据介绍，雅迪举办本次峰会，既是对自身未来发展战略的全新擘画，也为行业转型发展提供了重要参考。"这既是企业面向未来的战略宣示，更承载着 我们对行业转型方向的思考与探索。当前，新国标以安全为根本底线，通过强制性技术规范抬高行业准入门槛，有力推动整个产业从'野蛮生长'转向规范 化、智能化发展。"雅迪相关负责人表示。 据悉，面对新国标带来的行业变革，雅迪在新零售转型中形成了系统性实践。在运营层面，企业深化以用户为中心的数字化建设，依托大数据分析用户 骑行习惯与消费偏好，实现线上线下场景与服务体验的深度融合。线上直播成为全域增长的重要阵地，线下则通过"试骑试驾"标准化服务，让用户购车更便 捷、服务更透明，同时为运营商提供可落地的增长方案，构建"用户满意-伙伴共赢"的良性生态。 雅迪2026年度全球"新"新零售与"新"消费融合峰会现场。（受访者供图） 互动性出行体验"街区"。（受访者供图） 随着《电动自行车安全技术规范》新国标全面实施，电动车行业正迎来从规模扩张向高质量发展的关键转型期。12月10日，雅迪在无锡举办2026年度全 球"新"新零售与"新"消费融合峰会，以"智启新零售·重塑新增长"为主题，汇聚全球运营商代表、 ...

Industry Outlook - The industry is expected to return to rapid growth due to the old-for-new policy and the implementation of new national standards, with projected sales of 56 million and 61.75 million units in 2025 and 2026, respectively, representing year-on-year growth of 12% and 10% [1] - The old-for-new policy has shown significant effects, with 3.341 million electric bicycles sold for old-for-new exchanges nationwide as of April 8, 2025, and an average subsidy of 688 yuan per unit [1] - The new national standards set to be implemented in September 2024 will raise industry entry barriers, which is expected to maintain strong demand for older models in Q2 and Q3 [1] Market Structure - Leading companies like Yadea and Aima have significant advantages in product pricing and distribution channels, with projected sales of 13.02 million and 10.7 million units in 2024, corresponding to market shares of 26% and 21%, respectively, totaling 47% [1] - The commuting segment, which accounts for about 50% of the market, is driven by essential needs, while the entertainment segment (30%) focuses on brand appeal and design [2] - New brands like Ninebot have a first-mover advantage in the entertainment segment, but traditional companies are quickly adapting to close the gap [2] Company Performance - The company is expected to recover quickly in terms of sales and profitability following a period of aggressive expansion and deep adjustments in 2024 [2] - The company anticipates a healthy recovery in terminal channels starting from 2025, aided by the new national standards and the old-for-new policy [2] - The subsidiary Huayu Battery is expected to see rapid sales growth due to strong external demand for its "24-month true replacement" technology [2] Profit Forecast and Valuation - The company’s projected net profits for 2025, 2026, and 2027 are 2.93 billion, 3.55 billion, and 4.11 billion yuan, respectively, with corresponding price-to-earnings ratios of 12.1, 10.0, and 8.6 [3]