Industry Overview - The power bank market is undergoing a "safety reshuffle" due to multiple incidents of product combustion and explosions, leading to tighter regulations and large-scale recalls, shifting the industry focus from "price competition" to "quality and safety" [4][5] - The government is drafting mandatory safety testing standards for mobile power supplies, which may include stricter requirements for overcharging, puncture, compression, and thermal abuse, with puncture testing being a core requirement [4] Company Developments - Mobile power companies are accelerating partnerships with leading battery manufacturers to drive technological iterations in consumer battery systems [5] - Huawei's 100W 12000mAh power bank uses battery cells from ATL, which has entered the mobile power market and signed a strategic cooperation agreement with Anker Innovation to supply high-energy density lithium-ion cells [6][7] - Another leading battery manufacturer, EVE Energy, is also expanding its presence in the market, with its cells being adopted by brands like vivo and Meituan [8] Supplier Changes - Brands such as Baseus and Ugreen have publicly stated that they no longer use Amperex Technology Limited (ATL) cells, switching to suppliers like Lishen and EVE Energy [9] Technological Innovations - Some battery manufacturers are introducing new technologies such as "solid-state" and "non-flammable electrolytes" to enhance safety features in mobile power supplies, emphasizing attributes like puncture resistance and fire prevention [10] - Xinwangda has launched a solid-state safety battery solution that significantly improves abuse performance, with internal data showing a puncture test pass rate increase from 0% to over 80% [10] - Penghui Energy has introduced the Secu series semi-solid batteries, which utilize non-flammable electrolytes and ceramic separators to suppress thermal runaway, achieving fire and explosion resistance during puncture tests while maintaining fast charging performance and cycle life [10]