新国标电动自行车还没到店，旧车型正加价“甩卖”

Core Insights - The implementation of the new electric bicycle safety standard (GB17761-2024) has led to a price increase for old standard electric bicycles due to their ability to bypass speed limits, while new standard bicycles are in short supply, creating a dilemma for consumers [1][2][4] Industry Dynamics - The old standard electric bicycles have seen a price increase of around 200 yuan, with some models previously discounted by up to 1500 yuan now being sold at higher prices due to limited availability [2][3] - The inventory of old standard bicycles in Jinan is rapidly depleting, with only about 1,000 units remaining in the entire city, leading to increased consumer demand [3] - The new standard bicycles are expected to face supply shortages until at least late October due to production line adjustments and certification processes [3][4] Regulatory Impact - The new regulations allow for the sale of old standard bicycles until November 30, 2025, but consumers are concerned about potential enforcement after this date [4][7] - The new standard includes enhanced safety features such as fire resistance and GPS tracking, which will likely lead to increased production costs and subsequent price hikes for new standard bicycles [5][6] Market Trends - The tightening of regulations is expected to raise industry entry barriers, with increased compliance costs for small and medium enterprises, leading to a potential market consolidation [7][8] - Major companies like Yadea and Aima Technology are proactively adapting to the new standards, with Yadea already having over 20 models certified under the new regulations [8]