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]. Group 1: Industry Overview - China has a social ownership of 380 million electric bicycles, with an average of one bicycle for every four people [1]. - The new standard, effective from September 1, 2025, has led to visible changes in both consumer behavior and product offerings in the market [1][20]. - The new standard emphasizes improved fire safety and accident accountability, with a focus on preventing unauthorized modifications that can lead to increased speeds and safety risks [7][15]. Group 2: Product Changes - The new standard restricts the use of plastic materials to no more than 5.5% of the total vehicle weight and mandates the use of high flame-retardant materials for critical components [5][17]. - New electric bicycles are equipped with advanced fire safety features, including high-temperature resistant identification codes, which facilitate post-accident investigations [7][15]. - Enhanced anti-theft features include built-in Beidou positioning systems and mobile app monitoring capabilities, which were largely absent in older models [9][18]. Group 3: Market Dynamics - The transition to the new standard is expected to lead to a market reshuffle, with weaker companies likely to be eliminated, while those with robust production capabilities will thrive [18][22]. - As of November 4, 2023, 99 companies have received mandatory product certification for 468 models compliant with the new standard, indicating a proactive industry response [18][22]. - The market is currently in a transitional phase, with a production grace period of eight months and a sales grace period of three months for old standard models [20][22]. Group 4: Consumer Behavior - Consumer safety concerns have shifted purchasing preferences towards new standard models, with safety performance becoming the primary consideration [3][9]. - Companies are addressing consumer worries about the maintenance and parts supply for older models, committing to at least five years of service for old standard vehicles [22].