商报讯(记者苗露)近期，民航局新规对于无3C认证或召回批次的充电宝禁飞事件仍在发酵中。截至6月 29日，深圳罗马仕科技和安克创新（300866）等企业已宣布召回的充电宝产品合计超百万台，背后原因 直指"电芯"和"原材料"问题。市场普遍认为，充电宝安全问题已从行业内部溢出至公共领域。 经过几日的震荡，昨日安克创新、绿联科技（301606）等多家受牵连的上市公司股价均有回升，截至收 盘，分别收涨3.07%和0.39%。业内人士将这次事件的发酵归因于"行业内卷"。近年来，充电宝售价屡 探新低，价格"内卷"埋下安全隐患。这次危机或将带来行业洗牌，一些企业可能会直接离开"牌桌"。 缺少3C标识不予带上飞机充电宝行业震荡 6月以来，充电宝行业遭遇强烈震荡。 6月26日，为切实保障航空运行安全，民航局发布紧急通知，自6月28日起禁止旅客携带没有3C标识、 3C标识不清晰、被召回型号或批次的充电宝乘坐境内航班。 此后，大量用户在社交平台反馈，国内头部品牌罗马仕、安克的充电宝被禁止携带上飞机，还有用户反 馈学校提醒罗马仕充电宝存在爆炸风险。随即，罗马仕、安克在官网发布召回信息。 根据安克官网，"某供应商部分批次的行业通用电芯， ...

开源证券股份有限公司吕明,林文隆近期对绿联科技（301606）进行研究并发布了研究报告《公司首次覆 盖报告：充电品牌和渠道势能提升，NAS存储赛道星辰大海》，首次覆盖绿联科技给予买入评级。 绿联科技 3C配件业务起家，高潜力NAS存储开始放量，首次覆盖给予"买入"评级 NAS私有云存储：产品迭代创新带动ToC领域渗透，公司份额领先 NAS私有云存储隶属数据存储赛道，能够通过连接家庭网络或者外网同时为多台设备提供文件传输、影视 资源播放、备份、在线编辑等功能，对于家庭用户来说能够达到优于云网盘的作用且数据存储在本地提高 了隐私性。2024年预计NAS ToC端销量129万台，低渗透率主要系传统企业聚焦ToB市场导致ToC市场缺乏 较好体验的产品或者消费者使用门槛高。2024年公司推出全新NAS存储系列产品(适用团队以及适用家庭 个人产品)同时对系统进行升级，提升产品易用性的同时能够实现照片高级检索、高码率影视资源整理、 在线同步多人编辑等功能，产品升级带动公司年初以来份额快速提升。展望后续，随着产品逐步完善成 熟，移动硬盘客群转化后行业量或达大几百万。若转化至影视爱好者、内容创作者(千万体量)甚至云网盘 (上亿 ...

以下文章来源于时代财经APP ，作者冯恋阁 时代财经APP . 聚焦于企业财经新闻，互联网新闻信息服务许可证编号：44120230006 来源|时代财经 作者 | 冯恋阁 编辑 | 林铭铭 日前，民航局发布紧急通知，自6月28日起禁止旅客携带没有3C标识、3C标识不清晰、被召回 型号或批次的充电宝乘坐境内航班。 通知提到，今年以来，旅客携带的充电宝等锂电池产品机上起火冒烟事件多发。 "多个头部品牌充电宝厂家因电芯存在安全风险对多批次产品实施召回，国家市场监管总局撤销 或暂停了多个充电宝及电池芯厂家3C认证，上述情况表明旅客随身携带的充电宝存在安全质量 隐患，给民航安全运行带来的风险持续增大。"该通知还特别提到，各机场安检部门要加强对旅 客随身携带充电宝查验，严防旅客携带不合格充电宝乘机。各单位要按要求进一步完善锂电池 起火、冒烟等紧急情况下的应急处置预案。 6月26日下午，#民航局对充电宝发紧急通知#话题登上了微博热搜，最高冲至第4位。 此前，据媒体报道，法国航空事故调查局发布的3月20日杭州飞香港HX115航班起火事件的调 查报告，起火原因是充电宝发生热失控，经确认，充电宝为罗马仕品牌，额定容量为20000 ...

每经记者｜吴泽鹏 陈鹏丽 张宝莲 甄素静 每经编辑｜魏官红 缘起于6月中旬的"北京高校禁用罗马仕充电宝"的热搜持续发酵。 罗马仕、安克创新（300866.SZ，股价107.68元，市值572.36亿元）相继发布了召回公告，且罗马仕在京东、天猫旗舰店的充电宝产品已下架。同时，多个移 动电源品牌的3C认证（中国强制性产品认证）证书被曝光处于"已暂停"或"已撤销"状态。 《每日经济新闻》记者查询发现，罗马仕及安克创新日前宣布召回的产品中，有部分型号对应的3C证书在2个多月前就变更为"已撤销"状态。另外，同为移 动电源头部品牌的倍思、绿联科技（301606.SZ，股价49.45元，市值205亿元），部分3C认证证书也被暂停，大多自6月初开始。其中，绿联科技一项自带线 快充移动电源的3C认证状态在今年3月28日变更为"已撤销"。 此外，记者采访了解到，安普瑞斯（无锡）有限公司（以下简称安普瑞斯）为多家移动电源品牌提供电芯。而据记者在中国质量认证中心官网查询的结果， 安普瑞斯的11个3C证书均自6月10日起变更为"已暂停"状态。 6月21日，《每日经济新闻》记者前往安普瑞斯实地探访，注意到工厂仍有人员走动，偶尔有大货车驶 ...

在全球可持续发展浪潮与中国"3060"双碳目标的驱动下,环境、社会与治理(ESG)理念已成为衡量企业高质 量发展水平的关键标尺。 2025年4月,深圳市绿联科技股份有限公司(以下简称"绿联科技")首次发布环境、社会与公司治理(ESG)报告, 凭借在ESG领域的实践成果,在近日公布的2025年华证指数ESG评级中脱颖而出,以AA评级结果在148家同行 业中位于榜首。这一成果不仅是对绿联科技过往ESG管理成果的高度认可,更是对其未来可持续发展道路的 期待。 (图源网络) 1.环境(E)篇:低碳运营 · 推动绿色制造 绿联科技深谙环保责任与企业竞争力共生之道,致力于用绿色创新理念推动低碳转型的深入发展。公司优先 选用环保、可回收的材料进行产品生产,如USB数据线等线材产品均采用无害、低污染的TPE材质,充电类产 品采用不含卤素的环保PC材料,从源头上减少对环境的影响,通过循环材料应用的不断突破,实现产品全生命 周期碳管理。此外,绿联科技自主研发了"多路电源高效转换技术",通过优化充电过程中的能源损耗与转换 效率,推动节能环保目标实现。 2.社会(S)篇:以爱汇融 · 汇聚伙伴力量 在社会领域,绿联科技始终将员工关怀 ...

Group 1: Brand Positioning and Mission - The company positions "UGREEN" as its core brand, aiming to become a globally influential brand in the tech consumer electronics sector [1] - The mission focuses on creating value for users, enhancing employee happiness, and contributing to social development [1] - The vision is to build a valuable and warm global brand through continuous optimization and effective organizational structure [1] Group 2: Revenue Growth by Product Category - In 2024, the charging category achieved a revenue growth of 50.87% year-on-year [2] - Other categories showed the following growth rates: transmission at 21.30%, audio-video at 11.64%, storage at 19.29%, and mobile peripherals at 16.21% [2] - In Q1 2025, both charging and storage categories continued to show strong growth [2] Group 3: Product Features and System - The NAS products utilize the self-developed ugos pro operating system, which is consistent for both domestic and international versions [2] - The system includes an application center for users to download applications tailored to their needs, with localized differences for various countries [2] - The ugos pro system is designed to provide a user-friendly experience, aligning with personal and family user habits, and offers fast and smooth data transmission [2] Group 4: Disclosure of Major Information - The investor communication activity did not involve the disclosure of any major information [2]

证券代码：301606 证券简称：绿联科技 公告编号：2025-024 深圳市绿联科技股份有限公司 关于参与中植置业（深圳）有限公司预重整的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1.预重整投资方案能否获得债权人会议表决通过或经广东省深圳市中级人 民法院批准尚存在不确定性； 2025 年 5 月 14 日，公司召开了第二届董事会第七次会议，审议通过了《关 于拟参与中植置业（深圳）有限公司预重整的议案》，同意公司作为重整投资人 报名参与中植置业预重整投资人的公开招募，通过依法取得中植置业 100%的股 权，最终实现利用其名下的土地自建办公及经营场所的目的。同时，同意授权公 司管理层代表公司组织参与本次交易相关的投资人遴选、尽职调查、编制预重整 投资方案等工作。 具体内容详见公司于 2025 年 5 月 14 日在巨潮资讯网（www.cninfo.com.cn） 披露的《关于拟参与中植置业（深圳）有限公司预重整的公告》（公告编号：2025- 017）。 二、预重整进展 2025 年 6 月 16 日，公司收到中植置业预重整管理人发来的 ...

Investment Rating - The report maintains an "Overweight" rating for the consumer sector and agriculture, forestry, animal husbandry, and fishery sectors [6]. Core Insights - The report highlights a significant recovery in consumer spending, with May retail sales reaching 4.1 trillion yuan, a year-on-year increase of 6.4%, surpassing expectations [1][2]. - The report emphasizes the impact of government policies and holiday consumption on driving retail growth, particularly in travel and quality lifestyle categories [1][2]. - Emerging categories driven by emotional value and technological innovation are identified as key investment opportunities [1][4]. Summary by Sections Retail Performance - In May, dining and retail sales grew by 5.9% and 6.5% respectively, with a notable increase in travel spending during the May Day holiday [2]. - The 618 shopping festival started earlier this year, contributing to a 8.5% year-on-year increase in online retail sales from January to May, totaling 6 trillion yuan [2]. Category Analysis - Essential goods such as food and beverages saw significant price increases of 14.6% and 11.2% respectively in May [3]. - Upgraded consumption categories like home appliances and furniture experienced remarkable growth, with increases of 53.0% and 25.6% respectively [3]. - Jewelry sales rose by 21.8%, attributed to stable gold prices and investment demand [3]. CPI and Consumer Sentiment - The Consumer Price Index (CPI) showed a slight decline of 0.1% year-on-year in May, primarily due to falling energy prices, while core CPI increased by 0.6% [4]. - The report notes a rise in prices for gold and durable consumer goods, indicating a strong demand for quality living and emotional value consumption [4]. Investment Recommendations - The report suggests focusing on four main investment themes: new consumer opportunities driven by domestic brands, high-growth emotional consumption sectors, the burgeoning silver economy, and AI-driven consumption [5]. - Specific companies recommended for investment include: - Domestic brands: Mao Ge Ping, An Ta Sports, Hai Lan Home, Shenzhou International, Li Ning, and others [5]. - High-growth emotional consumption: Pop Mart, Blukoo, Miniso, and others [5]. - Silver economy: Stable Medical, Guai Bao Pet, and others [5]. - AI + Consumption: Kid King, Ugreen Technology, and others [5]. Target Prices and Ratings - The report provides target prices and maintains "Buy" ratings for several companies, including Mao Ge Ping (target price 127.89 HKD), An Ta Sports (117.98 HKD), and others [9][39].

拥抱核心，把握创新及海外机遇 华泰研究 证券研究报告 可选消费 我们看好的后续投资机会： 2025 年 6 月 16 日│中国内地 中期策略 拥抱核心资产，关注创新及海外本土化能力 2025 年 1-5 月家电板块累计上涨+1.9%，在申万子行业中排名第 12。本轮 周期中，家电社零温和恢复，内销保持优势格局，出口面临挑战。而家电行 业基本面表现积极，我们认为有三大趋势可以把握：锚定家电红利核心资产； 海外本土化能力进一步强化，把握份额逆势提升潜力；关注 AI+创新、跨行 业发展机遇，把握成长 Alpha。白电龙头仍展现核心资产特质，高股息低估 值，有望受到避险资金青睐。清洁电器龙头有望受益全球份额增长。电视结 构升级，展现较大盈利弹性。创新家电品类差异化突围，呈现高成长特点。 家电板块复盘：关税挑战反复，把握内销主线 2025 年一季度，家电板块实现营业总收入 YOY+13.7%，归母净利 YOY+25.3%。行业基本面表现积极，虽有关税扰动，M1-M5 整体仍跑赢大 盘。各细分板块中，家电零部件 1-5 月整体涨幅最大（上涨 11%）。内销： 25 年 1-4 月家电社零同比+23.9%，家电内销热度维持 ...

Investment Rating - The report assigns an "Overweight" rating to the wholesale and retail industry [2]. Core Insights - In May, export growth slowed down but remained resilient, influenced by tariffs and a high base from the previous year. The ongoing US-China trade negotiations are expected to benefit companies with high exposure to the US market, leading to potential valuation recovery [3][4]. - The report highlights that despite a decrease in working days in May, exports still showed positive growth, indicating the resilience of foreign trade. This is attributed to favorable policies following US-China talks, an expanding trade partner network, and improved adaptability of foreign trade companies to tariff barriers [4]. - The report anticipates that Q2 sales data for cross-border e-commerce companies will show significant differentiation, with some companies benefiting from reduced tariffs and others facing challenges due to price increases and rising shipping costs [4]. Summary by Sections Export Data Analysis - In May, the total export growth rate was 4.8%, with imports declining by 3.4%. The report notes that the export growth rate decreased by 3.3 percentage points compared to the previous month [4]. - Exports to the US and EU saw significant declines of 35% and 12%, respectively, while exports to Africa, ASEAN, and Latin America increased by 33%, 15%, and 2% [4]. Trade Negotiations - A new round of US-China trade talks took place in London, with expectations for progress on reducing tariffs and technical restrictions. The report emphasizes the importance of these negotiations for future trade dynamics [4]. Company Recommendations - The report recommends companies with strong brand potential and expected marginal improvements in performance, including Anker Innovations, Ugreen Technology, and others in the cross-border e-commerce sector. For the B2B segment, it suggests companies like Xiaogong Commodity City and Focus Technology [4][5].