两大头部爆雷、安检严查，充电宝行业洗牌在即

Core Viewpoint - The recent trust crisis in the power bank industry may shift the focus from technological competition to safety competition, driven by new regulations from the Civil Aviation Administration of China (CAAC) prohibiting the transport of non-3C certified power banks on domestic flights [1][2][6] Industry Impact - The new regulation affects a wide range of consumers, as many power banks in the market lack 3C certification, leading to a potential surge in replacement demand [1][2] - Major brands like Xiaomi, Anker, and Romoss, which dominate the market, are facing significant trust issues due to safety recalls and certification suspensions [2][11] - Anker has terminated its partnership with Amperex Technology Limited (ATL) and is now sourcing batteries from ATL, while Romoss has seen its entire product line's 3C certification suspended [12][11] Safety Concerns - The CAAC's decision comes after multiple incidents of power banks catching fire on flights, highlighting safety risks associated with lithium battery products [6][3] - The recent safety incidents are linked to issues with battery cells supplied by Amperex, which has led to widespread recalls from major brands [12][6] Market Dynamics - The crisis may lead to a reshuffling of the industry, as brands with compromised reputations may lose market share to competitors who can assure safety and quality [11][12] - The focus on safety may drive consumers to prioritize quality over price, potentially leading to a healthier market environment [13][12] Regulatory Changes - New regulations regarding 3C certification for lithium-ion batteries and power banks will take effect, with strict enforcement expected to begin in August 2024 [6][3] - Regulatory bodies are increasing inspections of manufacturing facilities to ensure compliance with safety standards [13]