（文章来源：第一财经） 近期，电动车新国标引发持续讨论。新版国标强化防火阻燃、遏制超速改装等硬性要求，旨在保障公共 安全、对行业顽疾精准治理。但个别车型直接"减配"，通过砍掉后座、车筐等高频实用配置来实现"合 规"，违背群众日常使用习惯。由于对新国标理解不准确，"超速启动紧急制动"、"新规要求取消后 座"、"禁装后视镜"等谣言也乘虚而入。对此，有关方面及时辟谣，相关企业也承诺加快产品布局与迭 代。具体来看，民众质疑集中于几点。一是限速争议，用户普遍反映25公里限速令通勤效率下降。二是 动力不足。其次，储物空间等实用功能缩水。新国标的出台，本质是出于个人安全、公共秩序和城市治 理的价值抉择。民众对于"安全不降速，效率有保障"的呼声应该被听到。如何平衡安全与用户实际需求 是摆在政策制定者和产业链公司面前最直接的问题。业内需要围绕真实出行场景，设计科学合理的技术 标准，满足群众多元使用需求。同时鼓励企业通过技术创新、供应链优化降低新增成本，丰富高性价比 车型选择。 ...

新华财经南京12月4日电（记者朱程）12月1日，电动自行车强制性新国标《电动自行车安全技术规范》 （GB 17761-2024）全面实施，老国标电动自行车全面禁售。 记者近日采访发现，目前市场正处于新国标车的导入时期，许多门店持观望情绪，许多整车厂也未开足 马力生产。究其原因，既有部分生产环节供应不足，也有前期需求端透支，还有消费者需要时间适应。 多位业内人士表示，2025年国内电动自行车累计销量大概率超2024年，但受行业进入销售淡季和市 场"观望期"持续影响，2026年市场不确定性较大。多家企业正加快"走出去"寻机。 消费者观望情绪重车企订单下滑 雅迪科技集团有限公司轮值总裁周朝阳说："市场上做铝镁合金的主要集中在整车、家具等行业，如今 要让这部分企业转型做电动自行车，不仅意味着要重新开模、生产，更意味着要重构供应链，这需要时 间。" 近日，多条反映新国标车难买的视频在各大短视频平台传播。网民"离子公路"所拍摄的视频显示，其走 访的六家主流电动车门店里，只有三家有新国标车销售，且这三家所销售的车型都非常单一，现车数量 很少。 记者在南京随机走访多家电动车门店发现情况相同。有些近百平方米的门店里，只稀稀拉拉 ...

随着三个月销售过渡期的结束，旧国标电动车已于12月1日全面禁售。记者近两天走访看到，目前各品牌门店在售的新国标车款式不多，来咨询的消费者也 处于观望状态。 相比于旧国标车，新国标车的外观和材质变化较大，车辆的防火安全性更好，但价格也有所增高。在速度方面，新国标车对限速的要求更加严格。因为新国 标的防篡改相关规定，现在的新车都无法"解限速"了。 爱玛电动车店，店里只有一辆在售的样车 在吕营大街的新日电动车店，门店的一角还摆放着不少老国标电动车，上边贴着"待返厂车辆"的贴纸。对此店员表示，这些车只是在这里暂放，门店已经不 对外售卖了。"正在售卖的车都有电动车产品许可证，上面会写清电动车符合新国标要求。" 新日电动车店，摆着不少待返厂的老国标车 在北京自行车电动车行业协会的官方公众号"自行车与电动车"，可以查到目前有哪些车型进入了可售卖的产品目录。记者查询发现，各家品牌其实都有多款 车进了目录，但店内并未见到。对此各门店都表示，新车到店还需要时间，但有的是"明后天就能到"，有的是"12月中旬"，还有的说无法确定。 门店现状 新车数量少 店铺里空荡荡 "您早来几天，那时候车还多，现在就这一辆。"下午时分，十里河地铁站 ...

齐鲁晚报.齐鲁壹点胡晓雪 记者了解到，电动车行业传统旺季集中在寒暑假开学季，当前正处于销售淡季，叠加新国标切换初期的市场适应期，整体表现暂不稳定。张明正表 示："目前还无法判定消费者对新国标的接受程度，后续将通过数月供销数据持续观察市场反馈。" 为规范市场经营秩序，保障消费者生命财产安全，11月30日，潍坊市市场监督管理局发布《关于公开征集电动自行车及相关产品质量违法违规线索的通 告》，面向社会公开征集四类违法违规线索：一是生产、销售无3C认证或使用旧版3C认证、不符合强制性国家标准的电动自行车及其蓄电池、充电器等 配件的行为；二是非法改装电动自行车，擅自改装原厂电气配件、拆改限速装置等行为；三是销售无合格证、无厂名厂址等来源不明的假冒伪劣电动自行 车及其配件的行为；四是其他违反国家法律法规的相关违法违规行为。 线索征集时间自通告发布之日起至2025年12月31日，社会各界可通过多种渠道举报：拨打潍坊市市场监督管理局办公电话0536-8216715，或12345政务服 务热线、登录全国12315互联网平台，也可联系属地县(市、区)市场监管局。通告明确，将对举报人信息严格保密，鼓励实名举报并提供详细事实、证据 ...

Group 1: New National Standard Impact - The new national standard for electric bicycles, effective from September 1, 2024, imposes strict limits on speed, weight, battery capacity, and overall dimensions, aiming to ensure safety and reduce the "motorization" of bicycles [1][4][7] - The standard represents a significant shift for the industry, with brands that previously relied on "over-standard" vehicles facing major adjustments, leading to a potential reshuffle in market competition [3][4] - Many consumers are purchasing older models before the new regulations take full effect, indicating a rush to acquire vehicles that may soon be phased out [4][7] Group 2: Company Performance and Challenges - Ninebot's revenue for the first half of 2025 reached 11.742 billion yuan, a 76.14% increase year-on-year, with net profit rising by 108.45% to 1.242 billion yuan, driven by strong sales of electric two-wheelers [9][11] - Despite strong performance, Ninebot faces challenges such as limited distribution channels, particularly in lower-tier cities, which hampers its market penetration compared to leading brands like Yadea [9][10] - The company has received over 4,000 complaints related to after-sales service and product quality, highlighting ongoing issues that could affect customer satisfaction and brand reputation [12][13] Group 3: Market Position and Strategic Concerns - Ninebot has established itself as a leader in the high-end electric bicycle market, but the new regulations may diminish its competitive edge by enforcing stricter compliance and reducing the appeal of high-performance models [9][10][13] - The company has seen a significant reduction in shareholding by its core management, raising concerns about the sustainability of its business model and market trust, especially given its reliance on the electric two-wheeler segment [16][17] - The introduction of the new standard may lead to increased production costs, with uncertainty about whether these costs will be passed on to consumers or absorbed by dealers [1][16]

Core Insights - The article highlights the growth and operational efficiency of Ninebot Company, particularly in the electric two-wheeler segment, which is the primary revenue source for the company [2][4]. Production Capacity and Efficiency - Ninebot's electric two-wheeler factory has increased its annual production capacity from 2.5 million units last year to 5 million units this year, with an average production rate of 140 units per hour [2][3]. - The company has implemented an intelligent production management system that allows for real-time monitoring and traceability of key components, reducing assembly time to 30 seconds per vehicle [3]. Sales Performance - In 2024, Ninebot's electric two-wheeler sales reached approximately 2.6 million units, generating revenue of 7.211 billion yuan, accounting for 50.8% of total revenue [2][4]. - The first quarter of 2025 saw electric two-wheeler sales of 1.0038 million units, achieving revenue of 2.862 billion yuan, a year-on-year increase of 141% [4]. Global Strategy and Market Presence - Ninebot's overseas revenue contribution exceeded 40%, with 5.722 billion yuan generated from international markets in 2024 [6]. - The company has established a strong presence in Europe, the Americas, and Asia-Pacific, utilizing local partnerships and e-commerce platforms to enhance brand visibility and sales [6][7]. Regulatory Environment - The new national standard for electric bicycles will be implemented on September 1, 2024, requiring adjustments in product design and supply chain management, but with minimal impact on production lines [5].