经营者在经销电动自行车过程中应注意，严格执行进货检验制度，查验新国标电动自行车的合格证 明、CCC认证证书及标志；需确认CCC认证有效性的，可登录"国家市场监督管理总局全国认证认可信 息公共服务平台"，在"强制性产品认证"模块输入合格证上的CCC证书编号查询；同时核实车辆参数是 否符合新国标要求；保留完整的进货凭证、供应商资质及产品合格证明等文件。 12月1日，按照电动自行车强制性新国标《电动自行车安全技术规范》（GB17761—2024）要求， 所有销售的电动自行车产品必须符合新版强制性国家标准，"旧国标"电动自行车全面禁售。日前，省市 场监管局发布《致全省电动自行车经营者的一封信》，提醒广大电动自行车经营者依法依规经营。 同时，省市场监管局提醒经营者严禁任何形式的非法改装、拼装、加装行为，特别是篡改限速、更 换大功率电池或电机等；如实向消费者介绍车辆性能、配置及标准要求，不得虚假宣传或误导消费。 ...

有商家打出了促销广告。 12月1日,电动自行车新国标政策即将落地。新国标在整车质量、最高限速、电机功率(续航)和防篡改等 方面都作出了具体限制规定。面对库存难清、新国标车也进不到货的两难境地,在南方一些城市,甚至出 现了电动车店连片关门谢客的场景。电动车新国标政策落地进入倒计时,市场反应如何?济南又会受怎样 的影响?齐鲁晚报.齐鲁壹点记者就此进行了探访。 文/片记者孙佳琪济南报道 调查 跑得快续航久 旧国标车价格未降 带着一系列问题,齐鲁晚报.齐鲁壹点记者走访了济南市历下区几家电动车专营店。一进入门店,销售人员 告诉记者,店里目前的旧国标车只剩余5辆了,推荐购买"过渡新国标车"。和新国标车相比,依旧能安装60v 大续航的电池。当问及是否依旧可以解限速时,工作人员没有正面回答记者,而是让记者试驾:"不能解限 速的话,超过20km/h后就会发出滴滴的警报声,解了限速的就不响,时速依然可以达到35km/h以上,你骑骑 试试就知道了。" 记者试骑过后发现,时速超过20km/h后没有发出警报,加速后,速度远超过了25km/h。"这种'过渡新国标 车'在骑乘体验上和旧国标车差不多,在外观上和新国标车一样,现在买还比旧国标 ...

Group 1 - Over 76 million consumers have purchased more than 126 million units of 12 categories of home appliances through trade-in programs this year [1] - More than 81 million consumers have bought over 88 million units of mobile phones and other digital products [1] - A total of 87,000 sales outlets have conducted trade-in programs for electric bicycles, resulting in over 12 million new bike purchases [1] Group 2 - From January to September, retail sales of household appliances and audio-visual equipment in large-scale enterprises increased by 25.3% year-on-year [1] - Retail sales of communication equipment in large-scale enterprises grew by 20.5% year-on-year during the same period [1] Group 3 - The "Old Brand Carnival" initiative has been actively promoted across various regions, with over 220 special events held, generating direct sales of 3.8 billion yuan and boosting online and offline sales to 16.9 billion yuan [1] - Data from platform enterprises indicates that the dining transaction volume of time-honored restaurant brands increased by 23% year-on-year from January to September [1]

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]

Core Insights - The implementation of the new electric bicycle safety technical standards (GB17761-2024) has led to a price increase for old standard bikes while new standard bikes are in short supply due to production delays [1][2] Group 1: Market Dynamics - Prices for old standard electric bicycles have generally risen since the new regulations took effect on September 1, with some models experiencing price increases of up to 200 yuan [2] - The inventory of old standard bikes is rapidly depleting, with only about 1,000 units available in Jinan, leading to increased consumer demand for these models [2][3] - The large base of registered electric bicycles in Jinan, exceeding 4.8 million, indicates strong replacement demand, further fueled by a three-month sales transition period until November 30 [2] Group 2: Supply Chain Challenges - The supply shortage of new standard bikes is expected to last until late October due to production line adjustments and certification processes [3] - Many new bikes are still in production, and there is uncertainty regarding their marketability once available [3] Group 3: Regulatory Changes - The new regulations introduce stricter safety measures, including an automatic power cut-off for speeds exceeding 25 km/h and restrictions on battery modifications [3][4] - The cancellation of the pedal configuration requirement and an increase in the weight limit for lead-acid battery models from 55 kg to 63 kg are designed to enhance user convenience and battery capacity [3] Group 4: Industry Outlook - The new standards significantly raise the industry entry barriers, with 38 mandatory testing items related to battery safety and structural integrity, increasing compliance costs for small and medium enterprises [4] - The upgrade in production standards and the associated costs are expected to accelerate the industry consolidation process, favoring larger companies with established distribution channels [4]

Core Viewpoint - The electric bicycle industry is experiencing rapid growth in the first half of 2025, driven by the end of the transition period for new national standards and a nationwide trade-in subsidy policy, with a significant increase in sales and performance among listed companies in the sector [1][2]. Industry Performance - In the first half of 2025, the national sales volume of electric two-wheelers reached 32.325 million units, a year-on-year increase of 29.5% [1]. - The market concentration is increasing as leading companies leverage their advantages in channels, technology, and products to expand market share [1]. Company Performance - All six representative listed companies in the electric bicycle industry reported double growth in performance during the reporting period [1]. - Yadea Holdings led the industry with a revenue of 19.186 billion yuan, up 33.11% year-on-year, and a net profit of 1.649 billion yuan, up 59.5% [2]. - Ninebot Company exhibited the fastest growth, with revenue increasing by 76.14% to 11.742 billion yuan and net profit rising by 108.45% to 1.242 billion yuan [2][4]. - In contrast, Niu Technologies reported the lowest revenue and net profit, with revenue of 1.938 billion yuan, up 34.1%, but still incurred a net loss of 32.964 million yuan, although the loss decreased compared to the previous year [2][4]. Ninebot Company Insights - Ninebot Company achieved a remarkable performance in the first half of 2025, with revenue of 11.742 billion yuan, a year-on-year increase of 76.14%, and net profit of 1.242 billion yuan, up 108.45% [6]. - The company sold 2.39 million electric two-wheelers, marking a 99.5% increase, and its stock price surged over 200% since early 2024 [6][8]. - Despite strong performance, the actual controllers of Ninebot, Gao Lufeng and Wang Ye, reduced their holdings by nearly 800 million yuan, raising concerns about the sustainability of the company's high growth [4][8]. Regulatory Changes - The new national standard for electric bicycles will be implemented on September 1, 2025, which includes stricter safety and performance requirements, potentially impacting the market dynamics [10][12]. - The transition to the new standard will phase out old models, with a complete ban on sales of non-compliant vehicles by December 1, 2025 [12]. - The new regulations aim to enhance safety by limiting speed and preventing modifications, which could affect the appeal of certain brands, including Ninebot, known for their modifiable designs [10][13].

Core Viewpoint - The article discusses the rising trend of electric scooters, particularly the "Nine" brand, and the cultural phenomenon surrounding them, including theft of brand logos and the emotional value associated with ownership [6][54]. Group 1: Market Trends - The electric scooter market is experiencing a surge in popularity among young consumers, with "Nine" becoming a status symbol for teenagers [54]. - The demand for "Nine" scooters has led to a significant increase in revenue, with a year-on-year growth of over 20% [54]. - The phenomenon of logo theft has become widespread, with many owners reporting missing logos, indicating a cultural shift towards valuing these scooters as more than just transportation [5][10]. Group 2: Consumer Behavior - Young consumers are increasingly engaging in modifications and customizations of their scooters, with some spending significantly more on upgrades than the original purchase price [30][33]. - The emotional value associated with owning a "Nine" scooter is evident, as it enhances social status among peers [26][28]. - The trend of logo theft reflects a broader cultural acceptance of such behavior among youth, with some viewing it as a harmless act [69]. Group 3: Industry Dynamics - The electric scooter industry is seeing a split between new entrants like "Nine" and traditional brands, with the former gaining market share at the expense of the latter [54]. - The modification market for electric scooters is thriving, with many repair shops reporting high demand for both repairs and customizations [34][38]. - The competitive landscape is intensifying, with numerous shops catering to the growing interest in scooter modifications, indicating a robust aftermarket [34].