召回潮下，“充电宝自由”将成奢望，安克、罗马仕们如何突围？

Core Viewpoint - The recent surge in incidents involving lithium battery products, particularly power banks, has led to significant recalls and regulatory scrutiny, highlighting safety concerns and supply chain issues within the industry [1][2][17]. Industry Summary - Multiple brands, including Romoss, Anker, and Xiaomi, have had their 3C certification suspended, resulting in the recall of approximately 49 million and 71.3 million units from Romoss and Anker respectively, marking the largest recall of defective power banks in China’s history [2][18]. - The recalls were triggered by a key supplier, Amperex Technology, which faced suspension of its battery certifications due to unauthorized material changes that compromised battery safety [7][8]. - The power bank market in China is the largest globally, accounting for 38.7% of the total market, which has surpassed 120 billion yuan in 2024 [17][21]. Company Summary - Anker Innovation reported a revenue of 12.667 billion yuan from its charging storage business, which constitutes about half of its total revenue, but its overseas market presence may suffer due to the recalls [18][20]. - Romoss has temporarily halted its entire power bank business, leading to potential monthly revenue losses of 100 to 200 million yuan, and will need to reapply for 3C certification and undergo rigorous product testing [20]. - Amperex Technology, established in 2014, has produced over 100 million lithium batteries since its inception and is recognized for its high energy density batteries, which are critical for competitive pricing in the power bank market [9][10]. Market Dynamics - The industry is experiencing intensified price competition, with some low-cost power banks priced as low as 30 yuan, which has led to compromises in safety and quality [12][13]. - The recent events have prompted a shift from price competition to quality competition, with expectations that compliant products will see an average price increase to the range of 50 to 80 yuan [21]. - Regulatory bodies are tightening safety standards, with new requirements for battery materials and testing protocols being introduced to enhance consumer safety [20][21].