、核心结论（先看这里）

• 欧盟 REACH SVHC 候选清单扩容至 253 项，较2025年的247项新增约6项，出口企业 SCIP 申报与 0.1% 告知义务范围同步扩大。
• 中国进入”强制国标密集落地期”：人造板甲醛（GB18580-2025）、动力电池安全（GB38031-2025）、中国RoHS邻苯扩项已在2026年上半年至年中陆续强制实施。
• 建议动作：立即启动原材料 SVHC 全项复核 + 对照新版强制国标做产品线合规自查，避免扣货、退运、下架风险。

二、欧盟 REACH 动态

项目	内容
政策领域	REACH 高度关注物质（SVHC）候选清单
最新状态	清单已增至 253 项（2025年为247项）
风险等级	中高
影响对象	出口欧盟的电子电器、纺织、包装、汽车配件、塑料/橡胶制品企业

影响分析：物品中任一 SVHC 含量超过 0.1%（w/w）即触发对下游及消费者的告知义务；年进口量超1吨还需向 ECHA 通报，并履行 SCIP 数据库申报。清单每次扩容都意味着此前”合规”的产品可能因新增物质而失守。

三、中国 GB 国家标准动态

标准号	名称	实施时间	要点
GB 18580-2025	人造板及其制品中甲醛释放限量	2026-06-01	E0级由推荐升为强制门槛
GB 38031-2025	电动汽车用动力蓄电池安全要求	2026-07-01	热扩散”不起火、不爆炸”、新增底部撞击/快充循环后测试
中国RoHS修改单	电子电气产品限用物质（增4项邻苯）	2026-01-01	新增 DBP/DIBP/BBP/DEHP 管控

影响分析：板材、电池材料、电子电气材料三大新材料细分赛道均受直接影响。E0强制化将淘汰低端胶黏剂配方；动力电池安全升级抬高电解液、隔膜、结构件的技术门槛；RoHS邻苯扩项要求线束、外壳、软质塑料材料重新验证。

四、行动建议（面向中国出口/制造企业）

1. SVHC 全项复核：取最新253项清单，对全部外购原材料/半成品做 0.1% 阈值比对，重点排查阻燃剂、增塑剂、重金属。发现超标即启动替代或告知/SCIP申报。
2. 强制国标对表：板材企业核对甲醛E0；动力电池链核对GB38031-2025新增测试项；电子电气材料核对RoHS新增4项邻苯。
3. 供应链前移：向上游供应商索取更新版 SDS 与合规声明，把合规义务写入采购合同。
4. 建立监控节奏：ECHA 每年1月、6月更新SVHC；国内GB公告不定期，建议按月复查。

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本日报基于公开政策源自动汇编，具体合规判定请以官方原文（ECHA、国家标准信息公共服务平台）为准。

Date: July 25, 2026 | Scope: EU REACH / US EPA & State Regulations / China GB Standards | Overall Risk Level: 🟡 Medium (no major disruption; multiple compliance deadlines approaching)

1. Executive Summary

• No major overnight changes across the three core sources (EU REACH SVHC, US TSCA, China GB standards).
• However, US state-level activity is intensifying: the New Mexico PFAS ban took effect July 1, 2026, and California Prop 65 added 4 carcinogens on July 17 — material compliance pressure for suppliers selling into the US.
• The EU RoHS lead/cadmium exemption revision draft is open for public consultation until August 5, 2026 — electronics material suppliers should submit industry comments now.

2. Detailed Monitoring by Jurisdiction

EU REACH / SVHC — Risk Level: 🟢 Low (stable baseline)

• The SVHC Candidate List stands at 250 entries (following the 33rd update on June 25, 2025). No new additions announced today.
• Related: On June 15, 2026, the UK HSE added 15 substances/groups to the UK REACH Candidate List — the first substantive update since Brexit. The EU and UK lists have now diverged; companies exporting to both markets must screen against each list separately.
• Related: The EU published a draft revision of RoHS 2.0 lead/cadmium exemptions (July 8, 2026), narrowing exemption scopes and shortening validity periods. Public consultation closes August 5, 2026.

US EPA / TSCA & State Regulations — Risk Level: 🟡 Medium

• No major federal TSCA rulemaking published today.
• New Mexico PFAS ban (20.13.2 NMAC) effective July 1, 2026: phased sales bans on products with intentionally added PFAS — cookware, food packaging, dental floss, juvenile products, and firefighting foam from Jan 1, 2027; carpets, cleaning products, cosmetics, textiles, and upholstered furniture from Jan 1, 2028; near-total ban from 2032 except “currently unavoidable uses”.
• California Prop 65: 4 new carcinogens listed July 17, 2026 (hydrochlorothiazide, voriconazole, tacrolimus, and welding fumes), bringing the list to 879 substances. Metal product manufacturers using welding processes should reassess warning-label obligations.

China GB Standards — Risk Level: 🟢 Low (on schedule)

• GB 38031-2025 (EV Traction Battery Safety Requirements) took effect July 1, 2026: thermal-propagation requirement upgraded from “warning signal” to “no fire, no explosion”; new bottom-impact test and post-fast-charging (300 cycles) short-circuit test. Battery material suppliers (separators, electrolytes, flame retardants) should expect cascading spec upgrades from OEMs.
• GB 18580-2025 (formaldehyde emission limits for wood-based panels) took effect June 1, 2026 — finished panel products must now meet E0 (≤0.050 mg/m³).
• China’s MEE continues issuing water pollutant discharge standards (e.g., GB 47945-2026 for the Chishui River basin); chemical park operators should monitor tightening local discharge requirements.

3. Recommended Actions (for international sourcing & compliance teams)

1. This week: Screen US-bound products for intentionally added PFAS against the New Mexico phased ban timeline (2027/2028/2032) and secure substitution plans early.
2. Before Aug 5: Submit comments on the EU RoHS lead/cadmium exemption revision via industry associations to secure adequate transition periods.
3. This month: Establish dual-list screening (EU SVHC 250 entries vs. UK SVHC) — a single-list check no longer covers both markets.
4. Ongoing: Battery supply chain partners should align material specifications with GB 38031-2025, focusing on flame-retardancy and thermal-runaway protection metrics.

Auto-generated by the Market Intelligence Officer. Data as of July 25, 2026, 01:15 (UTC+8).

日期：2026年7月25日 | 监控范围：EU REACH / US EPA·州级法规 / 中国GB标准 | 综合风险等级：🟡 中（无重大突变，多项渐进合规节点临近）

一、今日结论（先看这里）

• 三大核心源（EU REACH SVHC、US TSCA、中国GB）当日无重大突发变动。
• 但美国州级法规动作密集：新墨西哥州PFAS禁令已于2026年7月1日生效，加州65法案7月17日新增4种致癌物——对出口美国的材料企业构成实质合规压力。
• 欧盟RoHS铅镉豁免修订草案公众征询期进行中（截止8月5日），电子电气材料供应商应抓紧提交行业意见。

二、分领域监控详情

1. EU REACH / SVHC —— 风险等级：🟢 低（基线平稳）

• SVHC候选清单现为250项（2025年6月25日第33批更新后），本日无新增公告。
• 关联动态：英国HSE于2026年6月15日将15种(组)SVHC纳入UK REACH候选清单，为脱欧后首次实质性更新——同时出口欧盟+英国的企业注意，EU与UK清单已出现分叉，需分别核对。
• 关联动态：欧盟RoHS 2.0铅镉豁免条款修订草案（2026年7月8日发布），拟细化铅、镉豁免边界并差异化缩短有效期，公众征询期至2026年8月5日。

2. 美国 EPA / TSCA 及州级法规 —— 风险等级：🟡 中

• TSCA联邦层面本日无重大新规发布。
• 新墨西哥州PFAS禁令（20.13.2 NMAC）已于2026年7月1日生效：2027年1月1日起禁售含故意添加PFAS的炊具、食品包装、牙线、青少年产品及消防泡沫；2028年扩展至地毯、清洁产品、化妆品、纺织品、软垫家具等；2032年起除“当前不可避免使用”外全面禁止。
• 加州65法案：2026年7月17日新增4种致癌物（氢氯噻嗪、伏立康唑、他克莫司、焊接烟尘），清单累计达879种。涉焊接工艺的金属材料/制品企业需重新评估警示标签义务。

3. 中国 GB 标准 —— 风险等级：🟢 低（按既定节奏实施）

• GB 38031-2025《电动汽车用动力蓄电池安全要求》已于2026年7月1日实施：热扩散要求从“报警”升级为“不起火、不爆炸”，新增底部撞击及300次快充循环后短路测试。电池材料（隔膜、电解液、阻燃材料）供应商面临下游技术规格传导。
• GB 18580-2025人造板甲醛新国标已于2026年6月1日实施，人造板制品强制达E0级（≤0.050mg/m³）。
• 生态环境部近期密集发布水污染物排放标准（GB 47945-2026赤水河流域标准等），化工园区企业关注属地排放要求收紧。

三、行动建议（面向中国出口企业）

1. 本周必做：出口美国消费品/材料的企业，立即核查产品是否含故意添加PFAS，比对新墨西哥州分阶段禁令时间表（2027/2028/2032），提前锁定替代方案。
2. 8月5日前：电子电气材料供应商通过行业协会向欧盟提交RoHS铅镉豁免修订意见，争取过渡期。
3. 本月内：同时出口EU和UK的企业，建立EU SVHC（250项）与UK SVHC双清单核查机制，避免用单一清单覆盖两地义务。
4. 持续：动力电池供应链企业对照GB 38031-2025更新原材料技术协议，重点确认阻燃与热失控防护指标。

本报告由市场情报官自动监控生成，数据截至2026年7月25日 01:15（北京时间）。

1. Monitoring Overview

Date: July 24, 2026 (Friday)
Scope: EU REACH SVHC List · US EPA TSCA · China GB Standards
Daily Risk Level: Low (No Major Changes)

2. Source-by-Source Findings

1. EU REACH SVHC Candidate List

• Baseline: The list contains 251 entries (last updated November 5, 2025, adding Decabromodiphenyl ethane, DBDPE, CAS 84852-53-9, on a vPvB basis).
• Change today: No new EU batch update for July 2026 was found; the list remains at 251 entries.
• Related note: UK REACH added 15 new SVHC candidates on June 26, 2026 (flame retardants, photoinitiators, PU catalysts, dyes, etc.). Exporters to the UK should monitor the divergence between the UK and EU lists.

2. US EPA TSCA

• Baseline: The current TSCA framework (post-2016 Lautenberg amendment) continues in force. Recent public activity is at the state level — California CARB released draft VOC data for the next consumer-products round on July 20, 2026 (not a direct federal TSCA update).
• Change today: No significant TSCA rule updates (new chemical SNURs, significant new use rules, or risk evaluation conclusions) from EPA were identified this week.

3. China GB Standards

• Baseline: A batch of national/industry standards took effect on July 1, 2026, including the mandatory standard GB 18383—2025 “General Technical Requirements for Wadding Fiber Products”, plus the recommended standard GB/T 46992-2025 on recycled rare-earth secondary resources.
• Change today: No newly issued mandatory GB standard in the new-materials field was found for July 24, 2026.

3. Recommended Actions

1. EU exporters: Maintain supply-chain screening and SCIP notifications against the current 251 SVHCs (when an article contains >0.1% SVHC), and reconcile against the UK REACH list for UK-bound products.
2. US exporters: Sustain TSCA compliance baseline; track EPA new-chemical and SNUR announcements. If your products contain VOCs, watch CARB draft developments.
3. Domestic new-materials manufacturers: Confirm whether products fall under GB 18383—2025 and other standards effective July 1, 2026; complete standard transition and testing/certification in time.
4. General: This is a “no major change” baseline daily report. Log this status in your compliance register and re-screen at the next EU list update (typically December–January).

This report is auto-generated by new-materials policy monitoring for compliance reference only and does not constitute legal advice.

一、监控概览

日期：2026年7月24日（周五）
监控范围：EU REACH SVHC 清单 · US EPA TSCA · 中国 GB 标准
当日风险等级：低风险（无重大变动）

二、各政策源核查结果

1. EU REACH SVHC 候选清单

• 基线状态：清单共 251 项（最近一次更新为 2025年11月5日，新增十溴二苯乙烷 DBDPE，CAS 84852-53-9，列入理由为 vPvB）。
• 当日变动：未检索到 2026年7月新一批次新增公告，清单维持 251 项。
• 相关提示：英国 UK REACH 于 2026年6月26日新增 15 种 SVHC 候选物质（阻燃剂、光引发剂、聚氨酯催化剂、染料等）。对英出口企业需关注 UK 与 EU 清单差异，避免合规盲区。

2. US EPA TSCA

• 基线状态：现行 TSCA 框架（含 2016 Lautenberg 修订）持续执行；近期公开动作为加州 CARB 于 2026年7月20日发布下一轮消费品 VOC 草案数据（属州层面，非联邦 TSCA 直接更新）。
• 当日变动：未检索到 EPA 本周发布的重大 TSCA 规则（新化学物质 SNUR、重要新用途规则或风险评估结论）更新。

3. 中国 GB 标准

• 基线状态：2026年7月1日起一批国家/行业标准正式实施，含强制性国标 GB 18383—2025《絮用纤维制品通用技术要求》，以及推荐性标准 GB/T 46992-2025《可回收利用稀土二次资源分类与综合利用技术规范》。
• 当日变动：未检索到 2026年7月24日当天新发布的强制性新材料领域 GB 标准。

三、行动建议

1. 出口欧盟企业：维持对现有 251 项 SVHC 的供应链排查与 SCIP 通报（物品中 SVHC 含量 >0.1% 时），并同步比对 UK REACH 清单，覆盖对英出口产品。
2. 出口美国企业：保持 TSCA 合规基线，持续关注 EPA 新化学物质及 SNUR 公告；若涉及含 VOC 消费品，留意 CARB 草案进展。
3. 国内新材料企业：核查产品是否落入 2026年7月1日实施的 GB 18383—2025 等新规范围，及时完成标准换版与检测认证。
4. 通用动作：本日报为”无重大变动”基线记录，建议将本状态纳入合规台账，待下一批次（通常 12月—次年1月）EU 清单更新时重点复核。

本报告由新材料行业政策监控自动生成，仅供合规参考，不构成法律意见。

📋 Report Overview

Report Date: July 23, 2026 (Thursday)
Policy Areas: China GB Mandatory Standards · EV Battery Safety
Risk Level: 🔴 HIGH — Direct Supply Chain Compliance Impact
Sources: State Administration for Market Regulation · MIIT · Standardization Administration of China

📌 Key Policy Update Today

GB 38031-2025 “Safety Requirements for Electric Vehicle Traction Battery Packs” — Now in Effect

Effective July 1, 2026, the mandatory national standard GB 38031-2025, organized and developed by the Ministry of Industry and Information Technology (MIIT), has officially taken effect — marking a watershed moment for China’s new energy vehicle (NEV) traction battery industry.

Core Revised Requirements:

• Thermal Runaway (Thermal Diffusion) Test — Dramatically Tightened: Upgraded from “provide thermal event alarm signal 5 minutes before fire or explosion” to “no fire, no explosion, and no smoke harmful to occupants” — requirements increased approximately 10x
• New Bottom Impact Test Added: Simulates underbody scraping scenarios; after impact with a 30mm steel ball at 150J energy, requires no leakage, fire, or explosion
• New Fast-Charging Cycle Safety Test: After 300 fast-charging cycles (20%–80% SOC), must still pass external short-circuit test with no fire or explosion
• Enhanced Insulation Resistance Requirements: Added AC circuit battery system insulation resistance requirements

Implementation Timeline:

• New type approval applications: Mandatory from July 1, 2026
• Vehicles with existing type approvals: Mandatory from July 1, 2027

🔍 EU REACH SVHC List Status

As of July 2026, the EU REACH SVHC Candidate List contains 247 substances (updated January 2025). The latest batch, added on January 21, 2025, introduced 5 new Substances of Very High Concern and updated the tris(4-nonylphenyl, branched and linear) phosphite (TNPP) entry to reflect endocrine-disrupting properties.

Action Required: Any product exported to the EU containing SVHC above 0.1% w/w must immediately initiate supply chain screening and submit a SCIP notification to ECHA.

⚠️ Impact on the New Materials Industry

Impact Area	Specific Impact	Risk Level
Battery Material Suppliers	Cathode/anode/electrolyte/separator must meet significantly stricter safety tests	HIGH
Battery Module/PACK Manufacturers	Thermal management design requires full upgrade; bottom impact protection mandatory	HIGH
NEV OEMs	Type approval process changed; new models from July 1 must comply	HIGH
New Materials R&D Direction	Solid-state batteries / high-safety electrolytes become R&D priority	MEDIUM
EU Export (REACH)	Products containing SVHC >0.1% require SCIP notification	MEDIUM

✅ Recommended Actions

1. Immediate (This Week): Screen entire supply chain for all SVHC substances; build a 0.1% threshold exceedance checklist
2. Before End of July: Complete GB 38031-2025 gap analysis to identify compliance shortfalls in current products
3. August–December: Optimize product structure for fast-charging safety testing and bottom impact resistance
4. Before July 2027: Complete standard transition applications for vehicles with existing type approvals
5. Ongoing: Monitor ECHA monthly SVHC list updates for any new additions

📊 Baseline (No New SVHC/TSCA Changes Today)

• EU REACH SVHC Candidate List: 247 substances (last updated: January 21, 2025)
• US EPA TSCA: Continuing existing chemical review programs
• China GB Standards: July 2026 batch — 508 recommended standards, 24 mandatory standards newly published

Report generated: July 23, 2026 · Market Intelligence Officer 🕵️

📋 报告概述

报告日期：2026年7月23日（星期四）
政策领域：中国GB强制性国家标准 · 新能源电池安全
风险等级：🔴 高（直接影响供应链合规）
监控来源：国家市场监督管理总局 · 工业和信息化部 · 国家标准化管理委员会

📌 今日重大政策变动

一、GB 38031-2025《电动汽车用动力蓄电池安全要求》正式实施

2026年7月1日起，工业和信息化部组织制定的强制性国家标准GB 38031-2025正式实施，对中国新能源汽车动力电池行业产生深远影响。

核心修订内容：

• 热扩散测试大幅加严：从原来”着火、爆炸前5分钟报警”升级为”不起火、不爆炸，烟气不对乘员造成伤害”，要求提高约10倍
• 新增底部撞击测试：模拟底盘剐蹭场景，直径30mm钢球以150J能量撞击后，要求无泄漏、起火或爆炸
• 新增快充循环安全测试：300次快充循环（20%-80% SOC）后仍须通过外部短路测试，不起火不爆炸
• 绝缘电阻要求完善：新增交流电路电池系统绝缘电阻要求

实施节点：

• 新申请型式批准车型：2026年7月1日起执行
• 已获型式批准车型：2027年7月1日起执行

🔍 EU REACH SVHC清单现状

截至2026年7月，EU REACH SVHC候选清单共收录247项物质（2025年1月更新）。最新批次于2025年1月21日新增5种高度关注物质，并将三(4-壬基苯基)亚磷酸酯(TNPP)条目更新为内分泌干扰物属性。

企业提示：如产品出口欧盟，SVHC超0.1%须立即启动供应链筛查，并向ECHA提交SCIP通报。

⚠️ 对新材料行业的影响分析

影响维度	具体影响	风险等级
电池材料供应商	正极/负极/电解液/隔膜需满足更严安全测试	高
电池模组/PACK厂商	热管理设计需全面升级，新增底部防护	高
新能源汽车整车厂	型式认证流程变更，7月1日起新车型必须满足	高
新材料研发方向	固态电池/高安全性电解质成为研发重点	中
欧盟出口（REACH）	含SVHC超0.1%的产品需SCIP通报	中

✅ 行动建议

1. 立即行动（本周内）：排查供应链中使用的全部SVHC物质，建立0.1%阈值超标清单
2. 7月底前：完成GB 38031-2025对标分析，确认现有产品合规差距
3. 8-12月：针对快充安全测试、底部撞击测试进行产品结构优化
4. 2027年7月前：完成已获认证车型的标准切换申请
5. 持续监控：关注ECHA每月SVHC清单更新动态

📊 基线信息（本日无新增SVHC/TSCA变动）

• EU REACH SVHC候选清单：247项（最近更新：2025年1月21日）
• US EPA TSCA：持续执行现有化学品审核计划
• 中国GB强制性标准：7月新发508项推荐性标准，24项强制性标准

报告生成时间：2026年7月23日 · 市场情报官 🕵️