Core Viewpoint - The implementation of the new national standard for electric bicycles will lead to the discontinuation of old standard models, prompting a clearance sale and pushing the industry towards safer and more regulated products [1] Group 1: Market Response - Starting from December 1, the new national standard "Safety Technical Specifications for Electric Bicycles" will be fully implemented, resulting in the complete cessation of sales for non-compliant old standard vehicles [1] - Many retailers are prominently displaying old standard electric bicycles with clearance sale tags, indicating a rush to sell remaining stock before the deadline [1] - In cities like Nanning, consumers are actively inquiring about old standard models as the transition period nears its end, highlighting a last-minute surge in interest [1] Group 2: New Standard Features - The new standard electric bicycles are beginning to be sold, with features that enhance safety, including improved battery packs, controllers, and speed limiters to prevent unauthorized modifications [1] - The new regulations require vehicles to be equipped with Beidou positioning, communication, and dynamic safety monitoring functions, which are expected to enhance user safety [1] Group 3: Industry Implications - Experts suggest that the implementation of the new standard will force the industry to upgrade, leading to the production of safer and more standardized products [1] - The new regulations are also seen as a better protection for consumer rights, indicating a shift towards higher safety and quality standards in the electric bicycle market [1]

Regulatory Changes in December - Strengthened regulations on bulk transportation of liquid food to ensure food safety [1] - Chain restaurants are required to take responsibility for food safety management, addressing issues of lax oversight by headquarters [4] - The old national standard for electric bicycles will be completely phased out starting December 1, requiring compliance with the new safety standards [4] Credit Repair System Enhancement - New measures to expand the scope of credit repair for restructured and reconciled enterprises, facilitating their return to normal operations [5] - Improved classification of illegal and dishonest information, with differentiated public disclosure periods and repair conditions [5] - Streamlined processes to shorten the time required for credit repair, enhancing overall efficiency [5] Resource Tax Management Regulations - New rules clarify the execution of resource tax policies, specifying that certain mined products used for construction do not incur resource tax [5] Medical Standards Update - Revised national standards for medical protective masks prohibit the use of breathing valves in disposable masks, effective December 1 [5]

自9月1日新版《电动自行车安全技术规范》(GB 17761—2024)(下简称"新国标")正式实施以来，消费者们和相关行业都对新国标电动自行车的价格、外观、 性能、产品上市时间，以及旧国标电动自行车如何处理等问题保持着持续关注。 与此同时，国家认证认可监督管理委员会于近日发布2025年第25号公告，要求旧国标车于2025年12月1日全部予以撤销，各电动自行车销售企业自认证证书 注销、撤销之日起不得继续销售。 在旧国标电动自行车禁售前的最后时间里，新国标车的铺货情况如何？旧国标车去库存情况如何？对此，南都·湾财社记者走访了广州多家电动自行车门店 发现，目前门店内仍以去旧国标电动自行车存量为主，而且多家品牌门店旧国标电动自行车已基本售罄，有小部分门店还并未进货新国标电动自行车。 有电动自行车企业接受南都·湾财社记者采访时表示，为顺应"新国标"落地后可能带来的换购浪潮，目前正凭借技术储备开启新一轮产品攻势。"新车将从12 月起至2026年陆续推向市场，打出一波'上新潮'"。 广州电动自行车行业协会相关负责人表示，目前广东省内的旧国标车整体消化进度超九成，大部分品牌经销商尾货所剩不多，且无特定品牌库存压力过大情 况， ...

清库倒计时，旧标车迎"末班车"热潮 "现在旧标车卖得火，我们店剩下的库存顶多撑两个周末。"上海黄浦区某小牛电动车旗舰店长的话虽然 略微夸张，但道出了当前市场的普遍态势。记者走访时看到，不少门店将旧标车摆在最显眼的位置，门 口贴着"优惠促销"的标识，店员却在推销话术上暗藏玄机。"'过渡期'月底可就结束了，您现在不下单， 到时候你想买都买不到了。" 12月1日的截止日期反而被商家当作促销的"卖点"。北京部分门店10月中旬至11月初的销量已逼近旺季 水平，"相比较往年秋末冬初的时候，天气转凉，正是淡季，月销量也就20辆左右，这个月却卖了将近 40辆，销量差不多升了一倍，全是冲旧标车来的。"北京朝阳区一位某电动自行车品牌旗舰店店员感 慨，旧标车最后的销售机会，叠加部分地区国补政策，成了有力的消费拉力，形成了反常的消费热潮。 11月中旬的北京东五环，刚刚下班的孙女士顶着寒风匆匆来到电动自行车门店扎堆的商业街。她原本想 换辆新电动车方便赶地铁，却在选车的时候犯了难。"新国标车是合规，以后上牌、上路都省心，可你 们店里就两台样品，还得等12月才能补货，价格比旧标车贵好几百；旧标车倒是能解限速，早上赶地铁 能快点，可店员也说 ...

Core Viewpoint - The electric bicycle market in China is undergoing a significant transition as the deadline for the old national standard approaches, leading to a surge in demand for old standard bikes while new standard bikes face supply shortages [1][2][4]. Market Dynamics - The old standard bikes are experiencing a "last train" sales boom, with some stores reporting that their remaining inventory will only last for a couple of weekends [2]. - Sales of old standard bikes in Beijing have nearly doubled compared to previous years, driven by the impending deadline and local subsidy policies [2][4]. - There is a supply-demand imbalance for old standard bikes, which may lead to price fluctuations as inventory becomes scarce [4]. Consumer Behavior - Consumers are torn between choosing compliant new standard bikes and the faster, albeit less safe, old standard bikes [1][7]. - Some consumers prefer old standard bikes for their speed and lower price, while others prioritize safety and are willing to wait for new standard models [8][10]. - The price difference between new and old standard bikes can be significant, with new models costing several hundred yuan more due to enhanced safety features [10]. Regulatory Environment - The transition to new standards has prompted some retailers to engage in "gray market" practices to circumvent regulations, such as registering old standard bikes under different names to continue selling them [5][6]. - The new national standard imposes stricter safety requirements, including speed limits and anti-tampering measures, which complicate illegal modifications [6][12]. - Regulatory bodies are increasing inspections and enforcement actions against non-compliant sales practices, indicating a tightening of market oversight [12][16]. Industry Implications - The shift to new standards is expected to reshape the competitive landscape, favoring companies that can quickly adapt to regulatory changes and consumer demands [16]. - Companies are investing in technology upgrades and supply chain optimization to meet new standards and maintain profitability [10][16]. - The new regulations are seen as a catalyst for industry-wide improvements in safety and product quality, although consumer education on the importance of safety features remains a challenge [17].

Core Viewpoint - The electric bicycle market is undergoing a significant transition as the deadline for the old national standard approaches, leading to a surge in demand for old standard bikes while new standard models face supply shortages [2][3][4]. Group 1: Market Dynamics - The transition period ending on December 1 has created a rush for old standard electric bicycles, with some stores reporting sales levels comparable to peak seasons, driven by consumer urgency and promotional tactics [3][4]. - Old standard bikes are being marketed aggressively, with stores using the impending deadline as a promotional tool, resulting in a notable increase in sales compared to previous years [3][4]. - There is a supply-demand imbalance, with old standard bikes experiencing high demand and potential price increases, while new standard models are delayed due to certification issues [4][5]. Group 2: Consumer Behavior - Consumers are torn between the appeal of old standard bikes for their speed and cost-effectiveness versus the safety features of new standard models, reflecting a broader trend in consumer preferences [8][9]. - Price differences are influencing purchasing decisions, with new standard bikes being more expensive due to enhanced safety features, leading budget-conscious consumers to favor old standard options [9][10]. - The market is witnessing a split between "speed seekers" who prefer old standard bikes and "safety advocates" who are willing to wait for new standard models, indicating diverse consumer priorities [8][10]. Group 3: Regulatory and Compliance Issues - Some retailers are reportedly engaging in "gray market" practices to circumvent the upcoming sales ban on old standard bikes, which raises concerns about consumer rights and safety [5][6]. - The new national standard imposes stricter regulations on electric bicycles, including speed limits and safety features, which complicates illegal modifications and aims to enhance overall safety [6][12]. - Regulatory bodies are increasing enforcement efforts to address illegal sales and modifications, indicating a tightening of market oversight as the transition to new standards progresses [10][12]. Group 4: Industry Implications - The shift to new standards is expected to drive industry-wide changes, compelling manufacturers to innovate and adapt to new safety requirements, which may reshape competitive dynamics in the market [10][16]. - Companies that can quickly align their production with the new standards are likely to gain a competitive edge, while those lagging behind may face significant challenges [16]. - The transition period highlights the need for better consumer education regarding safety and compliance, as the industry moves towards a more regulated environment [16].

近日，国家认证认可监督管理委员会发布2025年第25号公告，要求各电动自行车指定认证机构对依据旧版标准出具的有效CCC认证证 书，于2025年12月1日全部予以注销；对依据旧版标准出具、处于暂停状态且不能恢复有效的CCC认证证书，于2025年12月1日全部予以 撤销。各电动自行车销售企业自认证证书注销、撤销之日起不得继续销售。若违反上述规定，各级市场监管部门将依法查处。为规范广 东省电动自行车销售，切实保护消费者权益，广东省市场监管局发布对销售单位及消费者的提示。 不符合新国标的电动自行车 将于12月1日起禁止销售 面向销售者的监管提示方面，为严格落实《电动自行车安全技术规范》（GB17761—2024，以下简称"新国标"）及国家认监委2025年第 25号公告要求，规范市场经营秩序，保障产品质量安全，现提示如下： （一）严格遵守销售时限要求：2025年12月1日起，禁止销售不符合新国标、未取得新国标CCC认证的电动自行车；2025年8月31日及之 前出厂/进口的旧标合规产品，销售截止日期为2025年11月30日，逾期不得继续销售。 （二）规范进货查验与库存管理：进货时须严格核验产品合格证明、新国标CCC认证证 ...

Core Points - The National Certification and Accreditation Administration has announced the cancellation of all valid CCC certification certificates based on the old standards by December 1, 2025 [1] - The Guangdong Provincial Market Supervision Administration has issued guidelines for sellers and consumers to comply with the new national standard for electric bicycles [1] Group 1: Sales Regulations - From December 1, 2025, the sale of electric bicycles that do not meet the new national standard and have not obtained the new CCC certification will be prohibited [1] - The deadline for selling old standard compliant products manufactured or imported before August 31, 2025, is November 30, 2025 [1] Group 2: Inventory Management - Sellers must strictly verify product compliance documents and new CCC certification during procurement to ensure products meet the required standards [1] - There is a transitional period until November 30, 2025, for managing old standard inventory to avoid losses from excess stock [1] Group 3: Quality and Safety Traceability - The implementation of "scan verification" will be promoted, utilizing platforms like "E-code" to establish a complete electronic ledger for procurement and sales [2] - Companies are encouraged to cooperate with market supervision departments for inspections and traceability investigations [2]

Core Viewpoint - The implementation of the new national standard for electric bicycles, regarded as the strictest to date, aims to enhance safety and quality in the industry, addressing significant safety concerns related to fire hazards and unauthorized modifications [1][18]. Industry Overview - The social ownership of electric bicycles in China has reached 380 million, with an average of one bicycle for every four people [1]. - The new standard, effective from September 1, 2025, has already begun to influence consumer behavior, with safety performance becoming the primary consideration for buyers [3][5]. Product Changes - The new standard imposes strict controls on the use of plastic materials, limiting it to 5.5% of the total vehicle weight, and mandates the use of fire-resistant materials for critical components [5][17]. - Enhanced fire safety measures are a key feature of the new standard, as 80% of electric bicycle fire-related deaths are attributed to toxic smoke [7][15]. Market Dynamics - The market is witnessing a shift as consumers increasingly prefer new standard-compliant models over older versions, driven by heightened safety awareness [9][22]. - The introduction of smart anti-theft and positioning features in new standard bicycles, such as built-in Beidou positioning systems, is attracting consumer interest [9][18]. Regulatory Environment - The new standard includes provisions for preventing unauthorized modifications, with a focus on technical safeguards that render modified bicycles inoperable [15][17]. - The industry is expected to undergo a "shakeout," with weaker companies likely to be eliminated, while those with robust production capabilities will thrive [18][20]. Transition Period - A transitional period has been established, allowing old standard bicycles to be sold until November 30, 2025, to facilitate market adaptation [20][22]. - Manufacturers are actively preparing for the transition, ensuring that they can meet the demand for new standard bicycles post-implementation [22]. Consumer Assurance - Companies are addressing consumer concerns regarding the maintenance and parts supply for older models, committing to provide service for at least five years [22].

Core Viewpoint - The implementation of the new national standard for electric bicycles, regarded as the strictest to date, aims to enhance safety and quality in the industry, addressing rising concerns over accidents and fire hazards associated with electric bicycles [1][55]. Group 1: Industry Changes - The new standard mandates significant changes in materials and fire resistance, limiting plastic use to 5.5% of the total vehicle weight and requiring key components to be made from high flame-retardant materials [8][10]. - As of November 4, 2023, 99 companies have received mandatory product certification for 468 models compliant with the new standard, indicating a shift in production capabilities [46]. - The new regulations are expected to lead to a market "shakeout," where weaker companies may be eliminated, while those with R&D and production capabilities will thrive [42][55]. Group 2: Consumer Behavior - Consumers are increasingly prioritizing safety features when purchasing electric bicycles, with the new standard's enhanced fire safety and anti-theft measures becoming key selling points [3][16]. - The new standard includes advanced anti-theft technology, such as built-in Beidou positioning systems and mobile app monitoring, which were largely absent in older models [16][18]. Group 3: Regulatory and Compliance Aspects - The new standard introduces a tamper-proof design to prevent modifications that could increase speed beyond legal limits, addressing a significant safety concern [33][35]. - Enforcement measures are being strengthened, with authorities prepared to penalize businesses that engage in illegal modifications and users of modified bicycles [28][30][32]. Group 4: Transition Period and Market Adaptation - A transition period has been established, allowing old standard bicycles to be sold until November 30, 2025, to facilitate market adaptation [49][51]. - Companies are actively preparing for the transition, ensuring that they can meet the demand for new standard bicycles while continuing to support existing customers with old models [54][53].