速度方面，新规明确规定电动自行车车速不得超过25km/h。上海一家电动自行车门店销售人员介绍， 此前旧版车辆可以"解速"，即商家或维修店可通过调试参数、更换配件等方式突破出厂25km/h的限速。 而新规要求厂家必须在设计和制造环节设置防篡改机制，新国标车辆一旦检测到车速超过25km/h，车 辆将自动切断动力输出。 防火阻燃性能是新国标的另一大核心升级点。新规要求电动自行车的车架、车把、鞍座等主要零部件必 须采用更高等级的阻燃材料。尤其在电池安全领域，新国标对电池组的热失控防护、短路保护等均制定 了明确的技术指标。 智能定位系统成为新国标车辆的标配。根据规定，所有新生产的电动自行车必须搭载北斗卫星定位系 统，一电动自行车门店店员表示，消费者可通过品牌配套APP实时查看车辆位置，若车辆出现异常移动 或失窃，能通过定位功能追踪查找。 记者在上海走访了绿源、台铃、雅迪、爱玛、小牛、新大洲等十多家品牌门店后发现，门店冷清、库存 稀少成为普遍现象。大多数门店内仅陈列着一款新国标电动自行车，库存量多在10辆左右，部分门店库 存甚至仅有个位数，与以往店内店外摆满车辆、款式繁多的热闹景象形成鲜明对比。 在上海一家小牛电动门店内 ...

Core Viewpoint - The implementation of the new national standard for electric bicycles (GB17761-2024) has led to a limited supply of compliant models in the market, resulting in fewer choices and increased prices for consumers [2][6]. Group 1: New National Standard Implementation - The new standard, effective from December 1, 2023, prohibits the sale of old electric bicycles and introduces stricter requirements regarding speed, fire safety, and smart positioning systems [2][4]. - Under the new regulations, electric bicycles must not exceed a speed of 25 km/h, and manufacturers are required to implement anti-tampering mechanisms to prevent speed modifications [5]. - The new standard mandates the use of higher-grade flame-retardant materials for key components and sets specific technical indicators for battery safety, including thermal runaway protection [5]. Group 2: Market Supply and Pricing - The market supply of new standard electric bicycles is still in its early stages, with many stores reporting low inventory levels, often displaying only one model with limited stock [6][8]. - Prices for new standard electric bicycles have increased by 300 to 500 yuan compared to old models, with some high-end models seeing price hikes of up to 1,000 yuan due to upgraded materials and features [6][8]. - Online sales channels reflect a similar trend, with only 1-2 models available from major brands, and many listings showing "out of stock" [7][8]. Group 3: Industry Response and Future Outlook - Companies are adjusting their production lines to comply with the new standard, with some brands like Aima announcing capacity transfers and temporary shutdowns of old production lines [8][11]. - Despite the current supply challenges, industry representatives express optimism about the future, believing that the new standard will enhance safety and drive demand as production ramps up [10][11]. - The market is also witnessing a shift towards electric motorcycles, which are not subject to the new regulations and have shown higher sales volumes compared to new standard electric bicycles [10][11].

12月1日，备受关注的电动自行车强制性新国标《电动自行车安全技术规范》(GB17761—2024)全面落 地实施，旧版电动自行车被全面禁止销售。记者近日在上海的走访中发现，新国标车辆的市场供应仍处 于起步阶段，消费者面临着可选择车型少、价格上涨等情况。 记者在上海走访了绿源、台铃、雅迪、爱玛、小牛、新大洲等十多家品牌门店后发现，门店冷清、库存 稀少成为普遍现象。大多数门店内仅陈列着一款新国标电动自行车，库存量多在10辆左右，部分门店库 存甚至仅有个位数，与以往店内店外摆满车辆、款式繁多的热闹景象形成鲜明对比。 在上海一家小牛电动门店内，仅展示着一款新国标车型，且该车型全系列七种颜色中仅四种有现货。店 员解释，其余颜色预计要到本月中旬才能补全。 价格方面，新国标电动自行车相较同尺寸、同续航的旧版车辆，售价普遍上涨300元至500元，有些高端 车款甚至上涨千元。雅迪门店工作人员表示，新版车辆的车筐、车身等部件采用了金属材料，且新增了 北斗卫星定位系统，这些配置升级带来了明显的成本增加，因此厂商不得不上调售价。 对于新国标更多款式的上架时间，多家品牌门店工作人员均表示并不清楚。雅迪门店工作人员称，至少 要到明年才会 ...