旧国标车价格普涨 在各大品牌的电动自行车销售门店，旧国标车的库存已经很少。一家小牛电动门店销售人员坦言："现 在库存是卖一辆少一辆，厂家已经停止生产旧国标车了。店里现有的旧国标车型库存必须在一个月清 空，11月30日之后就不能上牌了。" 根据《新国标》规定，今年9月1日后厂家只能生产新国标车型，但旧国标车可继续销售至今年11月30 日。随着《新国标》禁售时间的临近，旧国标电动自行车已停止生产，库存车成了稀缺资源。 "现在旧国标的电动车都不让生产了，想买要抓紧。"某绿源品牌经销商表示，店内部分旧国标车型已经 没货了，目前其门店内尚未涨价，但会根据清库存的情况考虑是否涨价。 记者走访市场后发现，今年9月1日之后，不少电动自行车售价较此前进行了上调，涨幅在100元~300元 不等，有的车型直接取消了现金优惠。"以往我们会在车辆的价格上进行200元左右的现金优惠，但现在 都是按照标价售卖。"某爱玛电动车门店销售人员表示。 在电动自行车新旧国标交替的过渡期，经销商和消费者各自盘算着自己的经济账。"不少消费者都是奔 着旧国标车型来的，这个月我们已经卖出50多辆旧国标车了，在11月淡季之前应该能清完所有库 存。"上述某小牛 ...

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]

Core Points - The new mandatory national standard for electric bicycles, "Safety Technical Specifications for Electric Bicycles," implemented on September 1, aims to enhance safety and performance in the industry [3][4] - The market currently has limited availability of new standard-compliant electric bicycles, with only a few models reaching stores [6][7] - The new models feature reduced plastic usage, increased metal components, and mandatory installation of a non-removable anti-theft and tracking system [5][4] - The transition period allows for the sale of old standard vehicles until November 30, 2025, to prevent resource waste [6][8] Industry Insights - The introduction of the new standard has led to a temporary increase in sales of old models, as consumers seek faster options [7] - Delivery personnel express concerns over speed limitations imposed by the new regulations, highlighting the need for a balance between safety and operational requirements [8][9] - Experts suggest that technological advancements and regulatory adjustments are necessary to meet the unique demands of the delivery industry while ensuring public safety [9][10]

有数据显示,济南电动自行车保有量较大,截至目前全市注册登记数量480余万辆,庞大的基数意味着置换 需求旺盛,而新规设置的3个月销售过渡期(至11月30日)更催生了购买诉求。 《电动自行车安全技术规范》(GB17761-2024)实施已过去半月有余,记者走访济南多家电动自行车销售 门店发现,"旧国标"车普遍涨价,而"新国标"车因生产滞后普遍处于"期货"状态。 新车供应短缺 记者魏银科孙佳琪 济南报道 要持续到10月下旬 "上周我看到某知名电驴公众号说多个电动车品牌的旧版车打'价格战',有的车型国补叠加厂补优惠高达 1500元。我就来店里询问,结果这个牌子的活动早就结束了,还涨了200元,商家说再不买还得涨。"在济南 市历下区解放桥附近的一家电动自行车专卖店,上班族孙女士告诉记者,商家建议她赶紧抢券购买,但她根 本抢不上。 孙女士的遭遇并非个例。记者问了多个品牌的商家了解到,自9月1日新规实施后,济南市场上的"旧国 标"车价格普遍上涨,"物以稀为贵,可能还得涨"。 "'新国标'车还没生产出来,旧车卖一辆少一辆,而且能解限速,顾客大都愿意选速度快的。"某品牌经销商 透露,目前门店库存只有几十辆了,整个济南也就100 ...

齐鲁晚报.齐鲁壹点记者石晟绮见习记者冯子芯 工业和信息化部等五部门组织修订的强制性国家标准《电动自行车安全技术规范》已于9月1日开始实施。"新国标"已落地半个月，济南电动自行车市场能 买到"新国标"电动自行车了吗？新车会有啥变化？记者对此进行了走访。 有门店新车已到货 强制改装就会报废 9月18日，记者来到了位于和平路上的一处品牌电动车专卖店聚集地。工作日的上午，各家店内人流量都不大，偶尔会有顾客前来咨询或售后。 关于北斗定位系统，该店员表示其核心功能是车辆防盗与追踪，"定位系统不算新鲜事物，以前只有部分车型配备，现在新国标要求每辆车都必须强制安 装，而且这套系统是不可拆卸的"。 新车数量较少 旧款车不愁卖 "目前整个市场的新车都比较少，我们品牌也就只有这一款新车。"上述品牌历下区一门店负责人王亭(化名)向记者透露，他们门店的新款车辆也是两天前 刚刚到货。记者随后走访该品牌另外两家旗舰店发现，两家门店也各自仅有一辆同款样车陈列。 不过，并非所有品牌都已迎来新国标车型的到店。随后，记者又走访了多家市面上常见的电动自行车品牌，门店销售人员均表示，店内暂时没有新国标电 动车，具体上新时间尚不明确。"门店没有'新国标 ...

Core Insights - The implementation of the new electric bicycle safety standard (GB17761-2024) has led to a price increase for old standard electric bicycles due to their ability to bypass speed limits, while new standard bicycles are in short supply, creating a dilemma for consumers [1][2][4] Industry Dynamics - The old standard electric bicycles have seen a price increase of around 200 yuan, with some models previously discounted by up to 1500 yuan now being sold at higher prices due to limited availability [2][3] - The inventory of old standard bicycles in Jinan is rapidly depleting, with only about 1,000 units remaining in the entire city, leading to increased consumer demand [3] - The new standard bicycles are expected to face supply shortages until at least late October due to production line adjustments and certification processes [3][4] Regulatory Impact - The new regulations allow for the sale of old standard bicycles until November 30, 2025, but consumers are concerned about potential enforcement after this date [4][7] - The new standard includes enhanced safety features such as fire resistance and GPS tracking, which will likely lead to increased production costs and subsequent price hikes for new standard bicycles [5][6] Market Trends - The tightening of regulations is expected to raise industry entry barriers, with increased compliance costs for small and medium enterprises, leading to a potential market consolidation [7][8] - Major companies like Yadea and Aima Technology are proactively adapting to the new standards, with Yadea already having over 20 models certified under the new regulations [8]

Core Viewpoint - The newly revised "Electric Bicycle Safety Technical Specification" (GB 17761—2024) officially implemented on September 1, 2024, prohibits the production of non-compliant electric bicycles and introduces key adjustments to speed limits and material usage, with a transition period of three months for old and new standard models [1][2] Group 1 - The new standard increases the total weight limit for lead-acid battery models from 55 kg to 63 kg, enhancing the range capability [1] - The proportion of plastic materials in the entire vehicle must not exceed 5.5%, and the fire resistance of critical components like the battery compartment is improved to reduce fire risks [1] - The new regulations include requirements to prevent unauthorized modifications, such as automatic power cut-off if the speed exceeds 25 km/h, to avoid accidents caused by illegal alterations [1] Group 2 - The new standard allows for the removal of mandatory pedal installation, while optional features like reflective mirrors can be added [1] - The inclusion of a Beidou positioning system is mandatory for commercial electric bicycles, enabling real-time transmission of location and speed information to ensure operational safety [1] - As of September 9, 2024, many stores in Xi'an are still selling old standard models, indicating a need for inventory clearance during the three-month transition period [1][2] Group 3 - After December 1, 2024, only new standard bicycles will be sold, and there is no mandatory elimination of previously purchased old standard models [2] - Consumers are advised to verify product information against the certificate of conformity and ensure the presence of a physical switch for the Beidou module when purchasing new standard bicycles [2] - The province has initiated multiple support measures, including training for sales companies and regulatory personnel, to ensure compliance with the new standards and enhance consumer safety awareness [2]

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]