电动自行车“新国标”全面落地 供需如何更适配

Core Viewpoint - The implementation of the new national standard for electric bicycles has led to significant improvements in safety performance and intelligence, but prices have generally increased, causing consumers to be cautious in their purchasing decisions [1][10]. Industry Overview - The new national standard, effective from December 1, 2023, mandates that all new electric bicycles must comply with stricter safety requirements compared to the old standard [1][2]. - The transition period allowed for the sale of old standard models alongside new ones, but consumer interest has been low, with many opting to wait for more options under the new standard [2][3]. Sales and Market Dynamics - Sales of new standard models have been slow, with reports of only a few units sold in the initial days following the new standard's implementation [3][4]. - Some stores have experienced better sales due to a wider variety of new standard models, while others struggle with limited inventory and consumer hesitation [3][4]. Product Development and Features - Many manufacturers are ramping up production of new standard models, with companies like Xiaoniu and LIMA introducing multiple compliant models to the market [4][5]. - The new standard requires all electric bicycles to include features such as Beidou positioning and dynamic monitoring, enhancing both safety and user experience [9][10]. Safety Enhancements - The new standard has revised nearly 200 key indicators to improve safety, including fire resistance and speed limitations, addressing long-standing safety concerns in the industry [8][9]. - The increase in fire incidents related to electric bicycles has prompted stricter regulations on materials used in production, aiming to reduce risks associated with fires [8]. Cost Implications - The introduction of new safety features and technology has led to an increase in production costs, resulting in higher retail prices for consumers, typically ranging from 300 to 1000 yuan [10][11]. - Companies are exploring ways to manage costs through bulk purchasing and supply chain optimization, which may help stabilize prices in the future [10][11]. Industry Trends and Future Outlook - The new standard is expected to accelerate industry consolidation, with smaller companies potentially being pushed out due to insufficient resources to meet the new requirements [11][12]. - Companies are focusing on differentiating themselves through technology, user experience, and safety features, as the market shifts towards higher quality and value-added products [11][12].