近期，罗马仕、安克创新（300866）相继宣布召回多款充电宝产品，涉及召回数量超120万台。市场监 管总局表示，召回原因是电池在生产过程中混入金属异物，存在产品过热甚至燃烧的安全隐患。截至7 月3日，罗马仕确认符合召回条件的产品330807件，已收到退货或无害化处理产品79891件；安克创新已 有超20万用户完成了召回申请，企业向用户寄出了超10万个防火安全袋用于快递召回的充电宝。据了 解，安普瑞斯(无锡)有限公司是罗马仕充电宝的锂电池供货商之一。目前安普瑞斯(无锡)有限公司拥有 的74张3C证书，均被认证机构暂停或撤销。无锡市市场监管局已依规对该企业生产的锂电池产品全部 封存。(央视新闻) ...

以下文章来源于定焦One ，作者定焦One团队 定焦One . 深度影响创新。 震荡蔓延：从消费者恐慌到行业洗牌。 文 ｜ 何欣欣 编辑 ｜ 金玙璠 来源｜ 定焦One（dingjiaoone） 封面来源 ｜ Pexels 席卷电宝行业的风暴，还在引发连锁震荡。 据界面新闻7月3日报道，多名罗马仕员工表示，自7月1日起，罗马仕内部已陆续通知员工全面停工停产，员工工资只发放到6月。尽管当晚罗马仕回应 称"公司没有倒闭"，但这场风波对其经营影响之深已不言自明。 这场行业危机，早已露出端倪。 导火索可以追溯到今年3月罗马仕充电宝在航班上起火；6月中旬，多所高校禁用罗马仕产品；紧接着，6月中旬以来， 罗 马仕宣布因"电芯缺陷在极端场景下可能过热燃烧"，召回三款型号充电宝，涉及49万台产品。随后，国家市场监管总局信息显示，罗马仕多款快充移动电 源的3C认证被"暂停"。 并非罗马仕一家公司中招。 6月25日， 另一头部品牌安克创新也宣布召回问题产品，矛头直指供应商的"电芯原材料未经批准变更"。据多家媒体报道及官 方信息，安克涉事电芯供应商指向安普瑞斯。 6月30日， 无锡市市场监督管理局回应，正对安普瑞斯（无锡）有限公司 ...

Core Viewpoint - Anker Innovations is recalling a total of 416,789 power banks in Japan due to the use of inappropriate materials by the battery cell supplier, which may lead to accidents [2][5]. Group 1: Recall Details - The recall involves two models of power banks across eight batches, with one model (10,000mAh, 22.5W) accounting for 401,771 units sold between May 16, 2024, and June 6, 2025 [2]. - The second model (10,000mAh, 7.5W, with a stand) involves 15,018 units sold between December 9, 2023, and February 13, 2025 [2]. Group 2: Previous Recalls and Company Response - Anker had previously recalled 413 units of power banks in Japan last September due to fire reports linked to manufacturing defects [5]. - The company acknowledged insufficient management and oversight of the battery cell supplier and plans to enhance on-site management and information coordination [5]. Group 3: Global Recall Scope - Prior to the Japan recall, Anker announced recalls of over 1.15 million units in the U.S. and over 710,000 units in China, totaling more than 2.27 million units globally [6]. - Anker's 2024 financial report indicates that overseas revenue accounts for 96.42% of total revenue, with energy storage products contributing 51.26% of revenue [6].

对于供应商安普瑞斯未经批准变更材料的原因，公司称有待政府调查结果。公司表示将从三个方面进 行改进。"今年初，我们成立了一个近50人的电芯专家团队，他们是来自全行业甚至一些源头电芯厂 的专家，这个团队会联合供应商共同审核每款电芯的安全性和可靠性方案。过去，对移动电源厂商来 说，其实大家在这方面能力是相对薄弱，甚至没有的；其次，我们投资2000多万元成立了电芯实验 室，目的就是为了去做这种电化学层面的检测；我们还搭建专门大数据平台，对接电芯供应商的生产 系统，获取和分析电芯生产的各项数据，主动发现潜在问题并预警。" 据每经，安克创新方面回应近期召回事件表示，公司从去年底开始陆续就发现产品热失控，经测试发 现电芯正极材料比例有差异。 ...

Core Viewpoint - The recall of over one million power banks by Anker Innovations and other brands has sparked widespread concern over industry safety, primarily due to issues with battery cells sourced from a supplier, Amsprius [1][2]. Group 1: Incident Overview - Anker Innovations and Romoss announced a recall of over one million power banks due to safety risks associated with battery cells [1]. - The root cause of the issue is linked to "unapproved material changes" in battery cells supplied by Amsprius, which has prompted investigations by government authorities [1][2]. - Anker discovered the risk of thermal runaway in some products starting from late last year, leading to a comprehensive testing process of returned samples [1][3]. Group 2: Supplier and Material Changes - Amsprius, a well-known soft-pack battery manufacturer, has been supplying battery cells to various brands, including Anker and Romoss, and has produced over 100 million lithium batteries in China by 2023 [2]. - Anker's communications with Amsprius revealed that material changes were confirmed only after further data and samples were obtained [2]. - The reasons behind Amsprius's unapproved material changes remain unclear, with speculation about cost-saving or innovation motives [2]. Group 3: Financial Implications - The recall is expected to incur additional costs for Anker, estimated at over 10 million yuan for purchasing explosion-proof bags and shipping, although the total cost is difficult to estimate [3]. - Anker's revenue is primarily derived from overseas markets, with 96.42% of its revenue coming from international sales, suggesting that the recall may have a limited impact on overall financial performance [3][4]. Group 4: Future Measures and Improvements - Anker plans to enhance its detection capabilities by forming a team of nearly 50 battery experts to jointly review the safety and reliability of battery cells with suppliers [4]. - The company has invested over 20 million yuan to establish a battery testing laboratory and is developing a big data platform to monitor and analyze production data from battery suppliers [4]. - Anker has not received any notifications from Apple regarding the removal of its products from Apple's sales channels, indicating that the recall may not affect its sales in that market [4].

Core Viewpoint - Recent safety issues with power banks have raised alarms in the energy storage industry, highlighting risks associated with the outsourcing production model [1][3]. Group 1: Recent Events - Anker announced a recall of four power bank models due to the use of substandard materials by its battery supplier, which could lead to internal short circuits [1]. - The National Market Supervision Administration reported a 43.6% non-compliance rate in power bank quality checks, leading to over 2 million product recalls from brands like Anker and Romoss [2]. Group 2: Outsourcing Model in Energy Storage - The outsourcing model for energy storage cells is becoming common as companies focus on R&D and branding while outsourcing production to meet market demand quickly [4][5]. - This model reduces fixed asset investment risks and shortens time to market, but it introduces significant supply chain risks, including raw material price fluctuations and quality control issues [6]. Group 3: Risks of Outsourcing - The complexity of energy cell production increases quality risks, as outsourcing diminishes brand control over the supply chain and quality monitoring [7]. - Energy cells are larger and more complex than consumer batteries, and quality defects can lead to severe consequences, including fires or explosions [8]. Group 4: Four Major Risks of Outsourcing - Material Control Issues: Outsourcing can lead to critical material changes without proper oversight, as seen in the Anker incident [9]. - Temporary Production Lines: Many factories are not specialized in energy cells, leading to potential quality issues due to inadequate production conditions [10]. - Limited Technical Capability: Workers at outsourcing factories may lack the necessary understanding of design principles, leading to undetected defects [11]. - Quality Assurance Gaps: Brands often rely on post-production inspections, which can allow for undetected quality issues [12]. Group 5: Importance of Safety in Outsourcing - While outsourcing is a market efficiency choice, safety must remain a priority [13]. - The energy storage industry operates under more stringent conditions than consumer electronics, where failures can have broader implications [14]. - The recent recall incidents serve as a warning for the energy storage sector to strengthen supply chain oversight and ensure quality control throughout the production process [15].

Core Insights - Major power bank brands such as Romoss and Anker Innovation have announced emergency recalls due to fire hazards, leading to widespread consumer concern and reports of power banks catching fire [1][3][4] - Consumers have reported severe damage to property and personal safety incidents, with some unable to process refunds due to seller account issues [2][5] - A significant quality control issue was highlighted by the National Market Supervision Administration, which found a 37.5% non-compliance rate in safety tests for power banks [1][14] Group 1: Industry Crisis - The crisis was triggered by a fire incident involving Romoss power banks on a flight, leading to bans in several universities and raising public alarm [3][4] - Romoss has recalled 491,700 units of specific models manufactured between June 5, 2023, and July 31, 2024, while Anker Innovation recalled approximately 710,000 units [4][10] - The incident has caused a significant loss of consumer trust, with many questioning the safety of their power banks and seeking refunds [4][7] Group 2: Market Impact - Romoss has been a market leader, selling over 50 million units annually and dominating e-commerce sales for eleven consecutive years [9][10] - Anker Innovation reported a revenue of 24.71 billion yuan in 2024, reflecting a 41.14% year-on-year growth, but the recall may hinder future growth [9][10] - The power bank market in China is projected to reach $1.046 billion by 2024, accounting for over 30% of the global market, but safety concerns could impact this growth [13][14] Group 3: Regulatory Response - The Ministry of Industry and Information Technology is seeking public input on mandatory national standards for power banks to enhance safety measures [14] - New regulations will include stricter testing requirements for overcharging, puncture resistance, and thermal abuse, aiming to restore consumer confidence [14]

Group 1 - Anker Innovations faced a significant recall of over 2 million products globally in June, marking a first for domestic consumer electronics brands in China [2] - The Hong Kong IPO market is set to reclaim its position as the world's largest listing destination in the first half of 2025, following several years of stagnation [3] - A new agreement between Vietnam and the United States has reduced tariffs to 20%, prompting a reevaluation of outbound strategies for companies [4] Group 2 - The CEO of Qatar Investment Promotion Agency met with the President of China Council for the Promotion of International Trade to discuss deepening investment cooperation between China and Qatar [5] - The three major American EDA companies have lifted restrictions, providing a breathing space for domestic chip design amid ongoing uncertainties in the semiconductor sector [6] - President Trump announced that new tariffs will begin on August 1, with potential rates ranging from 10% to 20%, significantly lower than previous peaks of 60%-70% [7] Group 3 - Japanese Prime Minister Shigeru Ishiba stated that trade negotiations with the United States are progressing steadily, despite concerns over potential tariff increases [8] - The Shanghai Enterprise Going Global Professional Service Alliance was established to support companies in expanding into international markets, with 50 institutions joining initially [8] - Geely Auto signed a distribution agreement to enter the Italian market, planning to launch two electric vehicle models [8]

Core Viewpoint - The recent recall crisis involving leading power bank brands Romoss and Anker Innovation has triggered significant repercussions across the consumer electronics industry, highlighting vulnerabilities in supply chains and product safety standards [1][10]. Group 1: Company Impact - Romoss has reportedly notified employees to cease operations and production since July 1, with salaries only paid up to June, indicating severe operational challenges due to the recall [2][3]. - The recall involves over 490,000 power banks, leading to direct costs exceeding 40 million yuan, and the suspension of product sales on all domestic e-commerce platforms [3][10]. - Romoss has experienced a significant cash flow disruption, with reports of consumer refunds being hindered due to insufficient account balances [3][10]. Group 2: Industry Repercussions - The recall crisis has affected multiple brands, with Anker recalling approximately 1.158 million power banks overseas and 712,900 units domestically, indicating widespread industry implications [10]. - Anker's recall process has seen over 200,000 user applications submitted, representing more than 30% of the total recall, which may impact its overall performance [10]. - The crisis has underscored the risks of over-reliance on single products and the importance of robust supply chain management, as companies face potential disruptions from upstream suppliers [10]. Group 3: Supply Chain Issues - The root cause of the recall for Romoss is linked to its battery supplier, Amperes, whose certifications were suspended, affecting multiple brands in the industry [8][9]. - Amperes has reportedly halted production on some lines and is facing significant unpaid debts, raising concerns about the stability of the supply chain [9][10]. - The situation has prompted Anker to switch its core battery supplier to CATL, aiming to mitigate future risks associated with supply chain dependencies [10].

Core Insights - Anker Innovations has initiated two major recalls of power banks in June, affecting both domestic and international markets due to potential fire hazards linked to lithium-ion batteries [2][3] - The total number of recalled products is expected to exceed 2 million units globally, marking a significant event for Chinese consumer electronics brands [3][6] Group 1: Recall Details - On June 12, Anker recalled over 1 million units of the PowerCore 10000 model A1263 in the U.S., produced between January 1, 2016, and October 30, 2019, and sold from June 1, 2016, to December 31, 2022 [2] - A second global recall on June 30 involved five models (A1257, A1647, A1652) and was linked to similar issues affecting domestic recalls [2][3] - In Canada, approximately 11,985 units were sold between December 2023 and June 2025, and in Japan, the recall affected several hundred thousand units, potentially becoming the largest recall in that market [3] Group 2: Financial Impact - Anker stated that the power bank category contributes about 10% to its overall revenue, and the recalled models represent a small fraction of over 100 models available globally [6] - The compensation for affected overseas users includes free replacements or gift cards, with recalled product prices ranging from $25.99 to $89.99 [6] - The financial loss from the recalls is estimated to be significant, with the potential for losses exceeding $1 million due to reported incidents [2][5] Group 3: Regulatory and Compliance Challenges - The recalls highlight the stringent regulatory environment for consumer electronics, especially those containing lithium batteries, in markets like North America and Europe [10] - Compliance with various local regulations for battery disposal and recycling is complex, with different countries having specific requirements [8][10] - The recalls serve as a stress test for Anker's operational capabilities and brand resilience in the international market [10]