Core Points - The new mandatory national standard for mobile power supplies, titled "Safety Technical Specifications for Mobile Power Supplies," is undergoing public consultation and introduces stricter requirements and improvements [1][2] - The standard is expected to be released in the first quarter of 2026, with a transition period of 6 to 12 months following its publication [1][2] Industry Impact - The new standard builds upon existing battery safety standards and adds multiple testing requirements for battery materials and production processes, including safety tests after battery aging [2] - The introduction of smart management requirements for mobile power supplies will enhance safety monitoring and optimization features, potentially leading to slight increases in production costs [2] - Despite potential cost increases due to stricter battery requirements, advancements in mass production and technology are expected to mitigate significant price impacts on consumers [2]

Core Viewpoint - The new regulations for mobile power banks, described as the "strictest ever," are set to significantly increase manufacturing costs and potentially retail prices, while enhancing safety standards and product longevity [1][8]. Industry Overview - The Ministry of Industry and Information Technology has organized multiple meetings to discuss the draft of the "Mobile Power Safety Technical Specifications," indicating a move towards stricter regulations in the industry [1][3]. - The new standards will require detailed product labeling, including battery material composition, production date, and recommended safety usage period, which are more stringent than previous requirements [4][5]. Cost Implications - Industry insiders estimate that compliance with the new standards will increase the overall manufacturing cost of power banks by approximately 30% [1][8]. - Despite potential price increases, experts believe that the higher costs may be acceptable to consumers due to the improved safety and longevity of the products, with expected lifespans increasing from 300 to over 600 charge cycles [8]. Safety Enhancements - The new regulations mandate that mobile power banks must have intelligent management systems to ensure safety throughout their lifecycle, addressing common issues such as overheating and short-circuiting [6]. - The standards aim to prevent incidents like fires and explosions under various adverse conditions, reinforcing the focus on consumer safety [6]. Transition Period - The new standards are currently in the consultation phase and will have a transition period of 6 to 12 months post-implementation, allowing manufacturers to adapt [7]. - Existing products that have already received CCC certification will not be affected by the new regulations, ensuring that consumers can continue to use their current devices without concern [7].

Core Viewpoint - The new mandatory national standard for mobile power banks, titled "Safety Technical Specifications for Mobile Power Banks," aims to enhance safety measures in the industry following multiple incidents of battery explosions and fires, marking it as one of the strictest regulations to date [1][2]. Summary by Sections Regulatory Changes - The new regulation introduces additional labeling requirements, including the battery material system, production date, and recommended safety usage lifespan, which were not previously mandated [1][4]. - The regulation specifies that mobile power banks must not use second-hand batteries for testing and must meet stringent safety requirements to prevent fire, explosion, rupture, and leakage under various conditions [4][5]. Safety Requirements - The new standard outlines detailed safety requirements for mobile power banks, including overcharge protection, over-discharge protection, short-circuit protection, and intelligent management systems to ensure safety throughout the battery's lifecycle [5][6]. - Specific safety measures are mandated for battery materials, including moisture content, residual alkali content, and the presence of magnetic impurities, ensuring higher quality and safety standards [7]. Industry Response - Leading companies in the industry, such as Anker Innovations, have expressed full support for the new regulations and are proactively working to meet the stringent requirements by collaborating with top battery manufacturers to develop high-quality cells [8]. - The Ministry of Industry and Information Technology emphasizes that the new standards will provide a technical basis for managing mobile power banks, reduce accident risks, and improve product quality by eliminating substandard products from the market [8].

Core Viewpoint - The new mandatory national standard for mobile power banks, titled "Safety Technical Specifications for Mobile Power Banks," aims to enhance safety measures in the industry following multiple incidents of battery explosions, marking it as the strictest regulation to date [1][2]. Summary by Sections New Regulations - The new regulations require more comprehensive labeling on mobile power banks, including battery material composition, production date, and recommended safety usage lifespan [1][4]. - The regulations also specify safety requirements for overcharging, over-discharging, short-circuiting, overload, and misuse, mandating that power banks must not catch fire, explode, rupture, or leak under these conditions [5][6]. Safety Standards - The new standards include detailed safety requirements for battery materials, such as moisture content, residual alkali content, and impurities in both positive and negative electrode materials [8]. - The regulations emphasize that batteries must not ignite or explode under various stress conditions, including compression and thermal abuse [6][7]. Industry Response - Industry leaders, such as Anker Innovations, have expressed full support for the new regulations and have proactively engaged in discussions during the policy formulation phase [9]. - The Ministry of Industry and Information Technology's guidelines aim to provide a technical basis for mobile power bank management, reduce accident risks, and improve product quality by eliminating substandard products from the market [9].

Core Insights - The introduction of the "strictest" power bank safety standards is set to reshape the industry landscape, with significant implications for manufacturers [1] Industry Developments - The Ministry of Industry and Information Technology (MIIT) has held multiple meetings in October and November regarding the draft of the "Mobile Power Safety Technical Specifications" [1] - The new national standards propose dozens of stringent improvements in three key technical areas: overall device, circuit board, and battery cell [1] - Industry representatives have indicated that many factories may struggle to meet these new standards, with MIIT emphasizing that only compliant manufacturers will be allowed to continue production [1] Market Impact - It is estimated that nearly 70% of existing production capacity may be forced to exit the mobile power market due to inability to meet the new technical requirements [1] - The new regulations are expected to be publicly announced in December, officially released in February 2026, and implemented by June 2026, rendering the previous 3C certification regulations obsolete [1]