■谢若琳 一边是"容量竞赛"，充电宝越做越"大"；另一边是"价格战"，企业的利润一点点被侵蚀。这种"内卷 式"竞争使得企业不得不寻求低价外包，以便压缩成本。可以说，这种竞争模式违背了经济运行基本规 律，也是促进市场公平竞争、激发创新活力、提高发展效率的大敌。 去年年底召开的中央经济工作会议指出，综合整治"内卷式"竞争，规范地方政府和企业行为。今年7月1 日召开的中央财经委员会第六次会议强调，纵深推进全国统一大市场建设，要聚焦重点难点，依法依规 治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有序退出。 不仅是充电宝行业，近期多家光伏、汽车行业上市公司也发声"反内卷"。毫无疑问，"内卷式"竞争会造 成"劣币驱逐良币"，使得企业陷入无序、恶性竞争的循环之中，忽视技术创新和产业升级，严重阻碍行 业发展。在笔者看来，未来可以从三个层面着手，推动各行各业"反内卷"。 政策层面，应进一步强化法律与信用约束，严惩低价倾销行为，避免单一行业重复建设和产能过剩，推 动落后产能有序退出市场。行业层面，应达成协作共赢的良性竞争生态，避免低价无序竞争。企业层 面，要从"价格战"转向价值创造，走技术差异化路线，以供应链协同的方 ...

Core Viewpoint - The recent crisis faced by ROMOSS, a well-known power bank brand, highlights significant safety risks in the power bank industry, leading to increased regulatory scrutiny and a potential shift away from low-price competition towards improved product quality and supply chain transparency [1][7]. Company Summary - ROMOSS announced a six-month suspension of operations starting July 7, 2025, due to changing market conditions and business needs, with employee wages being paid at a reduced rate after the first month [3]. - The crisis originated from a recall of 491,700 defective power banks due to potential fire risks, marking one of the largest recalls in the domestic power bank industry [3]. - The recall faced challenges, including refusal from multiple courier companies to accept returns due to the products being classified as "flammable and explosive," complicating consumer rights protection [3]. - ROMOSS's direct losses from the recall are estimated to exceed 40 million yuan, with monthly losses reaching 100 to 200 million yuan due to product removals from online platforms [4]. Industry Summary - The power bank industry is experiencing intense competition characterized by a "price war," where many companies resort to low pricing strategies, leading to compromised product quality [5]. - The non-compliance rate for power banks sold online has surged from 19.8% in 2020 to 44.4% in 2023, indicating a significant deterioration in product safety standards [6]. - The cost of battery cells, which account for over 50% of total production costs, has been a primary area where companies cut corners, often opting for cheaper, lower-quality materials that increase safety risks [6]. - The recent incidents have prompted calls for the industry to abandon the "low price equals justice" growth model, emphasizing the need for improved supply chain transparency and product quality as core competitive advantages [7].

Core Viewpoint - The article discusses the sudden suspension of operations by Roma Shi, a prominent power bank company, due to a battery recall incident, which has also severely impacted its battery supplier, Amprius. The situation has led to significant employee distress and uncertainty regarding job security and compensation [1][10][16]. Group 1: Company Operations and Employee Impact - Roma Shi announced a suspension of operations for six months starting July 7, with employees receiving only 80% of the local minimum wage (approximately 2016 yuan) as living expenses [1][3][5]. - Employees expressed that the sudden nature of the suspension was difficult to accept, as they had been actively working to support the company just days prior [7][8]. - The company’s internal communication regarding the suspension was abrupt, leading to increased anxiety among employees who were not adequately informed beforehand [7][8]. Group 2: Financial and Legal Implications - The living expenses provided to employees during the suspension will be subject to deductions for social security and housing funds, resulting in take-home pay of around 1000 yuan, which is insufficient for living in Shenzhen [3][6]. - Legal experts indicated that under local regulations, the company is allowed to pay 80% of the minimum wage if no work is assigned to employees during the suspension [6][16]. Group 3: Industry Context and Supplier Issues - The battery recall incident has not only affected Roma Shi but also its supplier, Amprius, which is facing severe scrutiny and operational challenges [10][12]. - Amprius has seen its certifications suspended and is under investigation, with rumors of potential closure circulating among employees and the public [10][12][14]. - The incident has raised concerns about the quality control and supplier management practices within the industry, highlighting significant vulnerabilities that could lead to long-term trust issues with consumers [16][17].

Core Viewpoint - The recent explosion incidents involving power banks have led to a ban by the Civil Aviation Administration of China on power banks without 3C certification, causing significant turmoil in the industry. One of the affected brands, Romoss, announced a suspension of operations, which has raised concerns among employees and uncertainty regarding the ongoing power bank recall process [1][12]. Company Summary - Romoss announced a suspension of operations effective from July 7, 2025, for a duration of six months, citing changes in market conditions and business needs. Employees will receive full wages for the first month of suspension, followed by 80% of the local minimum wage thereafter [1][12]. - Employees expressed confusion and concern over the legality of the unilateral suspension announcement, questioning whether proper procedures were followed, as there was no prior consultation or notification [3][10]. - The company had previously engaged employees in customer service roles to assist with the recall process, but communication from leadership has been lacking, leading to feelings of being kept in the dark [10][12]. Industry Summary - The power bank recall crisis has been attributed to safety risks associated with certain battery materials, prompting a broader industry response. Other companies, such as Anker Innovations, have been proactive in testing and confirming material changes in their products to ensure safety [13][15]. - Companies like Anfu Technology have expressed optimism about gaining market share due to the new regulations, emphasizing their commitment to product quality and innovation in the mobile power sector [16][17].

近期，因 充电宝多次发生爆炸等质量问题，国家民航局发出通知禁止无 3C 标识、召回品牌充电宝上飞机，多个品牌 3C 证书被撤销，引发充电宝行业震动。 而作为本次充电宝风波中心之一的品牌罗马仕，却在7月6日凌晨传出停工停产的消息。一名罗马仕员工告诉证券时报记者，7月6日凌晨一点半，公司在钉钉大群中 发布通知，通知称"随着市场环境的不断变化和公司业务的发展需要，经公司股东会研究决定，近段时间公司停工停产。" 通知还表示，停工时间自2025年7月7日起持续6个月。除召回相关员工外，其余员工停工停产。这期间，员工停工停产首月公司将按照约定的标准正常支付员工工 资，次月起将依据当地最低工资标准的百分之八十支付劳动者生活费。 一纸单方面宣布停工停产放假的通知，不仅给正在进行中的"充电宝召回"事件蒙上一层不确定性的阴霾，也给公司员工带来巨大的冲击。记者采访了解到，罗马仕 在发布停工通知前，公司员工还在"全员当客服"，加班加点想帮公司渡过难关，但公司领导层面一直未曾露面，也未就此事向员工正式说明和解释，"大家一直被蒙 在鼓里"。 据介绍，罗马仕统一安排员工周一去取个人物品，而且是分部门分时段，取完物品后员工就不能再去公司。员 ...

Core Viewpoint - The company Romoss announced a six-month suspension of operations starting July 7, 2025, due to market challenges and internal management issues, significantly impacting employees and its supply chain partner Amprius [1][4][9]. Group 1: Company Operations - Romoss will only pay employees 80% of the local minimum wage (approximately 2016 yuan) after the first month of suspension, which is insufficient for many employees to sustain living expenses in Shenzhen [2][5][7]. - The company has experienced internal turmoil, including multiple changes in legal representatives within a short period, indicating instability in management [9][10]. - The suspension was announced abruptly, causing anxiety among employees who were previously engaged in customer service roles due to a surge in inquiries related to product recalls [8][9]. Group 2: Impact on Employees - Many employees are unable to survive on the reduced salary, leading to a potential wave of voluntary resignations as they cannot meet financial obligations such as car and housing loans [2][8]. - Employees expressed frustration over the lack of communication regarding the suspension, which was perceived as sudden and poorly managed [8][9]. Group 3: Industry Context - The incident has broader implications for the industry, particularly for Amprius, which is facing scrutiny and operational challenges due to its association with Romoss and the quality issues of battery cells [9][10][12]. - Other companies in the sector, such as Anker Innovations, have already severed ties with Amprius and are seeking alternative suppliers, indicating a shift in the supply chain dynamics [11][12]. - The situation highlights significant vulnerabilities in supplier management and quality control within the industry, prompting a reevaluation of risk management practices [17].

Group 1: Charging Industry Regulations - Shenzhen's market supervision bureau has issued a notice prohibiting the sale of non-3C certified power banks in Huaqiangbei market, indicating stricter regulations on power bank sales [3] - The charging bank industry has faced a trust crisis, with major brands like Romoss and Anker recalling products due to safety concerns, shifting the focus from competition on charging speed and price to product safety [3][10] Group 2: Corporate Actions and Developments - Romoss has announced a six-month suspension of operations starting July 7, 2025, with employees receiving reduced wages after the first month, reflecting the company's struggles amid a recall crisis [2] - Microsoft has announced a layoff of 9,000 employees, nearly 4% of its workforce, as part of organizational changes to improve efficiency in a dynamic market [8] - Perfect World and Bilibili have initiated anti-corruption investigations, with Perfect World reporting misconduct involving eight employees and Bilibili announcing the arrest of a former executive for serious crimes [6][7] Group 3: Market Trends and Performance - Meituan's instant retail orders have surpassed 120 million in a single day, with over 100 million being food orders, indicating strong demand in the sector [9] - In May 2025, China's smartphone shipments fell by 21.8% year-on-year, with 5G phones also declining, although there was a slight month-on-month increase, suggesting ongoing market demand despite the drop [16] Group 4: Mergers and Acquisitions - China Resources has received unconditional approval from the State Administration for Market Regulation to acquire Konka Group, which is expected to enhance synergies in consumer electronics and semiconductor businesses [17][18] Group 5: Robotics and AI Developments - Junpu Intelligent has secured an order for humanoid robots worth approximately 28.25 million yuan, indicating a growing market for humanoid robotics [11] - The robotics sector has seen significant investment, with funding in the first five months of 2025 exceeding the total for the entire previous year, highlighting increased interest from large industrial investors [13] Group 6: Digital Economy and AI Innovations - Baidu has announced its largest overhaul of its search engine in a decade, introducing a "smart box" that supports various input methods and integrates AI tools, reflecting the shift towards AI-driven search capabilities [5] - The "Human-Centered Intelligence Initiative" has expanded its membership to include major tech companies, emphasizing the importance of ethical governance and application in AI development [14]

Group 1 - Recently, multiple power bank brands, including Roma and Anker Innovations, have recalled several products due to safety concerns [1] - Roma has recalled three models of power banks manufactured between June 5, 2023, and July 31, 2024, totaling 491,745 units across 22 batches [1] - Anker Innovations has recalled seven models with production dates from May 2024 to February 2025, amounting to a total of 712,964 units [1] Group 2 - Roma's brand representative expressed deep apologies for the losses incurred by consumers and emphasized the company's efforts to facilitate the recall process [1] - The Shenzhen Market Supervision Administration has established a special team to oversee the recall efforts and requires Roma to submit daily reports on the recall status [1] - Anker Innovations' vice president indicated that a supplier altered the core materials of lithium battery cells without notifying the company, which may pose safety risks [1]

Core Viewpoint - The company, Romoss, is facing significant operational challenges, including a temporary halt in production and potential layoffs, despite previous public statements asserting that it has not gone bankrupt [1][5]. Group 1: Operational Changes - On July 6, Romoss issued an internal notice regarding a temporary suspension of operations, which employees confirmed as accurate [1][2]. - The notice indicated that only recalled employees would continue working, while others would be on leave, with the first month of wages paid at the agreed standard, and subsequent payments adjusted to 80% of the local minimum wage [2][3]. - Employees perceive the suspension as a means to indirectly force resignations to avoid severance payments [2]. Group 2: Legal and Compliance Issues - The company has faced a trust crisis in the power bank industry, with reports of safety concerns regarding its products, leading to a recall of approximately 491,700 units manufactured between June 5, 2023, and July 31, 2024 [3][5]. - Following the recall announcement, customers reported difficulties in obtaining refunds, citing insufficient funds as a reason for delays [3]. Group 3: Management Changes - There have been multiple changes in the legal representative of Romoss within a short period, raising concerns among stakeholders [4]. - The rapid succession of leadership changes, including the return of a previous representative shortly after a new appointment, has drawn attention to the company's stability [4].

据了解，安普瑞斯（无锡）有限公司是罗马仕充电宝的锂电池供货商之一。目前安普瑞斯（无锡）有 限公司拥有的 74 张 3C 证书，均被认证机构暂停或撤销。无锡市市场监管局已依规对该企业生产 的锂电池产品全部封存。 深圳市市场监管局成立了专门的小组，督促企业的召回工作，要求罗马仕科技有限公司每天提交召回 情况报告。 截至7月3日，罗马仕确认符合召回条件的产品330807件，已收到退货或无害化处理产品79891 件；安克创新已有超20万用户完成了召回申请，企业向用户寄出了超10万个防火安全袋用于快递召 回的充电宝。 据悉，安克创新召回一共涉及7个型号，生产日期从2024年5月至2025年2月，总计召回数量为 712964件。安克创新副总裁表示："有一个上游电芯（锂电池）的供应商，在未告知公司的情况 下，私自对电芯（锂电池）的核心材料进行了改变。我们判断这次改变有可能带来一定的安全隐 患"。 2025.07. 06 本文字数：597，阅读时长大约2分钟 据央视新闻，近期，罗马仕、安克创新等充电宝品牌相继召回多款产品。 市场监管总局表示，召回原 因是电池在生产过程中混入金属异物，存在产品过热甚至燃烧的安全隐患。 罗马仕科 ...