3C认证新规落地 充电宝行业版图将重塑

Core Viewpoint - The implementation of the new mandatory product certification rules for mobile power banks and lithium-ion batteries is expected to promote healthier industry development by enforcing stricter regulations and shifting the focus from scale expansion to quality and efficiency [1][4]. Industry Changes - The new regulations prohibit the production, import, or sale of products without 3C certification, leading to a significant reduction in non-compliant power banks in places like airports and train stations [1][2]. - The introduction of a full-process certification model, which includes type testing, initial factory inspections, and post-certification supervision, aims to enhance product quality and safety [4]. - Companies will be classified into four tiers (A, B, C, D) based on various metrics, which will enforce differentiated supervision and encourage firms to improve their product quality and management [4][5]. Market Dynamics - Since the introduction of 3C certification, sales of compliant power banks have been increasing, with a reported price increase of approximately 10 yuan for 10,000mAh capacity products due to tight supply of certified battery cells [3]. - The market is expected to undergo a "reshuffling period," with compliant products likely to see price increases of 5% to 15% due to rising certification costs [3][5]. - The association predicts that low-priced, low-quality products will be phased out, with compliant products priced above 50 yuan becoming the market standard [5]. Future Outlook - Companies are expected to accelerate the development of high-power power banks to meet the growing demand from various digital devices, driven by advancements in fast charging protocols and battery technology [5]. - The overall cost structure for compliant products is anticipated to rise, with certification fees around 20,000 yuan and production line upgrades averaging over 500 million yuan, potentially leading to a 30% exit rate among small and medium-sized manufacturers [5].