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充电宝行业地震后:罗马仕辟谣倒闭、安克召回量超三成
Di Yi Cai Jing· 2025-07-04 04:16
Core Viewpoint - The safety crisis surrounding power banks, triggered by problematic battery cells, has led to significant repercussions for several well-known companies, particularly Romoss and Anker Innovations, with Amprius at the center of the storm [1][2][3]. Company Impact - Romoss has faced severe challenges, including product recalls, employee layoffs, and a halt in operations, with its entire range of power bank products removed from online platforms [1][3][4]. - Anker Innovations has reported over 200,000 recall applications, accounting for more than 30% of the total recall volume, but claims the financial impact on profits is limited as power banks represent only 10% of its overall revenue [2][4]. - Amprius, the battery cell supplier, has confirmed factory shutdowns and halted recruitment due to the ongoing crisis, with rumors of potential bankruptcy circulating [2][6]. Regulatory and Certification Issues - Romoss has had its 3C certification for nearly all power bank products suspended, indicating serious compliance issues [3][9]. - Amprius has seen nearly 70 of its 3C certification qualifications either revoked or suspended, alongside the suspension of its ISO certifications [7][8]. Market Dynamics - The crisis has prompted Anker to terminate all collaborations with Amprius and switch to new suppliers, indicating a shift in the supply chain dynamics within the industry [9]. - Other brands, including Xiaomi and Ugreen, have also suspended the use of Amprius battery cells, reflecting a broader industry response to the safety risks [9]. Future Outlook - The ongoing safety concerns may lead to a reshaping of the power bank industry, pushing companies towards more stringent quality controls and potentially altering market competition dynamics [9].