Core Insights - The electric bicycle market is experiencing a price increase for old national standard models as the deadline for compliance with the new national standard approaches, leading to a rush in consumer purchases [1][3][4] Price Trends - Prices for old national standard electric bicycles have risen by approximately 100 to 300 yuan since September 1, with some models no longer offering cash discounts [5][10] - Specific models, such as the 莱茵60V23A, have seen a price increase of around 200 yuan compared to the first half of the year [1] Inventory and Production - Inventory levels for old national standard models are critically low, with some stores reporting that they must clear their remaining stock by November 30, after which these models cannot be registered [4][5] - Manufacturers have ceased production of old national standard models, making existing stock a scarce resource [5][10] Market Dynamics - The transition to the new national standard, effective December 1, 2025, has created a unique market situation where old national standard models are in high demand, while new national standard models are not yet widely available [3][9] - Some dealers are hesitant to introduce new national standard models in bulk due to concerns about potential inventory accumulation of old models [9][10] Regulatory Changes - The new national standard imposes stricter safety and performance requirements, including a maximum speed limit of 25 km/h and limitations on the use of certain materials [10][12] - Compliance with the new standard requires significant adjustments in production lines and product designs, presenting both challenges and opportunities for manufacturers [10][12] Competitive Landscape - The focus of competition in the electric bicycle industry is shifting from price wars to a value-based competition centered on technology, safety, and intelligence [10][12] - Some companies are exploring sales opportunities in the electric motorcycle market, which is not subject to the same speed restrictions as electric bicycles [12]

Core Insights - The electric bicycle market is experiencing a price increase for old national standard models as the deadline for compliance with the new national standard approaches, leading to a scarcity of inventory [1][2][3] - The new national standard (GB 17761-2024) will prohibit the sale of non-compliant electric bicycles starting December 1, 2025, prompting consumers to rush to purchase old models before they are phased out [1][2][3] - There is a noticeable absence of new national standard models in the market, with many dealers still holding onto old models due to production halts for the latter [3][4][5] Price Trends - Prices for old national standard electric bicycles have increased by approximately 100 to 300 yuan since September 1, 2023, with some models no longer offering cash discounts [2][3] - Dealers report that inventory of old national standard models is rapidly depleting, with some stores indicating they must clear their stock by November 30, 2023, as production of these models has ceased [2][3] Market Dynamics - The transition period between the old and new national standards has created a competitive environment where dealers and consumers are adjusting their strategies [3][4] - Some consumers are specifically seeking old national standard models due to their higher speed capabilities, while others are willing to wait for the new models for enhanced safety features [4][5] Industry Challenges and Opportunities - The new national standard presents both challenges and opportunities for electric bicycle manufacturers, requiring them to adapt their production lines and product designs to meet stricter safety and performance criteria [5][6] - Companies like Niu Electric are focusing on technological advancements and safety improvements in their new models, indicating a shift in competitive focus from price to technology and safety [6]

Core Insights - The prices of old national standard electric bicycles are rising as the deadline for compliance with the new national standard approaches, leading to a scarcity of inventory [2][4][10] - The new national standard, effective from December 1, 2025, prohibits the sale of non-compliant electric bicycles, prompting consumers to rush to purchase old models before they are phased out [2][7][10] - Many brands have halted the production of old national standard models, resulting in a significant increase in their prices, with some models seeing price hikes of 100 to 300 yuan [4][7][13] Industry Trends - The transition period between the old and new national standards has led to a surge in demand for old national standard models, while new models are scarce in the market [2][11][13] - Manufacturers are likely controlling the release of new national standard models to avoid impacting the sales of existing old models, as the latter are still in demand [11][13] - The new national standard imposes stricter safety and performance requirements, which may require manufacturers to invest in redesigning products and upgrading production lines [13][14] Market Dynamics - The electric bicycle market is experiencing a shift in competition focus from price wars to value-driven competition based on technology, safety, and intelligence [13][14] - Some companies are exploring sales opportunities in the electric motorcycle market, as the new national standard does not apply to these vehicles, allowing for higher speed models to cater to specific consumer needs [14] - As of now, several brands have begun to introduce models that comply with the new national standard, with plans for more releases starting in December [14]