有数据显示,济南电动自行车保有量较大,截至目前全市注册登记数量480余万辆,庞大的基数意味着置换 需求旺盛,而新规设置的3个月销售过渡期(至11月30日)更催生了购买诉求。 《电动自行车安全技术规范》(GB17761-2024)实施已过去半月有余,记者走访济南多家电动自行车销售 门店发现,"旧国标"车普遍涨价,而"新国标"车因生产滞后普遍处于"期货"状态。 新车供应短缺 记者魏银科孙佳琪 济南报道 要持续到10月下旬 "上周我看到某知名电驴公众号说多个电动车品牌的旧版车打'价格战',有的车型国补叠加厂补优惠高达 1500元。我就来店里询问,结果这个牌子的活动早就结束了,还涨了200元,商家说再不买还得涨。"在济南 市历下区解放桥附近的一家电动自行车专卖店,上班族孙女士告诉记者,商家建议她赶紧抢券购买,但她根 本抢不上。 孙女士的遭遇并非个例。记者问了多个品牌的商家了解到,自9月1日新规实施后,济南市场上的"旧国 标"车价格普遍上涨,"物以稀为贵,可能还得涨"。 "'新国标'车还没生产出来,旧车卖一辆少一辆,而且能解限速,顾客大都愿意选速度快的。"某品牌经销商 透露,目前门店库存只有几十辆了,整个济南也就100 ...

Core Viewpoint - The new national standard for electric bicycles (GB 17761—2024) marks a significant shift towards compliance in the industry, aiming to enhance public safety by raising entry barriers for manufacturers [2][5]. Group 1: New Regulations and Their Implications - The new regulations will take effect on September 1, 2025, introducing mandatory compliance measures such as a maximum speed limit of 25 km/h, restrictions on plastic components, and mandatory CCC certification for batteries and chargers [2][3]. - The regulations aim to address safety concerns stemming from the 380 million electric bicycles in use, particularly focusing on fire risks associated with older models and batteries [2][3]. - The transition period until November 30, 2025, poses challenges for manufacturers, especially small and medium-sized enterprises, as they must clear old inventory and meet new compliance standards [4]. Group 2: Market Dynamics and Opportunities - The new standards are expected to create a market gap of 2.52 to 3.24 million units, leading to increased market concentration among leading companies [3]. - Historical data shows that after the implementation of previous standards, the market share of the top five companies increased from 49.9% to 58.6%, indicating a trend towards consolidation in the industry [3]. - Companies like Yadea, Green Source, and Ninebot are already adapting to the new standards by launching new production lines and obtaining necessary certifications, positioning themselves to capitalize on the changes [3]. Group 3: Consumer Impact and Challenges - Consumers may face increased costs, with new models expected to rise in price by approximately 500 yuan due to material upgrades and added features [4]. - Existing vehicles will not be forced to be scrapped, but they will not be eligible for registration after November 30, 2025, which could negatively impact the second-hand market [4]. - The removal of mandatory pedals may lead to confusion regarding road rights, as electric bicycles are still classified as non-motor vehicles despite their closer resemblance to light electric motorcycles [4]. Group 4: Need for Supporting Measures - The successful implementation of the new regulations requires complementary measures, including better urban planning for electric bicycle lanes and enhanced traffic management to ensure safety [4]. - Regulatory focus must extend beyond production to include enforcement against illegal modifications and ensure compliance on the road [4].

Core Viewpoint - The new national standard for electric bicycles (GB17761—2024) marks a significant shift towards compliance in the industry, set to take effect on September 1, 2025, addressing safety concerns and enhancing public safety measures [1][2]. Group 1: Changes Introduced by the New Standard - The maximum design speed for electric bicycles is capped at 25 km/h, with automatic power cut-off for exceeding this limit [1]. - Plastic components must not exceed 5.5% of the total vehicle weight, and lithium batteries and chargers are required to have CCC certification [1]. - New features include BeiDou positioning, communication, and dynamic monitoring, while the mandatory pedal requirement is removed, allowing for the addition of rearview mirrors [1]. Group 2: Implications for the Industry - The new regulations are expected to create a market gap of 2.52 million to 3.24 million units, leading to increased market concentration among leading companies [2]. - Historical data shows that after the implementation of the previous standard in 2018, the market share of the top five companies increased from 49.9% to 58.6%, indicating that standard upgrades typically enhance market concentration [2]. - Companies like Yadea, Green Source, and Ninebot have already begun to adapt by launching new production lines and obtaining necessary certifications [2]. Group 3: Challenges Faced by the Industry - The three-month transition period poses significant challenges for production and sales, with many small and medium-sized enterprises struggling to clear old inventory and meet new certification requirements [3]. - New models may see price increases of approximately 500 yuan due to material upgrades and added features, potentially dampening consumer willingness to upgrade [3]. - The removal of the pedal requirement raises concerns about road rights and safety, as electric bicycles may be treated more like light electric motorcycles while still classified as non-motor vehicles [3]. Group 4: Need for Supporting Measures - The successful implementation of the new standard requires additional measures, including proper urban planning for road resources and enhanced traffic management to ensure safe operation of electric bicycles [3]. - Regulatory focus should extend beyond production to include enforcement against illegal modifications and ensuring compliance on the roads [3]. Group 5: Long-term Industry Outlook - The new standard represents a critical step towards the regulated development of the electric bicycle industry, emphasizing safety as a foundational element [4]. - Companies that can meet the new safety standards will be better positioned for future competition in a market with a significant existing base of 350 million electric bicycles [4].