Group 1 - The new national standard for electric bicycles (GB 17761—2024) will be implemented on September 1, 2025, with a transition period allowing the sale of old standard models until November 30, 2025 [1] - Many electric bicycle brands, such as Yadea, Aima, and Ninebot, still have a high proportion of old standard models in their stores, with new standard models expected to arrive around mid-September [1][9] - The new standard is expected to increase the prices of electric bicycles, with predictions indicating that new standard models may cost at least 500 to 700 yuan more than their old counterparts [1][8][7] Group 2 - The new standard emphasizes safety, particularly regarding speed limits and fire resistance, maintaining a maximum speed of 25 km/h while enhancing anti-tampering features [2][3] - New requirements include the installation of anti-tampering speed limit devices and the use of non-flammable materials in critical components, aiming to reduce fire hazards [3][4] - The new standard mandates that the total mass of plastic used in electric bicycles should not exceed 5.5% of the total vehicle mass, encouraging the use of alternative materials [3] Group 3 - The implementation of the new standard is expected to accelerate industry consolidation, creating a gap in industry output of 2.52 to 3.24 million units, which may benefit leading brands [12] - Companies are adapting to the new standard by enhancing their production capabilities and focusing on safety and quality, moving from price competition to value competition [12][4] - Some companies, like Yadea, have already begun producing new standard models, while others, like Ninebot, plan to launch their new models by November [11][12]

Core Viewpoint - The implementation of the new national standard for electric bicycles (GB 17761—2024) introduces higher safety requirements and opportunities for industry integration and technological upgrades, despite short-term challenges in pricing and design [1][23]. Industry Impact - The new standard requires a mandatory power cut-off mechanism and a "three-in-one" anti-tampering design for battery packs, controllers, and speed limiters, enhancing safety and reducing modification risks [1][21]. - The new regulations impose a hard limit on the total weight of plastic components in electric bicycles, which must not exceed 5.5% of the total vehicle weight, aiming to lower fire risks [1][21]. - The transition period allows for the sale of old standard vehicles until the end of 2025, but many companies are preparing to launch new standard models by November or December 2023 [17][23]. Consumer Insights - Consumers are primarily concerned about the pricing and safety features of new standard electric bicycles, with expectations that prices will start at around 3000 yuan, significantly higher than old standard models [4][9]. - The new models are expected to have a simpler design and may utilize materials like magnesium-aluminum alloy, which could further increase costs but enhance safety [13][21]. Company Strategies - Companies like Nine and Xiaoniu are focusing on technological innovation and strategic partnerships to enhance their product offerings and meet the new standards [18][19]. - Nine plans to gradually phase out old standard models and has established a comprehensive anti-tampering technology system to comply with the new regulations [17][19]. - Xiaoniu is investing in battery technology and smart features to align with the new safety and intelligence requirements, aiming to maintain a competitive edge in the market [18][19]. Market Dynamics - The new standard is expected to lead to a market reshuffle, with smaller companies that cannot meet the new production requirements likely to exit the market, thereby increasing market share for larger, more capable manufacturers [23]. - The increased costs associated with compliance, such as mandatory 4G and Beidou modules, will likely be passed on to consumers, affecting pricing strategies across the industry [23].

Core Viewpoint - The electric bicycle market is undergoing a significant transition due to the implementation of the new national standard (GB 17761—2024), which will phase out old models and require compliance with stricter safety and quality regulations starting September 1, 2025 [1][4][19] Industry Changes - The new standard mandates that all new electric bicycles must meet updated safety and quality requirements, effectively ending the production of old standard models [1][4] - Key changes in the new standard include enhanced fire resistance for non-metal materials, restrictions on the use of plastic, improved braking performance, and the introduction of smart features like BeiDou positioning [2][6] Market Dynamics - The transition to the new standard has led to a rush among manufacturers to clear out old inventory, with some companies already launching new models that comply with the new regulations [4][12] - Major brands like Yadea and Ninebot have quickly adapted to the new standard, while smaller companies face challenges in meeting the new requirements [8][15] Sales and Production Trends - In July, the production of electric two-wheelers reached 7.478 million units, a year-on-year increase of 30.6%, while sales totaled 7.241 million units, up 24.3% [17] - The overall market for electric bicycles is expected to experience a decline in total sales volume in 2024, with a projected drop of 11.6% [17][18] Competitive Landscape - The new standard is likely to accelerate industry consolidation, creating a gap in output that could benefit leading brands, while smaller firms may struggle to survive [18][19] - Companies that can quickly adapt to the new regulations are expected to gain market share, while those unable to comply may face significant challenges [15][19]

Core Viewpoint - The implementation of the new national standard for electric bicycles in China has begun, leading to significant changes in the market, including a transition period for existing products and heightened consumer interest in safety features [1][4]. Group 1: Market Changes - Most stores have not yet stocked the new standard electric bicycles, with only a few reporting having seen the new models [2]. - A transition period allows electric bicycles produced under the old standard to be sold until November 30, 2025, to prevent resource waste [3]. - Retailers are currently focused on clearing existing inventory, with some reporting high sales volumes due to seasonal demand [3]. Group 2: Consumer Interest and Safety Features - The new standard significantly enhances safety requirements, including speed control and fire risk reduction measures, which has attracted consumer interest [5]. - Many consumers are inquiring about the new standard bicycles, with expectations for widespread availability by mid-September [5]. - Initial pricing for the new standard bicycles may be higher, but costs are expected to decrease as production ramps up and competition increases [5].

9月1日起，电动自行车新版强制性国家标准《电动自行车安全技术规范》(GB17761—2024)正式实施，禁止厂家生产不符合新规的车型。扬子晚报／紫牛 新闻记者以消费者身份走访多家南京电动车门店，发现新旧国标车型正处于"交替期"，老款车清库存、新款车尚未到货，门店正在抓紧3个月过渡期"去库 存"。有消费者在抢购，也有部分选择观望。 老国标车清库存销量上涨 "目前店里卖的都是老国标的车，新国标的车暂时还没有进货。"在南京市建邺区河西南的一家爱玛电动自行车门店，销售人员表示，"然后从9月1日—11 月30日，还有三个月的过渡期。这个过渡期就是让大家(厂家和商家)赶紧把库存的老国标车卖掉。" 南京小牛电动车门店 近期门店销量明显上涨。"很多市民知道新国标的事情后，都想在新规实施前购买老款车。"销售人员说，目前厂家已经停止生产"老国标"的车。按照要 求，"库存车"最晚可以卖到11月30日，12月1日起禁止销售老国标车，只能销售新国标车。 值得注意的是，9月1日恰逢开学季，在现场，不少市民是为了新学期开学接送孩子才购买了电动自行车。李女士说："我想买电动自行车接送孩子，早晚 高峰会方便很多。"销售人员说，老款车停产了很多 ...

Core Viewpoint - The implementation of the new national standard for electric bicycles in China has begun, leading to significant changes in the market dynamics and consumer behavior [1]. Group 1: New National Standard Implementation - The new mandatory national standard "Electric Bicycle Safety Technical Specifications" was officially implemented on September 1, 2023, with a transition period allowing manufacturers to produce according to either the old or new standards until August 31, 2025 [2][4]. - Most stores have not yet begun selling electric bicycles that comply with the new standard, with only a few reporting the arrival of new models [2][3]. Group 2: Sales Transition and Inventory Management - A three-month sales transition period is provided for electric bicycles produced under the old standard, allowing them to be sold until November 30, 2025 [4]. - Retailers are currently focused on clearing existing inventory, with some reporting high sales volumes due to seasonal demand [4]. Group 3: Consumer Interest and Market Response - Consumers are showing significant interest in the new standard, with many inquiries about the new models and promotional offers available for old standard bicycles [6][7]. - The new standard includes enhanced safety features, such as speed control and fire resistance requirements, which are expected to attract more consumers [7]. Group 4: Pricing and Supply Expectations - The prices of new standard electric bicycles are anticipated to be higher initially, but may decrease as production ramps up and competition increases [7].