Anker Innovations(SZ:300866) 高工锂电·2026-01-21 10:29Core Viewpoint - The article discusses the upcoming implementation of the "Mobile Power Safety Technical Specification," which aims to address safety concerns surrounding lithium batteries in power banks, particularly in light of recent fire incidents involving brands like Romoss and Anker [1][4]. Group 1: Safety Concerns and Regulations - Lithium batteries have become a focal point for safety issues in the consumer electronics market, particularly due to low-cost competition leading to the use of inferior products [3]. - The new regulations will introduce stringent safety tests, including a needle penetration test to simulate internal short circuits, which is expected to reduce the likelihood of safety incidents [7][8]. - The introduction of the needle penetration test is a significant aspect of the new regulations, marking it as one of the strictest standards in the industry [8][10]. Group 2: Company Responses and Market Dynamics - Anker has responded to safety incidents by partnering with ATL, a major battery supplier, to enhance its product safety and reputation [4]. - Romoss is planning to re-enter the market with a focus on high-end products using quality materials and reliable manufacturing processes after the new regulations are implemented [5]. - The new regulations are anticipated to reshape the battery supply landscape, with companies like Lishen and Yiwei securing new orders amid the changes [6]. Group 3: Battery Technology and Innovations - The article highlights the importance of battery form factors, noting that cylindrical and soft-pack batteries dominate the market, with advancements in safety technologies such as hybrid solid-liquid batteries [9][19]. - Several battery manufacturers, including BYD and CATL, participated in drafting the new safety standards, indicating a collaborative effort to enhance safety across the industry [7]. - The article mentions that outdoor power sources are evolving with innovations like sodium-ion batteries and larger cylindrical batteries, which are also subject to the new safety tests [19].