Core Insights - The new national standard mandates that all electric bicycles sold after December 1 must not exceed a maximum design speed of 25 km/h, fundamentally changing the landscape of the two-wheeled electric vehicle industry [2] - Companies are increasingly focusing on the B2B market, with significant investments in delivery and service scenarios to capture emerging opportunities [2][3] Industry Trends - The number of delivery riders in China has surpassed 10 million, with projected sales of two-wheeled electric vehicles reaching approximately 49.5 million units in 2024 [3] - Delivery riders typically travel an average of 120 km per day, requiring frequent battery changes and high usage rates, indicating a faster replacement cycle compared to regular consumers [3] Company Strategies - Aima has launched the Aima Mahe S1 series, designed specifically for delivery riders, addressing key pain points such as long range, strong power, and high safety [4] - Aima's strategy includes partnerships with major companies like JD.com to create specialized vehicles for various service scenarios, enhancing durability and stability for service providers [4] Market Dynamics - The competition in the two-wheeled electric vehicle market is shifting from a focus on individual products to an ecosystem-based competition, driven by the new national standards [5] - The previous cost-cutting and low-price competition model is expected to be replaced by a focus on providing higher quality products and services [5]