企查查APP显示，近日，罗马仕关联公司深圳罗马仕科技有限公司发生工商变更，雷社杏卸任法定代表人、董事等，由雷杏容接任。值得注意的是，雷社杏 于今年4月新任该公司法定代表人、董事。据此次变更不足三个月。 | | 基本信息 113 | 法律诉讼 999+ | 经营风险 5 经营 | | --- | --- | --- | --- | | 序号 | 变更日期 | 变更项目 | 变更 | | 1 | 2025-06-30 | 高级管理人员备案（董事、 监事、经理等） | 雷社杏:经理【退出】 | | 2 | 2025-06-30 | 高级管理人员备案（董事、 监事、经理等） | 雷社杏:董事 【退出】 | | 3 | 2025-06-30 | 负责人变更（法定代表人、 负责人、首席代表、合伙事 务执行人等变更) | 雷社杏 | | ব | 2025-04-23 | 章程备案 | 2024-12-07 | | 5 | 2025-04-23 | 期限变更（经营期限、营业 期限、驻在期限等变更） | 2012-03-13,2032-03-13,20 | | 6 | 2025-04-23 | 高级管理人员备案（董事、 监事、 ...

Group 1 - The charging treasure industry has recently faced significant safety issues, with multiple brands recalling a total of over 2.3 million products due to defects in battery cell materials that could lead to overheating or even combustion [1][2] - Many brands lack the capability to produce battery cells independently and rely on external suppliers, leading to quality control issues as cost considerations often overshadow quality during supplier selection [1][2] - The industry is at risk of losing consumer trust if it continues to prioritize low prices over quality, emphasizing the need for safety to be a top priority [3] Group 2 - The government has included mobile power supplies in mandatory product certification (3C certification), but there is a need for a more robust tracking mechanism to ensure ongoing compliance and to raise technical standards [2] - Companies must establish comprehensive internal quality control systems, with clear standards and responsibilities at every production stage, to shift from reactive public relations to proactive risk prevention [2] - Consumers have reported difficulties in receiving recall information and navigating return processes, highlighting the need for e-commerce platforms and sales channels to actively participate in recall execution [2]

高校禁用、集体召回......充电宝行业在近期收获了前所未有的关注。随着中国民航局于6月26 日发布紧急通知，禁止携带没有3C标识、被召回型号或批次的充电宝乘坐境内航班。这场由 个人充电宝安全问题引发的连锁反应，正将市场目光引向规模庞大的共享充电宝行业。 财联社记者近日实地走访发现， 街电、怪兽等头部共享平台也存在部分充电宝无3C认证的情 况。 对此，相关公司人员表示，因强制3C认证的要求发生于2024年8月，市场确有部分旧款 充电宝没有3C认证。不过，真锂研究首席分析师墨柯告诉财联社记者，由于涉事电芯供应商 安普瑞斯（无锡）有限公司（简称"安普瑞斯"）擅长制造高能量密度电芯，而共享充电宝厂商 往往因为安全性等原因的考量不会选择此类电芯， 因此共享充电宝企业或受到较少安普瑞斯 问题电芯波及。 风波的"涟漪" 此次召回风波的"主角"，是罗马仕与安克创新（300866.SZ）两家企业。根据深圳市场监督 管理局公告，罗马仕召回的产品数量接近50万台。安克创新随后亦宣布，在全球范围内召回 超过180万台产品。 而随着3C标识成为登陆飞机的"保命符"，共享充电宝是否拥有3C标识亦成为市场关注热点。 根据艾瑞咨询研究，2 ...

Core Viewpoint - The article discusses the recent crisis in the power bank industry, emphasizing the importance of quality and safety over low prices, suggesting that consumers should prioritize power banks priced above 200 yuan for better reliability [1][12][15]. Cost Analysis - The cost structure of a reliable power bank (10,000-20,000 mAh) is approximately 100 yuan, which includes high-quality battery cells, safety features, and manufacturing costs [4][7]. - Battery cells account for about 50% of the total cost, with quality cells from leading manufacturers like CATL and EVE priced between 45-60 yuan each [6][17]. Industry Issues - The crisis is attributed to intense price competition and cost-cutting measures among manufacturers, leading to the use of inferior materials and safety compromises [3][20]. - Major brands like Romoss and Anker have faced recalls, indicating a broader trust crisis in the industry, despite being top players [19][21]. Consumer Guidance - Consumers are advised to choose power banks from reputable brands and ensure they have 3C certification, with a preference for products priced above 200 yuan to ensure better safety and quality [14][15][18]. - The article suggests that while price is a factor, consumers should also consider the quality of battery cells, circuit protection, and fire-resistant materials when selecting a power bank [18][20]. Future Outlook - The current crisis may lead to a significant industry reshuffle, with brands lacking comprehensive quality control facing higher risks of elimination in a tightening regulatory environment [21].

Core Insights - The article highlights the safety concerns surrounding low-priced power banks, emphasizing that products priced above 200 yuan are generally considered safer due to better material quality and manufacturing standards [1][11][12] - The industry is facing a crisis due to price wars and internal competition, leading to compromised quality and safety in power bank production [3][13] Cost Analysis - A typical power bank with a capacity of 10,000 to 20,000 mAh has a reasonable cost of around 100 yuan, which includes high-quality battery cells, safety features, and manufacturing costs [1][5][11] - The core component, the battery cell, accounts for about 50% of the total cost, with reputable brands like CATL and Yiwei's battery cells priced between 45 to 60 yuan each [3][5] Industry Trends - The recent recall of power banks by brands like Romoss and Anker has created a significant demand for replacements, with estimates suggesting millions of units may need to be replaced [11] - Consumers are advised to prioritize well-known brands and products with 3C certification, particularly those priced above 200 yuan, as these are more likely to meet safety standards [11][12] Quality Discrepancies - A comparison of recalled and non-recalled power banks revealed significant differences in build quality, safety features, and thermal management, with recalled units lacking essential protections [8][10] - The lack of temperature protection and inferior materials in lower-priced models has been linked to safety incidents, highlighting the importance of quality control in manufacturing [10][12] Future Outlook - The current crisis is seen as a pivotal moment for the industry, prompting a potential shift towards better quality control and transparency in the supply chain [13] - Brands that fail to maintain rigorous quality standards may face increased risks of being eliminated from the market as regulatory scrutiny intensifies [13]

Core Viewpoint - The recent safety risks associated with power banks have led to significant recalls and regulatory scrutiny, impacting the reputation and economic interests of companies in the industry [1][2]. Industry Summary - The power bank industry is facing ongoing challenges due to safety risks, with major companies like Romoss and Anker Innovation recalling a total of approximately 1.2 million products due to safety concerns related to battery cells [1][2]. - The National Market Regulatory Administration has revoked or suspended 3C certifications for several brands, including Romoss, Anker Innovation, and Xiaomi, indicating a broader regulatory crackdown [1]. - The root cause of the safety issues is attributed to quality problems stemming from individual battery cell suppliers, exacerbated by intense competition and cost-cutting measures within the industry [1][2][4]. Company Summary - Anker Innovation has acknowledged safety risks due to unapproved material changes in battery cells from a supplier, leading to a strategic partnership with CATL to secure higher-quality battery cells [2]. - The financial performance of companies in the battery sector reflects declining profit margins, with Huapeng Technology's battery business gross margin dropping from 21.08% in 2022 to 18.23% in 2024, highlighting the financial strain on suppliers [3]. - Industry insiders suggest that the ongoing price competition has led some manufacturers to compromise on quality, using substandard materials to reduce costs, which poses a risk to product safety [3][4].

无论如何，不能将生产方与监管方失守的责任转嫁给处在末端 的消费者。责任不能向下转嫁，行业理应向上突围。问题充电 宝出现的根源还在于内卷式竞争带来的"劣化螺旋"。安全问题 的频现，就是倒逼充电宝行业跳出恶性竞争循环、重建健康产 业生态。 作者：佘宗明 封图：图虫创意 围绕手机充电宝的风波一直在发酵：先是北京多所高校关于罗马仕一款充电宝更易自燃的安全提 醒；随后是罗马仕和安克宣布召回超百万台问题充电宝；然后是多个品牌充电宝的3C认证被取 消、民航局通知从7月1日起禁止携带无3C（中国强制认证）标识充电宝乘机……缓解当代人电量 焦虑的充电宝，可能变成易燃易爆炸的"充电爆"；一直正常使用的充电宝，突然不能带上飞机了， 难怪舆论鼎沸。 有一种声音认为，强制3C标识是从2024年8月才开始实施的，并非所有的无3C标识的充电宝都是 问题产品，民航的禁令有点"一刀切"，留的缓冲期也太短。不过，飞机是个安全容错率极低的空 间，一旦出事后果不堪设想，今年以来就已发生15起充电宝在空中起火冒烟事件，民航慎之又慎 可以理解。值得探讨的是怎样在保障安全的基础上，尽可能减少消费者损失。清除充电宝安全隐 患，并不意味着要让消费者成为充电宝 ...

出品｜虎嗅ESG组 作者｜陈玉立 头图｜AI生成 本文是#ESG进步观察#系列第137篇文章 本次观察关键词：可持续商业 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。 贸易商出货的CD品隔膜受制于成本等条件不可能做洁净车间控湿车间的，也会进一步增加隔膜的风 险。" 在爆雷后，不少网友在社交媒体反映，没有3C认证的充电宝不被允许带上飞机。6月26日下午，中国 民航局正式发文：自6月28日起禁止旅客携带没有3C标识以及被召回的充电宝乘坐境内航班。 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 ...

Group 1 - The first batch of 26 new floating rate funds has been launched, with over half already announced [1] - He Yuan Biological's IPO application has passed the review, marking the first successful IPO under the fifth set of standards for the Sci-Tech Innovation Board [1] - Multiple real estate companies are accelerating debt restructuring, with over 75% of holders supporting the offshore debt restructuring agreement from Country Garden [1] Group 2 - In June, China's heavy truck wholesale sales reached approximately 92,000 units, a year-on-year increase of about 29% [2] - The market for charging treasures in Huaqiangbei still includes products without 3C certification, despite increased scrutiny [2] - Guangzhou has launched its first "immediate refund" point for departure tax refunds, with a significant increase in tax refund applications and sales [3] Group 3 - Standard Chartered Bank faces a lawsuit related to the 1MDB scandal, with claims of failing to perform anti-money laundering checks on over $2.7 billion [3] - Perfect World has initiated an anti-corruption campaign, dismissing multiple individuals involved in bribery and misconduct [4] - Douyin e-commerce has clarified that there are no channels for obtaining sales permissions without followers, emphasizing adherence to established rules [4] Group 4 - Hebei Asset Management has submitted an IPO application, potentially becoming the first local asset management company to list on the Hong Kong Stock Exchange [4] - Tailong Pharmaceutical plans to register and issue up to 800 million yuan in short-term financing bonds [5] - Chang Aluminum's subsidiary has signed a contract worth 165 million yuan for a cleanroom construction project [6] Group 5 - Guomai Technology expects a net profit increase of 60.52% to 100.33% for the first half of 2025 [7] - Kidswant anticipates a net profit growth of 50% to 100% for the first half of 2025 [8] - The Shanghai Composite Index rose by 0.39%, with innovation drug stocks experiencing significant gains [9][10]

7月1日，第一财经记者实地探访深圳华强北市场，通过与多位商家交流询价发现，市场上同时流通 着带 3C 标识与无 3C 标识的充电宝产品。不少商家透露，具备 3C 认证的充电宝因生产成本较 高，所以价格相对偏高，但整体价差在个位数。 部分商家对记者表示，目前充电宝整体价格尚未出现明显波动，部分未通过 3C 认证的产品仍存在 海外销售渠道，而随着市场监管趋严与消费者安全意识提升，通过 3C 认证的产品将会成为国内市 场的主流选择。 有无"3C标识"价差仅为个位数 近日，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。一些有出行需求的人需要自查充电宝的认证情况，这引起了人们的广 泛关注。 2025.07. 01 本文字数：2477，阅读时长大约4分钟 作者 | 第一财经 郑栩彤 近期，"充电宝召回"事件引发广泛关注，3C认证已成为消费者衡量充电宝品质的关键指标，国内部 分机场也加强了对充电宝 3C 标识的查验力度。 3C认证即中国强制性产品认证（China Compulsory Certification）。此前市场监管总局曾发布公 告称，自202 ...