Anker Innovations(SZ:300866) Mei Ri Jing Ji Xin Wen·2025-07-04 14:54Core Viewpoint - The recall of over one million power banks by Anker Innovations and other brands has sparked widespread concern over industry safety, primarily due to issues with battery cells sourced from a supplier, Amsprius [1][2]. Group 1: Incident Overview - Anker Innovations and Romoss announced a recall of over one million power banks due to safety risks associated with battery cells [1]. - The root cause of the issue is linked to "unapproved material changes" in battery cells supplied by Amsprius, which has prompted investigations by government authorities [1][2]. - Anker discovered the risk of thermal runaway in some products starting from late last year, leading to a comprehensive testing process of returned samples [1][3]. Group 2: Supplier and Material Changes - Amsprius, a well-known soft-pack battery manufacturer, has been supplying battery cells to various brands, including Anker and Romoss, and has produced over 100 million lithium batteries in China by 2023 [2]. - Anker's communications with Amsprius revealed that material changes were confirmed only after further data and samples were obtained [2]. - The reasons behind Amsprius's unapproved material changes remain unclear, with speculation about cost-saving or innovation motives [2]. Group 3: Financial Implications - The recall is expected to incur additional costs for Anker, estimated at over 10 million yuan for purchasing explosion-proof bags and shipping, although the total cost is difficult to estimate [3]. - Anker's revenue is primarily derived from overseas markets, with 96.42% of its revenue coming from international sales, suggesting that the recall may have a limited impact on overall financial performance [3][4]. Group 4: Future Measures and Improvements - Anker plans to enhance its detection capabilities by forming a team of nearly 50 battery experts to jointly review the safety and reliability of battery cells with suppliers [4]. - The company has invested over 20 million yuan to establish a battery testing laboratory and is developing a big data platform to monitor and analyze production data from battery suppliers [4]. - Anker has not received any notifications from Apple regarding the removal of its products from Apple's sales channels, indicating that the recall may not affect its sales in that market [4].