清库倒计时，旧标车迎"末班车"热潮 "现在旧标车卖得火，我们店剩下的库存顶多撑两个周末。"上海黄浦区某小牛电动车旗舰店长的话虽然 略微夸张，但道出了当前市场的普遍态势。记者走访时看到，不少门店将旧标车摆在最显眼的位置，门 口贴着"优惠促销"的标识，店员却在推销话术上暗藏玄机。"'过渡期'月底可就结束了，您现在不下单， 到时候你想买都买不到了。" 12月1日的截止日期反而被商家当作促销的"卖点"。北京部分门店10月中旬至11月初的销量已逼近旺季 水平，"相比较往年秋末冬初的时候，天气转凉，正是淡季，月销量也就20辆左右，这个月却卖了将近 40辆，销量差不多升了一倍，全是冲旧标车来的。"北京朝阳区一位某电动自行车品牌旗舰店店员感 慨，旧标车最后的销售机会，叠加部分地区国补政策，成了有力的消费拉力，形成了反常的消费热潮。 11月中旬的北京东五环，刚刚下班的孙女士顶着寒风匆匆来到电动自行车门店扎堆的商业街。她原本想 换辆新电动车方便赶地铁，却在选车的时候犯了难。"新国标车是合规，以后上牌、上路都省心，可你 们店里就两台样品，还得等12月才能补货，价格比旧标车贵好几百；旧标车倒是能解限速，早上赶地铁 能快点，可店员也说 ...

Core Viewpoint - The electric bicycle market in China is undergoing a significant transition as the deadline for the old national standard approaches, leading to a surge in demand for old standard bikes while new standard bikes face supply shortages [1][2][4]. Market Dynamics - The old standard bikes are experiencing a "last train" sales boom, with some stores reporting that their remaining inventory will only last for a couple of weekends [2]. - Sales of old standard bikes in Beijing have nearly doubled compared to previous years, driven by the impending deadline and local subsidy policies [2][4]. - There is a supply-demand imbalance for old standard bikes, which may lead to price fluctuations as inventory becomes scarce [4]. Consumer Behavior - Consumers are torn between choosing compliant new standard bikes and the faster, albeit less safe, old standard bikes [1][7]. - Some consumers prefer old standard bikes for their speed and lower price, while others prioritize safety and are willing to wait for new standard models [8][10]. - The price difference between new and old standard bikes can be significant, with new models costing several hundred yuan more due to enhanced safety features [10]. Regulatory Environment - The transition to new standards has prompted some retailers to engage in "gray market" practices to circumvent regulations, such as registering old standard bikes under different names to continue selling them [5][6]. - The new national standard imposes stricter safety requirements, including speed limits and anti-tampering measures, which complicate illegal modifications [6][12]. - Regulatory bodies are increasing inspections and enforcement actions against non-compliant sales practices, indicating a tightening of market oversight [12][16]. Industry Implications - The shift to new standards is expected to reshape the competitive landscape, favoring companies that can quickly adapt to regulatory changes and consumer demands [16]. - Companies are investing in technology upgrades and supply chain optimization to meet new standards and maintain profitability [10][16]. - The new regulations are seen as a catalyst for industry-wide improvements in safety and product quality, although consumer education on the importance of safety features remains a challenge [17].

新华网北京11月19日电 题：禁售倒计时 旧国标电动自行车市场调查 新华网 王岩 11月中旬的北京东五环，刚刚下班的孙女士顶着寒风匆匆来到电动自行车门店扎堆的商业街。她原本想换辆新电动车方便赶地铁，却 在选车的时候犯了难。"新国标车是合规，以后上牌、上路都省心，可你们店里就两台样品，还得等12月才能补货，价格比旧标车贵好几 百；旧标车倒是能解限速，早上赶地铁能快点，可店员也说塑料件多、防火性能一般，这到底该选哪个啊？" 孙女士纠结的背后，是距离新国标过渡期结束只有不足两周的倒计时。随着2025年12月1日旧国标电动自行车CCC认证证书全面注销的 截止日期日益临近，全国电动自行车市场进入了新旧国标交替的关键阶段。 记者走访上海、北京、河北、辽宁等地小牛、爱玛、绿源、九号等品牌门店发现，从一线城市的品牌门店到二、三线城市的街边商 铺，都在经历着一场关于库存清理与新品衔接的"市场调整"，旧标车清库热潮、新标车供应滞后、违规销售暗流涌动等现象交织，折射出 电动自行车市场中消费抉择与产业升级的真实碰撞。 清库倒计时，旧标车迎"末班车"热潮 "现在旧标车卖得火，我们店剩下的库存顶多撑两个周末。"上海黄浦区某小牛电动旗舰店 ...

近日，国家认证认可监督管理委员会发布2025年第25号公告，要求各电动自行车指定认证机构对依据旧版标准出具的有效CCC认证证 书，于2025年12月1日全部予以注销；对依据旧版标准出具、处于暂停状态且不能恢复有效的CCC认证证书，于2025年12月1日全部予以 撤销。各电动自行车销售企业自认证证书注销、撤销之日起不得继续销售。若违反上述规定，各级市场监管部门将依法查处。为规范广 东省电动自行车销售，切实保护消费者权益，广东省市场监管局发布对销售单位及消费者的提示。 不符合新国标的电动自行车 将于12月1日起禁止销售 面向销售者的监管提示方面，为严格落实《电动自行车安全技术规范》（GB17761—2024，以下简称"新国标"）及国家认监委2025年第 25号公告要求，规范市场经营秩序，保障产品质量安全，现提示如下： （一）严格遵守销售时限要求：2025年12月1日起，禁止销售不符合新国标、未取得新国标CCC认证的电动自行车；2025年8月31日及之 前出厂/进口的旧标合规产品，销售截止日期为2025年11月30日，逾期不得继续销售。 （二）规范进货查验与库存管理：进货时须严格核验产品合格证明、新国标CCC认证证 ...

严格遵守销售时限要求：2025年12月1日起，禁止销售不符合新国标、未取得新国标CCC认证的电动自 行车；2025年8月31日及之前出厂/进口的旧标合规产品，销售截止日期为2025年11月30日，逾期不得继 续销售。 规范进货查验与库存管理：进货时须严格核验产品合格证明、新国标CCC认证证书及编号等一致性文 件，确保所售产品符合标准要求；过渡期内（截至2025年11月30日）有序消化旧标车库存，合理调整进 货结构，避免积压造成损失。 落实质量安全追溯责任：全面推行"扫码核验"，依托"E码通"等平台建立完整的进货、销货电子台账， 确保产品来源可查、去向可追；主动配合市场监管部门的监督检查和溯源调查工作。 相关附件 近日，国家认证认可监督管理委员会发布2025年第25号公告，要求各电动自行车指定认证机构对依据旧 版标准出具的有效CCC认证证书，于2025年12月1日全部予以注销；对依据旧版标准出具、处于暂停状 态且不能恢复有效的CCC认证证书，于2025年12月1日全部予以撤销。为规范广东省电动自行车销售， 切实保护消费者权益，广东省市场监管局发布对销售单位及消费者的提示。 在面向销售者方面，为严格落实《电动自行 ...

Core Viewpoint - The implementation of the new national standard for electric bicycles, regarded as the strictest to date, aims to enhance safety and quality in the industry, addressing significant safety concerns related to fire hazards and unauthorized modifications [1][18]. Industry Overview - The social ownership of electric bicycles in China has reached 380 million, with an average of one bicycle for every four people [1]. - The new standard, effective from September 1, 2025, has already begun to influence consumer behavior, with safety performance becoming the primary consideration for buyers [3][5]. Product Changes - The new standard imposes strict controls on the use of plastic materials, limiting it to 5.5% of the total vehicle weight, and mandates the use of fire-resistant materials for critical components [5][17]. - Enhanced fire safety measures are a key feature of the new standard, as 80% of electric bicycle fire-related deaths are attributed to toxic smoke [7][15]. Market Dynamics - The market is witnessing a shift as consumers increasingly prefer new standard-compliant models over older versions, driven by heightened safety awareness [9][22]. - The introduction of smart anti-theft and positioning features in new standard bicycles, such as built-in Beidou positioning systems, is attracting consumer interest [9][18]. Regulatory Environment - The new standard includes provisions for preventing unauthorized modifications, with a focus on technical safeguards that render modified bicycles inoperable [15][17]. - The industry is expected to undergo a "shakeout," with weaker companies likely to be eliminated, while those with robust production capabilities will thrive [18][20]. Transition Period - A transitional period has been established, allowing old standard bicycles to be sold until November 30, 2025, to facilitate market adaptation [20][22]. - Manufacturers are actively preparing for the transition, ensuring that they can meet the demand for new standard bicycles post-implementation [22]. Consumer Assurance - Companies are addressing consumer concerns regarding the maintenance and parts supply for older models, committing to provide service for at least five years [22].

Core Viewpoint - The implementation of the new national standard for electric bicycles, regarded as the strictest to date, aims to enhance safety and quality in the industry, addressing rising concerns over accidents and fire hazards associated with electric bicycles [1][55]. Group 1: Industry Changes - The new standard mandates significant changes in materials and fire resistance, limiting plastic use to 5.5% of the total vehicle weight and requiring key components to be made from high flame-retardant materials [8][10]. - As of November 4, 2023, 99 companies have received mandatory product certification for 468 models compliant with the new standard, indicating a shift in production capabilities [46]. - The new regulations are expected to lead to a market "shakeout," where weaker companies may be eliminated, while those with R&D and production capabilities will thrive [42][55]. Group 2: Consumer Behavior - Consumers are increasingly prioritizing safety features when purchasing electric bicycles, with the new standard's enhanced fire safety and anti-theft measures becoming key selling points [3][16]. - The new standard includes advanced anti-theft technology, such as built-in Beidou positioning systems and mobile app monitoring, which were largely absent in older models [16][18]. Group 3: Regulatory and Compliance Aspects - The new standard introduces a tamper-proof design to prevent modifications that could increase speed beyond legal limits, addressing a significant safety concern [33][35]. - Enforcement measures are being strengthened, with authorities prepared to penalize businesses that engage in illegal modifications and users of modified bicycles [28][30][32]. Group 4: Transition Period and Market Adaptation - A transition period has been established, allowing old standard bicycles to be sold until November 30, 2025, to facilitate market adaptation [49][51]. - Companies are actively preparing for the transition, ensuring that they can meet the demand for new standard bicycles while continuing to support existing customers with old models [54][53].

Core Insights - The prices of old national standard electric bicycles have increased by approximately 100 to 300 yuan, with inventory levels dwindling as the new national standard approaches implementation [1][2][4] - The new national standard, effective from December 1, 2025, prohibits the sale of electric bicycles that do not comply, leading to a rush among consumers to purchase old standard models before they are phased out [1][4] - There is a noticeable scarcity of new national standard models in the market, as manufacturers have halted production of old standard models and are controlling the release of new models to avoid impacting sales of existing inventory [4][5] Price Trends - Old national standard electric bicycles have seen price increases of 100 to 200 yuan, with some models no longer offering cash discounts [2][3] - As of October, inventory of old national standard models is rapidly depleting, with some stores reporting only a few units left [1][2] Market Dynamics - Dealers are focused on clearing old national standard inventory before the November 30 deadline, as they anticipate a seasonal slowdown in sales [3][5] - The transition to the new national standard presents both challenges and opportunities for manufacturers, requiring adjustments in production lines and compliance with new safety standards [6][7] Consumer Behavior - Many consumers are actively seeking old national standard models due to their higher speed capabilities, while others are willing to wait for the new national standard models for enhanced safety features [5][7] - The new national standard emphasizes safety, limiting maximum speeds to 25 km/h, which may deter some speed-oriented buyers [5][7] Industry Response - Companies are adapting to the new national standard by redesigning products and upgrading production processes to meet the new technical requirements [6][7] - Several brands, including Ninebot, Green Source, and Tailin, have already introduced models that comply with the new national standard, with more expected to launch starting December [7]

Core Insights - The electric bicycle market is experiencing a price increase for old national standard models as the deadline for compliance with the new national standard approaches, leading to a rush in consumer purchases [1][3][4] Price Trends - Prices for old national standard electric bicycles have risen by approximately 100 to 300 yuan since September 1, with some models no longer offering cash discounts [5][10] - Specific models, such as the 莱茵60V23A, have seen a price increase of around 200 yuan compared to the first half of the year [1] Inventory and Production - Inventory levels for old national standard models are critically low, with some stores reporting that they must clear their remaining stock by November 30, after which these models cannot be registered [4][5] - Manufacturers have ceased production of old national standard models, making existing stock a scarce resource [5][10] Market Dynamics - The transition to the new national standard, effective December 1, 2025, has created a unique market situation where old national standard models are in high demand, while new national standard models are not yet widely available [3][9] - Some dealers are hesitant to introduce new national standard models in bulk due to concerns about potential inventory accumulation of old models [9][10] Regulatory Changes - The new national standard imposes stricter safety and performance requirements, including a maximum speed limit of 25 km/h and limitations on the use of certain materials [10][12] - Compliance with the new standard requires significant adjustments in production lines and product designs, presenting both challenges and opportunities for manufacturers [10][12] Competitive Landscape - The focus of competition in the electric bicycle industry is shifting from price wars to a value-based competition centered on technology, safety, and intelligence [10][12] - Some companies are exploring sales opportunities in the electric motorcycle market, which is not subject to the same speed restrictions as electric bicycles [12]

Core Insights - The electric bicycle market is experiencing a price increase for old national standard models as the deadline for compliance with the new national standard approaches, leading to a scarcity of inventory [1][2][3] - The new national standard (GB 17761-2024) will prohibit the sale of non-compliant electric bicycles starting December 1, 2025, prompting consumers to rush to purchase old models before they are phased out [1][2][3] - There is a noticeable absence of new national standard models in the market, with many dealers still holding onto old models due to production halts for the latter [3][4][5] Price Trends - Prices for old national standard electric bicycles have increased by approximately 100 to 300 yuan since September 1, 2023, with some models no longer offering cash discounts [2][3] - Dealers report that inventory of old national standard models is rapidly depleting, with some stores indicating they must clear their stock by November 30, 2023, as production of these models has ceased [2][3] Market Dynamics - The transition period between the old and new national standards has created a competitive environment where dealers and consumers are adjusting their strategies [3][4] - Some consumers are specifically seeking old national standard models due to their higher speed capabilities, while others are willing to wait for the new models for enhanced safety features [4][5] Industry Challenges and Opportunities - The new national standard presents both challenges and opportunities for electric bicycle manufacturers, requiring them to adapt their production lines and product designs to meet stricter safety and performance criteria [5][6] - Companies like Niu Electric are focusing on technological advancements and safety improvements in their new models, indicating a shift in competitive focus from price to technology and safety [6]