新国标落地后，小电驴店主“过冬”

Core Viewpoint - The implementation of the new national standard for electric bicycles has led to significant market disruption, resulting in a decline in sales and a challenging environment for dealers and manufacturers [2][3][4]. Group 1: Market Impact - The transition to the new standard has caused many physical stores to halt operations, with a noticeable absence of old standard vehicles and a lack of new standard models available for sale [2][3]. - Sales figures have plummeted, with a reported 28.7% year-on-year decline in domestic shipments of electric bicycles in November, totaling 2.21 million units [2][12]. - Major brands like Aima, Tailg, and Ninebot have experienced significant sales declines, with drops ranging from 24.8% to 48.8% [2][14]. Group 2: Consumer Sentiment - Consumers have expressed dissatisfaction with the new standard models, particularly regarding the speed limit of 25 km/h, which they feel negatively impacts their commuting efficiency [4][6]. - Price increases for new standard models, often by over 100 yuan, have also deterred consumers, with many feeling that the new models do not justify the higher costs [4][6]. - Issues such as inadequate storage space and the inability to carry children have further fueled consumer resistance to the new models [6][8]. Group 3: Dealer Challenges - Dealers are caught in a difficult position, facing inventory issues with old standard models while struggling to sell new standard models that are not meeting consumer expectations [3][9]. - Many small brand dealers have already exited the market due to the inability to adapt to the new standards and declining sales [2][3]. - Major brands are attempting to address these challenges by optimizing their product offerings and clarifying misconceptions about the new standards [9][11]. Group 4: Industry Response - The industry is witnessing a consolidation phase, where weaker brands are likely to be eliminated, while stronger, innovative companies may find new opportunities for growth [14][15]. - The new standard aims to enhance safety and compliance, pushing manufacturers to upgrade their technology and production processes [15][18]. - As the market adjusts, companies are expected to develop more practical solutions that balance safety with consumer needs, moving away from the previous low-cost, low-quality model [18].