Core Insights - The Ministry of Industry and Information Technology (MIIT) has released the third batch of companies that meet the "Electric Bicycle Industry Normative Conditions," with five companies from Jiangsu province making the list, leading the nation in total entries [2][4] - The "white list" signifies quality assurance for consumers, as listed companies undergo rigorous evaluation processes, ensuring their products meet national standards [2] - The implementation of the new national standard and the "old-for-new" policy is expected to enhance industry concentration and stimulate demand for "white list" companies [2][4] Group 1: Industry Overview - A total of 13 companies are included in the third batch of the "white list," with six brands, including Ninebot, Niu, and JinJian, making their debut on the list [4] - The cumulative total of the three batches of the "white list" now includes 19 brands and 44 factories, with Yadea and Aima leading with six factories each [4] - The new national standard, effective from September 1, 2025, mandates strict speed limit features for new electric bicycles, significantly impacting market dynamics [4] Group 2: Market Impact - Following the announcement of the new national standard, there has been a surge in sales for existing electric bicycle models, indicating a market shift as older models are being purchased rapidly [4] - The "white list" companies are positioned to gain a competitive advantage during this market reshuffle, as new models have yet to be released [4]