震动行业的充电宝召回事件，同样也波及到了海外市场。 被视为"中国品牌出海样本"的消费电子企业安克创新（Anker），6月在海外也接连发起了两次大规模移动电源召回： 6月12日，安克创新在美国市场发起召回，涉及产品型号为 A1263 的 PowerCore 10000 充电宝。据召回公告，涉及产品于2016年1月1日至2019年10月30日期 间生产、于2016年6月1日至2022年12月31日期间在美国销售，原因是可能因锂离子电池的潜在问题，而存在火灾安全隐患。 据美国美国消费品安全委员会，召回涉及产品数量超过一百万；安克创新已收到19起火灾和爆炸报告，总损失超过6万美元。尚不得知 A1263 型号召回，与 近期国内召回事件原因是否相同。 而另一次6月30日面向全球市场的自愿召回，涉及 A1257、A1647、A1652 等五个型号，与近期国内受供应商电芯问题影响召回型号一致。 截止发稿，安克创新尚未回应本次召回在全球市场涉及产品数量，以及两次召回原因是否相同。但据加拿大卫生部，涉及召回的产品于2023年12月-2025年6 月在加拿大销售，售出约11985件；据日本经济新闻报道，安克日本在6月26日宣布召回 ...

Investment Rating - The report maintains a "Buy" rating for Anker Innovations [1] Core Views - Anker Innovations demonstrated strong revenue and profit growth in 2024 and Q1 2025, with revenue reaching 24.71 billion yuan in 2024, a year-on-year increase of 41%, and a net profit of 2.11 billion yuan, up 31% year-on-year [7][8] - The company is resilient under tariff pressures, with strategies in place to mitigate impacts, including inventory management and supply chain adjustments [7][8] - The report highlights the company's strong performance across product categories, particularly in charging products, which saw a revenue increase of 47.23% year-on-year [7][8] Revenue and Profit Forecast - Total revenue is projected to grow from 24.71 billion yuan in 2024 to 32.14 billion yuan in 2025, with a compound annual growth rate (CAGR) of 30.06% [1][7] - Net profit is expected to increase from 2.11 billion yuan in 2024 to 2.49 billion yuan in 2025, reflecting a year-on-year growth of 17.57% [1][7] Product Category Performance - Charging products generated 12.67 billion yuan in revenue in 2024, a 47.23% increase year-on-year, with a gross margin of 41.5% [7][8] - Smart innovation products achieved 6.34 billion yuan in revenue, up 39.5% year-on-year, maintaining a gross margin of 46.5% [7][8] - Smart audio-visual products reported revenue of 5.69 billion yuan, a 32.8% increase year-on-year, with a gross margin of 45.4% [7][8] Financial Metrics - The report projects earnings per share (EPS) to rise from 3.98 yuan in 2024 to 4.68 yuan in 2025, with a price-to-earnings (P/E) ratio decreasing from 21.12 to 17.96 [1][7] - The company plans to distribute a cash dividend of 1.5 yuan per share, resulting in a dividend payout ratio of 28% and a dividend yield of 1.8% based on the closing price on April 29 [7][8]