事关3.5亿骑车人！“小电驴”新国标为行业安全划红线

Core Viewpoint - The new national standard for electric bicycles, effective from September 1, imposes a speed limit of 25 km/h, impacting approximately 350 million users nationwide. This regulation aims to enhance safety by preventing modifications that allow for higher speeds [1][2]. Summary by Sections Speed Limitation and Safety - The new standard includes a technical measure that automatically cuts power to electric bicycles exceeding the speed limit, effectively acting as an "electronic police" [1]. - The delivery industry, particularly food delivery and logistics, will face challenges as over 13 million riders rely on speed for income, with nearly half of traffic violations in this sector being speed-related [1]. Additional Changes in the New Standard - The new regulations eliminate the mandatory installation of pedals, increase the weight limit for lead-acid battery models from 55 kg to 63 kg, and require the installation of BeiDou positioning systems for vehicles used in urban logistics and commercial rentals [2]. - Existing electric bicycles will not be forced off the road, allowing for a gradual transition as the market adapts to the new standards [2]. Industry Impact and Market Dynamics - The new standard raises the safety threshold for the electric bicycle industry, modifying nearly 200 key indicators, with production costs expected to rise by 600-900 yuan [2]. - Major manufacturers with strong R&D capabilities will likely benefit, while smaller companies may struggle to meet the new requirements, potentially leading to industry consolidation [2]. - Financial forecasts suggest a significant gap in industry output, estimated between 2.52 million to 3.24 million units, creating opportunities for leading brands to capture market share [2]. Shift in Industry Focus - The new regulations signify a shift from quantity-driven growth to a focus on quality, safety, and brand value in the electric bicycle market [3]. - The full impact of the new standard will take time to assess, as the average lifespan of electric bicycles is around 13 years, indicating a prolonged transition period [3].