财联社·2025-07-01 14:42Core Viewpoint - The recent safety issues surrounding personal power banks have drawn significant attention to the shared power bank industry, particularly after the Civil Aviation Administration of China issued a notice banning non-3C certified power banks from domestic flights [1][2]. Group 1: Industry Overview - The shared power bank industry in China has surpassed 12.6 billion yuan in 2023, with over 4 million operational points nationwide [2]. - Major brands like Street Power and Monster Power have been found to have some power banks without 3C certification, raising safety concerns [2][3]. Group 2: Safety Concerns and Certification - The lack of 3C certification in older power banks is attributed to the fact that the mandatory certification only became effective on August 1, 2022, meaning many products manufactured before this date do not have it [3][4]. - Despite the absence of 3C certification, products are still compliant with other national standards, indicating that not all non-certified products are inherently unsafe [4]. Group 3: Differences Between Personal and Shared Power Banks - The safety crisis primarily affects personal power banks, while shared power banks have not experienced similar widespread issues due to their conservative approach in battery selection [5]. - Shared power bank companies tend to prioritize safety over performance, opting for lower energy density batteries to mitigate risks associated with potential safety incidents [5][7]. Group 4: Market Dynamics and Brand Response - The safety incident has led to a market reshuffle, with brands like Romoss facing significant repercussions, while other leading brands are seeing slight increases in sales as consumers shift towards compliant options [8][9]. - The top five brands in the shared power bank market now account for 96.6% of the market share, indicating a pronounced "Matthew Effect" where stronger brands gain more market power [9][10]. Group 5: Future Implications for the Industry - The recent events are expected to accelerate the elimination of weaker players in the industry, as compliance and technical capabilities become critical factors for brand selection among agents [10]. - There is a growing demand for shared power bank brands to provide necessary certifications, as locations like office parks and buildings are now requiring compliance for brand entry [10].