冬季本就是电动自行车的销售淡季，市场需求放缓，加之此前修订后的强制性国家标准《电动自行车安 全技术规范》（GB 17761-2024）（简称"新国标"）于2025年12月1日在销售环节正式实施后出现了不同 的社会声音，为进一步掌握新国标产品终端流通实际情况，2025年12月16日—22日，中国自行车协会工 作人员分批赴天津、上海、北京、广东等地部分电动自行车生产企业和销售门店开展走访调研。此次调 研旨在摸清重点电动自行车企业在新国标实施过程中遇到的难点，并协助企业推进产品生产和市场投 放。 调研数据显示，在市场销售方面，消费者对新国标车型的关注度逐渐提升，新产品在各大电动自行车销 售门店已经开始铺货，并吸引了大量消费者咨询。中国自行车协会理事长刘素文建议，企业主要负责人 要亲临一线，关注市场、培育市场，汇总市场信息，与零售商、门店密切配合，宣传解读新产品特点， 积极引导消费趋势走向。要进一步开拓国际市场，拒绝价格"内卷"，避免恶性竞争，以高标准的产品质 量与服务质量提高"走出去"水平。 在行业生产方面，尽管随着新国标的逐步落实，电动自行车行业的技术含量和产品质量正不断提升，但 中国自行车协会调研天津重点电动自 ...

至于爱玛集团本次人员结构优化共裁员多少人、占比多少，以及针对离职员工所说的补偿未到达N+1补偿标准，要求员工签字将劳动合同转至第三方外包 公司等问题是否属实。爱玛方面表示，具体员工总数及结构变化，以后续发布的年度报告为准，对于符合法定情形的员工，依据《劳动合同法》、员工在 职年限及劳动合同约定，经与员工协商一致后确定并支付补偿，如员工对补偿金额有异议，爱玛已建立畅通的沟通渠道。 近日有消息称，爱玛科技（603529.SH）多个部门近期大幅优化人员，其新孵化的高端品牌"零际"和国际业务部门人员缩减超过50%，售后、电商等部门也 被波及。据相关报道，零际品牌的业务从天津迁至重庆，工作地转移但不给员工补贴，爱玛要求员工签字将劳动合同转至第三方外包公司。另外，不少被 裁的员工只拿到一个月工资补偿，他们希望获得N+1标准赔偿。 对此，爱玛集团方面向经济观察报表示："裁员50%与事实严重不符，存在夸大和误导嫌疑。爱玛每年到年底都会进行人员调整，属于正常的人力管理行 为，目前经营正常，高管团队也在稳定履职。"据爱玛科技2024年年报，期末共有员工8928人，较2023年减少了551人。 爱玛科技成立于1999年，总部位于天 ...

部分预包装食品 预包装食品的营养标签将迎来一次重要变革。近日，国家卫生健康委召开新闻发布会，介绍新版《食品安全国家标准 预包装食品营养标签通则》有关情 况，新标准在原有"1+4"（即能量+蛋白质、脂肪、碳水化合物、钠）基础上，新增饱和脂肪（或饱和脂肪酸）和糖两项，形成"1+6"强制标示体系。新标准 将于2027年3月16日起正式实施，同时鼓励企业可在此日期前提前实施。这一调整是为了更精准地引导公众识别隐形健康风险，尤其对慢病防控具有深远意 义。 已换上新增标注 所谓预包装食品，是指预先就定量包装好且包装上有完整规范标识的食品，其完整标识包括净含量、生产厂家、保质期、配料表及营养成分表等。 （来源：中国宁波网） 转自：中国宁波网 "它们在生活中随处可见，一瓶牛奶、一袋速冻水饺、一盒饼干、一包薯片，甚至是一瓶水或一瓶酱酒，都属于预包装食品的范畴。"浙中医大二院（浙江省 新华医院）临床营养科副主任营养师陈秋霞解释，更直观的理解就是，当你拿到食品时，其已经按一定规格被密封包装，且在显眼处能找到明确的规范标 识。不过，像菜场或超市散装称重购买的新鲜瓜果蔬菜、肉类、糕点及找不到完整标识的就不在其列。 记者走访杭州大型连锁 ...

Core Viewpoint - The newly implemented national standard "Basic Requirements for Delivery Platform Service Management" aims to enhance operational management and service processes across major platforms like Meituan, Taobao Shanguo, and JD, while addressing key issues in the delivery industry [1][2]. Group 1: Platform Fee Structure - The new standard mandates that fees charged to merchants must be categorized into three basic items: technology service fees, delivery service fees, and promotional service fees, prohibiting any arbitrary charges [1]. - It specifies that costs associated with promotional activities initiated by the platform must be borne by the platform itself and cannot be passed on to merchants [1]. Group 2: Delivery Personnel Rights Protection - The standard requires platforms to reasonably limit the order acceptance duration for delivery personnel and establish mechanisms for fatigue alerts and mandatory rest periods [2]. - It emphasizes that platforms cannot force or indirectly compel delivery personnel to work overtime through algorithms or incentives [2]. - Responsibilities of labor cooperation enterprises must align with those of the platform, ensuring compliance with labor laws, social security, and fair compensation [2]. Group 3: Consumer Rights Protection - The standard calls for the establishment of a consumer rights protection system throughout the service process, ensuring timely responses and safeguarding consumer rights such as the right to know and choose [2]. - It prohibits unreasonable differential treatment of consumers and mandates clear notifications for automatic renewals or extensions [2]. Group 4: Implementation and Accountability - The platform is urged to fully implement its responsibilities, transforming the rights protection framework from mere guidelines into tangible safeguards [3]. - The industry is encouraged to transition from "wild growth" to high-quality development through stronger judicial rulings and regulatory constraints [3].

近日，福建一名男子因呼吸困难就医，检查发现其血氧饱和度已低至85%，并出现呼吸衰竭，最终被确 诊为过敏性肺炎。 据了解，该男子连续四周每日穿着羽绒服超过12小时，且所穿羽绒服为网购低价商品，内衬已有破损， 稍一活动便有羽绒纤维从接缝处飘出。 福建省人民医院专家接受采访时指出，羽绒中微小的蛋白颗粒被持续吸入肺泡后，即便对非过敏体质 者，也可能引发免疫反应并攻击肺组织，因此这类问题也被称为"羽绒肺"。 专家建议，购买羽绒服时注意面料是否采用防钻绒工艺，定期在通风处晾晒并轻轻拍打，穿着时也需保 持环境空气流通。如果在特定着装或环境后，出现进行性加重的干咳、活动后气短、胸闷等症状，并在 脱离该环境后有所缓解，即应高度警惕"羽绒肺"的可能。 羽绒服怎么挑？ 读懂标签是第一步 苏州大学纺织与服装工程学院教授卢业虎在接受采访时介绍，在选购羽绒服时，可以重点关注标签上的 几个指标。 1. 看是否是"新国标" 根据国家标准化管理委员会发布的《GB/T 14272—2021〈羽绒服装〉新国标关注重点及羽绒服装选购 指南》，执行标准为新国标的羽绒服，整体质量水平较执行2011版国标的产品，在羽绒品质、防钻绒 性、羽绒的环保性能等方 ...

Core Viewpoint - The article discusses the impact of the new national standards on the electric vehicle (EV) industry, particularly focusing on two-wheeled electric vehicles and the implications for battery technology and safety requirements [2][4][5]. Group 1: Industry Overview - The new national standards for electric vehicles were implemented on December 1, 2023, leading to significant changes in the industry [4]. - The electric vehicle market in China has grown to over 420 million units, with two-wheeled electric motorcycles alone exceeding 380 million [4][5]. - The standards aim to enhance safety and performance in the electric vehicle sector, addressing issues that have arisen from the rapid growth of the industry [6][10]. Group 2: Safety and Technical Requirements - Safety is the primary concern under the new standards, which include requirements for electrical and mechanical safety [10]. - The standards necessitate the use of lithium batteries, with a focus on safety features such as Battery Management Systems (BMS) and temperature performance [7][10]. - Key battery types include lithium iron phosphate batteries as the preferred choice, while ternary lithium batteries are gradually being phased out [7][10]. Group 3: Application Scenarios - The article outlines various application scenarios for electric vehicles, including commuting, logistics, and shared mobility, each with specific requirements for battery performance and safety [7][8]. - In logistics, the demands on battery performance are higher due to more rigorous usage conditions compared to personal use [8]. - The standards also emphasize the need for intelligent systems in electric vehicles, such as remote monitoring and safety alarms [10]. Group 4: Industry Challenges and Future Directions - The industry faces challenges such as cost pressures, temperature performance issues, and the need for integration and innovation in battery technology [12][13]. - Collaboration between battery manufacturers and vehicle producers is essential for addressing safety, reliability, and durability in various application scenarios [12][13]. - The future direction of the industry will focus on policy guidance, integration of supply chains, and the development of sustainable business models [13].

截至目前，雅迪全球累计用户逾 1 亿，终端门店数量高达 40000 多家，渠道覆盖率居行业首 位，是全球两轮电动车行业第一品牌。今年以来，公司继续展现出强劲的增长势头：上半年， 雅迪控股（ 1585.HK ） 营收达 191.86 亿元，同比增长 33.1% ；股东应占利润 16.49 亿 元，同比大幅增长 59.5% 。更关键的是，毛利率从去年同期的 18.0% 提升至 19.6% ，反 映出产品结构优化与经营效率的改善。 业内分析认为，随着摩登和冠能系列等 "爆款"产品占比提升，预计雅迪毛利率仍有提升空 间。新国标落地加速行业洗牌，雅迪正在完成从"规模之王"到实现"全面领先"的蜕变，电动 出行的资本叙事正在被重构。 合规先行+爆品破界：新国标下全场景矩阵构建增长确定性 新国标的全面实施，正将中国两轮电动车行业推入深度转型期，新国标不再是纸面条文，而是 重塑产业格局的刚性约束。它划出安全底线，也倒逼技术创新；它清退落后产能，也为优质供 给打开空间。据公开数据显示，全国电动自行车市场保有量已达 4 亿辆，其中大量车辆正处 于过渡期尾声，亟待合规替换。 在此背景下，雅迪 2026 年全球「新」新零售与「新」消费 ...

Summary of Conference Call Notes Industry Overview - The motorcycle industry is experiencing a shift with policy support and market optimization, indicating a potential turning point in high prosperity for the sector in 2025 [1][2][5] - The electric two-wheeler market is driven by trade-in policies, but the effectiveness of these policies is diminishing, leading to a subdued sales performance post-implementation of new national standards [1][12] Key Insights on Motorcycle Market - In 2025, the domestic sales growth of large-displacement motorcycles is expected to stabilize, with a projected year-on-year growth of single digits from January to October, maintaining levels similar to the previous year [2][5] - The top companies in the large-displacement motorcycle segment, such as Chuanfeng Power, Longxin General, and Qianjiang Motorcycle, hold a market share of approximately 20%-30% and are likely to benefit from the expansion of the leisure consumer base [3][5] Export Performance - China’s motorcycle exports are robust, with 110cc and above motorcycle exports increasing by 24% year-on-year, and 250cc and above models seeing a 60% increase [6][9] - The overseas market, particularly in North America, South America, and Europe, presents significant growth potential, with the total global motorcycle sales exceeding 50 million units annually [6][9] Competitive Landscape - Chinese brands are narrowing the performance gap with Japanese brands through improved product features and supply chain advantages, achieving a market share of over 5% in Europe [7][8] - The Turkish market is experiencing short-term challenges due to currency fluctuations, impacting sales for companies heavily reliant on exports, but long-term growth prospects remain positive [9][10] Electric Two-Wheeler Market Insights - The electric two-wheeler market is expected to grow by approximately 10% in 2025, driven by trade-in policies, although the impact of these policies is expected to wane in 2026 [12][14] - Major players like Yadi and Aima are positioned to capture market share due to the challenges faced by smaller companies, especially in light of new national standards [12][13] Recommendations - The motorcycle sector is recommended for investment, particularly in companies like Chuanfeng Power and Longxin General, which are expected to outperform the industry average growth in 2026 [4][11][18] - For the electric two-wheeler segment, companies such as Yadi, Aima, and 9号 are highlighted as potential beneficiaries of market share opportunities in 2026, provided they can adapt to new market conditions [18] Additional Considerations - The electric golf cart market is primarily concentrated in North America, with significant growth expected, particularly in the outdoor segment where Chinese brands hold a substantial market share [15][16] - Chinese electric golf cart manufacturers are responding to anti-dumping measures by relocating production to Southeast Asia, which is expected to enhance their competitive position in the North American market [17]

Core Insights - Yadea hosted the 2026 Global "New" New Retail and "New" Consumption Integration Summit, focusing on transforming new retail and market growth strategies in the context of the new era [1][2][15] Group 1: Strategic Initiatives - Yadea emphasizes the importance of embracing new standards and innovative models to achieve sustainable growth, with a focus on user needs and market opportunities [2][5] - The company introduced key initiatives centered around standardized "test rides" and market segmentation to convert new retail capabilities into actionable growth strategies for operators [5][9] Group 2: Product Development - Yadea has achieved a cumulative sales figure of over 20 million units for its Crown series, with the White Shark model leading in the 4000 yuan smart electric vehicle segment [7] - The launch of the new "Titan Cool" series and the first model, the Ruiying Ultra, aims to penetrate niche markets such as delivery riders, enhancing the product matrix from general to professional use [7][11] Group 3: Compliance and Innovation - Yadea is a frontrunner in implementing new national standards, having completed production line adjustments and launched a flagship store for these standards [9] - The company has developed a product system compliant with the new standards, featuring 71 models, and has introduced several new products focusing on safety, intelligence, and practicality [9][10] Group 4: Brand Positioning - Yadea is advancing its youth-oriented strategy through collaborations with popular celebrities and brands, aiming to become the preferred choice for younger consumers [10][12] - The company is committed to continuous upgrades in safety, intelligence, and practicality for its new standard products, enhancing user travel experiences [11][12] Group 5: Future Outlook - Yadea plans to collaborate with operators to build a new cooperative ecosystem, ensuring production capacity and product supply while setting clear goals for market engagement [13][15] - The summit served as a strategic declaration post the milestone of 100 million units sold, reinforcing Yadea's commitment to leading the industry with new retail as a growth engine [15]

12月1日，《电动自行车安全技术规范》（GB17761—2024），即电动自行车"新国标"正式实施。新国标的出台本意是提升电动自行车的安全性和环保性， 但却引发了公众对于标准解读的一些争议。 对此，行业头部品牌纷纷发表声明进行澄清。雅迪甚至针对旗下"毛豆"车型在后座和储物空间方面的消费者反馈正式道歉，指出这些并非国标强制要求，而 是对规范理解的偏差所致。 图源：雅迪官方公众号 新国标的实施与行业变局 电动自行车作为近年来中国城市出行的重要工具，拥有庞大的市场基础。随着环保意识和安全问题的日益重视，国家在对电动自行车安全标准进行调整时， 也必然会对整个行业产生深远影响。从政策角度来看，新的标准要求提升电池安全性、提高动力系统可靠性、增加刹车和车身的抗撞击能力等，同时明确了 车辆设计必须符合的一些基本要求。 | 中国标准分类号 (CCS) | Y 14 | 国际标准分类号 (ICS) | 43.140 | | --- | --- | --- | --- | | 发布日期 | 2024-12-31 | 实施日期 | 2025-09-01 | | 主管部门 | 工业和信息化部 | 归口部门 | 工业和信息化部 | | ...