金十数据7月8日讯，天眼查App显示，深圳罗马仕科技有限公司成立于2012年3月，法定代表人为雷社 杏，注册资本600万人民币，经营范围包括信息技术咨询，集成电路设计、研发等，由雷桂斌、雷灿伙 共同持股。对外投资信息显示，该公司持有7家存续企业股份。经营信息显示，该公司多个"CCC认 证"证书处于暂停或撤销状态。 罗马仕多个3C认证已被暂停或撤销 ...

Core Insights - The demand for 3C certified power banks is increasing, leading to stock shortages on platforms like JD.com [1] - Non-3C certified products are now prohibited from being carried on airplanes, which has boosted sales of 3C certified models [1] Group 1 - Multiple brands, including Baseus, Ugreen, and Xiaomi, are experiencing stock shortages for popular models on JD.com [1] - A specific 20,000mAh power bank from Baseus is currently marked as "out of stock" with an estimated shipping delay of over a week [1] - The warehouse is reportedly in a rush to replenish stock due to the heightened demand [1]

Investment Rating - The report rates the electronic industry as "Outperform the Market" [1] Core Viewpoints - The printed circuit board sector continues to lead the electronic industry, with a weekly increase of 8.31% [2] - The global market for mobile power banks is projected to grow from USD 16.3 billion in 2024 (up 8.7% year-on-year) to USD 32.9 billion by 2033, with a CAGR of 8.2% [5][9] - The implementation of 3C certification is expected to accelerate the development of leading brands in the mobile power bank market, as it enforces quality control and compliance [6][22] Summary by Sections 1. Mobile Power Bank 3C Certification Overview - Mobile power banks are portable energy storage devices primarily using lithium-ion batteries, which have safety concerns due to their short lifespan and risk of overheating [7] - The demand for mobile power banks is driven by the increasing frequency of mobile device usage and the need for continuous power supply in various scenarios [5][9] 2. Certification Development - The Chinese government has initiated a top-level design for the electronic and electrical industry, including mandatory 3C certification for mobile power banks starting August 2024 [6][16] - The non-compliance rate for mobile power banks was over 20% from 2019 to 2021, but is expected to drop significantly to 4.0% by 2024 due to the new certification requirements [6][20] 3. Market Dynamics - Major brands like Anker Innovation and Ugreen Technology are recalling products to comply with the new standards, which reflects their commitment to quality and consumer safety [6][24] - The report suggests focusing on leading brands in the mobile power bank sector, as the market is shifting from price competition to brand consolidation [6][27] 4. Industry Performance - The SW electronic industry index increased by 0.74% in the week of June 30 to July 4, 2025, ranking 18th out of 31 sectors [2][42] - The semiconductor equipment sector also showed positive growth, with a weekly increase of 1.88% [46] 5. Global Industry Trends - The report highlights the recent lifting of EDA export restrictions by the U.S., which is expected to benefit China's chip design industry [30][32] - Baidu's open-sourcing of its Wenxin large model series is noted as a significant development in AI technology [33]

Core Viewpoint - The recent "power bank recall" incident has sparked widespread attention on the 3C certification system, revealing that many uncertified power banks are still circulating on various e-commerce platforms, with some merchants even resorting to counterfeit certification stickers to evade regulation [1][10]. Group 1: Market Situation - Numerous power banks without 3C certification are available for sale on e-commerce platforms, often priced between 20 to 50 yuan each, with some as low as 17 yuan for a 10,000mAh capacity [5][9]. - The presence of low-priced second-hand power banks is prevalent, with prices ranging from 6 to 15 yuan, and sales conducted in a blind box format without brand selection [9]. - Some e-commerce platforms have sections dedicated to "3C certified power banks," yet they still list uncertified low-priced products, indicating a lag in inventory management [2][5]. Group 2: Certification Issues - There is a notable increase in sales for brands with 3C certification following the recall incident, while uncertified brands are losing market share [10]. - Some merchants are purchasing counterfeit 3C certification stickers to sell uncertified products, with services available for custom sticker production without any product proof required [12][10]. - The counterfeit 3C stickers are easily identifiable and cannot pass security checks, as confirmed by airport staff [12]. Group 3: Regulatory Environment - The "Regulations on Certification and Accreditation of the People's Republic of China" stipulates penalties for selling uncertified products, with fines ranging from 50,000 to 200,000 yuan [13][14]. - The revised regulations also state that the fabrication, misuse, or sale of certification marks or certificates will be legally prosecuted, indicating that unauthorized production or use of 3C labels is illegal [14]. - E-commerce platforms are taking steps to regulate the sale of uncertified power banks, with penalties for non-compliance, and are advising consumers to prioritize 3C certified products [14].

Core Viewpoint - The new regulation from the Civil Aviation Administration, which prohibits boarding with mobile power banks lacking 3C certification, poses challenges for the charging bank industry while pushing for a balance between compliance, safety, and user experience [1][2]. Industry Response - The implementation of the new regulation has led to instances where users encounter functional devices being confiscated due to the absence of 3C certification, highlighting the issue of "compliance misfires" [1]. - Major brands like Ugreen are proactively addressing the situation by launching initiatives such as the "Ugreen Power Bank Trade-in" program, which allows users to exchange non-compliant products for subsidies, demonstrating corporate social responsibility [1][2]. Brand Actions - Ugreen completed the 3C certification for its mobile power banks before the enforcement of the new standards, positioning itself as one of the early adopters in the industry [2]. - The trade-in initiative reflects the brand's commitment to balancing social responsibility, environmental friendliness, and user experience, responding to user expectations for safety and service assurance [2]. Market Implications - The new regulation serves as an opportunity for the market, users, and brands to reassess the necessity and attainability of standardization in the industry [2]. - Leading manufacturers like Ugreen and Xiaomi are fostering a more mature, stable, and trustworthy development path for the industry through practical mechanisms [2]. Future Outlook - The focus on compliance and safety is expected to extend beyond power banks to other consumer electronics, emphasizing the importance of a closed loop around "certification compliance—safety empowerment—product recycling—re-experience" [2]. - The proactive actions taken by brands not only stabilize consumer confidence but also signify the emergence of a healthier industry ecosystem [2].

Core Viewpoint - The incident involving Romoss power banks highlights significant safety concerns regarding battery quality and certification standards in the consumer electronics industry, leading to regulatory actions and increased scrutiny on battery safety [2][21]. Group 1: Incident Overview - Romoss power banks were criticized for using substandard battery cells, resulting in multiple incidents of explosion and fire [2]. - Following the criticism, Romoss recalled approximately 50,000 potentially hazardous power banks and faced the revocation of its 3C certification [4][10]. - The Civil Aviation Administration of China issued a ban on carrying power banks without clear 3C certification on domestic flights, causing confusion among consumers [6][12]. Group 2: Certification Standards - The 3C certification, which stands for "China Compulsory Certification," was not initially applicable to power banks until August 2023, meaning many products sold prior lacked this certification [10]. - For a power bank to be allowed on flights, it must have a clear capacity label indicating it is under 100 watt-hours (Wh) and must not be part of any recall batch [12]. - Other certifications like CE (European market) and FCC (U.S. market) do not guarantee flight safety, as they focus on different compliance aspects [16][18]. Group 3: Industry Implications - The incident has prompted increased consumer awareness regarding battery safety across various electronic products, potentially leading to a decline in the market for low-quality products [22]. - Regulatory bodies are expected to enhance oversight on battery safety and may raise certification standards in response to the incident [24]. - The overall impact of this event could lead to improved safety standards in the consumer electronics sector, particularly concerning battery technology [24].

Core Viewpoint - The recent "power bank recall" incident has heightened consumer awareness of 3C certification as a key quality indicator for power banks, leading to increased sales of certified products in both offline and online markets [1][4]. Group 1: Market Response - Sales and inventory of power banks with 3C certification have surged, with some merchants reporting a threefold increase in both procurement and sales [3]. - Shenzhen's market regulatory authority has mandated a complete ban on the sale of non-3C certified power banks, resulting in most merchants removing uncertified products from their shelves [4]. - The demand for 3C certified power banks has led to a significant increase in wholesale orders, with some suppliers experiencing a backlog of nearly two weeks [9]. Group 2: Pricing and Compliance - As of August 1, 2024, lithium-ion batteries and power banks without 3C certification will not be allowed for production, sale, or import, which has prompted businesses to comply with these regulations [7]. - The price of 3C certified power banks is approximately 20 yuan higher than non-certified ones, attributed to compliance costs and the use of higher quality materials in core components [7]. - E-commerce platforms have reported a doubling in the demand for 3C certified power banks, with non-certified products being removed from listings [9].

Core Viewpoint - The recent crisis faced by Romoss highlights not only the company's internal issues but also systemic problems within the power bank industry, signaling a need for significant reform and quality improvement across the sector [2][4][6]. Company Summary - Romoss has been a major player in the global power bank market, holding approximately 27.18% market share alongside brands like Anker and Xiaomi [2]. - Following a series of operational disruptions starting July 1, Romoss has informed employees of work stoppages and has only paid salaries up to June, indicating severe financial distress [2]. - Despite rumors of bankruptcy, Romoss publicly denied these claims, asserting that it has not gone out of business [2]. Industry Summary - The power bank industry is currently facing a significant recall crisis, with over 2 million units recalled globally, including products from Anker, due to safety issues linked to battery cells from a major supplier, Amperes [3]. - The industry has been plagued by regulatory delays, with the implementation of mandatory CCC certification only starting in August 2023, leaving many products without proper safety certification [4]. - Intense price competition has led to a lack of focus on safety, with many manufacturers entering the market without significant technological barriers, resulting in a chaotic SKU environment and low brand loyalty among consumers [4][5]. - The push for fast charging technology has introduced additional safety risks, as increased current and voltage can lead to thermal runaway in battery cells, particularly when low-cost components are used [5]. - The current situation may serve as a precursor to a broader industry shakeout, where only companies that prioritize quality, brand integrity, service, and technological innovation will survive in the next decade [6][7].

近期，"充电宝召回"事件引发广泛关注，3C认证已成为消费者衡量充电宝品质的关键指标，国内部分 机场也加强了对充电宝3C标识的查验力度。记者探访发现，线下市场和电商平台带有3C标识的充电宝 产品销量都出现增长。记者在几大电商平台发现，在售的充电宝产品均已带有3C认证标识，无3C认证 的充电宝已经被禁止上架销售，部分商家库存告急。(央视财经) ...

罗马不是一天建成的，但罗马仕的倒塌近乎在一瞬间。 一场始于高校的充电宝风波让罗马仕深陷泥潭，首批获3C认证的罗马仕，面临"至暗时刻"。召回49万件移动电源没能平息这场风波，在机场充电宝乘机"新 规"之后愈演愈烈。 7月3日晚间，罗马仕倒闭等消息不胫而走。当日深夜，罗马仕在官方微博上回应，"没有倒闭，感谢关心。定将努力解决所有朋友、用户及合作伙伴一切问 题。" 认真生活，快乐工作 | Lin hassly, has and 认真生活、快乐工作 认真生活,快乐工作 Live happly, happy work 0 REAS - REA MIASA 0 Pur - 115 21411 B 7月4日，新京报贝壳财经记者联系罗马仕求证上述消息，电话未能接通。 同日中午，新京报贝壳财经记者了解到，位于深圳国际创新谷三期7栋B座的罗马仕深圳总部仍有员工在正常办公。但从进入大厦一楼开始，就有保安要求 刷脸进入，员工集中在16层-18层办公，15层已经被清空。罗马仕的员工和保安对每一个外来人员保持谨慎，有工作人员称，"一切以官方回复为准。" 7月4日，深圳国际创新谷三期7栋B座，罗马仕公司楼下。 新京报贝壳财经记者张晗 摄 ...