Core Viewpoint - The electric bicycle market is experiencing a transitional phase due to the new national standards, leading to low sales and consumer dissatisfaction with new models [1][2][3] Group 1: Market Conditions - Many electric bicycle dealerships report a significant drop in sales, with some not selling any new standard models in the first week after the new regulations took effect [1] - Consumers are largely hesitant to purchase new standard electric bicycles, often opting for second-hand old models instead [2] - The new standard models are perceived as more expensive, with price increases ranging from 500 to 1000 yuan compared to old models [2][3] Group 2: Consumer Feedback - Delivery riders express concerns that the new standard bicycles do not meet their work requirements due to speed limitations and higher costs [2] - Parents with multiple children find that most new standard models only accommodate single riders, which does not meet their family needs [2] - There are complaints about insufficient power in new models when climbing hills, leading to safety concerns [2][3] Group 3: Regulatory and Manufacturer Responses - The new national standards include safety features such as a speed limit of 25 km/h, which has raised questions about potential emergency braking issues [3][4] - The China Bicycle Association acknowledges consumer concerns and clarifies that many new models do include features like rear seats for children, contrary to public perception [4] - Manufacturers like Yadea have issued apologies for misunderstandings regarding the new models and are working to address consumer needs with various versions of their products [5]

Group 1 - The new national standard for electric bicycles has been implemented since December, enforcing a speed limit of 25 km/h that cannot be unlocked [1] - Manufacturers face strict penalties for violating the new regulations, leading to the complete closure of speed unlocking channels [1] - Multiple electric bicycle brands confirm that the speed limit is secured by a triple anti-tampering mechanism, making it impossible to unlock [1] Group 2 - The new standard includes built-in Beidou positioning systems in electric bicycles to monitor speed, replacing previous brand-specific navigation systems [1] - Industry insiders indicate that consumers needing higher speeds must switch to electric motorcycles, which require a license and registration [1] - Due to price increases in electric bicycles, some users may consider directly purchasing electric motorcycles instead [1]

Core Viewpoint - The implementation of the new national standard for electric bicycles has led to a rise in prices and a shift in market dynamics, with stricter regulations affecting manufacturers and consumer choices [4][10][16]. Market Situation - The current market for new standard electric bicycles shows limited variety, with few models available and no promotional activities [11][12]. - Prices for electric bicycles have increased by approximately 200-300 yuan, with examples like the Aima "Little Golden Bean" model rising from around 2000 yuan to 2300 yuan [10][12]. - Sales performance varies by store, with some reporting normal sales while others have not sold any new standard models [12]. Speed Limit and Compliance - New standard electric bicycles cannot unlock speed limits, with a maximum speed of 25 km/h enforced through multiple anti-tampering measures [8][9]. - Manufacturers have closed loopholes for speed modification due to strict penalties, and any attempts to enhance speed would compromise compliance and registration [8][9]. Material and Design Changes - The new standard mandates reduced plastic usage, requiring manufacturers to use more aluminum and magnesium alloys, which increases production costs [10][16]. - The design changes have led to improved material quality, with many components now made from fire-retardant materials [10]. Industry Dynamics - The new standard is expected to reshape the industry, favoring larger manufacturers with better cost structures and market shares, while smaller companies may struggle to comply [16][17]. - The market may experience a cooling period followed by a resurgence as consumers adapt to the new regulations and seek compliant products [16]. Consumer Behavior - Some consumers still prefer older models due to their longer range and larger size, but these models are becoming scarce and more expensive [14][15]. - The demand for electric motorcycles may increase as consumers seeking higher speeds transition away from electric bicycles [16].

文 | 《次世代车研所》栏目 刘丽丽 徐苑蕾 张俊 周文猛 电动自行车新国标进入全面严格执行阶段，各大厂家也陆续推出新品。执行新标准后的电动自行车市场 现状如何？新国标电动自行车无法解锁限速是不是真的？ 《次世代车研所》栏目在北京、杭州和广州的多家电动自行车专卖店看到，目前市面上新国标的电动自 行车款式还比较少，而且没有促销活动。有专卖店工作人员坦言，新国标电动自行车价格确实上涨了， 因为成本提高了。从探店情况看，新国标车的销售状况不一，有的门店表示销售正常，还有的则表示， 暂时还没有卖出产品。 关于限速问题，多个品牌专卖店都表示，新国标电动车是无法解锁限速的，从原材料到系统都更加安 全，如果还有消费者想买旧版电动自行车，确实没有必要。 新国标也会改变电动自行车市场格局。分析人士表示，新国标限制了塑料使用，对厂家要求更高，头部 大厂市占率会进一步提高，严格限速也可能会让一部分对速度有需求的消费者，转而购买电摩。 （某雅迪专卖店的新款 电动自行车） 新国标电动自行车无法解锁限速？ 电动自行车新国标颁布后，部分网友对限速、超速断电、后座带人、安装后视镜等提出了疑问和建议。 关于这些问题，各家厂商都有详细地解释。 ...

Core Viewpoint - The article discusses the recent controversy surrounding Yadea's new electric bicycle model "Maodou," which was taken off the market just five days after its launch due to consumer dissatisfaction with its design and functionality, coinciding with the implementation of new national standards for electric bicycles in China [2][3]. Group 1: Product Launch and Market Response - Yadea's new model "Maodou" faced backlash for its impractical design, including a lack of a rear seat and inadequate storage options, leading to its removal from major e-commerce platforms [2][3]. - Consumer feedback indicated that the design did not meet everyday usage needs, prompting criticism of the new national standards as being overly stringent and neglecting practical functionality [2][3]. Group 2: Regulatory Standards and Compliance - The new national standard, effective December 1, 2024, emphasizes safety performance improvements, including higher requirements for fire-resistant materials and braking distances, while maintaining core parameters similar to the previous version [2][3]. - Yadea acknowledged its misunderstanding of the new standards and committed to improving product design and compliance to better meet user needs [3]. Group 3: Certification and Product Updates - Since the new standards were announced, Yadea has updated and certified 67 new models of electric bicycles to comply with the new regulations [3]. - The company has previously received over 1,000 CCC certifications for its products under the old standards, which have since been canceled or withdrawn [3]. Group 4: ESG Ratings and Market Position - Yadea holds the highest MSCI ESG rating of AAA, reflecting strong performance in product quality and carbon footprint, although it ranks lower in domestic ESG evaluations compared to competitors like Ninebot and Aima [5][6]. - The disparity in ESG ratings highlights challenges in product compliance management within the domestic market, where issues such as unauthorized modifications and quality control have been prevalent [6]. Group 5: Sales Performance and Financials - In the first half of the year, Yadea reported a significant sales recovery, with electric two-wheeler sales reaching 8.7935 million units, a 37.8% increase from the previous year [8]. - Revenue from core business increased from 14.4138 billion yuan to 19.1859 billion yuan, marking a 33.1% year-on-year growth, with gross margin rising from 18.0% to 19.6% [8]. - However, the overall sales for 2024 are projected to decline from 16.52 million units in 2023 to 13.02 million units due to the transition to new standards [8].

Core Viewpoint - Yadea's new electric bicycle model "Maodou" faced significant backlash and was taken off the market just five days after its launch due to design flaws that did not meet consumer needs, coinciding with the implementation of new national standards for electric bicycles [3][4]. Group 1: Product Issues - The "Maodou" model was criticized for its lack of a rear seat, making it unsuitable for families, and for inadequate storage options, leading to consumer dissatisfaction [3][4]. - The new national standard emphasizes safety performance improvements, but the design issues of "Maodou" were attributed to Yadea's misunderstanding of the new requirements [4][5]. Group 2: Compliance and Certification - Yadea has updated and certified 67 new electric bicycle models in accordance with the new national standards [5]. - The company has faced challenges in compliance management, with multiple instances of product quality issues leading to fines and penalties from regulatory authorities [9][10]. Group 3: Market Performance - In the first half of the year, Yadea reported a significant sales recovery, with electric two-wheeler sales reaching 8.7935 million units, a 37.8% increase from the previous year [11]. - Despite the sales growth, the overall annual sales for 2024 are projected to decline from 16.52 million units in 2023 to 13.02 million units due to the transition to new standards [11]. Group 4: ESG Ratings - Yadea maintains a high international ESG rating of AAA from MSCI, reflecting strong performance in product quality and carbon footprint [7]. - However, domestically, Yadea's ESG rating is lower compared to competitors, indicating challenges in product compliance and management [8][9].

以下文章来源于智趣财经 ，作者小趣姐 智趣财经 . 雅迪为何"自爆"？ 半年赚16亿，却选择最省事的方案 "毛豆"之名本意可爱，实车却让人大跌眼镜。多位车主实测发现，这款所谓的新国标车型几乎砍掉了所有日常通勤所需的实用功能：储物空间被彻 底取消，座桶封死或直接移除；座垫短小，无法安装儿童安全座椅，更别说搭载成人；座椅采用廉价薄垫，避震系统形同虚设，有用户形容"骑十 分钟，腰疼半小时"。 这些设计被广泛批评为"反人性"——不是技术做不到，而是企业选择不做。当一辆交通工具只剩下"移动"这一项功能，它便失去了作为"生活伙 伴"的价值。 舆情发酵后，不少网友将矛头指向"新国标"，认为是政策逼企业做出如此简陋的产品。但事实恰恰相反。 12月4日，中国自行车协会和工信部消费品工业司接连发声澄清：新国标（GB 17761—2024）的核心目标是提升安全性，包括防火阻燃、防篡 改、限速、整车重量（含电池不超过55公斤）等，并从未禁止设计舒适的座椅、合理的储物空间或合规的载人结构。 有趣有料的商业故事和商业人物 导语： 从"高端标杆"到"全网群嘲"，雅迪"毛豆"如何透支行业信任？ 一场看似寻常的产品迭代，却让中国电动两轮车龙头 ...

Core Viewpoint - The electric bicycle industry in China is experiencing significant changes due to the implementation of new national standards aimed at enhancing safety and addressing rising accident rates, while also facing challenges related to market demand and product pricing [1][2][6]. Group 1: Industry Overview - The electric bicycle market has seen explosive growth in high-density cities, driven by the demand for last-mile transportation solutions [1]. - The new national standard, GB 17761—2024, was released to ensure extreme safety during storage, charging, and riding, following a rise in safety incidents [1]. - The new standards have led to a complete halt of old standard models, with over 600 models from more than 100 companies already certified under the new regulations [2][4]. Group 2: Market Dynamics - In 2024, the total sales of two-wheeled electric vehicles in China are projected to be 49.5 million units, reflecting an 11.6% year-on-year decline [6]. - Despite the downturn, the market is expected to rebound in 2025, supported by government subsidies and leading companies driving growth [6]. - Yadea, a market leader, reported a significant recovery in the first half of 2025, with revenue reaching 19.186 billion yuan, a 33.11% increase year-on-year, and net profit soaring by 59.5% to 1.649 billion yuan [6][8]. Group 3: Competitive Landscape - Yadea holds a market share of 26.3%, while Aima follows with 20%, together capturing nearly half of the market [8]. - The market concentration has increased, with the top five brands' market share rising from 64.1% to 70.8% year-on-year [8]. - Ninebot has emerged as a standout performer, with a revenue increase of 68.6% to 18.39 billion yuan and a net profit surge of 84.3% to 1.787 billion yuan in the first three quarters of 2025 [9]. Group 4: Product Innovations - The new standards have introduced stricter safety requirements, including a maximum speed limit of 25 km/h, which has sparked debate among consumers [13][27]. - Companies are focusing on smart technology integration, with features like remote control via mobile apps and advanced safety systems becoming standard [14][20]. - The introduction of AI and robotics technology into electric bicycles is expected to enhance user experience and safety, with companies like ShouDrive leading the way in innovation [17][19]. Group 5: Consumer Concerns - The implementation of the new standards has raised concerns about practicality, as consumers face challenges related to speed limitations, higher prices, and storage requirements [27]. - The industry must balance safety enhancements with consumer demands for convenience and usability, particularly in urban environments where electric bicycles serve as essential transportation [24][27].

Group 1 - Yadea Electric Vehicle has launched a new model, the C09, which is priced at 2399 yuan in its JD flagship store [1][4] - The C09 is available in two color options: Khaki Brown and Unicorn Gray, with additional colors to be released later [1][9] - The new model features a front and rear seat design, a front storage basket, and upgraded materials with plastic components accounting for less than 5.5% [1][7] Group 2 - The C09 is equipped with a 400W motor and includes a TCS intelligent traction control system, supporting side stand sensing control and a more precise positioning system with a positioning accuracy of ≤10 meters using the Beidou system [1][7] - Key specifications include a 6-tube controller, Bluetooth digital display, Bluetooth app unlocking, mechanical shock absorption, front and rear drum brakes, and vacuum tires sized 60/100-10 [1][10] - The model also features smart technology such as Bluetooth app integration and side stand sensing [1][11]

中经记者郭阳琛石英婧上海报道 （雅迪针对新国标车型发文致歉。） "铁皮座椅""不能带小孩""超速会急刹""禁止安装后视镜"……12月1日，电动自行车新国标落地实施，新车型 却引发广大消费者对于实用性的担忧。 作为"电驴一哥"，雅迪推出的"毛豆"新国标车型备受关注，目前该车型已在线上渠道暂时下架。"不同版本上 市节奏上缺乏有效衔接，在车型设计上也有一些考虑不周的地方，给一直期待不同需求的消费者带来了不便 与困扰，我们深表歉意。"雅迪方面发文致歉。 《中国经营报》记者从工业和信息化部方面了解到，目前，全国已有100余家企业的600余款车型通过了CCC 认证，正在陆续投放市场，绝大多数都能很好地满足消费者使用需求。 工业和信息化部消费品工业司有关负责人表示，新标准修订的目的是全链条减少和消除电动自行车产生火 灾、交通事故等安全隐患。消费品工业司已指导相关企业抓紧优化产品设计方案，加快生产令消费者满意的 电动自行车产品。 雅迪涉事新车型已下架 连日来，新国标电动自行车陆续投放市场，雅迪旗下新车型"毛豆"被指"不能带小孩""缺乏储物空间"等。 12月5日下午，雅迪方面发布致歉说明。雅迪方面称，近期，网民密切关注"毛豆" ...