在充电宝行业"洗牌"的背景下，7月3日，记者走访了被誉为"中国电子第一街"——深圳华强北，发现 绝大多数商户已经撤下未带3C认证标识的充电宝产品 。 7月1日，深圳市场监管局华强北监管所向辖区内各市场下发通知， 要求"全面禁售无3C认证充电宝" 。 3日上午，深圳市场监管局到华强北市场进行了进一步巡查。 绝大多数商家都表示，已将所有不合规充电宝全部下架退回厂商，目前店内仅售卖含3C认证标识的充 电宝，记者在走访过程中发现， 充电宝"3C认证"已经成为一大卖点 。虽然价格更高，但不少消费者都 明确表示，只购买3C认证的充电宝产品。业内人士表示，充电宝产品的强制性3C认证，对行业是一次 大洗牌。 一些坚持销售3C认证充电宝的商户，因为不受低价产品的冲击，最近生意明显变好，营业额 比上个月翻了好几番。 3C认证，即中国强制性产品认证制度，充电宝行业的3C认证始于2023年。 市场监管总局要求，所有锂 电子的充电宝产品从2024年8月1日起需要获得3C的认证证书和标注认证标识 ，否则就不能够出厂、销 售、进口或者在其他的经营活动当中使用。 来源：央视财经（ID：c c t v y s c j） 关注" 新华网财经 " ...

Core Viewpoint - The charging battery industry is currently facing a significant crisis due to safety concerns, particularly related to battery cells supplied by Ampreus, leading to widespread recalls and loss of consumer trust [1][3][9]. Group 1: Crisis Overview - The recall crisis began with the brand Romoss, which faced multiple leadership changes amid allegations of battery self-ignition risks, resulting in a monthly revenue loss of approximately 100 million yuan [1][2]. - The Civil Aviation Administration of China announced a ban on carrying unapproved or recalled charging batteries on domestic flights, further exacerbating the situation for consumers and manufacturers alike [2][3]. - Ampreus outsourced battery cell production to a subcontractor, which violated production standards, leading to a failure in battery insulation and potential explosion risks [5][6][9]. Group 2: Industry Implications - The crisis is not limited to Romoss and Anker; any charging device using the affected Ampreus battery cells is at risk [9]. - The charging battery industry has been criticized for its reliance on outsourcing and lack of stringent quality control over upstream suppliers, which has led to recurring safety issues [11][14]. - The introduction of mandatory 3C certification for charging batteries in August 2024 highlights the previous lack of standardized regulations, contributing to the current quality issues [18][21]. Group 3: Market Dynamics - Chinese companies, including Anker and Romoss, hold approximately 27% of the global market share for charging batteries, with the U.S. being the largest export market [23][25]. - The competitive landscape is characterized by price wars, which may lead to compromised product quality as companies seek to cut costs [21][29]. - The recent crisis may accelerate market consolidation, favoring companies with strong compliance capabilities and quality assurance [29]. Group 4: Recommendations for Improvement - Industry experts suggest enhancing supply chain management, including establishing a blacklist for unreliable suppliers and conducting regular third-party inspections [27][29]. - There is a call for improved product design to include safety features, such as increased heat dissipation space and the use of fire-resistant materials [29]. - Companies are encouraged to develop proactive recall mechanisms and risk monitoring systems to address potential safety issues before they escalate [29].

Core Viewpoint - Roma's recent management changes and public statements are in response to rumors of bankruptcy and safety concerns regarding its products, particularly in the power bank sector [1][5][6]. Management Changes - On July 3, 2023, Lei Xingrong took over as the legal representative, director, and manager of Shenzhen Roma Technology Co., Ltd., only to resign three days later, with the previous representative, Lei Shexing, reinstated [1]. - The rapid succession of management changes has drawn significant public attention, especially given the context of a trust crisis in the power bank industry since June [1][2]. Product Safety and Certification Issues - Roma has faced allegations regarding the safety of its power banks, with reports of devices being more prone to explosion compared to other brands [2][3]. - Following these safety concerns, Roma issued a public apology on June 14, 2023, and announced a recall of approximately 491,700 units of power banks manufactured between June 5, 2023, and July 31, 2024 [3][5]. - The company’s 3C certification for several products has been suspended, impacting its ability to sell these items [3][6]. Consumer Response and Company Communication - Consumers have reported difficulties in obtaining refunds after the recall announcement, with claims that Roma lacks sufficient funds to process refunds [5]. - Roma's official statement on July 3, 2023, denied bankruptcy and expressed commitment to resolving issues for customers and partners, despite ongoing concerns about customer service responsiveness [5][6]. Regulatory Context - The Civil Aviation Administration of China has prohibited power banks without 3C certification from being taken on flights since June 28, 2023, further complicating Roma's operational challenges [6].

不少事前不知情的旅客到了机场赶着安检登机才发现，前一秒还是续航搭子的充电宝，转眼就要接受被"自愿遗弃"的命运。 新规之下，不少人看着自己手头上的充电宝陷入沉思，开始在网上发帖求助，晒照询问自己的充电宝到底能不能登机，也有不少人开始自学识别生产批 次、产品型号、安全认证种类等科普知识以防万一。 自从上个月因为频频自爆自燃成为热搜常客后，罗马仕在网上被讨伐的声音就没停下过，可围观群众们怎么也没想到，这看似离谱的充电宝安全大瓜，吃 着吃着就吃到自己头上。 6月26日，民航局一纸"3C标识限制令"，要求自6月28日起，旅客不能携带没有3C标识、3C标识不清晰、被召回型号或批次的充电宝乘坐境内航班，全国 上下大大小小200多个民航机场开始了一轮风风火火的充电宝安全大排查。 与此同时，有关问题充电宝品牌讨伐、产品召回措施、杂牌3C充电宝鱼目混珠等状况百出，也让整个事件添加了多几分魔幻色彩。 连一刻也来不及为罗马仕的塌房哀悼，因为马上要被严打严查的，就是你手头上各类"不合规"充电宝。 跨一个 我俩一样 3天前 福建 回复 从一开始的单一品牌塌房到后来的行业集体暴雷，再到如今消费者集体蒙圈，一个已经渗透市场十多年、规模高达数 ...

Core Viewpoint - The Chinese Civil Aviation Administration has issued an emergency notice prohibiting the carrying of power banks without 3C certification or those that have been recalled on domestic flights, highlighting the importance of safety in power banks following recent incidents of explosions [1] Group 1: 3C Certification Status - Among the surveyed brands, only half of the power banks had 3C certification, with brands like Xiaodian and Yuekuai Flash Charge lacking the certification, while brands such as Street Power, Rongyibao, and Monster Charging were compliant [2] - Meituan's power banks exhibited a "dual system," where one machine had 3C certification while another displayed CQC certification, indicating inconsistency in labeling [2] - Yuekuai Flash Charge was noted as the only product in the survey with no certifications at all, raising concerns about its safety [2] Group 2: Consumer Awareness and Regulations - A consumer expressed that they do not pay attention to the 3C certification when borrowing power banks, prioritizing immediate charging needs over safety concerns [4] - Starting from August 1, 2023, new regulations will require designated certification bodies to accept applications for CCC certification for mobile power banks, with enforcement beginning on August 1, 2024, prohibiting the sale or use of non-certified products [4] - The 3C certification is a mandatory product certification system in China aimed at ensuring consumer safety and product quality across various categories, including electronics and household appliances [4] Group 3: CQC Certification - CQC, or China Quality Certification Center, is a voluntary certification that companies often pursue to demonstrate product quality and safety, particularly for electronic products like power banks [5]

Core Viewpoint - The charging bank industry is undergoing a significant reshuffle due to regulatory requirements and changing consumer demands, with 3C certification becoming a crucial quality indicator for consumers [2][3]. Regulatory Changes - The Shenzhen Market Supervision Bureau has mandated that all charging banks sold in the region must have 3C certification, effective from July 1, 2023, impacting both online and offline sales [1]. - Starting from August 1, 2024, all lithium-ion charging banks must obtain 3C certification to be manufactured, sold, or imported [2]. Market Response - Most retailers in the Huaqiangbei area have complied with the new regulations, removing non-compliant charging banks from their shelves [2][4]. - Some retailers have noted that charging banks without 3C certification are becoming increasingly difficult to sell, as consumers are now prioritizing the presence of this certification [4]. Consumer Behavior - Consumers are actively inquiring about 3C certification when selecting charging banks, indicating a shift in purchasing behavior towards quality assurance [4]. - Retailers are leveraging the 3C certification as a selling point, with some advertising that their products can be taken on flights due to having the certification [4]. Remaining Non-compliant Products - Despite the regulations, some stores still have non-3C certified charging banks in stock, catering to specific customer demands, particularly from foreign buyers [5]. - Certain products, such as high-capacity fans and flashlights with charging capabilities, may not have 3C certification but are marketed as functional charging devices [5][7]. Industry Consensus - The 3C certification has gained consensus among regulators, manufacturers, retailers, and consumers as a standard for product quality in the charging bank industry [7]. - Shenzhen Airport has implemented new policies prohibiting the carrying of non-compliant charging banks on domestic flights, further emphasizing the importance of 3C certification [7].

Core Viewpoint - The recent regulations from the Civil Aviation Administration of China (CAAC) prohibit passengers from carrying power banks without 3C certification, unclear 3C markings, or recalled models on domestic flights, leading to varied responses from airports and courier companies [5][9]. Group 1: Airport Policies - Major airports have implemented a "temporary storage for 7 days" policy for power banks [3]. - Beijing Capital International Airport offers free storage for up to 7 days, with specific storage locations in the terminal [4]. - Other airports, including Shanghai Hongqiao, Shanghai Pudong, and Shenzhen Bao'an, also provide similar temporary storage services for 7 days [4]. Group 2: Courier Company Policies - Many courier companies have suspended the delivery of power banks due to their classification as high-risk battery items [7]. - SF Express has stated that power banks do not meet their acceptance standards, while JD Express allows limited ground transportation under strict conditions [8]. - Other companies like EMS, Zhongtong, Yunda, and Shentong have outright banned the delivery of power banks [8]. Group 3: Handling of Abandoned Power Banks - The CAAC has indicated that airports will set up areas for passengers to abandon or temporarily store power banks, with plans for proper disposal or recycling of unclaimed items [6]. - There will be tracking of power banks during storage and disposal to prevent unauthorized market re-entry [6]. Group 4: International Standards and Recommendations - A notable aviation blogger has suggested that the CAAC should consider including international standards such as CE and FCC in their regulations to facilitate compliance for international travelers [10].

来源：人民日报海外版 业内人士分析，此次中国民航局要求旅客禁止携带没有3C标识、3C标识不清晰的充电宝乘坐国内航 班，主要出于航空安全系统性风险防控考虑。中国电子信息产业发展研究院规划所园区经济与新兴产业 研究室副主任张义鑫告诉记者，今年以来，国内航班已发生数起充电宝自燃事件，引起人们对充电宝质 量问题的关注。飞机客舱在巡航阶段处于低压环境，可能导致电芯内部气体膨胀，引发自燃或爆炸。而 无3C标识的充电宝在生产过程中可能缺乏必要的安全测试，存在安全隐患。在空间密闭的飞机客舱 里，一旦充电宝起火甚至爆炸，后果不堪设想。 "相较之下，充电宝的3C认证已涵盖这些环节。"张义鑫说，比如，3C认证中模拟高海拔的测试，目的 就是检测低气压等环境产品的质量情况；3C认证提出的不起火、不爆炸等整体要求，以及对阻燃材 料、隔热材料等方面的应用要求，则能有效延缓火势蔓延。 除了3C认证，此次民航局公告范围还涵盖被召回型号或批次的充电宝。民航局方面称，近期多个头部 品牌充电宝厂家因电芯存在安全风险对多批次产品实施召回，市场监管总局撤销或暂停了多个充电宝及 电池芯厂家3C认证，上述情况表明旅客随身携带的充电宝存在安全质量隐患，给民航 ...

Core Viewpoint - The ongoing controversy surrounding power banks in China highlights industry chaos and regulatory challenges, particularly following the Civil Aviation Administration's new regulations on power bank sales and usage [1][11]. Company Summary - Shenzhen Romoss Technology Co., Ltd. continues normal operations despite recent controversies, with a change in legal representative noted in business registration records [2][4]. - The company was established in March 2012 with a registered capital of 6 million RMB and had 474 employees insured as of 2024 [4]. - Romoss has pointed fingers at its supplier, Anpu Risi (Wuxi) Co., Ltd., for quality issues, claiming that the supplier altered battery materials without authorization [11]. Industry Summary - The market for power banks is experiencing significant turmoil, with many vendors in Huaqiangbei still selling non-3C certified products despite regulatory warnings [8][11]. - The Shenzhen Market Supervision Administration has begun issuing fines to vendors selling non-compliant power banks, prompting many to clear their inventory [8]. - Experts have identified three major issues in the power bank industry: low-price competition, poor supply chain management, and ineffective regulatory enforcement [11]. - Recommendations for industry improvement include enhancing traceability, upgrading safety standards, and increasing public safety education regarding power bank usage [12].

Summary of the Conference Call for 英集芯 Company Overview - 英集芯 is focused on high-performance, high-quality analog-digital mixed chips, primarily in power management and fast charging protocol sectors [3][4]. Financial Performance - In 2020, 英集芯 achieved revenue of 1.43 billion CNY and a net profit of 124 million CNY [2][3]. - For Q1 2025, revenue was 306 million CNY with a net profit of 20 million CNY, with expectations for Q2 revenue to grow both year-on-year and quarter-on-quarter, targeting an annual growth rate of around 20% [2][3]. Product Structure - The product structure includes: - Mobile power products: ~30% - Fast charging protocol chips: ~26%-27% - TWS wireless Bluetooth earphone cases: ~10% - Automotive-grade products: ~11%-12% - BMS: ~7%-8% - Wireless charging: ~5%-6% [2][6]. Market Trends and Regulations - The new 3C certification for power banks is expected to drive a significant market refresh, enhancing average selling prices (ASP) and sales volume [5][10][26]. - The market for power banks is projected to see a surge in demand due to the new regulations, with a potential increase in orders and a shift towards higher-priced products [11][26]. Competitive Position - 英集芯 holds a competitive edge in the TWS earphone charging case market and is exploring opportunities in the AI glasses sector, although the market is not yet fully developed [4][12]. - The company has made significant progress in automotive-grade products, with revenue exceeding 100 million CNY and partnerships with major automotive brands [14][15]. Future Outlook - The company is optimistic about performance in the second half of 2025, driven by new product launches and increased production capacity expected to come online by Q3 or Q4 [27][28]. - 英集芯 is not migrating production overseas but is expanding domestic capacity to reduce costs and improve margins [28]. Industry Dynamics - The smartphone industry is undergoing changes, with fast charging technology and power management being critical areas for user experience improvement [25]. - The 3C certification is expected to enhance consumer focus on safety and quality in the power bank market, potentially leading to a shift towards higher-quality products [26]. Investment Considerations - 英集芯 is positioned as a leader in its niche market, with a positive outlook for future growth amid improving semiconductor demand [29]. Investors are encouraged to monitor the company's developments closely.