电动车“新国标”多重升级，守护百姓出行安全

Core Viewpoint - The implementation of the new national standard for electric bicycles, regarded as the strictest to date, aims to enhance safety and quality in the industry, addressing significant safety concerns related to fire hazards and unauthorized modifications [1][18]. Industry Overview - The social ownership of electric bicycles in China has reached 380 million, with an average of one bicycle for every four people [1]. - The new standard, effective from September 1, 2025, has already begun to influence consumer behavior, with safety performance becoming the primary consideration for buyers [3][5]. Product Changes - The new standard imposes strict controls on the use of plastic materials, limiting it to 5.5% of the total vehicle weight, and mandates the use of fire-resistant materials for critical components [5][17]. - Enhanced fire safety measures are a key feature of the new standard, as 80% of electric bicycle fire-related deaths are attributed to toxic smoke [7][15]. Market Dynamics - The market is witnessing a shift as consumers increasingly prefer new standard-compliant models over older versions, driven by heightened safety awareness [9][22]. - The introduction of smart anti-theft and positioning features in new standard bicycles, such as built-in Beidou positioning systems, is attracting consumer interest [9][18]. Regulatory Environment - The new standard includes provisions for preventing unauthorized modifications, with a focus on technical safeguards that render modified bicycles inoperable [15][17]. - The industry is expected to undergo a "shakeout," with weaker companies likely to be eliminated, while those with robust production capabilities will thrive [18][20]. Transition Period - A transitional period has been established, allowing old standard bicycles to be sold until November 30, 2025, to facilitate market adaptation [20][22]. - Manufacturers are actively preparing for the transition, ensuring that they can meet the demand for new standard bicycles post-implementation [22]. Consumer Assurance - Companies are addressing consumer concerns regarding the maintenance and parts supply for older models, committing to provide service for at least five years [22].