Anker Innovations(SZ:300866) Zheng Quan Ri Bao·2025-07-17 16:33Core Viewpoint - The introduction of stricter national standards for mobile power supplies, including power banks, aims to enhance industry regulations, promote quality competition, and phase out substandard products and companies [1][10]. Industry Overview - The mobile power supply industry has seen a rapid increase in registered companies, with over 2000 new registrations in 2019 and 2020, but this number sharply declined to only 53 in 2024 [2]. - The industry is currently facing severe safety issues, with a 43.6% non-compliance rate found in a recent inspection of 149 batches of mobile power supplies [2]. Safety Concerns - There has been a significant rise in safety incidents, with 15 similar events reported in the first half of 2025, doubling from the previous year [2]. - The use of low-quality battery cells by some companies has led to increased risks of overheating and fire, resulting in major recalls, including over 120,000 units by companies like Romoss and Anker [3][6]. Regulatory Changes - The introduction of the "Mobile Power Supply Safety Technical Specification" by the Ministry of Industry and Information Technology is part of a broader effort to tighten safety regulations [1][10]. - From August 1, 2024, products without 3C certification will be prohibited from being manufactured, sold, or imported, creating a regulatory framework to ensure product safety [9][10]. Market Dynamics - The crisis triggered by battery safety issues is reshaping the industry landscape, with leading companies focusing on technological upgrades to regain competitive advantage [5][11]. - Smaller companies are struggling to meet new compliance costs and quality standards, potentially leading to their exit from the market [7]. Future Outlook - The mobile power supply market is projected to grow to $10.87 billion by 2029, indicating a shift towards a more regulated and quality-focused industry [7]. - Companies that can transform compliance costs into technological advantages are expected to thrive in the upcoming industry reshuffle [12].