电动车新国标实施：门店冷清、价格普涨、产能爬坡

Core Viewpoint - The new mandatory national standard for electric bicycles (GB17761—2024) has been implemented, leading to the prohibition of the sale of old models, while the market supply of new standard vehicles is still in its early stages, resulting in limited model choices and price increases for consumers [1][2]. Group 1: New National Standard Requirements - The new standard imposes stricter requirements on speed, fire resistance, and positioning systems compared to the 2018 version, with a maximum speed limit of 25 km/h for electric bicycles [2]. - Manufacturers are now required to implement anti-tampering mechanisms to prevent speed modifications, and vehicles exceeding the speed limit will automatically cut off power [2]. - The new standard mandates the use of higher-grade flame-retardant materials for key components and sets clear technical specifications for battery safety, including thermal runaway protection and short-circuit protection [2]. Group 2: Market Supply and Pricing - Many stores in Shanghai report low inventory levels of new standard electric bicycles, with most displaying only one model and stock often limited to around 10 units [3]. - Prices for new standard electric bicycles have increased by 300 to 500 yuan compared to old models, with some high-end models seeing price hikes of up to 1,000 yuan due to upgraded materials and features [3]. - The transition period between old and new standards is causing delays in the availability of more new models, with many stores indicating that additional models may not be available until next year [3][4]. Group 3: Online Sales and Consumer Behavior - Online sales channels reflect a tight supply of new standard vehicles, with many brands offering only 1-2 models and showing "out of stock" in various regions [4]. - The transition period has led to a temporary surge in sales of old models before the new standard took effect, but current sales of new standard vehicles are low [5][6]. Group 4: Market Trends and Company Responses - The market is witnessing a shift towards electric motorcycles, which are selling better than new standard electric bicycles, indicating a potential new opportunity for dealers [7]. - Companies like Ninebot and Aima are adapting to the new standard by focusing on electric motorcycles and emphasizing the need for quality control and smart features in their new products [8]. - Aima believes that the new standard will concentrate market share among leading companies and accelerate the industry's upgrade towards higher quality and smart products [8].