Recently, the Ministry of Industry and Information Technology publicly solicited opinions on the mandatory national standard (draft for comments) of Technical Specification for Mobile Power Safety (as of December 11, 2025). This new national standard, known as "the strictest in history", puts forward dozens of strict technical requirements in three major areas, such as the whole machine, circuit board and battery, which will not only reshape the terminal consumer market of charging treasure, but also bring subversive impact to upstream and downstream enterprises in the industrial chain.
Where is the new national standard "strict"?
Compared with the old national standard, the main changes in the Technical Specification for Mobile Power Safety (draft for comments) include the following:
★ Complete machine: The previous mode of only identifying the manufacturer (brand) has been changed, and the new regulations clearly require that the mobile power supply body must identify the "suggested safe service life" and the name of the manufacturer (foundry). The former can guide consumers to avoid the safety hazards of overdue use, while the latter can realize the traceability of the source of product production, forcing the brand to strengthen the quality control supervision of the foundry and put an end to the industry chaos of "no responsibility for OEM".
★ Circuit board: It is required that mobile power products must be equipped with battery status monitoring function, and key parameter information such as battery health and usage times should be synchronized in real time. Users can obtain relevant data through mobile phone APP, USB, display screen and other channels. This requirement not only allows consumers to intuitively grasp the battery operation status, but also promotes enterprises to develop the function of "active early warning of battery health" to realize the transition from passive fault handling to active risk prevention.
★ Battery: A number of enhanced safety tests have been introduced, including more rigorous acupuncture test, lithium evolution test, increasing the heat abuse test from 130℃ for 30 minutes to 135℃ for 60 minutes, and increasing the overcharge test voltage to 1.3 times the specified voltage. Battery material requirements and production process control requirements, comprehensively reduce the risk of thermal runaway from the technical source.
What impact will the new national standard bring to the terminal market, industrial chain enterprises and industries?
01 Impact on the terminal market
★ Short-term pain: the average price of products may rise.
According to industry estimates, in order to meet the new standards, the new investment of enterprises in R&D, production line transformation, certification and testing will lead to an increase of about 30% in the overall manufacturing cost. Whether installing a display screen or developing a supporting APP, the landing of the battery state monitoring function will significantly increase the production cost, which will eventually be reflected in the terminal price.
★ Long-term benefits: the service life is doubled and the unit cost is reduced
The underlying design and materials of safety and durability are interlinked. The new national standard not only raises the safety threshold, but also greatly prolongs the product life. The cycle life of charging treasure will be increased from the current 300 times to more than 600 times. From the perspective of long-term use, the "unit use cost" of users has actually decreased.
02 Influence on industrial chain enterprises
★ Head enterprises: ushered in the window of market share expansion
The high standards of the new regulations have essentially cleared the obstacles of low-priced and inferior competing products for head enterprises with advantages in technology, capital and supply chain, which has become an important opportunity for them to seize the market.
It is reported that at present, upstream head battery manufacturers have taken the lead in carrying out the new national standard safety test, and some product models have passed the new version of safety test; Some downstream head brands have also started to develop core components that meet the new national standard in conjunction with high-quality supply chains, and lock in compliance advantages in advance. This means that in the future, the domestic charging treasure industry will enter a new stage of "downstream brands+upstream manufacturers", and the head enterprises are expected to further expand the market voice.
★ Small and medium-sized manufacturers: four transformation paths, which need to be accurately broken
According to the prediction of participating enterprises, after the new national standard is put into practice, there will be nearly 70% of the existing production capacity. Because it cannot meet the technical requirements of the new standard, it is forced to withdraw from the mobile power market. At present, only about half of the products are expected to pass the new standard certification. Small and medium-sized manufacturers can refer to the following four paths if they want to ride out the industry changes smoothly:
1. Technical upgrading and compliance breakthrough: docking professional testing and certification institutions to carry out the new national standard pre-test, clarify the direction of production line transformation and technical supplement, invest in research and development in a targeted manner, and overcome the two core problems of battery adaptation and monitoring function landing;
2. Focus on segmentation and shrink the front line: If the whole link transformation is too difficult, we can abandon the finished product business, specialize in single track such as battery research and development and circuit board design, and rely on the advantages of segmentation to connect the supply chain of the head enterprise;
3. Diversion to the sea to avoid risks: sell the existing products that meet the old standard but fail to meet the new national standard to overseas markets with low safety standards such as Africa and Latin America, and investigate the local import certification requirements in advance to avoid compliance risks;
4. Cross-border transformation, find another track: turn to areas with low battery safety entry threshold, such as toys and lamps, and use the existing battery production technology to achieve a smooth transition.
Influence of 03 on charging treasure enterprises
★ The industry pattern is accelerated and reshaped.
The strict technical requirements of the new regulations will eliminate nearly 70% of small and medium-sized manufacturers that rely on low-price competition and weak technology and gradually withdraw from the market. The industry will bid farewell to the previous "scattered, chaotic and miscellaneous" development state, gather market resources to the head entities with technology and supply chain advantages, and form a new competitive situation of "upstream and downstream double concentration".
★ Upgrade of safety standard system
The new regulations break through the limitations of 3C general certification, and build exclusive strict standards covering the whole machine, circuit board and battery, which not only strengthens the traceability and monitoring of the whole product life cycle, but also upgrades the extreme environmental testing of battery. At the same time, its high standards also provide an important model for upgrading the safety specifications of other battery power sources such as electric bicycles, and raise the overall safety threshold in the field of portable power sources.
★ Restructuring of industrial chain
Low-end battery suppliers and unqualified foundries will be phased out, and the supply chain will focus on high-quality production capacity; The logic of industry competition has changed from "price involution" to "safety and quality competition". The rising cost of R&D, production line transformation and certification has forced all links in the industrial chain to strengthen technical input, and at the same time, it has driven the demand for supporting services such as testing and certification and intelligent monitoring modules to surge.
★ Comprehensive transformation of industry ecology
The new regulations put an end to the "no responsibility for OEM" and the chaos of low-priced and inferior industries, which forced the whole link quality control upgrade and repaired the industry trust damaged by frequent safety accidents; Promote the transformation of products from basic charging equipment to intelligent security terminals, and open a new stage of standardization and quality development of the industry.
Description of the original product sales and use regulations during the transition period and after the implementation of the new national standard of charging treasure
★ Transition period: The new standard is currently in the stage of soliciting opinions. It is expected to be released in the first quarter of 2026, and a transition period of 6-12 months will be set after the release. During the transition period, enterprises can choose to implement the original national standard or the new national standard independently, and the charging treasure produced according to the original standard can still be sold normally without affecting the normal use of the product.
★ After the transition period (the new regulations are officially implemented): The charging treasure products that consumers have purchased and obtained 3C certification can continue to be held and used, and are not affected by the implementation of the new standards. At the same time, they can also be carried on the plane normally under the premise of meeting the relevant regulations of civil aviation.
Warm tips
Facing the time pressure of the transition period of the new regulations, it is very important for enterprises to lay out compliance certification in advance. We can provide one-stop solutions such as new national standard pre-test service, technical consultation on production line transformation, and whole-process certification counseling to help enterprises quickly match the requirements of new regulations and seize market opportunities. If you want to know more about the requirements of charging treasure 3C or have products that need 3C certification, please feel free to contact us, and our engineers will serve you as soon as possible!
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