充电宝新国标要来了 受益股曝光（附名单）

Group 1 - The charging treasure industry is entering a new phase of high-quality development, driven by the introduction of stricter national standards for mobile power sources [2] - The new mandatory national standard will include requirements for overcharging protection, over-discharging protection, short-circuit protection, and other safety measures for lithium-ion batteries [2] - By July 2025, the domestic charging treasure market is expected to reach $1.046 billion (approximately 7.47 billion RMB), accounting for over 30% of the global market [2] Group 2 - Anker Innovations is projected to achieve revenue of 12.667 billion RMB in its charging and energy storage business in 2024, a year-on-year increase of 47.23%, making up 51.26% of total revenue [3] - Ugreen Technology's charging-related products are expected to account for 38.08% of its total revenue in 2024 [3] - Companies like Anker Innovations and Ugreen Technology have shown strong stock performance, with year-to-date increases exceeding 26% [3] Group 3 - The net profit growth forecast for companies such as Penghui Energy, Thunder God Technology, Langke Technology, and Xinnengda is expected to exceed 50% this year [3] - The market capitalization and net profit growth rates of various companies in the charging treasure sector indicate a competitive landscape, with notable players like Anker Innovations and Ugreen Technology leading in market share [4]