【财经分析】 新国标电动车产销情况如何？

Core Viewpoint - The implementation of the new mandatory national standard for electric bicycles (GB 17761-2024) has led to a significant market shift, with old standard electric bicycles being banned from sale. The market is currently in a transitional phase, characterized by cautious consumer sentiment and production challenges, which may impact future sales trends [1][6]. Group 1: Market Conditions - The market is experiencing a "wait-and-see" attitude from consumers and retailers, with many stores reporting low availability of new standard electric bicycles. Some stores have even temporarily closed due to a lack of inventory [2][3]. - In Wuxi, a major production base for electric bicycles, leading manufacturers have reported a significant decline in orders since September, indicating a slowdown in production and sales [2][4]. Group 2: Factors Affecting Sales - Three main factors are hindering the sales of new standard electric bicycles: 1. Production adjustments leading to shortages of key components, particularly due to new weight restrictions and material requirements [4][5]. 2. Demand was partially exhausted earlier in the year due to government incentives, resulting in a surge in sales that has now tapered off [5][6]. 3. Consumers need time to adapt to the new standards, which have increased costs and altered product designs, affecting purchasing decisions [5][6]. Group 3: Future Outlook - Industry experts anticipate that cumulative sales of electric bicycles in 2025 will likely exceed those in 2024, but uncertainty looms for 2026 due to ongoing market adjustments and a potential sales downturn [6]. - Many companies are looking to expand internationally, with plans to establish manufacturing facilities in Southeast Asia to tap into growing demand in those markets [6].