你买到的充电宝"中招"了吗？ 近期，由充电宝行业知名品牌安克、罗马仕所引发的质量风波，在消费者群体中引起了广泛关注。 3C认证证书被"暂停"、民航局禁止携带上机、罗马仕官宣停工停产6个月……随着关于充电宝安全问题的讨论在社交媒体上持续发酵，加之一系列不利消 息不断传来，无疑给消费者心中蒙上一层更深的阴影，让大家对充电宝的购买选择和日常使用变得越发谨慎。 一场由电芯材料变更所带来的产品信任危机，就此拉开充电宝行业洗牌的序幕。 超百万台充电宝被紧急召回 最近这几天，有关安克要召回充电宝产品的电话、短信齐上阵，这才让王琳知道，原来自己曾经购买过的A1642型充电宝，存在着巨大的安全隐患。 闻讯的王琳心里不禁咯噔一下，回想起自己使用这款充电宝的种种情景，即使彼时的它显得既笨重又极易发烫，但她也只是把这当成了正常现象，从日常 通勤到出差旅行，这款充电宝几乎成了她不可或缺的能量伙伴。 直到王琳按照官方提示，在召回连接中输入了自己的充电宝型号和购买信息，确认自己手里那款产品确实符合召回条件后，她的心情瞬间变得复杂起来。 产品召回流程 一方面，王琳非常庆幸，自己能够及时收到召回通知，避免了可能发生的安全事故；另一方面，王琳又 ...

作者｜李保铭 充电宝召回事件还在持续发酵，清洁电器自燃也引发外界关注。 7月11日，搜狐财经直播间对话艾媒咨询CEO兼首席分析师张毅，交流有关充电式家电安全相关问题。 张毅不仅在搜狐财经直播间中分享了清洁电器品类在电池安全方面取得的一系列成果，同时也为清洁电器品类安全提前打了"预防针"，还为消费者购买、使 用清洁电器进行了科普。 在谈及清洁电器品类安全时，张毅指出，总体来看，充电式清洁电器出现事故的因素包括电芯故障、设计缺陷、使用不当等。其中，电池的电芯故障是故障 发生概率较高的高风险因素。 "电芯故障是整个充电式家电自燃的主要原因，也是占比最多的事故"，张毅分析，这背后是锂电池电芯过热短路、产生自燃，"和充电宝的电芯问题原理相 似"。 出品｜搜狐财经 他认为，家电行业不排除会出现充电宝式大规模召回事件的可能，"但总体来说也不用过度担心""这种概率肯定比充电宝小得多"。他指出，一方面，家电行 业3C强制认证时间较早，另一方面，家电行业充分竞争，电池技术以及家电行业发展水平日益成熟，也在一定成都上保证了产品质量。 但带来安全隐患和召回风险的几率并非为零。张毅在直播时指出，通过消费者、企业、行业等多维度要素共同发 ...

120万台22.5W型号的充电宝，重量大约340吨。相当于8架民航客机的总重量。一次性空铁联运这些货物，至少需要投入100人以上的总人力，一到两架货 机加上20节火车。一旦出现安全隐患，次生灾害与公共影响将不可估量。 现在，这些风险被均摊在超120万人手中。因为出现自燃事件，罗马仕和安克宣布召回超120万台充电宝。然而因为危险品处置流程复杂，充电宝召回事件 引发的社会内耗远超产品本身缺陷。售后推诿、物流阻断、废弃处置责任转嫁，一个小小的充电宝不仅让消费者陷入处置困境，也让整个社会产生了巨大 的资源空耗。从企业到个人，都被卷入为其买单的荒诞链条。 #01 退款遥遥无期，先搭进去两天工时 "梦回OFO小黄车幽灵退款。" 盯着手机屏幕上的退款进度，李辰久久无法回神：退款队列排在17万名开外，预计需要15-30个工作日到账。何以解忧？唯有自我调侃。李辰能做的只有 拿起手机，在社交媒体上笑谈：经历了九九八十一难，最终重温2017小黄车的薛定谔式退款。 这"八十一难"中，第一难是与客服谈判。6月16日宣布罗马仕宣布召回三款移动电源后，李辰很快确认了自己的倒霉充电宝，恰好就是49万多"定时炸 弹"中的一员。 李辰是在校大学 ...

Core Insights - The article emphasizes the market advantages of Jinglian Charging, focusing on its positioning in smart communities and addressing specific community needs [1] Group 1: Addressing Community Needs - The service offers convenience with "home charging," covering nighttime parking scenarios (10 PM to 8 AM), aligning with the 6-8 hours of idle time for private cars, thus alleviating "range anxiety" for mainstream electric vehicles with a range below 500 km [1] - It overcomes community power limitations with a power range of 7 kW to 22 kW, minimizing impact on the grid and adapting to older residential electrical systems through smart load balancing technology [1] Group 2: Low-Cost Expansion and User Retention - The business model involves light asset deployment, collaborating with property management for revenue sharing, and utilizing existing parking spaces without the need for new construction [2] - High user retention is achieved by binding users to "home charging scenarios," with an average monthly charging frequency exceeding 20 times, compared to less than 4 times for fast charging station users [2] - Customer acquisition costs are significantly low, with costs under 10 yuan per person, compared to the industry average of 50-100 yuan [2] Group 3: Technological Adaptation - Safety features include IP54 rating for water and dust protection, overcharge protection, and electronic locks for charging guns to reduce community safety disputes [3] - An intelligent operation and maintenance system allows for remote monitoring and self-diagnosis of faults, reducing manual inspections and ensuring repair response times under 4 hours [3] - Power adjustment during peak usage times helps maintain grid stability, enhancing cooperation with property management [3] Group 4: Profit Model Integration - The revenue model focuses on basic electricity fees and service fees, leveraging low off-peak electricity prices (below 0.3 yuan/kWh) and service fees ranging from 0.4 to 0.8 yuan/kWh, with average monthly revenue per charging station between 800 to 1500 yuan [4] - Additional community value-added services include integrating online retail with charging incentives [4] Group 5: Policy and Competitive Barriers - Policy incentives include mandatory installation of charging facilities in new residential buildings in various regions, along with subsidies for upgrading older communities [5] - Defensive barriers are established through exclusive partnerships with leading property management companies, securing community resources [5] - High switching costs for users who have developed habits make it difficult for competitors to attract customers without offering substantial subsidies [5] Group 6: Core Value of Community Slow Charging - Jinglian Charging positions itself as a "community energy steward," facilitating low barriers to entry, high usage frequency, and ecosystem integration to capture the "last mile" scenario for electric vehicle owners [6] - In the short term, the focus is on capitalizing on the policy-driven construction phase to scale coverage in communities; in the long term, the goal is to integrate charging stations with community energy storage, solar power, and V2G (vehicle-to-grid) systems to build regional microgrid networks [6]

可能罗马仕自己都没想到，49万余台问题充电宝召回风波还未平息，7月7日，一款不在召回范围内的充电宝竟发生爆炸。相关监控画面显示，该充电宝在 办公室充电时突然爆炸起火，且伴有巨响和浓烟。截至发稿，罗马仕方面尚未就最新发生的充电宝爆炸事故作出任何回应。未来是否会有更多罗马仕充电 宝被召回，我们仍要打一个问号。 万米高空之上，密闭的客舱突发爆炸怎么办？这种似乎在动作电影才出现的惊险时刻，其实在现实中时有发生：今年3月20日，香港航空HX115航班上， 罗马仕2万毫安充电宝在行李架内自燃；6月13日，上海航空FM9449航班上，有充电宝直接在客舱内起火……记者搜索发现，今年以来，国内已发生多起 因充电宝内置锂电池缺陷引发的客舱起火事件。公开报道显示，仅深圳宝安国际机场3月后就累计发生3起充电宝自燃事件，调查均指向电芯原材料存在安 全隐患，涉事产品多来自罗马仕、安克等充电宝巨头品牌。 这也难怪民航局在6月26日发布"3C禁令"：6月28日后，旅客携带没有3C标识、3C标识不清晰、被召回型号或批次的充电宝，不得乘坐境内航班。 而这场航空出行领域的大排查，牵出了我国超百万个问题充电宝。截至7月3日，罗马仕紧急召回的近50万 ...

Core Viewpoint - The recent issuance of the "Notice on Promoting the Scientific Planning and Construction of High-Power Charging Facilities" sets a quantitative target for the construction of over 100,000 charging piles with a single-gun power of 250 kW or above by the end of 2027, emphasizing the upgrade of highway charging facilities and encouraging long-term leases for charging stations [1][2]. Group 1: Policy and Infrastructure Development - The "632 Document" is the first national policy to specify a target for high-power charging facilities, aiming for over 100,000 units by 2027, with a focus on upgrading facilities in high-usage scenarios like highways during peak travel periods [2]. - The document aims to integrate resources and set a unified expansion goal, proposing pathways for implementation that involve various stakeholders, including investors, power grids, land leasing, and charging equipment companies [2]. - The current charging infrastructure is primarily composed of slow private charging piles, with a noted insufficient penetration of fast charging stations as electric vehicle adoption accelerates [1][3]. Group 2: Market Trends and Demand - As of May 2025, the total number of charging piles in China reached 14.4 million, with a year-on-year growth of 45.1%, while public charging piles grew at a rate of 55.8% [3]. - High-power charging piles (≥240 kW) account for only 6.7% of the public charging market, indicating a low penetration of fast charging options [3]. - The demand for ultra-fast charging is increasing, driven by the introduction of high-voltage platforms and vehicles compatible with ultra-fast charging [4][5]. Group 3: Company Initiatives and Competitive Landscape - Automakers are actively building their own charging networks, with companies like Li Auto constructing 3,246 charging piles in June alone, while others like Tesla and NIO have established between 10,000 to 15,000 fast charging piles [5]. - Major players are competing in the high-power charging space, with BYD developing 1 MW ultra-fast charging stations capable of providing 400 km of range in just 5 minutes [5]. - The introduction of Tesla's V4 supercharging station, with a maximum charging power of 500 kW, highlights the competitive push towards faster charging solutions [5]. Group 4: Technical and Economic Considerations - Current high-power charging products predominantly use liquid cooling modules, which offer better stability and heat resistance compared to air-cooled modules, although they come with higher costs [6]. - The initial investment costs for ultra-fast charging stations are high, and the profitability remains a challenge due to rising land rental costs and expensive electrical equipment [8][9]. - The charging service fees are decreasing, making it increasingly difficult for public fast charging stations to achieve profitability, especially in prime locations [8][9].

大公司： 新品被代购排队14小时溢价出售，上海迪士尼叫停线下发售 7月8日，上海迪士尼乐园上新夏日单品"夏日海洋派对"系列，产品一上线就秒罄。还有代购声称在上海 迪士尼排队14小时"实体抢购"，原价100多元的单个新品被黄牛溢价到近500元出售。为了抑制市场不规 范加价交易，同时鉴于目前的库存水平情况以及为了保护所有游客的体验，上海迪士尼7月10 日在官方 App表示：自2025年7月11日（星期五）起，"2025达菲和朋友们夏日海洋派对系列"将不通过上海迪士 尼乐园内的特选商品园内购买名额抽签或度假区酒店零售商店售卖。该夏日系列的剩余商品库存将转至 天猫上海迪士尼乐园官方旗舰店供游客在线选购。其他达菲和朋友们系列以及度假区的其他主题商品仍 可通过度假区商店或特选商品园内购买名额抽签方式购买。（第一财经） 美团辟谣"30万本科生送外卖"：任何关于骑手学历的总量数据都没有事实依据 36氪获悉，美团通过微信公众号发文称，针对不少自媒体开始扩散"广州美团满员，历史上第一次，本 科率接近30%""7万硕士，30万本科生在美团送外卖"等不实信息，澄清如下：学历情况需要骑手本人提 交相关证书到学信网/教育部留学服务中心/ ...

中国民航局近日发布紧急通知，要求自6月28日起，禁止旅客携带没有3C认证标志、3C认证标志不清晰、被召回型号或批次的充电宝乘坐境内航班。 目前，3C认证已成为消费者衡量充电宝品质的关键指标。拥有3C标识说明这款充电宝通过了中国强制性产品认证，其电气安全、电池安全和环保标准均符合国家 规定。 按照规定，2024年8月起，市面上销售的充电宝都要有3C标识。而这之前销售的充电宝大多没有携带3C标识，大量用户因旧充电宝无3C标识被迫弃用或重新购 买。 为保障用户顺畅出行，日前，绿联官方宣布推出充电宝以旧换新计划，该活动持续至2025年8月5日。 根据要求，持2023年8月1日后线上购买无3C标识的绿联充电宝用户，凭有效购买凭证参与活动可享仅充电宝实付订单金额50%优惠（至高补贴500元）。 可以换购的型号包括PB509、PB561、PB721三款，这些新品都通过国家3C强制认证，符合民航高铁携带标准。 参与方式：用户可以通过绿联官网或微信公众号的" 自助服务——以旧换新 "入口参与，审核通过后，用户将收到优惠券兑换码，有效期至8月31日。 | 充电宝订单实付金额 | 优惠券补贴额度 | | --- | --- | | ...

2025.07.10 游资、私募都在用，投研神器，又稳又准。 解锁【第一财经——研报金选】 【 金 选 导 读 】 1、 四部门定调！2 0 2 7年大功率充电设施将超1 0万台，当前渗透率仅8 . 5% ，机构点名 看好这两家公司。 2、AI算力激增带火这一细分！复合增速45%，这些企业卡位千亿赛道（附标的池）。 1、充电桩｜ 四部门定调！2 0 2 7年大功率充电设施将超1 0万台，当前渗透率仅8 . 5% ，机 构点名看好这两家公司 * * * *认为大功率充电设施的加速渗透将为产业链带来业绩增量：制造端，大功率化对桩和 模块环节提出更高技术要求（包括功率密度、充放电效率、散热安全等），加速行业格局 优化，同时考虑国内价格战接近尾声+出海+大功率产品迭代，桩和模块龙头或将享受量利 齐升，推荐. . . . . . 点此解锁 相关受益标的 研报观点： ①在AI浪潮中，铜互连因其低成本和低功耗优势在短距离连接中份额提升. . . . . . 研报观点： ①四部门联合发布通知，明确未来大功率充电设施发展目标. . . . . . ②通知给予多方面的指引，为大功率充电设施发展铺平道路. . . . . . ③快 ...

Core Viewpoint - The recent ban by the Civil Aviation Administration of China on certain power banks due to safety concerns has led to a significant crisis in the industry, resulting in a massive accumulation of non-compliant power banks at airports and a loss of consumer trust in power bank safety [1][7]. Industry Overview - The power bank industry has been plagued by issues such as price competition, supply chain mismanagement, and regulatory lag, necessitating a comprehensive approach to address these challenges and promote sustainable development [2]. - The market for power banks in China is projected to reach $10.46 billion by 2024, accounting for over 30% of the global market [7]. Safety Concerns - The recall of over 490,000 units of the Romoss brand power bank and 1.8 million units from Anker Innovations highlights the critical safety risks associated with power banks, particularly concerning battery cells and materials [1][4]. - The frequency of power bank fire incidents during flights has increased, with 15 reported cases in the first half of 2025, indicating a doubling compared to the previous year [7]. Regulatory Actions - The suspension or revocation of 3C certification for multiple brands, including Romoss and Anker, underscores the systemic quality risks within the industry [9]. - New regulations are being proposed to enhance safety standards for power banks, including stricter testing requirements for critical components [10]. Market Dynamics - The industry's focus on extreme cost-cutting has led to the use of inferior materials, compromising safety and product quality [4][5]. - The current crisis may serve as a turning point for the industry, pushing it towards quality competition and potentially leading to the exit of smaller, low-quality manufacturers [5]. Consumer Trust - The recent safety incidents have heightened consumer awareness regarding the importance of safety certifications and parameters when purchasing power banks [3]. - The overall perception of power bank safety has deteriorated, necessitating a shift towards more reliable and certified products to restore consumer confidence [1][9].