充电宝行业这次算是爆雷了。 6月以来，安克创新、罗马仕等知名品牌相继宣布召回超过120万台充电宝，其中充电宝龙头罗马仕三款型号（PAC20-272、PAC20-392、PLT20A-152）召回 量就达49万台。 关于为什么要召回，公告中提到的原因包括"电芯原材料缺陷""隔膜绝缘失效"等，这背后直指电芯安全隐患，即隔膜失效引发的胀气与热失控。 安全隐患因何存在？ 在安克创新的召回公告中，明确写有这样一段话：某供应商部分批次的行业通用电芯，存在未经批准的材料变更，这可能导致极少数产品在长期循环使用后 隔膜绝缘失效，进而引发过热。 虎嗅咨询隔膜行业专家获悉，隔膜是锂电池中位于正负极之间的微孔薄膜，其核心作用是防止正负极直接接触，从而避免短路。这种物理隔离不仅保护了电 池的正常工作，还极大地提高了电池的安全性。如果隔膜失效，正负极可能会直接接触，导致剧烈的内部短路，进而引发热失控、燃烧甚至爆炸。 无疑，充电宝是否安全的关键在于那层仅几十微米厚、却关乎生死的隔膜。 那么，充电宝电芯行业的现状是什么？"充电宝电芯这个行当的隔膜基本都是一些贸易商从隔膜公司采购的C/D品二次加工后，再给这些充电宝电芯的企 业，基本没有太高 ...

Core Viewpoint - The recent recall of power banks by major brands due to safety risks associated with lithium batteries has raised significant concerns among consumers and prompted regulatory changes in the industry [2][10][12]. Industry Impact - The recall of 1.2 million power banks, including 491,745 units from Romoss and 713,000 units from Anker Innovations, marks the largest recall of defective power banks in China’s history [2][10]. - The incident is expected to accelerate the establishment of higher safety standards and regulations within the power bank industry, as evidenced by the recent announcements from regulatory bodies regarding new safety standards [10][11][12]. Safety Concerns - Lithium batteries, which are the core component of power banks, have been linked to multiple incidents of overheating and fires, raising alarms about their safety [4][5][10]. - The quality of battery cells and circuit boards is critical, with substandard components leading to increased risks of overheating and potential explosions [5][6]. Regulatory Changes - The Civil Aviation Administration of China has implemented a ban on carrying power banks without clear 3C certification or those that have been recalled, effective June 28 [1][10]. - The Ministry of Industry and Information Technology has opened discussions for a mandatory national standard for mobile power safety, indicating a shift towards stricter regulations [11]. Consumer Behavior - The recall has led to a shift in consumer purchasing behavior, with many opting for lesser-known brands perceived as safer alternatives [2][10]. - Consumers are increasingly anxious about the safety of power bank products, reflecting a broader concern about product reliability in the market [6][10]. Future Trends - The industry may see a transition towards safer battery technologies, such as sodium-ion batteries, which are less prone to catching fire compared to lithium-ion batteries [9][12]. - The ongoing crisis is likely to catalyze a shift from price competition to quality competition within the power bank market, as companies strive to regain consumer trust [12].

来源：@中国经济周刊微博 本刊记者 崔晓萌 实习生 黄思晨 民航局充电宝乘机新规落地的第一天，机场安检口的"自弃筐"成了网友热议的对象——无3C认证的充 电宝，上海虹桥机场1天收回了3筐，武汉天河机场一个安检口5个半小时就收了168个。 对此，旅客们也无奈："快递不收，带又带不走，只能扔。" 目前，顺丰已全面停收个人寄递的充电宝，邮政、京东仅部分网点接单。 新规落地，一些人也耍起了"小聪明"。 电商平台上，冒出3元一套的"3C认证贴纸"，商家信誓旦旦称"贴了准过安检"；更有店铺推出激光刻字 服务，声称能把认证标识灼印得"跟真的一样"。 这种"小机灵"其实掩藏了一个个触目惊心的案例—— 3月，杭州飞香港的航班起飞半小时后，机舱行李架因充电宝起火冒出浓烟，约20分钟才被扑灭；6月， 郑州飞揭阳航班再现类似险情；去年，某机场廊桥起火，火源同样与充电宝有关…… 当一张廉价贴纸能"伪造"安全通行证，本质是拿整个航班乘客的生命开玩笑。 而针对安检口被丢弃的充电宝，一些二手市场还趁机打出"机场查收""高铁站查收"的噱头，宣称20多元 可以买到"七八成新"的充电宝。 这些个"商业头脑"，真让人直呼没底线。 罗马仕49万台、安 ...

Core Insights - The competition for "supercharging cities" is intensifying as cities like Shenzhen and Guangzhou ramp up their electric vehicle charging infrastructure plans, with Shenzhen launching its "Supercharging City 2.0" initiative just two years after its initial goals [2][3] - The progress of supercharging infrastructure varies significantly across different cities, with some meeting or exceeding their targets while others lag behind [3][4] Summary by Sections Supercharging Infrastructure Development - Guangzhou aims to add approximately 1,000 supercharging stations by 2024, but has not publicly confirmed its progress, suggesting it may not meet its targets [3] - Shenzhen has already built 1,030 supercharging stations by January 2025, surpassing its 2030 goal [4] Regional Differences and Challenges - Cities like Chongqing and Fuzhou have set ambitious targets for supercharging stations, but their progress varies, with some cities achieving only a fraction of their goals [4][5] - The disparity in progress is attributed to local government support and funding, which can significantly impact the speed of infrastructure development [5] Financial Incentives and Market Dynamics - There is a competitive rush for subsidies among companies, with varying local government subsidy standards influencing the pace of supercharging station construction [6][7] - The construction costs for supercharging stations are substantial, with individual stations costing between 1.5 million to 5 million yuan, making it challenging to achieve profitability quickly [7] Standardization and Compatibility Issues - The lack of unified standards for supercharging infrastructure leads to compatibility issues between different brands, complicating the charging experience for consumers [10][11] - The establishment of a national standard for supercharging facilities is recommended to streamline construction and reduce costs [12] Future Outlook and Recommendations - Experts suggest that while the enthusiasm for supercharging infrastructure remains high, a more measured approach is necessary to avoid overbuilding and ensure that developments align with actual demand [14][15] - The potential for advanced charging technologies, such as "megawatt charging," is recognized, but the industry must consider the implications of rapid technological advancements on current infrastructure investments [14][15]

在"双碳"目标与乡村振兴政策的双重赋能下，新能源汽车产业正加速向县乡市场纵深推进，县乡农 村"下沉市场"正成为备受瞩目的新增长极。然而，我国新能源汽车向县乡市场渗透的进程中，充电基础 设施建设滞后问题日益凸显。截至2025年3月底，全国县域充电设施覆盖率为97.31％，乡镇覆盖率仅为 76.91％，充电桩数量仅占全国充电设施总数的15％，且由于县乡充电基础设施建设存在布局失衡、运 维薄弱、成本高企等短板，部分区域"有桩难用"和偏远乡村"无桩可用"现象并存，直接限制了新能源汽 车的出行范围，制约了农村新能源汽车消费潜力释放。据统计，2024年农村户籍人口新能源汽车保有量 仅占全国37.8％，充电便利性不足已成为阻碍购车决策的首要因素。因此，亟须从规划布局、机制创 新、资金保障、质量监管等方面推动县乡充换电基础设施建设，进一步完善充电设施网络，释放县乡新 能源汽车消费潜力。 一、需求错配、成本高企与运营短板交织制约县乡充电设施发展 一是设施布局与需求错配。与城市相比，县乡地区电动汽车保有量及交通流量相对较小，用户充电需求 分散且规律性弱，难以形成稳定的使用高峰，无法按照实际需求实现充电网络的最优布局。部分县乡充 ...

Group 1: Macroeconomic Developments - The deadline for tariffs is approaching, with Trump showing no intention to delay negotiations, highlighting divisions among countries [1] - Foreign investors can enjoy tax credits for direct investments in China using profits distributed by domestic companies from January 1, 2025, to December 31, 2028 [4] Group 2: Company Developments - Apple is considering using AI technologies from Anthropic or OpenAI for the new version of Siri, which positively impacted its stock price [2] - Honor is set to release an AI foldable flagship phone, indicating a shift towards intelligent innovations in the foldable screen ecosystem [6][7] Group 3: Market Trends - The introduction of "light asset, high R&D investment" standards for the ChiNext board aims to encourage technological innovation [3] - Tesla's V4 supercharging stations are now operational and open to other electric vehicle brands, aligning with national initiatives to enhance charging infrastructure [5] Group 4: Industry Insights - Support for domestic chip production is emphasized, with institutions optimistic about the self-controllable and AI hardware sectors [8]

超百万个充电宝突陷安全旋涡，召回、认证质疑接踵而至。一时间，消费者手中充电宝成了"烫手山 芋"——"还能用吗？""如何查安全？""召回咋处理？"消费者心中许多焦灼疑问亟待解答。 这场行业危机背后，是低价厮杀引发的安全风险。业内专家指出，此次风波或成行业转折点，经历市场 洗牌后，竞争焦点将转向品质保障，推动企业重新找到成本与性能的平衡点。 退回难 快递拒收，只能泡盐水处理 转自：千龙网 原标题：超百万充电宝陷入召回风波，无底线价格战敲响行业警钟 充电宝行业须找回成本与性能平衡点 此轮充电宝安全问题焦点指向核心部件"电芯"。充电宝主要由电芯、电路板和外壳构成，其中电芯作 为"心脏"负责供能发热，其余部分主要承担散热功能。在召回公告中，罗马仕明确指出部分召回产品是 因"电芯原材料在极端场景下可能存在风险"。 为何此次充电宝安全问题集中爆发？"一些厂家用的可能是C品电芯。"真锂研究院创始人墨柯表示。记 者了解到，电池行业通常将电芯分为不同等级：高质量的"A品"主要供给手机、新能源汽车，生产过程 严格把控；"B品"存在外观或性能上的小瑕疵，但整体可用；"C品"品质较差，安全隐患大，类似于拆 机淘汰品。 此次风波中，主流 ...

商报讯(记者苗露)近期，民航局新规对于无3C认证或召回批次的充电宝禁飞事件仍在发酵中。截至6月 29日，深圳罗马仕科技和安克创新（300866）等企业已宣布召回的充电宝产品合计超百万台，背后原因 直指"电芯"和"原材料"问题。市场普遍认为，充电宝安全问题已从行业内部溢出至公共领域。 经过几日的震荡，昨日安克创新、绿联科技（301606）等多家受牵连的上市公司股价均有回升，截至收 盘，分别收涨3.07%和0.39%。业内人士将这次事件的发酵归因于"行业内卷"。近年来，充电宝售价屡 探新低，价格"内卷"埋下安全隐患。这次危机或将带来行业洗牌，一些企业可能会直接离开"牌桌"。 缺少3C标识不予带上飞机充电宝行业震荡 6月以来，充电宝行业遭遇强烈震荡。 6月26日，为切实保障航空运行安全，民航局发布紧急通知，自6月28日起禁止旅客携带没有3C标识、 3C标识不清晰、被召回型号或批次的充电宝乘坐境内航班。 此后，大量用户在社交平台反馈，国内头部品牌罗马仕、安克的充电宝被禁止携带上飞机，还有用户反 馈学校提醒罗马仕充电宝存在爆炸风险。随即，罗马仕、安克在官网发布召回信息。 根据安克官网，"某供应商部分批次的行业通用电芯， ...

问题出在哪里？其实就是生产、销售等环节掉了链子。生产厂家为了多赚钱，用劣质材料、违规工艺生 产；电商平台审核不严，让不合格产品畅通无阻；认证环节更是乱象丛生，花钱买证、贴牌认证的情况 屡禁不止。本该由这些环节守住的质量关，最后全压到了消费者身上。 这场治理风暴的最终落脚点，应当是让每个消费者都能安心选购、放心使用，而不是在担惊受怕中为他 人的过错买单。说到底，治理问题充电宝，得让该负责的人承担责任。生产厂家、销售平台、认证机构 都应守好自己的责任田，市场监督管理部门则应严格执法，该罚就罚，该整改就整改。 民航局新规实施后，机场拦截的不合格充电宝越来越多。这边机场忙着整治违规产品，另一边二手交易 平台上，打着"机场拦截品"旗号的充电宝却卖得火热。知情人爆料，这些所谓的"拦截品"其实是部分商 家积压的存货，故意蹭热度清库存。 更为荒诞的剧情，则在电商平台的隐秘角落上演：近期，一批提供3C认证刻字服务的商家纷纷涌现， 尽管多个电商平台已屏蔽了"3C贴纸"关键词，但仍有商家通过暗语兜售仿制标签，让问题充电宝的治 理难度升级。 不知不觉中，这场雷厉风行的治理行动，正悄然将成本转嫁到消费者身上。旅客因疏忽携带非3C认证 ...

群友1： 如果理想目前签订的2800座场地价格是ok的，签约周期也是锁定相对较长时间的，租金不会 出现暴涨，并且保证充电站质量维持在全市场前20%，那理想未来这3000根桩，是可以提供一个非常 好的现金流的。 数据很好算，就是电价差（服务费）和翻台率和总投资成本。 公式简单，数据好统 计，唯一就是场地，还有能不能做到过剩时候依然保证处于领先（翻台率ok）。 本身充电桩是很挣钱的，好的场地的，运行量足够，真的可能3年回本, 后续全是利润，很恐怖，当然 运行量不够，那就是摆设。 充电桩的成本，拆解拆解，能有啥？芯片都能干到几块钱，那很棍子和枪和两米长的电缆，能值啥 钱。 要相信在中国的工业体系下，充电站这种东西（我都不好意提XX，亏损XX和XX有啥关系，在中国 的工业体系下，成本能吓死人？）bom成本极低 群友1认为是一个非常好的生意，和理想团队沟通过，但没有好的场地资源，最终未能合作。 群友2是银行从业人员，审批过很多新能源贷款。 群友2： 重点在于场地和单独前线变电站的成本， 这两年投资这个要差点了，好的地方被占了。 如 果是5年前第一批，现在基本上都赚，要知道当时充电桩还有国补。 地方有任务，可以去谈一个很 ...