出品：新浪财经上市公司研究院 作者：木 9月1日起，电动自行车新国标《电动自行车安全技术规范》（GB 17761—2024）正式实施。电动自行 车新国标GB17761-2024主要修改的内容包括： （1）最高设计车速不得超过25km/h，超过25km/h时停止动力输出； （2） 车身使用的塑料件，不能超过总重的5.5%，整车非金属材料的阻燃性要求提高； 其次，从存货占比角度看，2025年上半年，电动自行车行业存货占全部资产的比重相对较为适中，其中 九号公司存货占总资产的比重最高，2025年H1存货占总资产比重为9.72%。动态来看，仅爱玛科技一家 存货占比有所提升，由2024年H1的2.87%提升至2025年H1的3.75%。 （4） 明确禁止预留改装接口，并新增多项防篡改设计要求，杜绝非法改装行为； （5） 明确规定充电器不得设计为车载形式，有效规避车载充电引发的潜在安全隐患； | | 存货占总资产的比重及同比变动 | | | --- | --- | --- | | | 2024年H1 | 2025年H1 | | 九号公司-WD | 10.88% | 9.72% | | 爱玛科技 ◎ | 2.87% | 3 ...

"旧车不会降价，只会涨，大家更希望买旧国标车。"一位电动车门店销售人员告诉记者，目前新国标车型尚未到货，店里销售的还都是旧国标电动车，已有 部分门店涨价100-200元，市中心门店最高可能会涨300多元。 八月中旬，李倩(化名)来到电动自行车门店办理上牌，遭遇了"人山人海"："那天是周一，店里的人却特别多，上牌的系统都挤瘫痪了，大家都赶着在新国标 落地前买车。" 9月1日起，由工业和信息化部等五部门联合修订的强制性国家标准《电动自行车安全技术规范》(GB 17761—2024)正式实施。9月1日至11月30日为过渡期。 "最严"新国标落地，电动自行车市场出现了哪些变化？ 旧国标电动自行车出现涨价潮 中国新闻网《民生调查局》记者在走访中发现，早在七月，就已有商家制作旧国标电动自行车停产倒计时的海报，推销旧国标车。而随着新国标落地，旧国 标电动车价格也应声而涨。 电动自行车商家制作的旧国标电动自行车停产倒计时海报。 根据新国标，在2025年8月31日及之前，企业既可以按照旧标准生产，也可以按照新标准生产；2025年9月1日以后，所有新生产的电动自行车都必须符合新 标准要求。同时，为保证符合旧标准电动自行车的充分消 ...

编者按：这里是民生调查局，见人所未见，调查民生之变。关注你想关注的、你没关注的，调查你想看的、未看到的。 中新网北京9月17日电(左雨晴) 八月中旬，李倩(化名)来到电动自行车门店办理上牌，遭遇了"人山人海"："那天是周一，店里的人却特别多，上牌的系统都 挤瘫痪了，大家都赶着在新国标落地前买车。" 9月1日起，由工业和信息化部等五部门联合修订的强制性国家标准《电动自行车安全技术规范》(GB 17761—2024)正式实施。9月1日至11月30日为过渡期。 "最严"新国标落地，电动自行车市场出现了哪些变化？ 电动自行车商家制作的旧国标电动自行车停产倒计时海报。 "旧车不会降价，只会涨，大家更希望买旧国标车。"一位电动车门店销售人员告诉记者，目前新国标车型尚未到货，店里销售的还都是旧国标电动车，已有 部分门店涨价100-200元，市中心门店最高可能会涨300多元。 为何电动自行车会出现"买旧不买新"现象？销售人员表示，主要是由于新国标既限速又限塑。 出于对降低火灾事故隐患和交通事故风险的考虑，新国标对电动自行车在强化防火阻燃、提升电动机性能、强化防篡改等方面都作出了明确规定。 旧国标电动自行车出现涨价潮 中国新闻 ...

Core Insights - The implementation of the new electric bicycle safety standard (GB17761-2024) has led to a price increase for old standard electric bicycles due to their ability to bypass speed limits, while new standard bicycles are in short supply, creating a dilemma for consumers [1][2][4] Industry Dynamics - The old standard electric bicycles have seen a price increase of around 200 yuan, with some models previously discounted by up to 1500 yuan now being sold at higher prices due to limited availability [2][3] - The inventory of old standard bicycles in Jinan is rapidly depleting, with only about 1,000 units remaining in the entire city, leading to increased consumer demand [3] - The new standard bicycles are expected to face supply shortages until at least late October due to production line adjustments and certification processes [3][4] Regulatory Impact - The new regulations allow for the sale of old standard bicycles until November 30, 2025, but consumers are concerned about potential enforcement after this date [4][7] - The new standard includes enhanced safety features such as fire resistance and GPS tracking, which will likely lead to increased production costs and subsequent price hikes for new standard bicycles [5][6] Market Trends - The tightening of regulations is expected to raise industry entry barriers, with increased compliance costs for small and medium enterprises, leading to a potential market consolidation [7][8] - Major companies like Yadea and Aima Technology are proactively adapting to the new standards, with Yadea already having over 20 models certified under the new regulations [8]

Core Viewpoint - The implementation of the new national standard for electric bicycles (GB 17761—2024) aims to enhance safety, promote industry upgrades, and improve public governance in the electric bicycle sector [3]. Group 1: New National Standard Implementation - The new standard officially took effect on September 1, 2023, with a three-month transition period allowing the sale of old standard bicycles until November 30, 2025 [1]. - From December 1, 2025, the sale of old standard bicycles will be completely prohibited, prompting dealers to clear inventory and offer discounts on old models [1]. Group 2: Safety and Technical Specifications - The new standard limits the maximum design speed of electric bicycles to 25 km/h, requiring the motor to stop power output if this speed is exceeded [1]. - It introduces technical measures to prevent modifications, including improved battery pack, controller, and speed limiter specifications, thereby raising the threshold for illegal modifications [1][3]. - The total mass of plastics used in electric bicycles is restricted to no more than 5.5% of the total vehicle weight to mitigate fire hazards [2]. Group 3: Consumer Guidance and Product Features - The weight limit for lead-acid battery models has been increased from 55 kg to 63 kg, allowing for a range of 60 to 70 km, which reduces charging frequency [2]. - The new standard encourages the installation of safety features such as rearview mirrors and turn signals to enhance vehicle safety [2]. - Consumers are advised to check for CCC certification and product compliance certificates when purchasing new electric bicycles, ensuring that each vehicle has a unique compliance certificate [4].

Core Viewpoint - The implementation of the new national standard for electric bicycles in Beijing has led to increased scrutiny and regulation of electric bicycle modifications, impacting both consumers and the market dynamics for old and new models [1][3][4]. Group 1: New National Standard Implementation - The new national standard (GB17761-2024) for electric bicycles took effect on September 1, 2024, with full sales compliance starting December 1, 2024, allowing a three-month transition period for unsold old models [4]. - The new standard imposes stricter regulations on speed limits, requiring that electric bicycles cannot exceed 25 km/h, and introduces an automatic power cut-off mechanism if this speed is exceeded [7][9]. - The new standard also limits the proportion of plastic materials in electric bicycles to no more than 5.5% of the total weight, aiming to reduce fire hazards and improve safety [5][9]. Group 2: Market Dynamics and Consumer Behavior - Following the announcement of the new standard, old models of electric bicycles have seen price increases ranging from 200 to 500 yuan, as their ability to be modified for higher speeds becomes a key selling point [4][5]. - Sales personnel indicate that the new electric bicycles will likely be priced 600-700 yuan higher than current models, which may deter consumers from purchasing them [5]. - The market for old models is thriving as consumers seek to avoid the limitations imposed by the new regulations, leading to a surge in inquiries about these vehicles [5][9]. Group 3: Urban Traffic and Infrastructure Challenges - The current urban infrastructure in Beijing is not conducive to electric bicycle use, with many non-motorized lanes being occupied by parked vehicles, forcing riders onto motor vehicle lanes [13][14]. - The lack of adequate planning for non-motorized transport has resulted in a significant imbalance, with approximately 380 million electric bicycles in China, highlighting the need for improved urban planning and infrastructure [14][16]. - Experts emphasize that the implementation of the new standard should be accompanied by enhanced management, safety education, and public awareness campaigns to effectively address the challenges faced by electric bicycle users [10][17].

Core Viewpoint - The implementation of the new national standard for electric bicycles in China has led to a surge in sales and price increases across various brands, as consumers rush to purchase older models before the new regulations take full effect [5][6][8]. Group 1: Market Response - Following the enforcement of the new electric bicycle safety standards on September 1, 2023, many brands have raised their prices, with increases ranging from tens to 400 yuan [5][6]. - Sales personnel from various brands report a significant uptick in customer traffic and urgency to purchase, as consumers fear future restrictions on speed and functionality [6][7]. - The new regulations have led to a notable demand for older models, which are being rapidly sold out as consumers seek to avoid the limitations imposed by the new standards [5][6][8]. Group 2: New National Standard Details - The new national standard mandates that electric bicycles must have an automatic power cut-off feature when speeds exceed 25 km/h, along with enhanced safety and anti-tampering measures [8][9]. - The weight limit for lead-acid batteries has been increased from 55 kg to 63 kg, allowing for greater battery capacity and extended range [9]. - A transition period has been established, allowing bicycles produced under the old standard to be sold until November 30, 2023, after which all sales must comply with the new regulations [9][10]. Group 3: Industry Implications - The stricter regulations aim to improve road safety and industry management, with a focus on enforcing compliance among manufacturers and retailers [10]. - There is concern regarding the potential for consumers to modify their bicycles to exceed speed limits, particularly among delivery personnel who prioritize speed [10]. - Long-term adjustments may be necessary, including regulatory changes and technological advancements, to accommodate the needs of consumers while ensuring safety [10].

Core Viewpoint - The newly revised "Electric Bicycle Safety Technical Specification" (GB 17761—2024) officially implemented on September 1, 2024, prohibits the production of non-compliant electric bicycles and introduces key adjustments to speed limits and material usage, with a transition period of three months for old and new standard models [1][2] Group 1 - The new standard increases the total weight limit for lead-acid battery models from 55 kg to 63 kg, enhancing the range capability [1] - The proportion of plastic materials in the entire vehicle must not exceed 5.5%, and the fire resistance of critical components like the battery compartment is improved to reduce fire risks [1] - The new regulations include requirements to prevent unauthorized modifications, such as automatic power cut-off if the speed exceeds 25 km/h, to avoid accidents caused by illegal alterations [1] Group 2 - The new standard allows for the removal of mandatory pedal installation, while optional features like reflective mirrors can be added [1] - The inclusion of a Beidou positioning system is mandatory for commercial electric bicycles, enabling real-time transmission of location and speed information to ensure operational safety [1] - As of September 9, 2024, many stores in Xi'an are still selling old standard models, indicating a need for inventory clearance during the three-month transition period [1][2] Group 3 - After December 1, 2024, only new standard bicycles will be sold, and there is no mandatory elimination of previously purchased old standard models [2] - Consumers are advised to verify product information against the certificate of conformity and ensure the presence of a physical switch for the Beidou module when purchasing new standard bicycles [2] - The province has initiated multiple support measures, including training for sales companies and regulatory personnel, to ensure compliance with the new standards and enhance consumer safety awareness [2]

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].

Core Viewpoint - The implementation of the new national standard for electric bicycles on September 1, 2025, has led to a surge in sales and price increases across various brands in Beijing, with many products seeing price hikes ranging from tens to 400 yuan [2][3][4]. Group 1: Market Response - Following the new regulations, electric bicycle brands have adjusted their prices, with most brands experiencing price increases, while some, like Yadi and Tailin, have yet to raise prices but plan to do so soon [2][4]. - The new standard mandates that new electric bicycles must have strict speed limit features, which has resulted in a rush to purchase older models before they are phased out [2][3][6]. - Sales personnel report that the demand for electric bicycles has surged, with some stores experiencing busy sales periods and quick turnover of inventory [3][4]. Group 2: New National Standard Details - The new national standard includes significant safety upgrades, such as an automatic power cut-off when speeds exceed 25 km/h, and enhanced anti-tampering requirements for battery packs and controllers [5][6]. - The standard also allows for a weight increase for lead-acid batteries from 55 kg to 63 kg, and it introduces a three-month transition period for selling older models that comply with the previous standards [6][7]. - The new regulations aim to improve road safety and industry management, with stricter enforcement expected compared to previous standards [7][8]. Group 3: Consumer Behavior and Market Dynamics - Consumers are motivated to purchase electric bicycles quickly due to concerns about future speed limitations and the potential for price increases [3][4]. - There is a notable demand among delivery personnel for faster electric bicycles, which may challenge the enforcement of the new speed regulations [6][8]. - The market may need to adapt by optimizing delivery algorithms and ensuring compliance with the new regulations to meet consumer needs while maintaining safety [8].