Group 1 - The core viewpoint of the articles highlights the significant impact of the "trade-in for new" policy on consumer spending and economic growth, projecting a sales volume exceeding 2.6 trillion yuan by 2025, benefiting over 360 million people [1][2] Group 2 - In the automotive sector, over 11.5 million vehicles are expected to be traded in, with nearly 60% being new energy vehicles, contributing to a retail market share of over 50% for new energy passenger cars for nine consecutive months [1] - The home appliance sector anticipates over 129 million units to be traded in, with over 90% of new products being first-class energy efficiency [1] - The retail sales of consumer goods increased by 4.0% year-on-year in the first eleven months of the previous year, with the trade-in policy contributing over 1 percentage point to this growth [1] Group 3 - The policy is expected to promote a green economic transformation, with a projected 24.5% increase in scrapped vehicle recovery by 2025, leading to the recycling of approximately 9.6 million tons of steel and 1.3 million tons of non-ferrous metals, while reducing carbon emissions by about 24.5 million tons [1] - Since the full implementation of the policy in September 2024, over 480 million direct subsidies have been issued to consumers, facilitating the entry of numerous green, low-carbon, and smart products into daily life [2] Group 4 - The trade-in policy has stimulated offline retail, with consumers increasingly opting for in-store experiences, leading to a 30% increase in consumer spending in areas with concentrated home appliance trade-in stores [2]

来源：中指物业研究 近日，融创服务集团（01516.HK）与爱玛科技集团正式达成战略合作，成功中标其天津总部园区一体 化物业服务项目。此次合作覆盖爱玛A、B、C三大核心制造厂区及集成办公、研发、培训等多元功能 的总部大楼，总体量超87万㎡，标志着融创服务在智能制造产业赛道实现里程碑式突破。 爱玛科技集团股份有限公司于1999年成立，于2021年上交所主板上市。主要业务为电动自行车、电动轻 便摩托车、电动摩托车的研发、生产与销售。自2008年入驻静海以来，目前已成长为以静海为总部，拥 有50余子公司的集团企业。形成天津静海、河南商丘、山东沂南、江苏无锡、江苏徐州、浙江台州、浙 江丽水、广西贵港、重庆铜梁、甘肃兰州十大制造基地。爱玛科技在全球终端门店数量超过3万个。爱 玛科技始终坚持以科技与设计驱动，为全球用户提供绿色、智能的出行解决方案。其天津总部园区不仅 是集团的核心研发与制造基地，更是作为华北地区的核心仓储和物流枢纽。 融创服务是具备国家一级资质的物业服务企业，作为中国物业管理协会常务理事单位及天津市物业管理 协会副会长单位，在行业中屡获殊荣，位居中国物业服务百强企业前列，并荣获中国物业服务满意度百 强、品 ...

中国质量新闻网讯 近日，天津市河东区市场监督管理局网站发布2025年产品质量监督抽查结果。 附原文： 24 流通领域 车用乙醇汽油(E10) 壳牌华北石油集团有限公司靖江路加油站 95号 25 流通领域 聚氯乙烯绝缘聚氯乙烯护套软电缆 天津市河东区盛世宏达电缆经营部 RVV 300/500V 2×2.5 27 流通领域 静态塑胶玩具/超轻粘土 天津华润万家生活超市有限公司泰兴路分公司 HW-1225 28 流通领域 解压捏捏乐 天津华润万家生活超市有限公司泰兴路分公司 SA1285 29 流通领域 金装净味120 2和1内墙乳胶漆 天津市名家木林装饰材料经营部 5升/桶 白色面漆 30 流通领域 白乳胶 天津市名家木林装饰材料经营部 3kg/桶 31 流通领域 中性笔 天津华润万家生活超市有限公司泰兴路分公司 0.5mm 32 流通领域 橡皮擦 天津市河东区诺优百货有限公司 No.7537 33 流通领域 小米充电宝10000mAh 22.5W 森峘（天津）商贸有限公司 P8100DZM 34 流通领域 电动自行车 天津市河东区宏达电动自行车经营部 TDT1348-2Z 35 流通领域 电动自行车用锂离子蓄电 ...

Summary of Conference Call Notes Industry Overview - The motorcycle industry is experiencing a shift with policy support and market optimization, indicating a potential turning point in high prosperity for the sector in 2025 [1][2][5] - The electric two-wheeler market is driven by trade-in policies, but the effectiveness of these policies is diminishing, leading to a subdued sales performance post-implementation of new national standards [1][12] Key Insights on Motorcycle Market - In 2025, the domestic sales growth of large-displacement motorcycles is expected to stabilize, with a projected year-on-year growth of single digits from January to October, maintaining levels similar to the previous year [2][5] - The top companies in the large-displacement motorcycle segment, such as Chuanfeng Power, Longxin General, and Qianjiang Motorcycle, hold a market share of approximately 20%-30% and are likely to benefit from the expansion of the leisure consumer base [3][5] Export Performance - China’s motorcycle exports are robust, with 110cc and above motorcycle exports increasing by 24% year-on-year, and 250cc and above models seeing a 60% increase [6][9] - The overseas market, particularly in North America, South America, and Europe, presents significant growth potential, with the total global motorcycle sales exceeding 50 million units annually [6][9] Competitive Landscape - Chinese brands are narrowing the performance gap with Japanese brands through improved product features and supply chain advantages, achieving a market share of over 5% in Europe [7][8] - The Turkish market is experiencing short-term challenges due to currency fluctuations, impacting sales for companies heavily reliant on exports, but long-term growth prospects remain positive [9][10] Electric Two-Wheeler Market Insights - The electric two-wheeler market is expected to grow by approximately 10% in 2025, driven by trade-in policies, although the impact of these policies is expected to wane in 2026 [12][14] - Major players like Yadi and Aima are positioned to capture market share due to the challenges faced by smaller companies, especially in light of new national standards [12][13] Recommendations - The motorcycle sector is recommended for investment, particularly in companies like Chuanfeng Power and Longxin General, which are expected to outperform the industry average growth in 2026 [4][11][18] - For the electric two-wheeler segment, companies such as Yadi, Aima, and 9号 are highlighted as potential beneficiaries of market share opportunities in 2026, provided they can adapt to new market conditions [18] Additional Considerations - The electric golf cart market is primarily concentrated in North America, with significant growth expected, particularly in the outdoor segment where Chinese brands hold a substantial market share [15][16] - Chinese electric golf cart manufacturers are responding to anti-dumping measures by relocating production to Southeast Asia, which is expected to enhance their competitive position in the North American market [17]

同时，新标准的指标与能否搭载儿童并无直接关联。"目前，我国绝大部分省份均通过地方立法的形式 明确了电动自行车不允许搭载成年人，但部分地区允许搭载一名儿童。为防止电动自行车非法搭载成年 人，2018年修订发布的《电动自行车安全技术规范》（GB 17761—2018）规定车辆鞍座长度不应大于 350 mm，本次实施的新标准并未修改该指标，仍与2018版保持一致。"何鹏林说，"新标准也充分考虑 了搭载儿童的使用场景，有此种需求的消费者可通过在后衣架等位置安装儿童安全座椅的方式解决。" 此外，何鹏林表示，新标准规定"鼓励电动自行车安装后视镜"，同时明确在测量整车高度和宽度时无需 将后视镜及连接杆的尺寸计算在内，为企业设计和安装后视镜留足了空间。 （文章来源：新华财经） 针对新标准实施导致电动自行车门店大面积关闭的传闻，中国电子技术标准化研究院安全技术研究中心 副主任何鹏林表示，传闻不属实。"新标准于9月1日正式实施，9月1日以来，全国电动自行车生产企业 均已不再生产旧标准车辆，正全力开展新标准车辆设计生产。截至目前，全国已有30多个主流品牌企业 的400余款车型通过了3C认证，产能逐步提升，全国绝大部分电动自行车销售 ...

该负责人说，个别企业在执行新标准过程中，理解还不够全面、准确，尤其是在产品设计过程中没 有充分考虑消费者的实际需求，使用体验也不够人性化，导致生产投放的车辆引发诟病，这一情况不是 行业的普遍现象。对此，消费品工业司已指导相关企业抓紧优化产品设计方案，加快生产令消费者满意 的电动自行车产品。同时，要求中国自行车协会进一步加强行业自律，加大新标准宣贯力度，组织会员 企业全面、准确执行新标准。 下一步，消费品工业司将持续密切关注广大消费者对电动自行车产品的意见建议，推动电动自行车 生产企业不断优化产品研发设计，加大新标准车型的市场供应，更好满足消费者出行需求。 新华社北京12月4日电（记者 周圆）工业和信息化部消费品工业司有关负责人4日表示，新版强制 性国家标准《电动自行车安全技术规范》实施过渡期已正式结束，正指导行业企业准确执行新标准要 求，不断优化设计方案，加快生产令消费者满意的电动自行车新产品。 该负责人表示，新标准修订的目的是全链条减少和消除电动自行车产生火灾、交通事故等安全隐 患，并同步提升功能实用性、产品多样性、驾乘舒适性和使用便捷性。目前，全国已有100余家企业的 600余款车型通过了CCC认证，正在 ...

据"工信微报"，新版电动自行车强制性国家标准《电动自行车安全技术规范》（GB17761—2024）实施 过渡期已于2025年11月30日正式结束。消费品工业司有关负责同志表示，个别企业在执行新标准过程 中，理解还不够全面、准确，尤其是在产品设计过程中没有充分考虑消费者的实际需求，使用体验也不 够人性化，导致生产投放的车辆引发诟病，这一情况不是行业的普遍现象。下一步，消费品工业司将持 续密切关注广大消费者对电动自行车产品的意见建议，推动电动自行车生产企业不断优化产品研发设 计，加大新标准车型的市场供应，更好满足消费者出行需求。 ...

1 2 月 1 日 ， 新 修 订 的 强 制 性 国 家 标 准 《 电 动 自 行 车 安 全 技 术 规 范 》 （ GB 17761— 2 024）实施过渡期正式结束，符合新标准的电动自行车陆续投放市场。针对网络上关 于新标准的误解和传言，中国电子技术标准化研究院安全技术研究中心副主任何鹏林 作出了回应和解读。 谣言一："新标准关于2 5km/h'超速断电'的要求，会导致高速行驶时出现急刹车、影响 交通安全。" 何鹏林： 本次实施的新标准维持了2018版标准中有关电动自行车最高设计车速不得超 过25km/ h的规定，增加了车速超过25km/ h时电动机应停止提供动力输出的要求。 这不会导致车辆正常行驶时突然刹车， 因为受电动机的功率、转速等参数限制，电动 自行车在平直的道路上依靠自身动力行驶时速度不会超过2 5 km/ h；即使在连续下坡等 特殊场景下车速能够短时超过25km/ h， 此时电动机只是不再继续为车辆提供助力，但 不会紧急制动，车辆将继续向前滑行，骑行人可通过操作刹车等方式控制车速； 当车 速下降到低于2 5 km/ h后，电动机会再次恢复动力输出。 这一条款是在前期大量实验数据的基础上科 ...

Core Insights - The Aima Smart Mobility Industrial Park in China-ASEAN is a significant production base for electric bicycles, showcasing advanced manufacturing capabilities and high efficiency in production processes [1][3] Group 1: Production Efficiency - The assembly line at the Aima Smart Mobility Industrial Park produces one electric bicycle every 36 seconds, demonstrating high operational efficiency [1] - The implementation of a Manufacturing Execution System (MES) enhances production management and real-time monitoring, bridging the gap between planning and execution [2] - The use of advanced machinery, such as CNC bending machines and laser cutting machines, has reduced the need for manual labor, allowing one worker to perform tasks that previously required three [2] Group 2: Digitalization and Automation - The industrial park covers approximately 400 acres and integrates R&D, production, sales, and service, with over 90% of its equipment being digitalized [3] - Key production processes have achieved automation, with significant reductions in unit product costs by an average of 23.45% and increases in labor productivity by 54.98% from 2022 to 2024 [3] - The park has set ambitious production targets, having produced 1.07 million electric bicycles from January to October this year, with a goal of reaching 1.2 million by year-end [3]

Group 1: Food Safety Regulations - The new revised Food Safety Law will take effect on December 1, requiring transport operators to prominently display food-specific labels on containers and to clean them regularly, prohibiting the transport of non-food items [2] - A new regulation for chain restaurants will also be implemented on December 1, mandating that the headquarters of chain enterprises take responsibility for food safety management across all branches, ensuring compliance with food safety standards [3] Group 2: Electric Bicycle Standards - Starting December 1, all electric bicycles sold must comply with the new mandatory national standard, GB17761-2024, leading to the complete cessation of sales for those meeting the "old national standard" [4] Group 3: Medical Mask Standards - A revised mandatory national standard for medical protective masks will be implemented on December 1, stipulating that disposable masks should not have breathing valves and must include clear labeling regarding usage and expiration [5] Group 4: Resource Tax Policy - A new announcement from the Ministry of Finance and the State Taxation Administration regarding resource tax policies will take effect on December 1, clarifying that certain mined products used for construction projects will not be subject to resource tax [6] Group 5: Credit Repair Management - The Market Supervision Administration's Credit Repair Management Measures will come into effect on December 25, expanding the scope for credit repair and optimizing the process to enhance efficiency for businesses seeking to restore their credit status [7]