线下严监管线上仍违规售卖！充电宝行业洗牌静待新国标出台

Core Viewpoint - The charging treasure industry is undergoing significant turmoil due to a series of recalls and regulatory changes, leading to a crisis of consumer trust and the impending introduction of new national standards [1][2][12]. Group 1: Impact of Recent Events - The Chinese Civil Aviation Administration has prohibited passengers from carrying unmarked charging treasures on planes, and several leading brands have had their 3C certifications revoked, causing major disruptions in the industry [2][3]. - In Huaqiangbei, the market has seen a significant reduction in low-priced, non-3C certified charging treasures, with most vendors now only selling certified products [3][4]. - The prices of mainstream charging treasures with capacities of 10,000mAh and 20,000mAh have risen, with most products now priced above 100 yuan, reflecting the impact of the recent events [4][10]. Group 2: Regulatory Gaps and Online Sales - Despite strict regulations in physical markets, low-priced counterfeit charging treasures continue to be sold online, often claiming to have 3C certification [5][6][7]. - Many online products are priced between 30 to 40 yuan, with claims of 10,000mAh capacity, raising concerns about their actual quality and safety [7][8]. - Industry insiders highlight that the ability of these products to obtain 3C certification indicates regulatory loopholes, as some companies may be engaging in fraudulent practices [8][9]. Group 3: Supply Chain and Cost Pressures - The ongoing crisis points to significant issues within the lithium battery supply chain, where cost-cutting measures have led to safety concerns, including the use of substandard materials [10][11]. - Major brands, including Romoss, have faced criticism for using low-quality batteries, which have been linked to incidents of product failure and safety hazards [10][11]. - The industry is characterized by a lack of self-manufacturing capabilities among leading brands, relying instead on assembly and outsourcing, which contributes to quality control issues [11]. Group 4: Industry Transformation and New Standards - The charging treasure industry is expected to undergo a major transformation as new national standards are being developed, aimed at enhancing safety and compliance [12][14]. - The introduction of stricter testing requirements, such as puncture tests, is anticipated to improve product safety and potentially increase the market share of solid-state battery technologies [14]. - The recent turmoil is seen as a catalyst for the industry to reflect on its cost-cutting practices and prioritize safety, leading to a more regulated and safer market environment [12][13].