Core Points - The new mandatory national standard for electric bicycles, GB 17761—2024, will be implemented on September 1, 2024, with nearly 200 important indicators revised and improved [1] Group 1: Technical Specifications - The new standard optimizes fire resistance indicators, limiting the plastic weight ratio to below 5.5% of the total vehicle weight, reducing fire hazards [1] - Key parameters such as maximum motor speed are strictly limited to prevent overspeeding, while low-speed torque limits are added to ensure performance in special conditions like climbing [1] - The weight limit for lead-acid battery models is adjusted from 55 kg to 63 kg, allowing a range of 60-70 km, thus enhancing user experience by reducing charging frequency [1] Group 2: Industry Impact - Electric bicycle manufacturers must adjust their R&D and vehicle design according to the new standards, which may require upgrades to production lines and changes in raw materials and components [2] - Certification bodies must design new testing and certification processes, acquire necessary equipment, and update implementation guidelines to comply with the new standards [2] Group 3: Sales and Registration - Companies need to establish new marketing systems and pricing strategies, ensuring effective integration with trade-in policies [3] - Relevant departments will synchronize registration processes with the implementation of the new standards, ensuring strict review of invoices and product certifications to prevent misclassification of vehicles [4] - A three-month sales transition period is granted for vehicles produced under the old standards, allowing them to be sold until December 1, 2024 [4] Group 4: Consumer Guidance - Consumers are advised to check for CCC certification and product quality certificates when purchasing electric bicycles, ensuring that the information matches the actual vehicle [5]

Core Viewpoint - The new mandatory national standard for electric bicycles (GB 17761—2024) will be implemented on September 1, 2024, with nearly 200 important indicators revised and improved to enhance safety and performance. Group 1: Key Changes in Standards - The new standard optimizes fire resistance technology indicators, limiting the plastic weight ratio to below 5.5% of the total vehicle weight, reducing fire hazards [1] - It imposes strict limits on the maximum motor speed and increases torque limits for low-speed operation, ensuring vehicles cannot exceed speed limits and can handle special conditions like climbing [1] - The weight limit for lead-acid battery models is adjusted from 55 kg to 63 kg, allowing a range of 60-70 km, thus reducing charging frequency and improving user experience [1] - The standard encourages the installation of rearview mirrors and turn signals to enhance safety [1] Group 2: Impact on Industry Stakeholders - Manufacturers must adjust R&D and vehicle design according to the new standards, which may require upgrading production lines and modifying raw materials and components [2] - Certification bodies need to design new testing and certification processes, acquire necessary equipment, and update implementation guidelines [2] - Sales entities must establish new marketing systems and pricing strategies, ensuring effective integration with trade-in policies [3] Group 3: Regulatory and Compliance Measures - Relevant departments will synchronize registration processes with the implementation of the new standards, ensuring strict review of invoices, product certificates, and CCC certifications [4] - A three-month sales transition period is granted for vehicles produced under the old standards, allowing them to be sold until December 1, 2024 [4] - Certification bodies are required to remind manufacturers to submit certification applications cautiously under the old standards to ensure a smooth phase-out of outdated vehicles [4] Group 4: Consumer Guidance - Consumers are advised to check for CCC certification and ensure that the product certificate matches the actual vehicle details, with options to verify authenticity through QR codes or online platforms [5]

Group 1 - The new national standard for electric bicycles will be implemented on September 1, with the Suzhou Market Supervision Administration conducting special inspections [1] - A total of 50 related merchants have been inspected, over 50 notices have been issued, and 3 illegal cases have been filed [1] - The enforcement actions focus on the sales segment, ensuring that electric bicycles sold comply with the new standards and have obtained 3C certification [1] Group 2 - Enforcement personnel are checking the compliance of vehicle certificates and manuals, and preventing illegal modifications [1] - Merchants are required to dispose of non-compliant inventory by November 30, as part of the transitional sales regulations [1] - The enforcement team has strengthened legal awareness among merchants by distributing informative notices and interpreting relevant laws and regulations [1] Group 3 - The enforcement agency is continuously improving the dynamic management ledger of electric bicycle businesses in the area [2] - The agency collaborates with police and emergency departments to enhance the enforcement mechanism and respond quickly to leads from other departments [2] - Consumer feedback is being addressed promptly to protect consumer rights and promote a long-term regulatory mechanism for the electric bicycle industry [2]

新版强制性国家标准《电动自行车安全技术规范》将于9月1日起实施。为推动技术规范落地实施，工业和信息化部等4部门日前联合印发《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》。 当前我国电动自行车保有量约3.8亿辆。新国标将从哪些方面完善管理？如何保障电动自行车行好安全路？记者进行了采访。 推动新版技术规范落地实施 电动自行车与人们生活出行息息相关，其产品质量、安全性事关每个家庭。近年来，电动自行车各类安全事故频发，需要各方协力筑牢全链 条安全防线。 青岛胶州市少海澜山小区工作人员引导居民将电动自行车停进集中充电点。新华社记者李紫恒 摄 建立标准体系是强化电动自行车隐患治理的源头。去年底，新修订的技术规范发布：严格限制电动机最高转速等关键参数、不再强制安装脚 踏骑行装置、放宽铅蓄电池车型重量限值……一系列调整着眼于提升电动自行车安全水平、更好满足消费者使用需求。 "标准要切实发挥作用，还需各方把标准学好、用好。"工业和信息化部消费品工业司司长何亚琼介绍，对此，工业和信息化部、公安部、市 场监管总局、国家消防救援局编制印发了此次意见。 标准实施是一项系统工程，意见部署多个环节同步推进—— 生产环节， ...

周二，小牛电动(NIU.US)涨5%，报3.75美元。距离9月1日电动自行车新国标在生产端正式实施，仅剩1 个月不到。长江证券表示，新国标正式落地符合市场预期，针对非经营性用途的电动自行车，不再强制 加装北斗定位模块，这有利于降低成本和车价，进而提升消费需求。同时，生产过渡期延长，预计2025 年电动自行车市场或以"老车"销售为主，"新车"销售或在四季度后逐步起量。叠加以旧换新政策延续， 龙头企业弹性值得期待。 ...

中经记者 夏治斌 石英婧 上海报道 "现在这些（非新国标）车型，8月31日之后就不能在店里摆放销售了，但会有缓冲时间供上牌。"7月30 日，在上海市普陀区的一家电动自行车门店，销售人员指着店内的电动自行车向《中国经营报》记者直 言，"这些天，好多人来换车。国家大力支持换车，现在还有国补。" 相关数据显示，当前我国电动自行车社会保有量约3.8亿辆，相当于每4个人就拥有1辆电动自行车。电 动自行车是人们日常短途出行的重要交通工具，与人们生活息息相关。 电动自行车的质量、安全性能等问题一直是外界关注的重点。2024年年底，新版强制性国家标准《电动 自行车安全技术规范》（GB 17761—2024）正式发布，共设定了两个实施时间，其中生产环节实施时 间是2025年9月1日，销售环节实施时间是2025年12月1日。 对于即将实施的电动自行车的新国标，世纪证券研报指出，随着新国标实施，大量不符合标准的存量车 辆需更新换代，加之各地"以旧换新"补贴政策推动，将刺激市场需求。 新国标进入"倒计时" 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 家标准及《关于强化电动自行车强制 ...

Core Viewpoint - The implementation of the new national standard for electric bicycles will significantly enhance safety features, reduce fire risks, and improve overall vehicle performance, ultimately benefiting consumers and the industry [1][3][5]. Group 1: New National Standard Overview - The new national standard, GB 17761-2024, will officially take effect on September 1, 2025, following extensive technical discussions and public feedback [3]. - The standard includes over 200 revised technical indicators aimed at improving the safety and quality of electric bicycles [3]. Group 2: Key Improvements - Fire hazard reduction: The new standard optimizes fire resistance technology, limiting the plastic weight ratio to below 5.5% of the total vehicle weight, which helps slow down fire spread and reduce toxic gas emissions during a fire [3][4]. - Traffic accident risk reduction: The standard imposes strict limits on the maximum motor speed and enhances braking performance, reducing the maximum braking distance by approximately 50% [3][4]. - Prevention of illegal modifications: Enhanced technical indicators for battery packs and controllers will raise the barriers for illegal modifications, promoting compliance with safety standards [4]. Group 3: Consumer Benefits - Improved usability: 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, thus reducing charging frequency [5]. - Enhanced safety features: The standard encourages the installation of rearview mirrors and turn signals, improving overall riding safety [5]. - Clear product information: The standard mandates the labeling of recommended service life on product certificates, helping consumers make informed decisions [4][5]. Group 4: Market Readiness - The Ministry of Industry and Information Technology and other departments are working to ensure a smooth transition to the new standard, including accelerating the development and production of new models [5]. - Four companies, including Yadea and Aima, have already obtained 14 new CCC certificates under the revised standard [5]. Group 5: Certification and Compliance - Electric bicycles must display the CCC mark to indicate compliance with the new national standard, ensuring consumer confidence in product safety [6]. - Consumers can verify the authenticity of product certificates and CCC certifications through a dedicated online platform [6].

Group 1 - The new mandatory national standard for electric bicycles (GB 17761—2024) will be implemented in phases, with production starting on September 1, 2025, and sales on December 1, 2025, leading to a significant market demand for compliant vehicles [1][2] - The current electric bicycle ownership in China is approximately 380 million, indicating a strong market presence and consumer reliance on these vehicles for short-distance travel [1] - The new standard emphasizes higher safety requirements, including fire resistance and material specifications, prompting manufacturers to upgrade their products and production lines [2][3] Group 2 - Major companies like Yadea and Luyuan are actively preparing for the new standard, with Yadea already obtaining CCC certification for six models and planning to transition to new standard production by mid-August [3][4] - The transition period from September 1 to December 1, 2025, allows manufacturers to clear existing inventory of old standard vehicles, with many companies implementing promotional strategies to facilitate sales [4][5] - The new standard is expected to lead to a consolidation in the industry, as smaller brands may struggle to meet the new requirements, potentially increasing market share for leading companies [5][6] Group 3 - Companies are focusing on quality control and cost management to meet the new standards, with Luyuan optimizing production processes and investing in advanced inspection equipment [6][7] - The implementation of the new standard is seen as an opportunity for industry leaders to enhance their brand influence and market position through differentiation and innovation [5][6] - The overall market demand remains stable despite some consumer hesitation to purchase old standard models, as companies continue to promote their products and respond to consumer safety concerns [4][5]

小牛电动(NIU.US)美股盘前涨3%。消息上，距离9月1日电动自行车新国标在生产端正式实施，仅剩1个 月的时间。长江证券指出，新国标正式落地符合市场预期，针对非经营性用途的电动自行车，不再强制 加装北斗定位模块，这有利于降低成本和车价，进而提升消费需求。同时，生产过渡期延长，预计2025 年电动自行车市场或以 "老车" 销售为主，"新车" 销售或在四季度后逐步起量。叠加以旧换新政策延 续，龙头企业弹性值得期待。(格隆汇) ...

Group 1 - The new mandatory national standard for electric bicycles, "Safety Technical Specifications for Electric Bicycles," will be implemented starting September 1 [2] - The implementation of the standard is a systematic project, with multiple departments coordinating to promote production, testing, certification, sales, and registration [3] - The Ministry of Commerce reports that all 31 provinces and the Xinjiang Production and Construction Corps have initiated actual replacement programs, with a monthly average sales growth of 113.5% for electric bicycles through trade-in programs from January to June [6] Group 2 - There has been a steady advancement in the nationwide safety hazard rectification action for electric bicycles, but the industry still faces challenges that require collaborative efforts to address [8] - The new guidelines emphasize the importance of orderly parking and charging of electric bicycles, as well as addressing safety hazards associated with older vehicles [8] - The guidelines also call for thorough investigations into fire incidents and traffic accidents involving electric bicycles, with strict legal actions against identified product quality issues [8]