Core Viewpoint - The new national standard for mobile power banks, titled "Mobile Power Safety Technical Specifications," is set to impose stricter requirements on the industry, potentially leading to significant market reshuffling and the exit of many manufacturers unable to meet the new standards [1][4][5] Industry Overview - China is the largest producer and consumer of power banks globally, with safety concerns being a persistent issue, especially after several brands recalled products due to fire risks [1][2] - The new standard aims to enhance product quality, regulate market competition, and ensure consumer safety, reflecting a shift from price competition to value competition in the industry [4][5] Regulatory Changes - The new standard includes dozens of stringent improvements in three main technical areas: the complete device, circuit board, and battery cells [1][2] - Key requirements include clear labeling of rated capacity, rigorous testing for overcharging, short-circuit protection, and specific safety tests for lithium-ion batteries [2][3] Market Impact - It is estimated that nearly 70% of existing production capacity may be forced out of the market due to the inability to comply with the new technical requirements [3][4] - Smaller manufacturers, particularly those relying on simple assembly without core R&D capabilities, may face significant challenges in adapting to the new standards [3][4] Consumer Perspective - Consumers are concerned about the usability of existing power banks once the new standards are implemented; however, products already certified under the CCC can still be used [3][4] - The industry anticipates that while costs may rise due to compliance, the overall safety and reliability of products will improve, benefiting consumers in the long run [4][5]

Core Viewpoint - The introduction of the "strictest" power bank safety standards is set to reshape the industry landscape, with significant implications for manufacturers and market dynamics [2] Group 1: New Standards Overview - The Ministry of Industry and Information Technology (MIIT) has organized multiple discussions regarding the "Mobile Power Safety Technical Specifications," with a draft expected to be finalized by December 2023 and officially implemented by June 2026 [2][4] - The new standards introduce numerous stringent requirements across three main technical areas: the complete device, circuit board, and battery cell, which many manufacturers may struggle to meet [2][3] Group 2: Technical Changes - The new regulations require the product casing to display the "recommended lifespan" and the full name of the OEM, enhancing product traceability and market transparency [3] - Circuit boards must now include an LCD screen or a connected app to provide real-time data on battery health and usage, transitioning power banks from opaque devices to transparent smart products [3] - In the battery cell category, the new standards implement rigorous safety tests, including more stringent puncture tests and increased thermal abuse testing conditions, aimed at reducing the risk of thermal runaway [3] Group 3: Market Impact - It is estimated that nearly 70% of existing production capacity may be forced to exit the mobile power market due to the inability to comply with the new technical requirements [2] - A six-month grace period will be provided for products already certified under the old 3C standards to clear inventory, with some products potentially being sold in lower-end markets such as Africa and Latin America [4] - Products already sold to consumers can continue to be used, but unsold items must be sold or withdrawn from the market before the new regulations take effect [4]