「失控」的充电宝

Core Viewpoint - The mobile power bank safety crisis has escalated rapidly, leading to significant regulatory changes and recalls in the industry, highlighting the failure of existing survival rules in the market [3][26]. Group 1: Crisis Overview - On June 26, the Civil Aviation Administration of China issued a notice tightening safety controls on power banks, prohibiting the transport of non-3C certified products on domestic flights starting June 28 [3]. - The crisis was foreshadowed by incidents involving a specific brand's power bank, which was linked to a fire on an international flight in March 2025 [3][4]. Group 2: Recall Actions - Romoss Technology Co., Ltd. announced a recall of approximately 490,000 units, while Anker Innovations recalled over 1.8 million units in both the Chinese and American markets due to issues with battery cells and raw materials [4][5]. - Other major brands like Ugreen, Baseus, and Xiaomi also faced suspensions of 3C certifications for their related products [5]. Group 3: Root Causes - The crisis roots lie in pricing pressures, with a significant drop in retail prices of power banks from around RMB 129-149 in 2021 to as low as RMB 69 by the end of 2024 [7]. - The cost of a reliable battery cell is approximately RMB 40-50, while the total material cost for a power bank is at least RMB 50-60, excluding R&D and marketing expenses [7][8]. - Manufacturers are increasingly opting for lower-grade battery cells (B-grade) to cut costs, which compromises safety and reliability [8][9]. Group 4: Supplier Issues - The crisis was exacerbated by suppliers using substandard materials, with Anker admitting to unauthorized changes in raw materials that could lead to overheating and fire risks [10][11]. - The supplier Amprius was identified as a key player in the crisis, with multiple brands using their battery cells, which have now had their certifications suspended [12][22]. Group 5: Industry Trends - The defect rate of power banks has been rising, with non-compliance rates increasing from 19.8% in 2020 to 44.4% in 2023 [15]. - The nature of defects has shifted to directly threaten personal safety, with reports of power banks catching fire during testing [16][17]. Group 6: Market Impact - The crisis has led to significant disruptions in sales channels, with major retailers removing affected products from their platforms [19]. - Logistics companies have halted the collection of recalled products due to safety concerns, complicating the recall process [20][21]. Group 7: Regulatory Changes - New regulations require that product samples for certification be taken from production sites rather than submitted by companies, increasing scrutiny on product quality [24]. - This shift is expected to change how companies select suppliers, emphasizing the importance of quality over cost [24]. Group 8: Industry Reflection - The crisis serves as a warning to the industry about the dangers of excessive price competition and the neglect of product safety, which ultimately harms brand reputation and consumer trust [25][26].