来源：凤凰网财经 12月4日下午1点，在上海多家外卖平台做众包的骑手大黑（化名）匆匆吃过午饭，打开短视频平台开始 直播，他憋了一肚子话想说。 直播间很快涌进百来号人，多数是像他一样的骑手，相互分享跑单日常。但这天，话题很快转向在销售 端正式落地的电动车新国标政策。他提到，最近上海街头对电动车的检查严格了许多，重点查看电池电 压是否超过48伏，有没有超速风险。 12月1日，《电动自行车安全技术规范》（GB 17761-2024）（即"新国标"）过渡期正式结束，旧国标电 动车全面禁售，整个二轮电动车市场迎来一场不小的震动。大黑观察到，最近上海不少电动车行关了 门，市面上很少能看到新款车型在售。 他在网上见过新国标电动车的图片——金属车身，车型纤细，空间窄小，泡发材料的座椅能够随手卸 掉，没有后座，也没有后视镜……"这车根本没法送外卖。"他在直播间忍不住吐槽。这时，一条弹幕飘 过："大不了以后全都骑自行车送外卖。" "按照新国标，车速不能超过25公里/小时，年轻人使劲骑自行车也能达到这个速度。"大黑无奈地开玩 笑："真要是那样，送外卖的门槛就提高了——没点体力真干不了，普通人一天骑十个小时自行车，根 本扛不住。" ...

Core Viewpoint - The implementation of the new national standard for electric bicycles has significantly impacted the delivery industry, particularly for food delivery riders, leading to operational challenges and reduced income potential [1][6][10]. Group 1: New National Standard Impact - The new national standard (GB 17761-2024) has officially ended the transition period, banning the sale of old standard electric bicycles, causing many shops to close and limiting the availability of new models [1][14]. - The new electric bicycles are designed with strict limitations, including a maximum speed of 25 km/h, which is deemed insufficient for timely deliveries, leading to increased delivery times and potential income loss for riders [1][6][7]. - Many riders express that the new models are impractical for delivery purposes, lacking necessary features such as adequate storage space for delivery boxes and rearview mirrors, which are essential for safety [8][9]. Group 2: Delivery Challenges - The delivery platforms have reduced the time allocated for deliveries, making it increasingly difficult for riders to meet the new speed regulations while ensuring timely service [12][13]. - Riders report that the new regulations have led to a significant decrease in their earnings, with some stating that they can only make around 3,000 yuan per month under the new conditions, which is insufficient to cover living expenses [10][18]. - The introduction of a "speed cut-off" mechanism in the new electric bicycles further complicates the situation, as it prevents riders from exceeding the speed limit, resulting in more missed delivery deadlines and financial penalties [6][10]. Group 3: Market Dynamics - The demand for old standard electric bicycles has surged due to the new regulations, leading to increased prices for second-hand models as new riders struggle to find compliant vehicles [14][16]. - The market for electric motorcycles is also affected, as many cities impose restrictions on their use, complicating the options available for delivery riders [16][17]. - The overall sentiment within the delivery industry indicates a decline in job attractiveness, with many riders transitioning to part-time work due to the unsustainable nature of full-time delivery under the new regulations [18][19].