Anker Innovations(SZ:300866) Xin Lang Cai Jing·2025-12-31 09:57Core Viewpoint - Anker Innovations is rumored to be undergoing a significant workforce reduction of 30%, which the company denies, stating that any adjustments are part of a strategic upgrade and efficiency improvement [1]. Group 1: Workforce Adjustments - Anker Innovations has not confirmed the exact percentage of layoffs, but an employee indicated that the layoffs are real, primarily affecting outsourced staff and some underperforming full-time employees, with opportunities for internal transfers [1]. - The company is preparing for a secondary listing on the Hong Kong Stock Exchange, aiming to enhance its global strategy and competitiveness [1]. Group 2: Business Challenges - Anker faced a major recall of over 1.158 million power banks due to safety hazards, leading to a trust crisis in the charging industry [2]. - Despite challenges in the power bank segment, Anker's energy storage business is rapidly growing, with projected annual revenue of 6 billion yuan, nearly doubling year-on-year [4]. Group 3: Financial Performance - Anker's revenue for the first three quarters exceeded 21 billion yuan, with a net profit nearing 2 billion yuan, reflecting a year-on-year growth of 31.34% [4]. - However, the company is experiencing increased inventory levels, leading to negative operating cash flow, indicating short-term liquidity pressures [4]. Group 4: Strategic Direction - Anker's CEO has indicated a more cautious approach to new product categories, limiting expansions to 2-3 new categories per year, contrasting with previous aggressive strategies [5][6]. - The company is also focusing on establishing a global direct sales network to reduce reliance on Amazon, which has contributed over 50% of its revenue in recent years [7].