“小电驴”市场走访：新国标车型多店未到货

Group 1 - The new national standard for electric bicycles (GB 17761—2024) will be implemented on September 1, 2025, with a transition period allowing the sale of old standard models until November 30, 2025 [1] - Many electric bicycle brands, such as Yadea, Aima, and Ninebot, still have a high proportion of old standard models in their stores, with new standard models expected to arrive around mid-September [1][9] - The new standard is expected to increase the prices of electric bicycles, with predictions indicating that new standard models may cost at least 500 to 700 yuan more than their old counterparts [1][8][7] Group 2 - The new standard emphasizes safety, particularly regarding speed limits and fire resistance, maintaining a maximum speed of 25 km/h while enhancing anti-tampering features [2][3] - New requirements include the installation of anti-tampering speed limit devices and the use of non-flammable materials in critical components, aiming to reduce fire hazards [3][4] - The new standard mandates that the total mass of plastic used in electric bicycles should not exceed 5.5% of the total vehicle mass, encouraging the use of alternative materials [3] Group 3 - The implementation of the new standard is expected to accelerate industry consolidation, creating a gap in industry output of 2.52 to 3.24 million units, which may benefit leading brands [12] - Companies are adapting to the new standard by enhancing their production capabilities and focusing on safety and quality, moving from price competition to value competition [12][4] - Some companies, like Yadea, have already begun producing new standard models, while others, like Ninebot, plan to launch their new models by November [11][12]