电动自行车新国标落地 强化安全要求推动行业升级

Core Viewpoint - The implementation of the new national standard (GB 17761—2024) for electric bicycles aims to enhance safety and address significant risks such as fire hazards and illegal modifications, while also promoting industry upgrades and market reshuffling [1][2][5]. Group 1: Safety Requirements - The new standard introduces stricter safety measures in response to rising safety concerns, particularly regarding fire and traffic accidents associated with electric bicycles [2][3]. - It includes enhanced flame-retardant requirements for non-metal materials and limits the plastic content of the vehicle to no more than 5.5% to mitigate fire risks [2]. - The new regulation mandates automatic power cut-off for bicycles exceeding a speed of 25 km/h, addressing the issue of illegal modifications and speeding [1][3][4]. Group 2: Market Dynamics - The electric bicycle market in China is substantial, with a total of 380 million bicycles, indicating a high penetration rate [1]. - The market is characterized by a mix of traditional brands like Yadea, Aima, and Tailg, which collectively hold over 50% market share, and emerging brands that are rapidly gaining traction [5][6]. - The new standard is expected to accelerate the elimination of outdated production capacities and promote the intelligent upgrade of the industry [1][5]. Group 3: Industry Upgrades - Compliance with the new standards may increase production costs by 600 to 900 yuan, potentially raising retail prices [6]. - The new regulations are anticipated to enhance product quality and safety, leading to a more competitive market landscape [6][7]. - The transition period allows for the sale of bicycles produced under the old standard until November 30, 2025, providing a buffer for manufacturers and consumers [6]. Group 4: Consumer Preferences - The new standard allows for an increase in the weight limit for lead-acid battery bicycles to 63 kg, which is expected to improve range and practicality for users [7]. - Consumer preferences indicate that range is a critical factor, with 60 km being the ideal single-range for users, reflecting a demand for practical usability over extreme performance [7].