Anker Innovations(SZ:300866) 第一财经·2025-07-04 06:18Core Viewpoint - The article discusses a safety crisis in the power bank industry triggered by problematic battery cells, affecting several well-known companies, particularly Romoss and Anker Innovations, with significant implications for the industry landscape [1][11]. Group 1: Impact on Companies - Romoss is facing severe challenges, including product recalls, a halt in operations, and management changes, with all power bank products removed from its official store [1][3][4]. - Anker Innovations has reported over 200,000 recall applications, accounting for more than 30% of the total recall, and claims that the impact on profits is limited as power banks represent about 10% of its overall revenue [2][5]. - Amprius, the battery cell supplier at the center of the crisis, has halted hiring and is under investigation, with its factory reportedly on break [2][8]. Group 2: Recall Details - The total recall volume in the global market is estimated to exceed 2 million units, with Romoss recalling over 490,000 units and Anker recalling approximately 710,000 units [5][11]. - The problematic battery cells are estimated to be between 20 to 30 million units, with risks identified in both 1.0 and 2.0 versions of the cells [5][10]. Group 3: Regulatory and Certification Issues - Romoss has had its 3C certification for nearly all power bank products suspended, and Anker has terminated all cooperation with Amprius, switching to new suppliers [3][11]. - Amprius has seen its certifications suspended, including ISO certifications, and faces challenges with its patents being rejected [9][11]. Group 4: Industry Implications - The safety risks exposed by this incident may lead to a reshaping of the power bank industry, pushing for healthier competition and potentially altering the market dynamics after a period of intense competition and price wars [11].