近日，"'史上最严'充电宝新规将落地"的话题持续引发市场关注。据媒体报道，工信部已于10月及11月多次组织召开《移动电源安全技术规范》征求意见 稿研讨会。一份《移动电源安全技术规范》（征求意见稿）（以下简称"新规"）显示，与旧标准相比，新国标在整机、线路板和电芯三大技术领域提出了 数十项严格的改进要求。有业内人士在接受媒体采访时指出，企业在多方面的新增投入，将导致充电宝整体制造成本上升约30%，充电宝是否会涨价的问 题也成为了消费者普遍关心的焦点。 11月26日，扬子晚报/紫牛新闻记者向多家知名充电宝品牌进行了咨询。多位客服表示，目前暂未收到价格变动的通知，具体要以后续落实通知为准；不 过，也有个别商家提到，"后续的出厂检测会越来越严格"，不排除涨价的可能性。 | | 20254993-Q- | 移动电源安全技 术规范 | 发布后12个月正 式实施 | ■征求意见 | ▌编制说 明.pdf | 2025-12- 16 | Ca. | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 计划号 339 | 项目名称 | 拟实施日期 | 征求意见稿 稿 ...

交易咨询资格号： 证监许可[2012]112 晨会纪要 2025 年 11 月 26 日 联系人：王竣冬 期货从业资格：F3024685 交易咨询从业证书号：Z0013759 研究咨询电话： 0531-81678626 客服电话： 400-618-6767 公司网址： www.ztqh.com [Table_QuotePic] 中泰微投研小程序 [Table_Report] 中泰期货公众号 | 趋势空头 | 震荡偏空 | 農物 | 震荡偏多 | 趋势多头 | | --- | --- | --- | --- | --- | | | 铝 | 多晶硅 | 碳酸锂 | | | | 锌 | 上证50股指期货 | 苹果 | | | | 液化石油气 | 沪深300股指期货 | 原木 | | | | 原油 | 工业硅 | 玻璃 | | | | 三十债 | 中证1000指数期货 | | | | | 橡胶 | 中证500股指期货 | | | | | 合成橡胶 | 白糖 | | | | | 燃油 | 棉纱 | | | | | 对二甲苯 | 棉花 | | | | | PTA | 五债 | | | | | 瓶片 | 二债 | | | ...

对于新的标准，相关参会企业负责人称，"这次制定的标准非常严格，许多工厂难以达到。工信部的态 度很明确：达不到标准就不要继续生产，因为总有一些企业能够达标。""经过三四轮研讨会，目前标准 已基本定稿，预计12月公示，2026年2月正式发布，同年6月起实施。新规落地后，原有3C认证规定将 全面失效。"上述参会企业负责人称，预估新规实施后，预计将有近七成现有产能，因无法满足新标技 术要求，将被迫退出移动电源市场。 格隆汇11月25日｜据蓝鲸新闻，当 "史上最严" 充电宝安全标准进入落地倒计时，一场重塑行业格局的 "风暴" 正席卷整个移动电源赛道。日前获悉，工信部已于10月及11月多次组织召开《移动电源安全技 术规范》征求意见稿研讨会。一份《移动电源安全技术规范》(征求意见稿)显示，与旧标准相比，新国 标在整机、线路板和电芯三大技术领域提出了数十项严苛改进。 ...

当 "史上最严" 充电宝安全标准进入落地倒计时，一场重塑行业格局的 "风暴" 正席卷整个移动电源赛 道。 2025.11.25 本文字数：1095，阅读时长大约2分钟 在最为核心的电芯部分，新国标引入了多项强化安全测试，包括更为严苛的针刺测试、将热滥用测试条 件从130℃三十分钟提升至135℃六十分钟，并将过充电测试电压提高至规定电压的1.4倍。上述技术升 级，直指电池安全本质，旨在从源头抑制热失控风险。 在实施安排方面，上述知情人士称，针对目前市面上已获新3C认证的流通产品，将设置半年缓冲期， 供企业清理库存，部分产品或可转售至非洲、拉美等低端市场。新规生效后，已销售至消费者手中的产 品仍可继续使用，但未售出产品须在新规实施前完成销售或退出市场。这也意味着，大量旧标充电宝正 迎来"最后的销售窗口"。 值得注意的是，在航空运输管理方面，"已获3C认证的产品以后仍可携带登机。"据上述知情人士预 估，随着2026年新标准正式加严执行，目前市场上仅约一半产品有望通过新认证。 来源："蓝鲸科技"微信公号 日前，蓝鲸科技记者独家获悉，工信部已于10月及11月多次组织召开《移动电源安全技术规范》征求意 见稿研讨会。据蓝鲸 ...

2025.11. 25 本文字数：1095，阅读时长大约2分钟 当 "史上最严" 充电宝安全标准进入落地倒计时，一场重塑行业格局的 "风暴" 正席卷整个移动电源 赛道。 日前，蓝鲸科技记者独家获悉， 工信部已于10月及11月多次组织召开《移动电源安全技术规范》征 求意见稿研讨会。 据蓝鲸科技记者获悉的一份《移动电源安全技术规范》（征求意见稿）（以下简 称"新规"）显示，与旧标准相比，新国标在整机、线路板和电芯三大技术领域提出了数十项严苛改 进。 对于新的标准，相关参会企业负责人向记者称， "这次制定的标准非常严格，许多工厂难以达到。工 信部的态度很明确：达不到标准就不要继续生产，因为总有一些企业能够达标。" "经过三四轮研讨会，目前标准已基本定稿，预计12月公示，2026年2月正式发布，同年6月起实 施。新规落地后，原有3C认证规定将全面失效。" 上述参会企业负责人称。 "这不仅是技术升级，更是一场行业大考。" 一位充电宝供应链资深人士，向蓝鲸科技记者如此评价 称。上述参会企业负责人也预估，新规实施后，预计将有近七成现有产能，因无法满足新标技术要 求，将被迫退出移动电源市场。 （注：我们会对线索进行核实。您的 ...

以下文章来源于蓝鲸科技 ，作者蓝鲸科技 翟智超 蓝鲸科技 . 上海报业集团主管主办。蓝鲸新闻科技频道官方账号。 关注互联网行业报道，以及科技热点新闻事件。 当 "史上最严" 充电宝安全标准进入落地倒计时，一场重塑行业格局的 "风暴" 正席卷整个移动电源赛道。 日前，蓝鲸科技记者独家获悉，工信部已于10月及11月多次组织召开《移动电源安全技术规范》征求意见稿研讨会。据蓝鲸科技记者获悉 的一份《移动电源安全技术规范》（征求意见稿）（以下简称"新规"）显示， 与旧标准相比，新国标在整机、线路板和电芯三大技术领域 提出了数十项严苛改进。 对于新的标准，相关参会企业负责人向蓝鲸科技记者称，"这次制定的标准非常严格，许多工厂难以达到。工信部的态度很明确：达不到标 准就不要继续生产，因为总有一些企业能够达标。" 据上述参会企业负责人透露，相关研讨会预计有近300家产业链相关企业参加了探讨会。会上，汇聚了芯片、主板、电芯等产业链各环节的 供应商代表，这些代表就各自就专业领域提出建议，工信部也采纳了部分意见。 "经过三四轮研讨会，目前标准已基本定稿，预计12月公示，2026年2月正式发布，同年6月起实施。新规落地后，原有3C认 ...

Core Viewpoint - Anker Japan announced a voluntary recall of four products, including power banks and speakers, due to potential fire risks caused by manufacturing defects in lithium battery cells, affecting a total of 522,237 units [2][4]. Group 1: Recall Details - The recall involves products such as "Anker PowerCore 10000," with all units sold before October 21 included in the recall [4]. - The issue was identified during an investigation into previous fire incidents in Japan, where foreign objects were found in the manufacturing process, leading to internal short circuits [4]. - Anker Japan had previously announced a recall on June 26 for four products, totaling 478,002 units, due to similar quality concerns [2][4]. Group 2: Consumer Support and Actions - Anker Japan's official website provides a serial number lookup and recall service, with customer support available daily from 9 AM to 5 PM, including weekends and holidays [4]. - Consumers can use a provided recall kit for returning the affected products [4]. Group 3: Supplier Management - Following this incident, Anker Japan has terminated contracts with the related suppliers and plans to enhance management systems for other battery cell suppliers, as well as improve factory environment standards [4].

Group 1 - The State Administration for Market Regulation (SAMR) has focused on key products, industries, issues, and regions to enhance product quality safety governance in 2023 [1] - A total of 164 categories and over 16,000 batches of products have undergone national quality supervision sampling, with the sampling work completed [1] - Special quality supervision checks have been initiated for photovoltaic modules and complete electric vehicles to curb irrational competition and prevent low-quality risks [1] Group 2 - The national supervision sampling of online products has increased by 70% compared to 2024, with a focus on low-priced products [1]

Core Viewpoint - Anker Innovations is facing significant challenges due to a large-scale recall of approximately 481,000 power banks, raising concerns about product safety and quality management [1][5][8]. Recall Events - The U.S. Consumer Product Safety Commission (CPSC) announced the recall of about 481,000 Anker power banks due to fire and burn hazards, with 33 reported incidents including 4 minor injuries and 1 severe property loss [1][5]. - Since June, Anker has recalled a total of 2.352 million power banks globally, with potential economic losses estimated between 432 million to 557 million RMB if all products are refunded [2][6][7]. Financial Impact - The recalled products include various models, with the latest recall involving models priced between 30 to 50 USD, translating to a sales impact of approximately 103 million to 171 million RMB [6][7]. - Anker's financial performance shows a significant drop in net cash flow, with a net cash flow of -1.132 billion RMB in the first half of 2025, a 234.58% decline year-on-year [9][10]. Management Changes - Recent management changes include the appointment of a new board secretary and a chief marketing officer, indicating a strategic shift in response to the recall crisis [9][11]. - The rapid turnover in key management positions reflects Anker's urgency to boost product sales and secure additional funding amid the recall situation [11]. Product Quality Concerns - The increase in fire incidents and product recalls raises serious questions about Anker's product quality and supply chain management, particularly regarding the oversight of battery suppliers [8][15]. - Anker's operational model, which emphasizes autonomy within business units, may have contributed to the oversight of quality issues, highlighting a need for improved supplier management [15][16].

Group 1 - Nvidia plans to invest up to $100 billion in OpenAI, marking its largest investment commitment to date [2] - Following the announcement, Nvidia's stock price surged nearly 4%, reaching a historical high with a market capitalization approaching $4.5 trillion [2] Group 2 - Xiaomi officially announced the launch date for its new Xiaomi 17 series, set for September 25, featuring three models with significant upgrades [3] - DeepSeek upgraded its online model to version DeepSeek-V3.1-Terminus, supporting user experience with two versions [5] - Shenzhen Romoss Technology had multiple fast-charging power bank certifications revoked due to non-compliance with certification requirements [6] Group 3 - Nezha Auto's associated companies have been filed for bankruptcy, with the application submitted by three individuals [7] - Realme's GT8 series is set to launch in October, with the vice president affirming the brand's commitment to maintaining the "Pro" designation for its flagship products [8] - Li Auto has restructured its autonomous driving department, splitting existing teams into more specialized units [8] Group 4 - Reports indicate that some users of the iPhone 17 series and iPhone Air are experiencing intermittent Wi-Fi disconnections [9] - Apple's ecosystem is set to enable AI cross-platform interaction with the introduction of the Model Context Protocol (MCP) in its latest developer testing versions [10] Group 5 - A survey revealed that many banks in the UK are still operating on outdated software from the 1960s and 1970s, with a significant number of employees nearing retirement who understand these legacy systems [12]