Anker Innovations(SZ:300866) Xin Lang Cai Jing·2025-06-30 23:00Core Insights - The charging battery industry is facing a significant crisis due to safety concerns, leading to the recall of over 1.2 million units, prompting a shift in focus towards quality assurance and cost-performance balance [1][2][4] Industry Overview - The recall includes 491,700 units from Romoss and over 710,000 units from Anker, totaling more than 1.2 million products that need to be processed [2] - The recall process has faced challenges, with consumers reporting difficulties in returning products due to courier rejections, leading to alternative disposal methods being suggested [2][3] Safety Concerns - The core issue revolves around the battery cells, with some manufacturers potentially using lower-quality "C-grade" cells, which pose significant safety risks [4] - The main supplier involved, Amperex Technology Co., Ltd., has multiple products with suspended 3C certification, raising concerns about the quality and safety of the components used [4] Market Dynamics - The global market for mobile power banks is projected to exceed 120 billion yuan, with China accounting for 38.7% of this market [5] - Intense price competition has driven retail prices close to material cost, leading to compromises in quality as manufacturers push suppliers for lower prices [5] Industry Response - The recent recall has prompted a shift away from low-price promotions, with e-commerce platforms emphasizing the importance of 3C certification in product listings [5] - Prices for mainstream products have increased, with typical retail prices for 10,000 mAh power banks rising to between 80 yuan and 150 yuan, reflecting a move towards better quality assurance [5]