如此庞大的市场规模，给电动自行车的全产业链安全保障提出更高要求。7月24日，工业和信息化部举 行"电动自行车相关标准政策"新闻发布会，介绍新版电动自行车强制性国家标准（下称"新国标"）及 《关于强化电动自行车强制性国家标准实施 加快新产品供应的意见》有关情况。 新国标修改完善近200个重要指标条目 2024年12月31日，工业和信息化部、市场监管总局会同公安部、应急管理部、国家消防救援局组织修订 了强制性国家标准《电动自行车安全技术规范》。 新国标明确了电动自行车使用塑料的总质量不应超过整车质量的5.5%，将使用铅酸蓄电池的电动自行 车整车质量上限由55kg提升到63kg，要求电动自行车具备北斗定位，通信与动态安全监测功能，不再强 制要求所有车型均安装脚踏骑行装置等。 工业和信息化部消费品工业司司长何亚琼介绍道，新国标修订历时8个月，共开展了70余次调研、160余 次技术研讨、220余次试验验证、5.4万条意见建议处理、近13万份问卷调查，修改完善了近200个重要 指标条目。 据悉，新国标将于今年9月1日正式实施。何亚琼强调，新国标的实施时间分为两部分，其中生产环节实 施时间是今年9月1日，销售环节实施时间是 ...

Core Viewpoint - The new national standard for electric bicycles in China aims to enhance product safety, performance, and consumer protection, addressing the growing market demand and safety concerns associated with the approximately 380 million electric bicycles in circulation [2][3][12]. Summary by Sections Market Overview - The current social ownership of electric bicycles in China is approximately 380 million, equating to one bicycle for every four individuals [2]. New National Standard Implementation - The new national standard, which modifies nearly 200 key indicators, will officially take effect on September 1, 2023, for production and December 1, 2023, for sales [5][9][10]. - The standard revision process involved over 70 research sessions, 160 technical discussions, and the processing of approximately 54,000 suggestions [7]. Key Changes in Standards - The new standard limits the total mass of plastic used in electric bicycles to no more than 5.5% of the total vehicle weight and raises the weight limit for lead-acid battery bicycles from 55 kg to 63 kg [6]. - It mandates the inclusion of Beidou positioning, communication, and dynamic safety monitoring functions, while no longer requiring all models to have pedal riding devices [6]. Safety Enhancements - The new standard aims to reduce fire hazards by optimizing fire resistance indicators, thereby slowing fire spread and reducing toxic gas emissions [12]. - It also seeks to minimize traffic accident risks by limiting the maximum motor speed and enhancing braking performance, effectively halving the maximum braking distance [12]. - Measures to prevent illegal modifications include improving battery pack and controller tamper-proofing and implementing a unique identification system for each vehicle [12]. Consumer Guidance - Consumers are advised to check for CCC certification and product quality certificates when purchasing electric bicycles [16]. Regulatory Framework - The implementation of the new standard requires a collaborative effort from industry management, certification bodies, manufacturers, and consumers to ensure effective compliance [19][20]. - A joint document from four departments outlines seven areas for strengthening standard implementation, including production management and consumer rights protection [21][22]. Future Outlook - The Ministry of Industry and Information Technology plans to continue monitoring and enforcing the new standards to ensure the supply of compliant products and enhance the overall safety level of electric bicycles [24].

"从火灾调查和平时了解的情况看，在已安装充电设施的小区，也有部分群众没有养成安全停放充电的 习惯，进楼入户停放充电现象仍然不同程度存在。这些问题，也需要相关部门和单位强化建设管理，逐 步予以解决，我们也呼吁广大电动自行车使用者规范自身行为，共同营造安全文明的使用环境。"孙毅 军表示。 据介绍，下一步，国家消防救援局作为整治工作召集人单位，将与整治工作专班各成员单位、各地各部 门共同努力，围绕整治行动方案确定的6个方面22项重点任务，着力解决难点堵点问题，有效改善群众 使用环境，尽最大力量压降火灾数量。 (责任编辑：王晨曦) 强制性国家标准《电动自行车安全技术规范》(GB 17761—2024)将于9月1日正式实施。 "电动自行车新国标强化了配件阻燃性能、锂电池安全性能，提升了防篡改功能，对于提高电动自行车 本质安全水平是非常关键的。长远来看，一定会降低火灾风险、减少火灾事故发生。但短期内火灾事故 数量大幅下降还不太现实。" 7月24日，在工业和信息化部举行的"电动自行车相关标准政策"新闻发布会上，国家消防救援局消防监 督司一级指挥长孙毅军表示，电动自行车淘汰置换是个自然的过程，也是个长期的过程，不可能一蹴而 ...

Core Viewpoint - The new national standard for electric bicycles (GB 17761-2024) imposes strict speed limits and design requirements, fundamentally changing the landscape of the electric bicycle industry in China, particularly affecting the production and sales of two-wheeled electric vehicles [2][8][14]. Group 1: Regulatory Changes - The new standard limits the maximum speed of electric bicycles to 25 km/h and introduces an "over-speed power cut" mechanism to prevent exceeding this limit [2][8]. - Manufacturers are prohibited from including modification interfaces for speed control, effectively eliminating the possibility of illegal speed enhancements [2][8]. - The transition period for manufacturers to comply with the new standard extends until September 1, 2025, after which only vehicles meeting the new requirements can be sold [11]. Group 2: Historical Context - The development of electric bicycles in China began in 1995, with significant growth following the implementation of "motorcycle bans" in various regions starting in 2001 [3][4]. - By 2013, the production of electric bicycles had surged to 36.1 million units, reflecting a compound annual growth rate (CAGR) of over 20% [4]. Group 3: Market Impact - The new regulations are expected to lead to a price increase for electric bicycles, with entry-level models projected to rise by 20%-25% due to higher production costs associated with new safety and design requirements [14][16]. - The demand for electric bicycles among delivery personnel is significant, with over 10 million delivery riders in China relying on these vehicles for their work [12]. Group 4: Safety and Compliance - The new standard mandates that electric bicycles must meet enhanced fire safety standards, including restrictions on the use of non-metal materials and the installation of anti-tampering devices [11][14]. - The World Health Organization has indicated a direct correlation between speed and the severity of traffic accidents, emphasizing the need for these regulatory changes to improve safety [7][8]. Group 5: Transition Strategies - Local governments are implementing financial incentives and support measures to facilitate the replacement of old electric bicycles with new models that comply with the new standards [10][17]. - The industry is witnessing a rapid increase in the replacement of old models, with significant monthly growth in the number of exchanges reported [17].

Core Viewpoint - The revised mandatory national standard "Safety Technical Specification for Electric Bicycles" will be implemented on September 1, 2025, leading to significant changes in the electric bicycle market, including the phasing out of old models and the introduction of new regulations regarding speed and material usage [1][7]. Group 1: New National Standard Implementation - The new standard specifies that the maximum design speed of electric bicycles must not exceed 25 km/h, with automatic power cut-off for speeds above this limit, addressing safety concerns related to speeding [7]. - A three-month sales transition period is established, allowing sales of old standard products until November 30, 2025 [7]. Group 2: Market Response and Product Changes - Many electric bicycle brands have removed their products from online platforms, advising customers to purchase from physical stores due to the upcoming standard changes [3][5]. - Dealers report that old standard models will cease production after August 15, 2025, and new models compliant with the new standard are not yet available [8][9]. Group 3: Material Regulations - The new standard limits the total mass of plastic used in electric bicycles to no more than 5.5% of the total vehicle weight, aiming to reduce fire hazards associated with plastic materials [10]. - Experts recommend that manufacturers minimize plastic use and consider alternative non-combustible materials in product design [10]. Group 4: Consumer Behavior and Sales Trends - The sales of electric bicycles through trade-in programs have seen a significant increase, with a month-on-month growth of 113.5% from January to June this year [12]. - Consumers are actively inquiring about trade-in options for old models, indicating a proactive approach to adapting to the new standards [12]. Group 5: Impact on Existing Consumers - Existing consumers who have purchased electric bicycles that do not meet the new standards will not be forced to replace them, as the new regulations primarily target manufacturers and sellers [13].

Core Viewpoint - The new national standard for electric bicycles (GB17761—2024) aims to enhance safety and control illegal modifications, set to be implemented on September 1, 2024, amid ongoing issues with unauthorized modifications in the industry [1][21]. Group 1: New National Standard - The new standard includes stricter requirements for battery packs, controllers, and speed limiters to prevent tampering [1]. - The standard is expected to address the ongoing problem of illegal modifications, which have been prevalent despite regulatory challenges [1][21]. Group 2: Illegal Modification Industry - There are reports of numerous illegal modification shops in Nanning, where electric bicycles can be altered to reach speeds of up to 80 km/h and extended ranges of 200 km [1][11]. - Merchants are actively promoting modification kits and services on social media platforms, showcasing how to increase speed and performance [2][5]. - Some shops offer complete modification services, including high-power batteries and controllers that exceed the new standard's limits [6][18]. Group 3: Market Dynamics - The modification market is characterized by a competitive environment where businesses cater to consumer demand for higher speeds and performance, often leading to unsafe practices [18][21]. - Merchants claim that modified electric bicycles can perform similarly to electric motorcycles, creating a loophole in regulatory compliance [18][21]. - The proliferation of modification services has led to a situation where even legitimate electric bicycle retailers are engaging in or facilitating illegal modifications to meet consumer expectations [18][21].

Core Viewpoint - The company participated in the 2024 Shanghai Stock Exchange Low Carbon New Energy Collective Performance Briefing, discussing its operational results, financial status, and ESG performance for 2024 and Q1 2025 [1][2]. Group 1: Performance Briefing Overview - The performance briefing was held on May 28, 2025, with key executives present to engage with investors [2]. - The company disclosed its participation in the briefing on May 21, 2025, through the Shanghai Stock Exchange website [1]. Group 2: Key Issues Raised by Investors - Investors inquired about the impact of the new national standards for electric bicycles and the progress of the trade-in subsidy policy [3]. - The company responded that the 2024 national standard includes significant optimizations in safety, smart features, and quality assurance, which will drive technological advancements in the industry [3][4][8]. Group 3: Industry Impact of New Standards - The new standards set a maximum speed of 25 km/h for electric bicycles and include anti-tampering requirements to enhance safety [4][6]. - Fire safety measures have been strengthened, limiting the use of plastic materials in electric bicycles to reduce fire hazards [7]. - The standards also require manufacturers to ensure production consistency and quality assurance, raising the entry barriers for the industry [8]. Group 4: Trade-in Subsidy Policy - The trade-in subsidy policy for electric bicycles has been officially implemented, with significant subsidies available in various regions, reducing the cost for consumers [15]. - The policy aims to stimulate consumer demand and promote the replacement of old electric bicycles with compliant new models [15]. Group 5: Capital Expenditure Plans - The company plans to maintain significant capital expenditures in 2025-2026 for the construction of new production bases and facilities [15]. Group 6: ESG Disclosure and Compliance - The company intends to integrate the new sustainable disclosure guidelines into its overall strategy and improve ESG reporting based on governance, strategy, risk management, and indicators [16]. Group 7: Financial Management Strategies - In response to declining financial interest income, the company is adjusting its fund structure to focus on low-risk financial products [17][18]. Group 8: International Market Expansion - The company has established branches in Vietnam, Indonesia, and the United States, with plans for localized supply capabilities and channel development [19]. - A tiered strategy for international expansion is being implemented, focusing on different market characteristics and regulatory environments [20]. Group 9: Product Upgrade Strategy - The company is advancing product upgrades through technological innovation, aesthetic design, and platform-based manufacturing [21][22]. - Emphasis is placed on creating a smart ecosystem for electric bicycles, enhancing user experience and product performance [21]. Group 10: Dividend Policy - The company plans to distribute a cash dividend of 0.592 yuan per share for the 2024 fiscal year, with a total payout of approximately 510 million yuan [23]. - The management is authorized to consider mid-term dividends based on financial conditions and future plans [23]. Group 11: Q1 2025 Performance Drivers - The growth in Q1 2025 is attributed to the ongoing trade-in policy and the company's strategic efforts in channel development, product innovation, and operational efficiency [24].

记者今天(4月21日)了解到，市场监管总局近日公布获得电动自行车强制性国家标准《电动自行车安全 技术规范》检测能力资质具体机构名单。目前已有6家机构获得电动自行车新国标检测能力资质。无锡 市检验检测认证研究院、中检西部检测有限公司、威凯检测技术有限公司、北京市产品质量监督检验研 究院、广东产品质量监督检验研究院、中国电子技术标准化研究院。新国标自9月1日起实施，在整车质 量、电动机功率限值、防火阻燃、塑料占比、防篡改等方面有较大完善和提升，将进一步提高产品本质 安全水平，为百姓提供更安全、更实用的出行工具。生产企业需要在标准实施过渡期按照新国标要求， 调整产品设计和生产工艺、完成检测和认证。9月1日起，所有新生产的电动自行车必须符合新国标要 求。后续将有更多的检测机构获得资质，具体机构名录和能力范围可在市场监管总局和各省级市场监管 部门官网查询。(央视新闻) ...