“一周没卖出去一辆”,新国标“电驴”遇冷
YADEAYADEA(HK:01585) 第一财经·2025-12-11 16:01

Core Viewpoint - The transition period following the ban on old standard electric bicycles has led to a significant decline in sales of new standard electric bicycles, with consumers exhibiting a wait-and-see attitude due to concerns over product performance and pricing [3][4]. Market Conditions - Many electric bicycle dealerships report a sharp drop in sales, with some stores not selling any new standard electric bicycles in the first week after the ban, compared to previous sales of 6-7 units per day [3]. - The new standard electric bicycles are facing criticism for their higher prices, which have increased by 500 to 1000 yuan compared to old models, and for not meeting consumer needs, particularly in terms of seating capacity and performance [5][6]. Consumer Feedback - Consumers, including delivery riders and parents, are opting for second-hand old standard electric bicycles due to the new models' limitations, such as speed restrictions and inadequate seating for families [4][6]. - Specific concerns include the inability of new standard bicycles to meet the demands of delivery work and the lack of suitable models for families with children [4][5]. Industry Response - The China Bicycle Association has acknowledged the public's concerns regarding the new standards and indicated that some manufacturers are not adequately prepared for the new regulations, leading to misunderstandings among consumers [6][7]. - Major manufacturers like Yadea have issued apologies for the confusion surrounding their new models, clarifying that many of the criticisms stem from misinterpretations of the new standards [7][8]. Product Specifications - The new standards include safety features such as a speed limit of 25 km/h, which causes the bicycle to cut power, and restrictions on the use of plastic materials, which have raised questions about safety and practicality [6][7]. - Manufacturers are working to address these issues by developing models that cater to different consumer needs, including family-oriented designs [8].

“一周没卖出去一辆”,新国标“电驴”遇冷 - Reportify