Core Viewpoint - The new national standard for electric bicycles has been fully implemented, leading to a rise in prices and a shift in market dynamics, with fewer models available and strict speed limitations that cannot be bypassed [1][14]. Price Changes - The retail prices of electric bicycles under the new standard have increased by approximately 200-300 yuan, with specific models like the Aima "Little Golden Bean" 12Ah rising from around 2000 yuan to 2300 yuan [6][19]. - The increase in prices is attributed to upgrades in materials, such as replacing plastic components with metal, which raises production costs [20][7]. - Currently, there are no promotional activities for new standard electric bicycles, and they are sold at fixed prices [21]. Market Availability - The variety of new standard electric bicycles available in the market is still limited, with some stores reporting low sales and reluctance to stock large quantities due to uncertainty [22][9]. - For instance, a store in Beijing has only two models available at 2700 yuan each, while another store has a single model priced at 4399 yuan, which is not in stock [22][9]. Sales Performance - Sales performance varies across different stores, with some reporting normal sales while others have not sold any units since the new standard was implemented [22][9]. - A store in Guangzhou indicated that they have not sold any of the fewer than ten new standard bicycles they received, reflecting a cautious approach to inventory [22][9]. Consumer Behavior - There is a segment of consumers still interested in purchasing old standard electric bicycles, which may offer longer ranges and larger sizes, but these are becoming rare and more expensive [23][24]. - The new standard's strict speed limitations have led some consumers to consider switching to electric motorcycles, which require licensing and registration [12][25]. Industry Dynamics - Analysts predict that the new standard will lead to a reshaping of the industry, with larger manufacturers likely to increase their market share as smaller companies struggle to meet the new requirements [14][26]. - The new regulations on material usage, particularly the restriction on plastic, will necessitate higher design and technical standards, further consolidating the market around leading brands [14][26].