事关3亿人安全：电动自行车新国标落地引行业“洗牌”

Core Viewpoint - The electric bicycle market is undergoing a significant transition due to the implementation of the new national standard (GB 17761—2024), which will phase out old models and require compliance with stricter safety and quality regulations starting September 1, 2025 [1][4]. Industry Overview - The new national standard aims to eliminate safety risks from the production source, enhancing requirements for manufacturers regarding quality assurance, product consistency, and anti-tampering designs [4][12]. - The electric bicycle industry is experiencing a shift from a focus on quantity to quality, with a competitive landscape that emphasizes technology, safety, and brand reputation [14]. Company Responses - Major brands like Yadea, Niu, and Tailg have already transitioned to selling only new standard models on e-commerce platforms, indicating a proactive approach to compliance [2][4]. - Yadea has opened a dedicated store for new standard models and reported a price increase of approximately 500 yuan due to material upgrades and new features [7]. - Green Source has initiated full-scale production of new standard models and is actively promoting sales to clear old inventory [8]. Market Dynamics - The implementation of the new standard is expected to accelerate industry consolidation, creating a gap in output that could benefit leading brands [13]. - The market for electric bicycles is nearing saturation, with over 350 million units in circulation by 2024, leading to a projected decline in total sales volume [12]. - Traditional brands like Yadea and Green Source have faced revenue declines, while companies focusing on smart technology, such as Niu, have seen significant growth [12]. Future Outlook - The new standard is anticipated to raise industry entry barriers, favoring companies with strong capital and R&D capabilities, while smaller firms may struggle to meet the new requirements [11][13]. - Analysts suggest that the new regulations will push companies to improve operational efficiency and could lead to a more concentrated market dominated by established brands [13][14].