文｜超聚焦 据蓝鲸新闻报道，曾经的充电宝巨头深圳罗马仕科技有限公司，已在内部悄然启动了一项名为"重生计 划"的重组方案。 该方案旨在通过引入红杉资本、金沙江创投等头部VC的注资，辅以对供应商的"债转股"安排，力争在 第一季度完成资金引入与重组，同步重新获取新3C认证，并全面恢复一度停摆的产品销售体系。 而在此前，罗马仕已因大规模产品召回、证书撤销及巨额货款拖欠，已陷入实质性的停工待料状态。这 一自救动作也被视为罗马仕在彻底清算边缘的殊死一搏。 但是，如果用冷静的商业逻辑视角来看，这场"重生"远非资金注入那么简单，而是一场涉及合规成本、 品牌价值重建与供应链博弈的复杂博弈。 那么，面对VC的审慎目光和供应商的复杂情绪，罗马仕的"重生之路"，究竟是绝地反击的序章，还是 压垮骆驼的最后一根稻草？ 这两家机构在中国创投界的地位无需多言，它们通常出现在独角兽的诞生前夜，而非一家"过气网红"的 ICU病房外。那么，为何两家顶尖VC会考虑此时入局？这背后或许隐藏着"捡烟蒂"的商业逻辑。 一方面，罗马仕虽然已经停摆，但"品牌残值"仍然具有极致的诱惑。 虽然罗马仕在过去两年里声誉受损，但在广阔的下沉市场、学生群体以及庞大的存量 ...

01 "重生计划"的三板斧 在生死存亡之际，罗马仕管理层祭出的"重生计划"并非空洞口号，而是基于现实困境的精准自救。其核 心可概括为三板斧：融资输血、债务重组、重获认证。 罗马仕从土里爬出来了？ 据蓝鲸新闻报道，曾经的充电宝巨头深圳罗马仕科技有限公司，已在内部悄然启动了一项名为"重生计 划"的重组方案。 该方案旨在通过引入红杉资本、金沙江创投等头部VC的注资，辅以对供应商的"债转股"安排，力争在 第一季度完成资金引入与重组，同步重新获取新3C认证，并全面恢复一度停摆的产品销售体系。 而在此前，罗马仕已因大规模产品召回、证书撤销及巨额货款拖欠，已陷入实质性的停工待料状态。这 一自救动作也被视为罗马仕在彻底清算边缘的殊死一搏。 但是，如果用冷静的商业逻辑视角来看，这场"重生"远非资金注入那么简单，而是一场涉及合规成本、 品牌价值重建与供应链博弈的复杂博弈。 那么，面对VC的审慎目光和供应商的复杂情绪，罗马仕的"重生之路"，究竟是绝地反击的序章，还是 压垮骆驼的最后一根稻草？ 对于已经处于休克状态的罗马仕而言，现金流就是氧气，而能否通过外部输血来重启心脏，成为了外界 关注的焦点。 而计划中最具戏剧性、也最引发外界猜 ...

此次大规模召回引发了连锁反应。国家市场监督管理总局随后暂停了罗马仕多款快充移动电源产品的3C认证，导致其核心产品失去合法销售资格。2025年7 月6日，罗马仕发布内部通知，宣布自7月7日起停工停产，初步计划持续6个月。在此期间，公司仅保留处理召回事务的相关员工。 有信息显示，罗马仕计划将恢复销售的节点与充电宝行业新规的实施相衔接。被称为"史上最严"的《移动电源安全技术规范》新国标将于2026年2月正式实 施，新规对产品安全测试和标识提出了更严格的要求。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 据知情人士透露，深圳罗马仕科技有限公司已于内部启动一项名为"重生计划"的重组方案。该计划的立项工作预计在2026年1月正式落地。 根据规划，该公司力争在2026年第一季度完成资金引入与内部重组工作，并同步重新获取新的3C（中国强制性产品认证）认证，以全面恢复产品销售体 系。上述知情人士表示，罗马仕已与红杉资本、金沙江创投等投资机构展开洽谈，部分机构已表达了投资意向。与此同时，公司也在与多家供应商协商债转 股解决方案，并承诺将在实现盈利后逐步清偿相关欠款。 罗马 ...

Group 1: Education and Research - The State Council Degree Committee has officially issued the "Measures for the Review of Doctoral and Master's Degree Granting Qualifications," emphasizing strategic needs, reform, and quality standards in degree granting [1] - The measures aim to enhance the adaptability of talent supply and demand by establishing a review mechanism that aligns with national strategic needs [1] - Local governments and universities will have expanded autonomy in setting academic disciplines, allowing for dynamic adjustments to better meet societal demands [1] Group 2: Climate Resources and Economy - The China Meteorological Administration has released the first Climate Resource Economic Blue Book, analyzing the economic transformation of climate resources [2] - The report highlights the impact of climate change on agriculture, noting an expansion of corn planting areas in Northeast China by approximately 6.1 million acres due to warming [2] - In the energy sector, improvements in forecasting for wind and solar energy can reduce disaster losses and optimize grid management [2] Group 3: Labor Law and Supervision - The Supreme People's Court and the Supreme People's Procuratorate, along with the All-China Federation of Trade Unions, have published ten typical cases to strengthen labor law supervision [3] - The "One Letter and Two Documents" system aims to remind employers to comply with labor laws and rectify illegal employment practices [3] Group 4: Energy Market - In the first eleven months of 2025, the national electricity market trading volume reached 6.03 trillion kilowatt-hours, a year-on-year increase of 7.6% [4] - The trading volume for green electricity increased by 42.8%, indicating a growing trend towards renewable energy sources [4] - The proportion of electricity market transactions to total electricity consumption rose to 63.7%, up 1.3 percentage points year-on-year [4] Group 5: Medical Device Regulations - The National Medical Products Administration has announced new regulations for the management of export sales certificates for medical devices, effective May 1, 2026 [5] - The regulations specify the requirements for obtaining export sales certificates for both registered and unregistered medical devices in China [5] Group 6: Financial Crime Prevention - The Ministry of Public Security reported that nearly 30 billion yuan has been involved in financial crime related to "black and gray industries" following a crackdown from June to November [6] - Over 1,500 cases have been investigated, and more than 200 organized crime groups have been dismantled, contributing to a cleaner financial market [6] Group 7: Postal Industry Developments - The State Post Bureau reported that over 800 million recyclable cardboard boxes were recovered in the postal industry in 2025, reflecting a commitment to green development [7] - The industry aims to enhance the sustainability of packaging and reduce waste through various initiatives during the "14th Five-Year Plan" period [7] Group 8: Digital Economy Growth - The core industries of the digital economy in China saw a sales revenue increase of 10% year-on-year in the first eleven months of 2025, outpacing overall enterprise growth [8] - Key sectors such as smart device manufacturing and digital technology applications experienced significant revenue growth, indicating a robust digital transformation [8] Group 9: Energy Project Participation - The National Development and Reform Commission encourages enterprises to participate in energy project construction, aiming to enhance infrastructure and support economic development [9] - The focus is on optimizing energy resource imports and ensuring stable coal supply while promoting international cooperation in energy projects [9]

深圳海关商品检验处处长钟勇军介绍："本次专场活动旨在为政府监管部门、行业、企业搭建有效的沟 通渠道，组织各方专家为相关企业提供从质量管控技术到政策法规要求全方位的培训辅导，推动进出口 商品质量安全共建共治共享，为推动移动电源行业和外贸高质量发展贡献力量。"他表示，"十五五"期 间，深圳海关将与前海管理局、市场监管等部门深化合作，充分发挥"深圳出海e站通""促进外贸新质生 产力发展工作站"等特色助企平台作用，不断完善与相关产品出海需求相适应的工作模式，大力支持移 动电源产业外贸高质量发展。 深圳市前海管理局相关负责人表示，未来前海将继续发挥深港合作优势和制度创新高地作用，持续联动 海关等相关部门，深化"深圳出海e站通"平台服务功能，进一步优化产业服务生态，推出更多市场化、 国际化的帮扶举措，努力让前海成为企业扬帆出海的重要起航地，助力更多"深圳制造""中国智造"通过 前海走向全球市场。 12月16日，在海关总署商品检验司指导下，由深圳海关、深圳市前海管理局联合主办的"聚焦'十五 五'——出口商品质量安全提升促进行动（移动电源行业专场）"在深圳出海e站通举行，活动得到深圳 市市场监管局、香港机电工程署大力支持，吸 ...

点击按钮▲立即预约 " 一块标注清晰、性能透明、安全有保障的 3C 充电宝，是每一次出行最实在的兜底。 文 /巴九灵（微信公众号：吴晓波频道） 不久前，小巴在出差时遭遇了尴尬：从A城飞B城时，一个没有3C标识的充电宝顺利带上了飞机；从B城返程时，同款充电宝却被拦下，最终花了 29元将其邮寄回家。 更令人不解的是，这块充电宝前段时间还能"出境游"。 而在过安检的时候，小巴亲眼看到不少大小不一、形状各异的标有"3C认证"的充电宝被拦了下来。理由无外乎"能量太大""标识不清晰"等。 " 一去一回的差异和见闻，我们不免对充电宝的合格标准与携带要求生出困惑。 航站楼安检人员提醒旅客检查充电宝 图源：工信部 新规结合近年来充电宝自燃、爆炸等事件，"现有3C认证全面失效"的消息开始在网上流传： 恰逢这段时间，工信部多次组织研讨会，一条被称为"史上最严"的《移动电源安全技术规范》即将落地的消息，引起了不小讨论。 "我充电宝刚换没多久，这3C标准一调，明年上半年是不是废了？" 日前，官方给出了解释： "已获3C认证的充电宝不受新标准影响，消费者可继续正常使用、带上飞机，无需担心闲置浪费。新的标准仍处于征求意见阶段，会吸纳各方建 ...

好家伙，充电宝的 3C 认证规则这么快就要更新了？？ 那我才刚买没多久的 3C 充电宝还能上飞机高铁吗？不会又要我重买吧？ 就在上个月，工信部在官网上发布了一则专门针对移动电源的国标 ——《 移动电源安全技术规范 》的征求意见稿。 之前充电宝执行规范标准主要是参考的 2022 年推出的 GB 31241-2022 与 GB 4943.1-2022 这两俩文件。 不过从名字你也能看出来，这俩文件面向的对象是便携式电子产品的电池的标准。这面向的对象可就太宽泛了，手机、电脑、甚至剃须刀都能算在内。 这也就导致对于充电宝这类产品来说，许多参数不够有针对性，不够严格。 而这次的新国标则是专门针对移动电源这种产品制定，同时针对整机、线路板和电芯这三个方面做了更严格的要求。这也就意味着，以后的充电宝想要拿 3C 就更难了。 不过大家先别急，这次的升级不会让你现在手头带3C的产品报废，而是为了让大家以后可以更方便的买到安全可靠的充电宝。 可能有的差友就疑惑了，既然也不影响我之前的充电宝使用，那费劲巴力地整这新国标干啥？就为了淘汰小作坊？ 对，但也不全对。一方面确实是为了提升准入行业门槛、加强监管，淘汰掉一些落后的企业。 换句 ...

Group 1: Charging Power Bank Regulations - The Ministry of Industry and Information Technology has released a draft for the "Mobile Power Safety Technical Specifications," which is considered the strictest safety standard for power banks [2] - The new regulations introduce rigorous safety tests for battery cells, including puncture tests, thermal abuse tests, and overcharging tests, and mandate the inclusion of an LCD screen or a connected app to display battery health and usage metrics [2] - It is estimated that nearly 70% of existing production capacity may exit the market due to the inability to meet the new technical requirements, and overall industry costs are expected to rise by 20% to 30% [2] Group 2: Meituan's Third Quarter Financial Results - Meituan reported a revenue of 95.49 billion yuan for the third quarter, a year-on-year increase of 2%, but faced an adjusted net loss of 16 billion yuan compared to a net profit of 12.83 billion yuan in the same period last year [3] - The significant profit fluctuation is attributed to increased direct subsidies in the food delivery sector to counter irrational competition [3] - The food delivery industry is returning to rationality, with major competitors like Alibaba and JD reducing their investments in similar areas [3] Group 3: Alibaba's Third Quarter Financial Performance - Alibaba's revenue for the third quarter was 247.8 billion yuan, a 5% year-on-year increase, but operating profit fell by 85% to 5.365 billion yuan [4] - Alibaba Cloud's revenue grew by 34% to 39.824 billion yuan, marking a new high, while AI-related product revenue has seen triple-digit year-on-year growth for nine consecutive quarters [4] - CEO Wu Yongming expressed optimism about the future of AI and indicated that the company may increase its infrastructure investment beyond the previously planned 380 billion yuan [4] Group 4: Investment Trends in AI Technology - The investment logic in the technology sector is shifting from "technology faith" to "value verification," emphasizing the need for a clear market demand for innovations [9] - AI unicorns are facing challenges such as cost overruns and difficulties in monetization, necessitating collaboration between academia and industry to facilitate technology application [9] - Experts suggest that while disruptive technologies may emerge, market-driven logic will become increasingly important in the second phase of AI development [9] Group 5: Semiconductor Developments - Sanan Optoelectronics' subsidiary has successfully launched silicon carbide chips for electric vehicles, marking a significant achievement in domestic automotive semiconductor capabilities [10] - The adoption of these chips by Li Auto indicates recognition of their performance, reliability, and delivery capabilities, which will support the development of high-voltage platform models [10] Group 6: Smart Factory Initiatives - The Ministry of Industry and Information Technology has released a list of 15 companies, including Gree and Haier, recognized for their leading smart factory initiatives [11] - The initiative aims to cultivate a tiered system of smart factories, enhancing China's manufacturing capabilities and establishing benchmarks for intelligent manufacturing [11]

Core Viewpoint - The upcoming "Mobile Power Safety Technical Specification" may lead to nearly 70% of products in the mobile power industry being phased out, but the standard is still in the consultation phase and will have a transition period after its release, ensuring existing compliant products remain unaffected [1][4]. Industry Overview - The mobile power industry in China is projected to reach a market size of 24.26 billion yuan in 2024, with a year-on-year growth of 5.07%, where power banks account for approximately 52.3% and portable energy storage devices for about 47.7% [5]. - There are over 25,000 registered companies in the mobile power sector, indicating a competitive landscape [5]. Regulatory Developments - The "Mobile Power Safety Technical Specification" is currently in the consultation stage, with requirements outlined for power bank units, circuit boards, and batteries [4]. - The implementation timeline of the new standard, rumored to be February 2026 for release and June 2026 for enforcement, has not been confirmed, but a transition period of 6 to 12 months is expected [4]. Market Transition - Experts predict a shift in the mobile power industry from a "price advantage" to a "value advantage," leading to a market environment focused on quality and reliability [5][6]. - The new regulations are expected to accelerate industry upgrades and transitions, promoting more reliable and stable product technologies [5][6]. Quality Control and Standards - The new standards signify a shift in regulation from basic safety to comprehensive lifecycle quality control, incorporating requirements like cyclic testing and intelligent monitoring [6]. - The upgrade of mobile power standards is expected to have a demonstrative effect on other consumer electronics sectors, encouraging a holistic upgrade towards safety, intelligence, and sustainability [6].

Core Viewpoint - The new regulations for mobile power banks, described as the "strictest ever," are set to significantly increase manufacturing costs and potentially retail prices, while enhancing safety standards and product longevity [1][8]. Industry Overview - The Ministry of Industry and Information Technology has organized multiple meetings to discuss the draft of the "Mobile Power Safety Technical Specifications," indicating a move towards stricter regulations in the industry [1][3]. - The new standards will require detailed product labeling, including battery material composition, production date, and recommended safety usage period, which are more stringent than previous requirements [4][5]. Cost Implications - Industry insiders estimate that compliance with the new standards will increase the overall manufacturing cost of power banks by approximately 30% [1][8]. - Despite potential price increases, experts believe that the higher costs may be acceptable to consumers due to the improved safety and longevity of the products, with expected lifespans increasing from 300 to over 600 charge cycles [8]. Safety Enhancements - The new regulations mandate that mobile power banks must have intelligent management systems to ensure safety throughout their lifecycle, addressing common issues such as overheating and short-circuiting [6]. - The standards aim to prevent incidents like fires and explosions under various adverse conditions, reinforcing the focus on consumer safety [6]. Transition Period - The new standards are currently in the consultation phase and will have a transition period of 6 to 12 months post-implementation, allowing manufacturers to adapt [7]. - Existing products that have already received CCC certification will not be affected by the new regulations, ensuring that consumers can continue to use their current devices without concern [7].