罗马仕：从“绝不倒闭”到全面停工

Core Viewpoint - The recent crisis faced by ROMOSS, a well-known power bank brand, highlights significant safety risks in the power bank industry, leading to increased regulatory scrutiny and a potential shift away from low-price competition towards improved product quality and supply chain transparency [1][7]. Company Summary - ROMOSS announced a six-month suspension of operations starting July 7, 2025, due to changing market conditions and business needs, with employee wages being paid at a reduced rate after the first month [3]. - The crisis originated from a recall of 491,700 defective power banks due to potential fire risks, marking one of the largest recalls in the domestic power bank industry [3]. - The recall faced challenges, including refusal from multiple courier companies to accept returns due to the products being classified as "flammable and explosive," complicating consumer rights protection [3]. - ROMOSS's direct losses from the recall are estimated to exceed 40 million yuan, with monthly losses reaching 100 to 200 million yuan due to product removals from online platforms [4]. Industry Summary - The power bank industry is experiencing intense competition characterized by a "price war," where many companies resort to low pricing strategies, leading to compromised product quality [5]. - The non-compliance rate for power banks sold online has surged from 19.8% in 2020 to 44.4% in 2023, indicating a significant deterioration in product safety standards [6]. - The cost of battery cells, which account for over 50% of total production costs, has been a primary area where companies cut corners, often opting for cheaper, lower-quality materials that increase safety risks [6]. - The recent incidents have prompted calls for the industry to abandon the "low price equals justice" growth model, emphasizing the need for improved supply chain transparency and product quality as core competitive advantages [7].