充电储能业务占营收一半，充电宝召回影响几何？安克创新回应

Core Viewpoint - The recent recall of power banks by domestic brands such as Anker and Romoss has raised concerns about safety risks associated with battery cells, impacting the industry and consumer trust [1][8]. Group 1: Recall Events - Romoss announced the recall of 491,700 units of three power bank models in June [1]. - Anker followed suit, recalling over 710,000 units of seven models due to safety risks associated with industry-standard battery cells [1][2]. - The Civil Aviation Administration of China announced that power banks without 3C certification would be banned from boarding flights starting June 28 [1][8]. Group 2: Financial Impact - Anker stated that the impact of the recall on overall profits is limited, as the mobile power supply category accounts for about 10% of its total revenue [2][9]. - The recalled models represent only a small portion of Anker's global offerings, which exceed 100 models [2][9]. - The estimated value of the recalled products is over 100 million yuan [1]. Group 3: Safety Concerns - The recalls were triggered by reports from at least 21 universities indicating that Romoss power banks were more prone to explosions compared to other brands [6]. - Anker's recall in the U.S. involved approximately 1.158 million units due to reports of fires and explosions, leading to minor injuries [7]. - The safety issues stem from upstream suppliers using unapproved materials in battery cells, which could lead to overheating and potential fires [8]. Group 4: Supply Chain Adjustments - Anker has established a strategic partnership with CATL for new battery cell supplies [2][9]. - The company has invested 20 million yuan to set up a battery material testing laboratory and is actively seeking new suppliers to mitigate risks [9].