电动自行车新国标下，电池后装市场“起风”

Core Viewpoint - The electric bicycle battery aftermarket is transitioning from a modification mindset to providing compliant battery replacement, trade-in, and recycling services for consumers [1][3]. Group 1: Market Overview - The electric bicycle ownership in China is between 350 million to 400 million units, with a significant number of non-compliant vehicles under the old standards, making regulation challenging [2]. - The new national standard requires that all new electric bicycles produced after September 1 must comply with the new regulations, while sales of non-compliant vehicles must clear by November 30 [2][3]. Group 2: Regulatory Changes - The new standard emphasizes anti-tampering designs, requiring battery replacements to match original factory parameters, which raises the technical barrier for illegal modifications [5]. - Local governments are conducting comprehensive inspections of electric bicycle sales and repair units to ensure compliance with the new standards [5]. Group 3: Battery Recycling and Recovery - The lead-acid battery recycling market is relatively mature, with companies like Tianneng Group creating a closed-loop system for recycling and production [6]. - The Ministry of Industry and Information Technology is promoting the health assessment and recycling of lithium-ion batteries, with companies like Xingheng establishing nationwide recovery networks [6][7]. Group 4: Industry Dynamics - The new standard has relaxed weight limits for lead-acid batteries, leading to an expected 18% year-on-year increase in lead-acid battery sales in the first half of 2025 [9]. - Major lead-acid battery manufacturers are rapidly developing new products to meet the new standards, while lithium battery companies are also entering the two-wheeler market [10][11]. Group 5: Future Outlook - The gradual replacement of lead-acid batteries by lithium batteries is anticipated, with a focus on improving driving experience and range [11]. - As the lithium battery recycling market becomes more standardized, it is expected to create a complete value chain that encourages recycling and limits battery modifications [11].