AIMA TECHNOLOGY GROUP CO.(SH:603529) Zheng Quan Shi Bao Wang·2025-07-01 08:06Group 1 - The Shanghai Municipal Commission of Commerce has issued the implementation details for the "2025 Electric Bicycle Trade-in Subsidy," which will provide a one-time subsidy of 500 yuan for consumers trading in old electric bicycles for new compliant models from July 1 to December 31, 2025 [1] - An additional subsidy of 100 yuan will be provided for consumers trading in old electric bicycles for new lead-acid battery electric bicycles [1] - The policy encourages consumers to purchase new electric bicycles from companies that meet the "Electric Bicycle Industry Standard Conditions" [1] Group 2 - The electric bicycle trade-in program has seen over 6 million units traded in this year, with monthly trade-ins exceeding 1 million units [1] - As of May 20, 2023, the nationwide trade-in program has facilitated the sale of 1.782 billion yuan worth of new electric bicycles [1] - Compared to the total of 1.38 million units traded in during the same period last year, the new national subsidy policy has significantly boosted demand [1] Group 3 - The electric bicycle industry is expected to see improved sales in the second and third quarters due to seasonal trends and manufacturers' production schedules [2] - The implementation of new national standards will require manufacturers to redesign and upgrade production lines, intensifying competition in the industry [2] - Companies with scale and channel advantages, such as Aima Technology (603529), and those with R&D and product strength, like Ninebot, are recommended for attention [2]