摘要 深圳禁摩再续三年，新国标电自推广阻力加剧？ 近日，深圳市公安局交通管理局发布《深圳市公安局交通管理局关于禁止摩托车在部分道路行驶的通告》。本次续发"禁摩令"有效期为三年，自 2026 年 1 月 1 日起至 2028 年 12 月 31 日除个别道路外全天禁行。 电动自行车新国标正式实施已将近一个月，新国标车型却迎来惨淡的销量。反之，旧国标二手两轮车成了经销商手里的香饽饽。 一方面，消费者不满新国标下的 25km/h 配速，无法满足通勤、外卖 / 快递配送等需求；另一方面，经销商不满新国标对整车不超过 5.5% 塑料 用量的要求，认为采用镁合金、铝合金增加了成本。 为何说深圳禁摩加速了新国标两轮车推广阻力？ 首先要理清电动车的分类 ，目前存在电动自行车、电动两轮轻便摩托车、电动两轮普通摩托车三类车型。 需要注意的是，目前禁摩令禁的便是"电动两轮轻便摩托车"与"电动两轮普通摩托车"。 这两类车型的速度要求分别为最高时速不超过 50km/h 、 最高时速超过 50km/h ，已属机动车范畴。 目前两轮车车企及电池企业对于电自与电摩有着不同的产品矩阵，各细分市场下的技术指标也不同 。而本次新国标限制的车型仅为 ...

Core Viewpoint - The electric motorcycle industry is transitioning towards a comprehensive lithium battery era, with a focus on meeting the increasing demand for long-range travel solutions in urban environments [2][10]. Group 1: Industry Trends - The average one-way commuting distance in major Chinese cities has increased to 8-10 kilometers, leading to a weekly travel distance of 80-100 kilometers, indicating a growing need for long-range travel solutions [5][6]. - Over the past five years, 90% of the studied major cities have seen a continuous increase in commuting distances, reflecting the urbanization process and the separation of living and working spaces [5][6]. Group 2: Battery Technology Evolution - Electric motorcycles typically require a battery capacity of over 2 kWh to meet daily user needs, with 3 kWh being the critical point for range [3][10]. - The evolution of battery capacity in electric two-wheelers has progressed from 0.3 kWh to 3 kWh, with 3 kWh now becoming the new standard for electric motorcycles [9][10]. Group 3: Market Demand and User Needs - More than 80% of users desire a battery that can last a week on a single charge, corresponding to a range of at least 80-100 kilometers [7]. - Current electric motorcycles generally offer a range of 60-80 kilometers, which is nearing the limit of user tolerance, making 100 kilometers of range a key competitive factor [6][7]. Group 4: Challenges in Charging Infrastructure - The lack of sufficient charging stations is a significant pain point for electric two-wheeler users, complicating the charging process [6]. - The limitations of traditional lead-acid batteries, which require frequent charging and have a lifespan of only 1-1.5 years, exacerbate user frustrations [6][11]. Group 5: Market Dynamics and Competition - The surge in demand for large-capacity lithium batteries has led to the emergence of counterfeit battery products, posing safety risks and diminishing user experience [11]. - The introduction of mandatory national standards for electric motorcycle lithium batteries is seen as a short-term solution to address the chaos in the market, while long-term solutions involve reputable lithium battery companies providing quality products [12]. Group 6: Strategic Positioning of Leading Companies - Leading companies like Xingheng Power are set to launch a 3 kWh lithium battery specifically designed for electric motorcycles, aiming to establish a new benchmark in the industry [10][12]. - The launch of the 3 kWh battery is strategically significant, as it positions the company to capitalize on the market demand surge while pushing out counterfeit products [12][13].