Core Points - The new "Electric Bicycle Safety Technical Specifications" will be implemented starting September, raising requirements for fire resistance, battery safety, and braking performance [1] - Jiangsu province leads the nation with 5 out of 13 companies listed in the third batch of compliant enterprises, including brands like Xiaodao, Jinjian, Xiaoniu, Jiuhua, and Xindazhou (Honda) [1] - The compliance review process is crucial for industry management, with the latest selection marking an important milestone in the standardization of the electric bicycle industry [1] Industry Developments - The selection process for compliant companies involves strict criteria including application, provincial preliminary review, document examination, and on-site verification [1] - Being included in the "white list" signifies national recognition and provides a competitive market advantage for the selected brands [1] - Since the first batch was announced in August 2024, the market complaint rate for compliant products has decreased by 42%, and the incidence of safety accidents has dropped by 65% [1] Future Projections - The release of the third batch of compliant companies is expected to foster a healthy competitive environment, curbing low-quality and low-price competition [1] - The Ministry of Industry and Information Technology predicts that by 2026, compliant enterprises will account for over 80% of the total production in the electric bicycle industry [1]

Core Points - The new version of the "Electric Bicycle Safety Technical Specifications" has been implemented since September, raising requirements for fire resistance, battery safety, and braking performance [1] - Jiangsu province has five out of thirteen companies listed in the third batch of enterprises compliant with the "Electric Bicycle Industry Standard Conditions," leading the nation in compliance [1] - The selection process for compliant companies involves strict screening, including application, provincial review, document examination, and on-site inspection [1] Industry Overview - The announcement of the third batch of compliant companies marks a significant milestone in the standardization process of the electric bicycle industry, following the first and second batches released in August and December 2024, respectively [1] - Companies on the "white list" must meet standards for intelligent manufacturing and green production, while phasing out low-end assembly capacities [1] - Being on the "white list" not only signifies national recognition but also provides a competitive market advantage for the listed brands [1] Market Impact - Since the first batch of compliant companies was announced in August 2024, the market complaint rate for products from these companies has decreased by 42%, and the incidence of safety accidents has dropped by 65% [1] - The release of the third batch of compliant companies is expected to foster a healthy competitive environment, curbing low-quality and low-price competition, and promoting more standardized industry development [1] - The Ministry of Industry and Information Technology predicts that by 2026, compliant companies will account for over 80% of the total production in the electric bicycle industry [1]

Group 1 - The new national standard for electric bicycles (GB 17761—2024) will be implemented on September 1, 2025, with a transition period allowing the sale of old standard models until November 30, 2025 [1] - Many electric bicycle brands, such as Yadea, Aima, and Ninebot, still have a high proportion of old standard models in their stores, with new standard models expected to arrive around mid-September [1][9] - The new standard is expected to increase the prices of electric bicycles, with predictions indicating that new standard models may cost at least 500 to 700 yuan more than their old counterparts [1][8][7] Group 2 - The new standard emphasizes safety, particularly regarding speed limits and fire resistance, maintaining a maximum speed of 25 km/h while enhancing anti-tampering features [2][3] - New requirements include the installation of anti-tampering speed limit devices and the use of non-flammable materials in critical components, aiming to reduce fire hazards [3][4] - The new standard mandates that the total mass of plastic used in electric bicycles should not exceed 5.5% of the total vehicle mass, encouraging the use of alternative materials [3] Group 3 - The implementation of the new standard is expected to accelerate industry consolidation, creating a gap in industry output of 2.52 to 3.24 million units, which may benefit leading brands [12] - Companies are adapting to the new standard by enhancing their production capabilities and focusing on safety and quality, moving from price competition to value competition [12][4] - Some companies, like Yadea, have already begun producing new standard models, while others, like Ninebot, plan to launch their new models by November [11][12]