Core Viewpoint - The recent regulatory changes regarding power banks in China have led to significant disruptions in the industry, affecting both consumers and manufacturers, particularly those associated with the battery supplier Anpu Rui Si [4][19][39]. Group 1: Regulatory Changes and Impact - The Civil Aviation Administration of China announced that starting June 28, 2025, passengers will be prohibited from carrying power banks that lack 3C certification, are unclear, or are from recalled batches [6][19]. - The State Administration for Market Regulation previously mandated that from August 1, 2023, lithium-ion batteries and power banks must comply with 3C certification [6][19]. - Many travelers have faced unexpected losses at airports, with reports of power banks being confiscated due to non-compliance with the new regulations [9][10]. Group 2: Industry Response and Brand Impact - Major brands like Romoss and Anker Innovation have been severely affected, with Anker recalling 713,000 units, while Romoss has seen its products disappear from e-commerce platforms [20][19]. - Anker has taken proactive measures by cutting ties with Anpu Rui Si and establishing a partnership with ATL for battery supply, which may increase production costs but aims to restore brand reputation [21][22]. - Xiaomi, despite having two models affected by the certification suspension, has seen a surge in search volume for its power banks, indicating a potential market advantage [24][25]. Group 3: Market Dynamics and Consumer Behavior - The incident has led to a significant loss for consumers, with many expressing frustration over the sudden devaluation of their power banks [10][12]. - Brands that quickly distanced themselves from Anpu Rui Si and emphasized their compliance with safety standards have managed to maintain consumer trust, such as Ugreen [28]. - New entrants like Kootai have gained recognition for their quality, leveraging their background from Xiaomi's ecosystem to position themselves in the market [29][30]. Group 4: Future Outlook and Industry Standards - The industry is expected to undergo a significant shake-up, with the government increasing scrutiny and implementing new safety standards for power banks [39][40]. - The upcoming mandatory standard, "Mobile Power Supply Safety Technical Specifications," aims to enhance safety measures and could lead to the elimination of subpar products from the market [40][43]. - The recent events highlight the need for improved safety protocols and could lead to a more competitive and quality-focused market environment [43].

Core Viewpoint - The recent trust crisis in the power bank industry may shift the focus from technological competition to safety competition, driven by new regulations from the Civil Aviation Administration of China (CAAC) prohibiting the transport of non-3C certified power banks on domestic flights [1][2][6] Industry Impact - The new regulation affects a wide range of consumers, as many power banks in the market lack 3C certification, leading to a potential surge in replacement demand [1][2] - Major brands like Xiaomi, Anker, and Romoss, which dominate the market, are facing significant trust issues due to safety recalls and certification suspensions [2][11] - Anker has terminated its partnership with Amperex Technology Limited (ATL) and is now sourcing batteries from ATL, while Romoss has seen its entire product line's 3C certification suspended [12][11] Safety Concerns - The CAAC's decision comes after multiple incidents of power banks catching fire on flights, highlighting safety risks associated with lithium battery products [6][3] - The recent safety incidents are linked to issues with battery cells supplied by Amperex, which has led to widespread recalls from major brands [12][6] Market Dynamics - The crisis may lead to a reshuffling of the industry, as brands with compromised reputations may lose market share to competitors who can assure safety and quality [11][12] - The focus on safety may drive consumers to prioritize quality over price, potentially leading to a healthier market environment [13][12] Regulatory Changes - New regulations regarding 3C certification for lithium-ion batteries and power banks will take effect, with strict enforcement expected to begin in August 2024 [6][3] - Regulatory bodies are increasing inspections of manufacturing facilities to ensure compliance with safety standards [13]