“小电驴”新国标落地，经销商“库存告急”

Core Viewpoint - The electric bicycle market is currently facing a critical transition period due to the implementation of the new national standard (GB 17761—2024), which will phase out old models and require compliance with stricter safety and quality regulations [1][3][4]. Group 1: New National Standard Implementation - The new national standard will officially take effect on September 1, 2025, with old models ceasing production and sales by December 1, 2025 [1][3]. - The new standard includes enhanced requirements for fire resistance, material quality, and safety features, such as the prohibition of modification structures and the introduction of a unique identification system for each vehicle [4][6]. - Companies must now demonstrate quality assurance capabilities and product consistency, which may lead to the exit of manufacturers lacking core manufacturing capabilities [5][6]. Group 2: Market Response and Company Strategies - Major brands like Yadea and Green Source have already launched new models compliant with the new standard, while others are still clearing old inventory [9][11]. - The market is witnessing a divide where leading companies are quickly adapting to the new regulations, while smaller firms struggle to meet the new requirements [13][14]. - The overall production of electric bicycles has seen significant growth, with a reported 30.6% increase in production in July 2023 compared to the previous year [15]. Group 3: Industry Outlook and Challenges - The implementation of the new standard is expected to accelerate industry consolidation, creating a gap in output that could benefit leading brands [17]. - The market is projected to shift from quantity-driven growth to a focus on quality and safety, with a potential decline in sales for lower-tier brands [18]. - Analysts suggest that while the transition may impose short-term costs on companies, it will ultimately drive higher operational efficiency and quality standards in the industry [17][18].