史上最严充电宝新规将落地

Core Viewpoint - The introduction of the new mobile power safety standards is expected to significantly reshape the industry landscape, with many existing manufacturers likely to exit the market due to inability to meet the stringent requirements [3][4][10]. Industry Standards and Regulations - The Ministry of Industry and Information Technology (MIIT) has organized multiple workshops to finalize the "Mobile Power Safety Technical Specifications," with the new standards set to be published in December 2023 and implemented by June 2026 [3][6]. - The new regulations will require clear labeling of product lifespan and manufacturer details, enhancing product traceability and market transparency [6][7]. - Key improvements include mandatory LCD screens or app connectivity for real-time battery health monitoring, and stricter safety tests for battery cells, such as increased temperature and voltage thresholds [6][7]. Impact on Market Dynamics - It is estimated that nearly 70% of current production capacity may be forced to exit the mobile power market due to the inability to comply with the new standards [4][10]. - A six-month grace period will be provided for existing products to clear inventory, with unsold items needing to be sold or withdrawn from the market before the new regulations take effect [7][8]. Cost Implications - Manufacturing costs are projected to rise by approximately 30% as companies invest in R&D, production upgrades, and compliance testing to meet the new standards [9][12]. - Despite the cost increase, the expected lifespan of new products will improve significantly, potentially reducing the unit cost of usage for consumers [12]. Industry Transformation - The new standards are seen as a catalyst for a structural transformation in the industry, pushing it towards higher quality and safety standards [9][10]. - Companies with strong R&D capabilities are adapting and innovating to meet the new requirements, while smaller firms may struggle to survive or pivot to less demanding markets [11][12].