Core Viewpoint - The recent regulatory changes regarding power banks in China have led to significant disruptions in the industry, affecting both consumers and manufacturers, particularly those associated with the battery supplier Anpu Rui Si [4][19][39]. Group 1: Regulatory Changes and Impact - The Civil Aviation Administration of China announced that starting June 28, 2025, passengers will be prohibited from carrying power banks that lack 3C certification, are unclear, or are from recalled batches [6][19]. - The State Administration for Market Regulation previously mandated that from August 1, 2023, lithium-ion batteries and power banks must comply with 3C certification [6][19]. - Many travelers have faced unexpected losses at airports, with reports of power banks being confiscated due to non-compliance with the new regulations [9][10]. Group 2: Industry Response and Brand Impact - Major brands like Romoss and Anker Innovation have been severely affected, with Anker recalling 713,000 units, while Romoss has seen its products disappear from e-commerce platforms [20][19]. - Anker has taken proactive measures by cutting ties with Anpu Rui Si and establishing a partnership with ATL for battery supply, which may increase production costs but aims to restore brand reputation [21][22]. - Xiaomi, despite having two models affected by the certification suspension, has seen a surge in search volume for its power banks, indicating a potential market advantage [24][25]. Group 3: Market Dynamics and Consumer Behavior - The incident has led to a significant loss for consumers, with many expressing frustration over the sudden devaluation of their power banks [10][12]. - Brands that quickly distanced themselves from Anpu Rui Si and emphasized their compliance with safety standards have managed to maintain consumer trust, such as Ugreen [28]. - New entrants like Kootai have gained recognition for their quality, leveraging their background from Xiaomi's ecosystem to position themselves in the market [29][30]. Group 4: Future Outlook and Industry Standards - The industry is expected to undergo a significant shake-up, with the government increasing scrutiny and implementing new safety standards for power banks [39][40]. - The upcoming mandatory standard, "Mobile Power Supply Safety Technical Specifications," aims to enhance safety measures and could lead to the elimination of subpar products from the market [40][43]. - The recent events highlight the need for improved safety protocols and could lead to a more competitive and quality-focused market environment [43].

Core Viewpoint - The recent ban on non-3C certified power banks for air travel has caused significant disruptions for consumers and the industry, leading to financial losses and a potential market reshuffle [1][6][10]. Group 1: Regulatory Changes - The Civil Aviation Administration of China announced that starting June 28, 2025, travelers will be prohibited from carrying power banks without clear 3C certification [1]. - The State Administration for Market Regulation previously mandated that from August 1, 2023, lithium-ion batteries and power banks must comply with 3C certification [1][10]. Group 2: Consumer Impact - Many travelers have faced unexpected losses, with reports of expensive power banks being confiscated at airports, leading to frustration and financial regret [2][3]. - Consumers have expressed disappointment over the sudden enforcement of the new regulations, with some power banks being rendered useless after significant investments [2][3]. Group 3: Industry Response - Major brands like Anker and Romoss have been significantly affected, with Anker recalling 713,000 units and severing ties with the problematic battery supplier, Amperex Technology Limited (ATL) [6][7]. - Anker has implemented a compensation plan for affected customers, offering refunds, exchanges, or store vouchers [6][7]. Group 4: Market Dynamics - The incident has led to a shift in market dynamics, with some brands like Xiaomi experiencing increased search interest despite their own certification issues [8]. - New entrants like Kootai have gained recognition for their quality, positioning themselves as a reliable alternative in a market previously dominated by established brands [9]. Group 5: Future Outlook - The industry is expected to undergo a significant shake-up, with stricter regulations and standards being introduced to enhance safety and quality [10][12]. - The Ministry of Industry and Information Technology is working on a new mandatory standard for mobile power supplies, which will replace existing regulations and aim to improve safety measures [12].