Group 1 - The Civil Aviation Administration of China issued an emergency notice prohibiting passengers from carrying power banks without 3C certification, unclear 3C markings, or recalled models on domestic flights starting June 28 [2] - The power bank industry has faced widespread scrutiny due to safety issues, with several well-known brands involved in incidents of spontaneous combustion, leading to bans on specific products at multiple universities in Beijing [5][6] - Romoss announced a recall of certain batches of its products on June 18, citing risks associated with raw materials under extreme conditions [5][6] Group 2 - Anker Innovations also issued a recall on June 21 for some of its basic power bank models due to potential overheating and combustion risks linked to a specific batch of industry-standard battery cells [6] - The crisis in the industry has been traced back to supplier Amperes, affecting multiple brands including Anker, Xiaomi, and others, which have had their certifications suspended or revoked [8] - The State Administration for Market Regulation has included power banks in the CCC certification management scope, effective August 1, 2023, requiring all products to have valid certification before being sold or used [10] Group 3 - A market inspection revealed that out of 149 batches of power banks tested across various platforms, 65 batches were found to be non-compliant with safety standards, highlighting ongoing quality issues in the industry [11] - The new regulations from the Civil Aviation Administration are seen as a necessary response to the safety hazards posed by power banks and a push for the industry to prioritize safety over cost [11]

Core Viewpoint - The mobile power bank safety crisis has escalated rapidly, leading to significant regulatory changes and recalls in the industry, highlighting the failure of existing survival rules in the market [3][26]. Group 1: Crisis Overview - On June 26, the Civil Aviation Administration of China issued a notice tightening safety controls on power banks, prohibiting the transport of non-3C certified products on domestic flights starting June 28 [3]. - The crisis was foreshadowed by incidents involving a specific brand's power bank, which was linked to a fire on an international flight in March 2025 [3][4]. Group 2: Recall Actions - Romoss Technology Co., Ltd. announced a recall of approximately 490,000 units, while Anker Innovations recalled over 1.8 million units in both the Chinese and American markets due to issues with battery cells and raw materials [4][5]. - Other major brands like Ugreen, Baseus, and Xiaomi also faced suspensions of 3C certifications for their related products [5]. Group 3: Root Causes - The crisis roots lie in pricing pressures, with a significant drop in retail prices of power banks from around RMB 129-149 in 2021 to as low as RMB 69 by the end of 2024 [7]. - The cost of a reliable battery cell is approximately RMB 40-50, while the total material cost for a power bank is at least RMB 50-60, excluding R&D and marketing expenses [7][8]. - Manufacturers are increasingly opting for lower-grade battery cells (B-grade) to cut costs, which compromises safety and reliability [8][9]. Group 4: Supplier Issues - The crisis was exacerbated by suppliers using substandard materials, with Anker admitting to unauthorized changes in raw materials that could lead to overheating and fire risks [10][11]. - The supplier Amprius was identified as a key player in the crisis, with multiple brands using their battery cells, which have now had their certifications suspended [12][22]. Group 5: Industry Trends - The defect rate of power banks has been rising, with non-compliance rates increasing from 19.8% in 2020 to 44.4% in 2023 [15]. - The nature of defects has shifted to directly threaten personal safety, with reports of power banks catching fire during testing [16][17]. Group 6: Market Impact - The crisis has led to significant disruptions in sales channels, with major retailers removing affected products from their platforms [19]. - Logistics companies have halted the collection of recalled products due to safety concerns, complicating the recall process [20][21]. Group 7: Regulatory Changes - New regulations require that product samples for certification be taken from production sites rather than submitted by companies, increasing scrutiny on product quality [24]. - This shift is expected to change how companies select suppliers, emphasizing the importance of quality over cost [24]. Group 8: Industry Reflection - The crisis serves as a warning to the industry about the dangers of excessive price competition and the neglect of product safety, which ultimately harms brand reputation and consumer trust [25][26].

Core Viewpoint - The mobile power bank safety crisis in China has escalated rapidly, leading to significant regulatory actions and recalls from major companies due to safety concerns related to battery quality and materials [2][3][4]. Industry Response - The Civil Aviation Administration of China issued a notice prohibiting the transport of non-compliant power banks on domestic flights, marking a significant shift in public safety measures [2]. - Major companies like Romoss and Anker have recalled millions of units due to safety risks associated with battery cells and materials [2][3]. Root Causes - The crisis is rooted in price pressures within the industry, where the retail price of power banks has dropped significantly, leading manufacturers to compromise on quality [3][4]. - The use of lower-grade battery cells (B-grade) has become prevalent due to cost-cutting measures, increasing the risk of safety failures [4][5]. Supply Chain Issues - Some companies have reportedly engaged in "unauthorized" changes to core materials, leading to safety risks such as overheating and potential fires [5][6]. - Anker's issues were traced back to a specific supplier, Amprius, which had been implicated in the use of substandard materials [6][7]. Regulatory Changes - The crisis has prompted changes in certification processes for power banks, requiring more stringent testing and compliance measures [14]. - The rising non-compliance rates in power bank products have raised alarms, with failure rates increasing from 19.8% in 2020 to 44.4% in 2023 [9]. Market Impact - The crisis has led to significant disruptions in sales channels, with major brands like Romoss facing product removals from e-commerce platforms [10]. - Logistics companies have halted the collection of recalled products due to safety concerns, complicating the recall process [11]. Consumer Safety Concerns - Multiple incidents of fire and smoke related to power banks on flights have heightened public awareness and regulatory scrutiny [12][13]. - The financial implications of the crisis are substantial, with Anker facing significant costs related to recalls and safety incidents [13]. Industry Reflection - The crisis serves as a warning to the industry about the dangers of price wars and the importance of maintaining product quality to protect brand reputation [14][15]. - Companies are urged to reconsider their supplier selection processes and prioritize safety over cost in order to restore consumer trust [14].