充电宝新标准未定 质量升级箭在弦上

Core Viewpoint - The upcoming "Mobile Power Safety Technical Specification" may lead to nearly 70% of products in the mobile power industry being phased out, but the standard is still in the consultation phase and will have a transition period after its release, ensuring existing compliant products remain unaffected [1][4]. Industry Overview - The mobile power industry in China is projected to reach a market size of 24.26 billion yuan in 2024, with a year-on-year growth of 5.07%, where power banks account for approximately 52.3% and portable energy storage devices for about 47.7% [5]. - There are over 25,000 registered companies in the mobile power sector, indicating a competitive landscape [5]. Regulatory Developments - The "Mobile Power Safety Technical Specification" is currently in the consultation stage, with requirements outlined for power bank units, circuit boards, and batteries [4]. - The implementation timeline of the new standard, rumored to be February 2026 for release and June 2026 for enforcement, has not been confirmed, but a transition period of 6 to 12 months is expected [4]. Market Transition - Experts predict a shift in the mobile power industry from a "price advantage" to a "value advantage," leading to a market environment focused on quality and reliability [5][6]. - The new regulations are expected to accelerate industry upgrades and transitions, promoting more reliable and stable product technologies [5][6]. Quality Control and Standards - The new standards signify a shift in regulation from basic safety to comprehensive lifecycle quality control, incorporating requirements like cyclic testing and intelligent monitoring [6]. - The upgrade of mobile power standards is expected to have a demonstrative effect on other consumer electronics sectors, encouraging a holistic upgrade towards safety, intelligence, and sustainability [6].