Core Viewpoint - The electric bicycle market is undergoing a significant transition due to the implementation of the new national standard (GB 17761—2024), which will phase out old models and require compliance with stricter safety and quality regulations starting September 1, 2025 [1][4][19] Industry Changes - The new standard mandates that all new electric bicycles must meet updated safety and quality requirements, effectively ending the production of old standard models [1][4] - Key changes in the new standard include enhanced fire resistance for non-metal materials, restrictions on the use of plastic, improved braking performance, and the introduction of smart features like BeiDou positioning [2][6] Market Dynamics - The transition to the new standard has led to a rush among manufacturers to clear out old inventory, with some companies already launching new models that comply with the new regulations [4][12] - Major brands like Yadea and Ninebot have quickly adapted to the new standard, while smaller companies face challenges in meeting the new requirements [8][15] Sales and Production Trends - In July, the production of electric two-wheelers reached 7.478 million units, a year-on-year increase of 30.6%, while sales totaled 7.241 million units, up 24.3% [17] - The overall market for electric bicycles is expected to experience a decline in total sales volume in 2024, with a projected drop of 11.6% [17][18] Competitive Landscape - The new standard is likely to accelerate industry consolidation, creating a gap in output that could benefit leading brands, while smaller firms may struggle to survive [18][19] - Companies that can quickly adapt to the new regulations are expected to gain market share, while those unable to comply may face significant challenges [15][19]

自9月1日起，旧国标车型停产，所有新生产的电动自行车都必须符合新国标要求。自12月1日 起，旧国标车型不得售卖。 这意味着旧国标车型已进入清库存阶段 。 新国标严格执行"一车一池一充一码" 新的国家标准于九月第一天正式实施。 南方财经记者注意到，在电商平台，雅迪、小牛、台铃等品牌电动车官方旗舰店均已不再售卖 旧国标车型，目前在售电动自行车均为新国标车型。点进雅迪电动车的商品售卖页，发现很多 车型已经下架，在售卖的车型均已经获得新国标3C认证编号。台铃、小牛、九号、金箭的官 网商品分类展示页均明确标明为"新国标电动车"。 强化了非金属材料防火阻燃要求； 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%； 增加了电动机低速运行转矩等要求； 完善了电池组、控制器、限速器的防篡改要求； 提升了制动性能要求； 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； 新增了企业质量保证能力和产品一致性要求； 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； 明确了电动自行车鼓励安装后视镜； 要求生产企业明确电动自行车的建议使用年限，并在铭牌、产品合格证上 ...

Core Viewpoint - The electric bicycle market is undergoing a significant transition due to the implementation of the new national standard (GB 17761—2024), which will phase out old models and require compliance with stricter safety and quality regulations starting September 1, 2025 [1][4]. Industry Overview - The new national standard aims to eliminate safety risks from the production source, enhancing requirements for manufacturers regarding quality assurance, product consistency, and anti-tampering designs [4][12]. - The electric bicycle industry is experiencing a shift from a focus on quantity to quality, with a competitive landscape that emphasizes technology, safety, and brand reputation [14]. Company Responses - Major brands like Yadea, Niu, and Tailg have already transitioned to selling only new standard models on e-commerce platforms, indicating a proactive approach to compliance [2][4]. - Yadea has opened a dedicated store for new standard models and reported a price increase of approximately 500 yuan due to material upgrades and new features [7]. - Green Source has initiated full-scale production of new standard models and is actively promoting sales to clear old inventory [8]. Market Dynamics - The implementation of the new standard is expected to accelerate industry consolidation, creating a gap in output that could benefit leading brands [13]. - The market for electric bicycles is nearing saturation, with over 350 million units in circulation by 2024, leading to a projected decline in total sales volume [12]. - Traditional brands like Yadea and Green Source have faced revenue declines, while companies focusing on smart technology, such as Niu, have seen significant growth [12]. Future Outlook - The new standard is anticipated to raise industry entry barriers, favoring companies with strong capital and R&D capabilities, while smaller firms may struggle to meet the new requirements [11][13]. - Analysts suggest that the new regulations will push companies to improve operational efficiency and could lead to a more concentrated market dominated by established brands [13][14].

Core Points - The new national standard for electric bicycles (GB17761-2024) was officially implemented on September 1, 2023, with a transition period until November 30, 2023 [1][15] - The new standard aims to enhance safety and reduce fire hazards and traffic accident risks by modifying nearly 200 key indicators related to electric bicycles [2] Group 1: New Standard Specifications - The weight limit for lead-acid battery models has increased from 55 kg to 63 kg, which may extend the range of some vehicles by approximately 20 km [9] - The new standard mandates that plastic components must not exceed 5.5% of the total vehicle weight and enhances fire resistance requirements for non-metal materials [10] - Electric bicycles must now include a Beidou positioning function, which can be optional for private use [1][10] Group 2: Market Reactions - Following the implementation of the new standard, older models have seen price increases, with some dealers struggling to maintain inventory of these models [3][12] - Dealers report that many consumers are unaware of the new standard and continue to purchase older models, leading to a supply shortage [14] Group 3: Consumer Experience and Concerns - Consumers are facing challenges with speed limits set at 25 km/h, which some find inadequate for daily commuting [17][18] - There are concerns regarding the practicality of the weight adjustments and the potential for manufacturers to compromise safety by reducing material thickness [19] Group 4: Safety and Compliance - The new standard includes measures to combat illegal modifications, such as a "one vehicle, one battery, one charge" system to increase the difficulty of unauthorized alterations [8] - Dealers acknowledge the importance of the fire safety requirements but express concerns about the strict limitations on plastic components, which may raise production costs [21]

Core Viewpoint - The implementation of the new national standard for electric bicycles (GB 17761—2024) aims to enhance safety and address key issues such as fire hazards and illegal modifications, thereby promoting industry standardization and technological upgrades [1][2][3]. Group 1: Safety Enhancements - The new standard introduces stricter safety requirements, particularly focusing on fire risks and traffic accidents associated with electric bicycles [3][4]. - Fire incidents involving electric bicycles have been significant, with 7,048 cases reported in the first half of 2025, following a total of 21,000 cases in 2023 [3]. - The new regulations include enhanced flame-retardant requirements for non-metal materials and limit the plastic content of the entire vehicle to no more than 5.5% [3]. Group 2: Traffic Regulations - The new standard enforces a speed limit of 25 km/h, with automatic power cut-off for exceeding this speed, addressing the issue of illegal modifications and speeding, particularly among delivery riders [2][4]. - Electric bicycles are involved in approximately 10% of urban traffic accidents, highlighting the need for stricter regulations [4]. Group 3: Market Dynamics - The electric bicycle market in China is substantial, with a total of 380 million bicycles, equating to one for every four people [1]. - In the first half of 2025, domestic sales of electric two-wheelers reached 32.325 million units, a year-on-year increase of 29.5% [6]. - Major brands like Yadea, Aima, and Tailg dominate the market, holding over 50% of the domestic sales volume, while emerging brands are rapidly gaining market share [6][7]. Group 4: Industry Upgrades - The new standard is expected to increase production costs by 600-900 yuan per unit, potentially raising retail prices [7]. - The implementation of the new standard may accelerate the industry reshuffle, leading to higher market concentration as smaller companies struggle to meet the new requirements [8]. - The new regulations also allow for a transition period, permitting the sale of vehicles produced under the old standard until November 30, 2025 [8]. Group 5: Consumer Preferences - Consumer preference for electric bicycles is shifting towards longer battery life, with 60 km being the ideal range for a single charge [9]. - The new standard aims to enhance the practicality and usability of electric bicycles, which may drive market demand [8][9].

Core Viewpoint - The new mandatory national standard for electric bicycles (GB17761-2024) has been officially implemented, marking a significant shift towards safety, intelligence, and standardization in the industry [1][2]. Group 1: New National Standard Implementation - The new standard increases the weight limit for lead-acid battery models from 55 kg to 63 kg, improves braking performance, and enhances anti-tampering requirements for controllers [1][4]. - The transition period from September 1 to November 30 allows for the sale of old standard models, but from December 1, all production of non-compliant models must cease [5][7]. Group 2: Market Reactions - Following the implementation of the new standard, there has been a noticeable market reaction, including price increases for old standard models and efforts by dealers to clear inventory [2][5]. - Some dealers report a shortage of old standard models as they are being sold out quickly, while new standard models have yet to arrive in stores [6][8]. Group 3: Consumer Experience and Concerns - Consumers are facing practical issues such as speed adjustments and model choices due to the new regulations, with some expressing a desire for higher speed limits [3][8]. - The new standard aims to address safety concerns, particularly regarding fire hazards, by limiting the plastic material proportion in bicycles to no more than 5.5% of the total weight [4][9]. Group 4: Technical Adjustments and Features - The new standard introduces features like optional Beidou positioning and dynamic safety monitoring, enhancing user experience and safety [4][9]. - The standard also includes measures to combat illegal modifications, raising the technical barriers for such practices [3][4]. Group 5: Industry Perspectives - Industry stakeholders acknowledge the necessity of the new fire safety requirements but express concerns about the potential increase in production costs due to stricter material regulations [9]. - There is a consensus among dealers that while the new standard improves safety, further adjustments may be needed regarding speed limits and weight restrictions for larger models [8][9].

9月1日，工信部等五部门组织修订的新版强制性国家标准《电动自行车安全技术规范》（GB17761— 2024）（以下简称新国标）正式实施。9月1日至11月30日为过渡期。 新国标规定，铅酸蓄电池车型重量从55公斤提至63公斤；改善制动性能，缩短一半刹车距离；完善控制 器防篡改要求，车速超25公里/小时，电机不再提供动力；塑料材质占整车重量比例不超5.5%等。电动 自行车需具备北斗定位功能，私家"小电驴"可选择不装，即使有北斗定位功能，私家"小电驴"也可以关 闭。北斗模块可提供经度、纬度、速度、定位时间等信息，主要为用户提供实时三维位置、速度和时间 服务。北斗模块在提供定位服务的过程中不收费。 新国标聚焦"降低火灾事故隐患和交通事故风险"，对电动自行车的防火阻燃、塑料占比、电机性能、智 能监测等近200个重要指标进行修改完善，标志着我国电动自行车行业进入安全化、智能化、规范化新 阶段。 《每日经济新闻》记者在杭州走访发现，伴随新国标实施，市场已经出现了连锁反应：有老国标车型悄 然涨价，有品牌经销商忙着清库存，也有的忙于求购畅销的老国标车来补库存。消费者则面临限速调 整、车型选择等实际问题，行业从生产端到消费端均在 ...

齐鲁晚报·齐鲁壹点 李其峰 9月1日，新修订的电动自行车强制性国家标准《电动自行车安全技术规范》正式施行，对电动车防火阻燃、防 范非法改装等安全性能提出了更高要求。 这一变革不仅倒逼生产企业转型升级，更推动整个行业走向洗牌与重构。面对新规，大品牌从容应对，部分中 小企业转向海外市场，而消费者则在"买旧"与"换新"之间徘徊。这场关乎电动自行车安全、技术与市场的革 新，正悄然改变每个人出行方式的选择。 "史上最严"电动车国标施行 到底严在哪里？ 2024年12月31日，由工业和信息化部等五部门组织修订的强制性国家标准《电动自行车安全技术规范》正式发 布。被众多网友和业内人士称为"史上最严"电动车国标，究竟严在哪？ 首先是限速。 临沂大学外的电动车市场 "今年9月1日起施行的电动自行车产品'新国标'把安全放在首位。"临沂市市场监督管理局工作人员介绍，它新 增电池组、控制器、限速器的防篡改要求，车速超过25km/h自动断电，让"解限速""增容量"等改装手段彻底失 效。 除了限速，"新国标"还要求电动自行车的塑料用量需压缩到整车重量5.5%以下、强化非金属材料防火阻燃要求 等。一旦发生意外事故，"新国标"下制造的电动自 ...

按照规定，从9月1日开始，所有的电动自行车生产企业必须停止生产不符合新标准的旧国标车。从9月1 日至11月30日的过渡期内，旧国标车仍可销售。从12月1日开始，不管是网上还是实体店，都将全面禁 止销售旧国标车。 值得一提的是，有记者调查发现，以往部分电动自行车的电动机性能余量较大，能够轻松超出标准车 速，给非法篡改留下空间。为此，新国标增加了针对性指标，增加了电池组与控制器之间的识别和匹配 功能，一旦出现不匹配的情况，电动自行车无法骑行。 【本文结束】如需转载请务必注明出处：快科技 快科技9月1日起，从今天开始，电动自行车新国标将正式实施。 电动自行车新国标规定：为提升续航里程，锂电池电动自行车的最大重量是55公斤，铅酸蓄电池车型的 重量从55公斤提高到63公斤。要求厂家改善制动性能。完善控制器的防篡改要求，车速超过每小时25公 里，电机就不再提供动力。 此外，新国标中还要求塑料材质占整车重量比例不得超过5.5%，减少火灾风险；鼓励安装后视镜，减 少"回头率"。要求具备北斗定位功能。不过私家"小电驴"可选择不安装北斗模块，即使有北斗定位功 能，也可以关闭，且定位服务免费。 专家表示，通过增加北斗定位、通信与动 ...

Core Viewpoint - The implementation of the new national standard for electric bicycles in China has begun, leading to significant changes in the market, including a transition period for existing products and heightened consumer interest in safety features [1][4]. Group 1: Market Changes - Most stores have not yet stocked the new standard electric bicycles, with only a few reporting having seen the new models [2]. - A transition period allows electric bicycles produced under the old standard to be sold until November 30, 2025, to prevent resource waste [3]. - Retailers are currently focused on clearing existing inventory, with some reporting high sales volumes due to seasonal demand [3]. Group 2: Consumer Interest and Safety Features - The new standard significantly enhances safety requirements, including speed control and fire risk reduction measures, which has attracted consumer interest [5]. - Many consumers are inquiring about the new standard bicycles, with expectations for widespread availability by mid-September [5]. - Initial pricing for the new standard bicycles may be higher, but costs are expected to decrease as production ramps up and competition increases [5].