电动自行车新国标落地，影响有多大？

Core Viewpoint - The implementation of the new national standard for electric bicycles, referred to as the "strictest ever," aims to enhance safety measures while balancing practicality, leading to widespread discussion and debate in the market [1][2]. Industry Requirements - The new standard imposes comprehensive and stringent requirements on manufacturers, including a maximum weight for plastic components to reduce fire risks and a mechanism to prevent illegal modifications [2][3]. - New features such as BeiDou positioning and dynamic safety monitoring are introduced to enhance security and user experience [2][3]. Market Dynamics - Following the new standard's implementation, there is a noticeable market trend where new standard vehicles are difficult to find, while old standard vehicles are in high demand, leading to a situation where consumers are hesitant to purchase [4][5]. - The increase in production costs due to enhanced safety and technology features has led to higher prices for new standard vehicles, causing some consumers to perceive them as less cost-effective [5][6]. Impact on Delivery Services - The new speed limit of 25 km/h for electric bicycles directly affects the efficiency of delivery services, particularly for food delivery riders, who may see a significant reduction in their daily order volume [6][7]. - In contrast, the impact on the express delivery industry is minimal, as most delivery personnel rely on three-wheeled electric vehicles or motor vehicles, which are not covered by the new standard [7]. Future Outlook - The new standard is seen as a necessary step towards the standardization and safety of the electric bicycle industry, with expectations for improved product quality and safety as companies adapt to the new regulations [7].