Core Viewpoint - The Civil Aviation Administration of China has issued an emergency notice prohibiting the boarding of power banks without 3C certification or unclear labeling starting June 28, following multiple incidents of power banks catching fire, leading to flight diversions. Affected brands have recalled over 1.2 million hazardous products [1][4]. Group 1: Regulatory Changes - Starting June 28, power banks without 3C certification will be banned from boarding flights, with strict checks being implemented at airports [4]. - The recall of power banks from brands such as Romoss and Anker has already been enforced at various airports, with specific models being intercepted [4][8]. Group 2: Product Recalls - Romoss has recalled 490,000 units, while Anker has recalled 713,000 units due to safety hazards related to overheating and potential fire risks [1][7]. - The recall is linked to upstream suppliers using unapproved materials in battery cells, which may lead to insulation failure and overheating [7][8]. Group 3: 3C Certification - The 3C certification, or China Compulsory Certification, is a mandatory product certification system aimed at ensuring consumer safety and product quality [6]. - From August 1, 2024, lithium-ion batteries and power banks without 3C certification will not be allowed for production, sale, or import [7]. Group 4: Affected Brands and Models - Multiple brands, including Xiaomi, have had their 3C certification suspended for certain power bank models, indicating widespread compliance issues across the industry [8]. - Other brands like Ugreen and Baseus also have several power bank models with suspended 3C certifications, highlighting a broader industry concern [8].

#提醒 中国民航局发布紧急通知， 自6月28日起禁止旅客携带没有3C标识、3C标识不清晰、被召回型号或批次的充电宝（移动电源）乘坐境内航班。#观察 社交媒体上有很多用户反馈，多家国内机场今天已经执行检查，开始没收不符合标准的充电宝。 https://t.co/mDDjwDKfWG ...

近期，一场关于充电宝召回与物流拒收的风波持续发酵。据九派新闻报道，昨晚某快递公司"关于电池类货物揽收特殊情况"的重要通知显示，罗 马仕召回质量问题的三个型号的充电宝，此问题商品安全风险极高，为了防止发货造成烧车，请对收货地址是广东江门、罗马仕品牌、包装破损 的充电宝禁止揽收。 顺丰速递官方客服也表示，为了管控自燃风险，已不再揽收电池、手机电池、锂电池、蓄电池、移动电源、随身WiFi，包括最近引起争议的罗马 仕充电宝。 此前，顺丰曾是国内唯一具备锂电池运输资质的快递企业，其他公司如菜鸟、京东等均需将订单转交顺丰寄送。但此次禁令后，韵达、中通等也 同步拒收。 6月16日，深圳罗马仕科技有限公司宣布召回49.1745万台存在燃烧风险的充电宝，但用户在寄回过程中遭遇顺丰、菜鸟等多家快递公司集体拒 收，导致召回流程全面遇阻。 对此，深圳市市场监督管理局向极目新闻透露，罗马仕正与快递企业协商统一回收方案，同时研究替代性处理措施。但截至发稿，品牌官方仍未 公布具体解决路径，客服热线持续处于无人接听状态。 不过，此前，在用户压力下，罗马仕于6月22日推出 "自行处理" 流程，用户需扫码登记信息，将充电宝电量耗尽、用盐水浸泡后 ...

Group 1 - Multiple brands of battery cells, including Anker Innovation and Romoss, have had their 3C certification suspended due to safety concerns related to self-ignition risks in power banks [1] - The suspension of certifications reflects stricter safety regulations in the industry, indicating systemic quality control issues within the supply chain [1] - This situation may temporarily affect consumer confidence but is expected to drive technological upgrades and compliance in the long term [1] Group 2 - Laopuhuang opened its first overseas store in Singapore, located in a high-end shopping center, enhancing its brand image and premium positioning [2] - The brand, established in 2009, has successfully promoted the "ancient method gold" concept and achieved over 1 billion yuan in sales during the Tmall "618" shopping festival [2] Group 3 - During the "618" shopping festival, Fliggy reported a 25% year-on-year increase in transaction volume, with a 30% growth in user transactions [3] - The average transaction value in Fliggy's official live broadcast room approached 5000 yuan, indicating a preference for high-quality travel products [3] - The "buy first, book later" model is gaining acceptance among users, potentially driving growth throughout the year [3] Group 4 - Platinum prices have increased by over 36% year-to-date, outperforming gold, driven by consumer shifts and supply constraints [4] - The demand for platinum jewelry has surged, leading to supply shortages in the market [4] - While current price corrections may release short-term bubbles, platinum still holds long-term investment value [4]

每经记者｜吴泽鹏 陈鹏丽 张宝莲 甄素静 每经编辑｜魏官红 缘起于6月中旬的"北京高校禁用罗马仕充电宝"的热搜持续发酵。 罗马仕、安克创新（300866.SZ，股价107.68元，市值572.36亿元）相继发布了召回公告，且罗马仕在京东、天猫旗舰店的充电宝产品已下架。同时，多个移 动电源品牌的3C认证（中国强制性产品认证）证书被曝光处于"已暂停"或"已撤销"状态。 《每日经济新闻》记者查询发现，罗马仕及安克创新日前宣布召回的产品中，有部分型号对应的3C证书在2个多月前就变更为"已撤销"状态。另外，同为移 动电源头部品牌的倍思、绿联科技（301606.SZ，股价49.45元，市值205亿元），部分3C认证证书也被暂停，大多自6月初开始。其中，绿联科技一项自带线 快充移动电源的3C认证状态在今年3月28日变更为"已撤销"。 此外，记者采访了解到，安普瑞斯（无锡）有限公司（以下简称安普瑞斯）为多家移动电源品牌提供电芯。而据记者在中国质量认证中心官网查询的结果， 安普瑞斯的11个3C证书均自6月10日起变更为"已暂停"状态。 6月21日，《每日经济新闻》记者前往安普瑞斯实地探访，注意到工厂仍有人员走动，偶尔有大货车驶 ...

值得注意的是，安克日前还在海外发起了召回。据界面新闻援引媒体 6月13日报道，电子 产品制造商安克宣布召回超过110万台PowerCore 10000移动电源，原因是该公司收到了 19起关于该产品发生火灾和爆炸的报告。此次召回涉及2016年6月1日至2022年12月31日 期间购买的A1263型号产品。 安克创新关于主动召回部分批次基础款移动电源的公告 近期，充电宝安全问题引发社会广泛关注。 又一家企业在国内召回充电宝产品。 6月20日， @安克创新 发布关于主动召回部分批次 基础款移动电源的公告。公告称，因部 分批次的基础款移动电源产品存在安全风险，经国家市场监督管理部门6月20日批准，安克 即日起主动对型号为A1642/A1647/A1652/A1680/A1681/A1689/A1257的部分批次产 品发起召回，请持有相关产品的用户立即停止使用。 安克表示，在最近的质量安全检查中发现，某供应商部分批次的行业通用电芯，存在未经批 准的原材料变更，这可能导致极少数产品在长期循环使用后隔膜绝缘失效，进而引发过热甚 至燃烧的安全隐患。 截至目前，公司已下架所有官方电商平台相关型号产品，并已终止与该供应商的合作。 ...

Core Viewpoint - Suning.com is divesting its stake in four Carrefour stores for a nominal price of 4 RMB, highlighting the challenges faced in the retail sector and the company's shift back to its core business of home appliances [2][4][6]. Group 1: Transaction Details - Suning.com announced the sale of 100% equity in Carrefour stores in Ningbo, Hangzhou, Zhuzhou, and Shenyang for 1 RMB each, resulting in these stores being excluded from its consolidated financial statements [2][3]. - The buyer is a newly established company, Shanghai Jiafu Qishi Enterprise Service Partnership, which is controlled by Youan Law Firm and is involved in debt restructuring [3][4]. Group 2: Financial Context - The four Carrefour stores have accumulated a total debt of approximately 1.76 billion RMB, with individual debts of 162 million RMB for Ningbo, 438 million RMB for Hangzhou, 100 million RMB for Zhuzhou, and over 1.06 billion RMB for Shenyang [4]. - As of the end of Q1 2023, these Carrefour stores had ceased operations and were classified as untrustworthy debtors [4]. Group 3: Strategic Shift - Suning.com is refocusing on its core business of home appliances and is streamlining non-core business units, which includes the divestiture of Carrefour [6][9]. - The company had previously acquired an 80% stake in Carrefour China for 4.8 billion RMB in 2019, but the retail environment has since deteriorated, leading to significant operational challenges [6][7]. Group 4: Market Performance - In 2023, only four Carrefour stores remain operational in China, indicating a drastic reduction from the 210 stores at the time of acquisition [5][6]. - Suning.com reported a revenue of 567.91 billion RMB in the previous year, with a net profit of 6.12 billion RMB, marking its first annual profit since 2020 [9][10]. Group 5: Industry Challenges - The retail sector, particularly supermarkets, is facing significant pressure due to changing consumer behaviors and external market conditions [4][6]. - Analysts suggest that the operational models of home appliances and supermarkets conflict, complicating Suning's expansion into unfamiliar retail sectors [7][10].

Core Viewpoint - ST易购 is actively streamlining its non-core business units by selling its stakes in several Carrefour subsidiaries to reduce debt and focus on its core home appliance business [1][3]. Group 1: Transaction Details - ST易购's subsidiary Carrefour China Holdings N.V. has signed a share transfer agreement to sell 100% stakes in four Carrefour subsidiaries for a total consideration of 4 yuan [1]. - The subsidiaries being sold include 宁波家乐福, 杭州家乐福, 株洲家乐福, and 沈阳家乐福, with each stake valued at negative amounts during the assessment [2]. Group 2: Financial Impact - The transaction is expected to positively impact ST易购's financial status, with an estimated increase in net profit of approximately 5.72 billion yuan after considering various financial adjustments [4]. - The company anticipates that the sale will help alleviate its debt burden and improve operational performance [3].

6月16日晚，罗马仕正式发布公告，宣布召回超49万台存在安全隐患的移动电源产品，这则消息也算是给持续数日的罗马仕产品质量争议给出了暂时的结 论。 图源：深圳市市场监督管理局 此次召回的产品共超49万台，涉及三款产品，其中两款为同一型号产品的不同颜色版本，雷科技收集了对应的产品图片，方便大家自查： 图源：雷科技 具体的生产批次则是可以通过移动电源底部或者侧面的标识来确认： 图源：小红书 至于罗马仕的产品安全究竟如何，雷科技并非专业检测机构，所以也无法给出准确的评价。不过罗马仕已经开始进行自我溯源，追查可能存在安全隐患的产 品并发出召回公告，从事情发生到召回仅用时不到3天时间，处理还是非常及时的。 所以在雷科技看来，大家暂时还是可以放宽心的，正规企业都有一套有效的安全溯源方案，如果市场反馈存在安全问题，企业可快速定位问题产品的批次并 召回。 更进一步的说，移动电源自爆的概率虽然有，却也高不到哪去，在正常使用的情况下一般不会出大问题。看到这里可能有人要说了："是不是罗马仕让你们 来洗地的？"还真不是，因为我今天只是打算和大家聊聊"移动电源"，作为多数人的出行必备，为什么却屡屡成为不安全因素？ 轻薄便携的代价是安全？ ...

对于3C消费电子产业链企业来说，布局汽车行业存在车规级认证、客户认证两项门槛。收购汽车产业 链企业，能很好地帮助3C企业降低入局门槛。 6月15日晚间，知名"果链"企业博众精工（688097.SH）公告一项汽车产业链的收购计划。 公告显示，博众精工拟以4.2亿元现金，收购上海沃典工业自动化有限公司（简称"上海沃典"）70%股 权，上海沃典将纳入公司合并范围。 资料显示，上海沃典专注于汽车及汽车零部件的生产智能输送系统，与宝马、奔驰、大众、沃尔沃、小 米、吉利、路特斯、小鹏、理想、上汽、奇瑞等国内外知名汽车企业建立了稳固合作关系。 值得关注的是，2023年开始，上海沃典逐步拓展海外高毛利板块业务，而且将其作为未来长期重要的发 展战略。虽然2024年公司营收仍以国内市场为主，海外业务尚处于萌发阶段，占比尚低，但目前其在手 订单中已经包含较高比例的欧美市场项目，其中欧洲市场订单占据优势比例。 博众精工指出，上海沃典在汽车智能装备领域的技术沉淀、客户资源及项目经验，可助力上市公司提升 汽车制造自动化板块竞争力，形成 "3C +新能源+汽车"多轮驱动的业务格局。 事实上，博众精工此次收购并非属于完全的"跨界"。 从现有 ...