事关3.5亿骑车人！“小电驴”新国标为行业安全划红线

Core Viewpoint - The new national standard for electric bicycles, effective from September 1, imposes a speed limit of 25 km/h, impacting approximately 350 million users nationwide [1][2]. Group 1: New Regulations - The new standard, titled "Safety Technical Specifications for Electric Bicycles," mandates that any electric bicycle exceeding 25 km/h will automatically cut power, effectively eliminating the possibility of speed modifications [1]. - The new regulations also include the removal of mandatory pedal installation, an increase in the weight limit for lead-acid battery models from 55 kg to 63 kg, and the requirement for vehicles used in urban logistics and commercial rentals to have BeiDou positioning systems [2]. Group 2: Impact on Industry - The implementation of the new standard is expected to reshape the electric bicycle industry, establishing a higher safety threshold and modifying nearly 200 key indicators, with production costs anticipated to rise by 600 to 900 yuan [2]. - The new regulations may accelerate the exit of smaller companies unable to bear the costs of technological upgrades, while larger firms with strong R&D capabilities and supply chain advantages are likely to thrive [2]. - Financial forecasts suggest that the new standard could create a production gap of 2.52 million to 3.24 million units, providing growth opportunities for leading brands [2]. Group 3: Industry Evolution - The new standard signifies a shift from a low-quality, low-price competition model to a focus on quality, safety, and brand value, marking a transition from quantity growth to quality breakthroughs in the industry [3]. - Experts indicate that the complete phase-out of older models compliant with the previous standard will take time, given the average lifespan of electric bicycles is up to 13 years, but the new regulations represent a positive step forward [3].