Core Viewpoint - The new safety standard for power banks, titled "Mobile Power Safety Technical Specification," is set to be the strictest in history, with implementation scheduled for February 2026 [3][11]. Group 1: Changes in Power Banks - After the new safety standard is implemented, some power banks will feature connectivity functions to monitor their "health status," which can help prevent fire incidents. However, this will increase production costs by approximately 30% [4][9]. - The size of power banks is expected to increase compared to current models due to the new requirements [9][12]. Group 2: Market Impact - Currently, the new standard has not yet affected the sales policies of companies in the domestic market, and there is no significant inventory buildup as products are shipped monthly [7]. - Companies are not expected to engage in large-scale clearance sales before the new regulations take effect, as the transition period is considered lengthy, allowing for a gradual adjustment [7][8]. Group 3: Industry Dynamics - The introduction of the new standard may lead to the disappearance of "white label" power banks, as many small manufacturers may not meet the stricter safety requirements [8][12]. - The new regulations will likely consolidate the market around a few major brands that are trusted by consumers, as smaller players may struggle to comply with the new standards [8][12]. Group 4: Safety Enhancements - The new standard includes numerous stringent requirements across three main technical areas: the entire device, circuit board, and battery cell, aimed at ensuring that power banks do not catch fire under various conditions [11][12]. - Key enhancements include mandatory features such as LCD screens or connected apps to display battery health and usage statistics, which will also contribute to increased costs [9][13].

Core Points - The Ministry of Industry and Information Technology has released a draft for the "Mobile Power Safety Technical Specification," which is considered the strictest safety standard for power banks, attracting significant attention [1] Group 1: New Standard Details - The new standard introduces multiple battery testing requirements, including specifications for positive and negative electrode materials, separators, and electrolytes, as well as safety tests for aging batteries [4] - The draft mandates that power banks should indicate a recommended safe usage lifespan and must not catch fire, explode, rupture, or leak under overcharging conditions [4] - In thermal abuse tests, batteries must not catch fire or explode when subjected to a temperature of 135℃±2℃ for 60 minutes [4] Group 2: Impact on Industry - It is estimated that nearly 70% of existing production capacity may be forced out of the mobile power market due to the inability to meet the new technical requirements [5] - Small assembly factories that rely on purchasing generic battery cells and circuit boards may face significant transformation pressures due to a lack of core R&D capabilities [5] - The new standard raises the technical and cost pressures on companies, but it is expected to promote fair competition and allow technically capable firms to stand out [7] Group 3: Transition Period and Existing Products - The new standard is currently in the consultation phase and is expected to be published in the first quarter of 2026, with a typical transition period of 6 to 12 months [8] - During the transition period, companies can choose to follow the old national standard or the new one, allowing products made under the old standard to continue being sold [8] - After the transition period, consumers can continue to use power banks that have already been purchased and certified under the 3C standard, as these will not be affected by the new regulations [9]

近期，工信部公开征求对《移动电源安全技术规范》强制性国家标准（征求意见稿）的意见。 与旧国标相比，新国标（征求意见稿）在整机、线路板和电芯三大技术领域提出了数十项严苛改进，被誉为「史上最严」充电宝安全标准。 《移动电源安全技术规范》（征求意见稿）中的主要变化，具体包括： 整机：改变过去仅标识制造商（品牌方）的做法，明确要求移动电源本体上还应标识「建议安全使用年限」和生产厂（代工厂）名称； 线路板：移动电源应具有电池状态监测功能，并实时显示电池健康度、使用次数等关键参数信息，用户读取方式包括但不限于手机 app、USB、显示屏等； 电芯：引入多项强化安全测试，包括更为严苛的针刺测试、将热滥用测试条件从 130℃ 三十分钟提升至 135℃ 六十分钟，并将过充电测试电压提高至规定电 压的 1.4 倍。 需要强调的是，充电宝新国标目前仍处征求意见阶段（2025 年 12 月 11 日截止），尚未最终定稿。 那么，基于目前看到的征求意见稿，「史上最严」充电宝新国标，将对用户、企业、行业带来怎样的影响呢？ 坏消息：价格上涨；好消息：寿命延长 充电宝新国标，在产品安全性上打出的这套「组合拳」，将给用户群体吃下一颗定心丸。 ...

Core Points - The new national standard for mobile power safety, considered the strictest in history, is set to be implemented within 12 months after its release [1][2] - The standard is organized by the Ministry of Industry and Information Technology and involves key drafting units such as the China Electronics Standardization Institute, Sunwoda, and Huawei [1] Group 1: Key Requirements - The new regulations impose breakthrough requirements on three core areas: the whole device, battery cells, and circuit boards [1] - For the whole device, it mandates clear labeling of "recommended lifespan" and the full name of the OEM, enhancing production responsibility traceability [1] - In the battery cell safety domain, the standard introduces stricter testing conditions, including an increase in thermal abuse testing from 130°C for 30 minutes to 135°C for 60 minutes [2] Group 2: Innovations and Safety Measures - The standard requires mobile power banks to be equipped with an LCD screen or a connected app to display real-time voltage and current information [2] - It also specifies that data flow must be one-way, allowing only the phone to read information from the power bank, thus ensuring safety and privacy [2] Group 3: Industry Impact - The implementation of the new standard is expected to increase overall industry costs by 20% to 30%, primarily due to higher procurement costs for quality battery cells and hardware upgrades for circuit boards [3] - The new regulations are anticipated to accelerate the exit of low-quality production capacity, pushing the industry towards leading companies with high technology and quality [2][3] - Existing compliant power banks will remain usable after the new standard is implemented, and those with 3C certification will not face restrictions during air travel [3]