Niu(US:NIU) Hua Xia Shi Bao·2025-12-25 08:34Core Viewpoint - The new national standard for electric bicycles (GB17761-2024), considered the strictest ever, officially ends its transition period on December 1, signaling a significant safety upgrade for the industry while raising consumer concerns about practicality and user experience [1][4]. Group 1: Key Changes in the New Standard - The new standard modifies nearly 200 important indicators, focusing on systematic upgrades to address safety issues in electric bicycles [4]. - It raises the weight limit for lead-acid battery models to 63 kilograms, enhances battery life, and eliminates mandatory pedal riding requirements to align with the trend towards pure electric vehicles [6]. - The standard mandates the installation of safety helmets, anti-tampering features for batteries and controllers, and a traceability mechanism for each vehicle, aiming to reduce fire risks and traffic accidents [6]. Group 2: Industry Response and Product Development - Leading companies like Niu Electric have responded by developing nearly 20 new products across five series, with initial models already available for sale [5]. - Niu Electric's new model, U1One, boasts a 90-kilometer range and includes advanced features such as NFC unlocking and mobile control, emphasizing both safety and user experience [8]. - The industry is witnessing a shift towards high-quality, high-value products, with smaller companies likely to be eliminated due to insufficient technology and funding [9]. Group 3: Market Dynamics and Future Outlook - The implementation of the new standard is expected to accelerate the reshaping of the electric bicycle industry, increasing market concentration as leading firms leverage their R&D and supply chain advantages [9]. - The focus is shifting from price competition to a value-based competition centered on technology, safety, and intelligence [9]. - The new standard represents a significant transformation in the industry, moving away from chaotic growth towards a phase characterized by technological barriers and enhanced user experience [9].