Charging Bao safety regulation upgrade: industry ecological reshaping and overseas risk analysis

First, the regulatory storm raids the rechargeable treasure industry

September 25th, the General Administration of Market Supervision press conference disclosed a set of data triggered by the industry vibration: due to a number of spontaneous combustion accidents triggered by the first half of the special rectification, Romance, Anke innovation, millet three companies recalled the existence of safety hazards of the rechargeable treasure amounted to more than 1,350,000 pieces of consumer refunds have exceeded the total amount of 100 million yuan. This is known as the industry's "strictest" regulatory action, synchronized with the suspension of nearly 9,000 3C certification, off the shelves of 80,000 e-commerce links, marking the rechargeable treasure industry safety governance into a mandatory standardization of the new stage.

Second, the three major brands deep in different crisis vortex

The ripple effect at the corporate level is already showing divergence.

Recall of 500,000 units of products of the Romance deep into the "life and death situation": the quality defects of the electric core supplier Amperex has become a crisis fuse, 3C certification was forced to suspend leading to the entire line off the shelves, the supply chain claims and stoppage of work wave superposition triggered a capital chain crisis, once appeared in the chaotic scene of consumers queuing up for refunds. Although coordinated by the regulatory authorities to realize the refund of zero, but the brand trust rift is difficult to repair.

Anchor Innovation, which focuses on overseas markets, faces a double test of cross-border compliance.

At the same time that 565,000 products were recalled domestically and 85,664,000 yuan was paid in refunds, the U.S. House of Representatives is urging the Department of Commerce to investigate allegations that it is "avoiding tariffs through Southeast Asian transshipment" and other allegations, and the stock price plummeted by 7.96% in a single day on September 22, highlighting the risk of policy compliance for companies going overseas. In contrast, Xiaomi's 17,000-piece recall is smaller in scale, but still exposes the loopholes in the quality control of head enterprises.

Third, regulatory upgrades reshape the industry ecology

The remediation show systematic supervision ideas: the General Administration of Market Supervision set up a steering group cross-regional supervision, linkage of 11 provinces and cities to carry out defects investigation, innovative "door-to-door receipt of refunds" "harmless disposal free of postage" and other convenient measures. Strong supervision of e-commerce platforms is particularly critical -- through the 3C certification network verification mechanism, to achieve the problem products "accurate off the shelf", from the circulation side to cut off the risk of transmission.

This incident also highlights the common challenges faced by consumer electronics companies expanding into overseas markets. A report by the Future Think Tank indicates that Chinese companies expanding abroad are facing the “four-flow challenge” in their supply chains: The 42% online penetration rate in the U.S. requires channels to adapt flexibly, while fluctuations in tariff policies are forcing companies to restructure their production layouts. The investigation faced by Anker Innovation is a classic example of risks related to cash flow and information flow. Meanwhile, Romoss’s supply chain crisis has exposed the industry-wide problem of relying on a single supplier for core components.​

Fourth, the breakthrough needs to build a triple security line of defense

Industry expert Zhan Junhao put forward the "triple revolution strategy" is quite revealing: the supply chain needs to establish a traceability system and promote risk assessment standards; technology should be joint research institutions to research intelligent protection technology; standards need to dock the international certification system. The General Administration of Market Supervision has made it clear that it will follow up with a full-coverage defects investigation, and that enterprises that conceal defects will be dealt with severely. This regulatory storm has brought short-term pain, but is forcing the industry to build "quality control + compliance + supply chain" three-dimensional safety net.