Only 600 electric bicycles in the country have passed the new national standard, and the price has increased by 800 yuan when they are out of stock in the market!

An old national standard car was registered in advance, labeled as a "second-hand car" and sold quietly; in a brand store, the shopping guide pointed to the empty display rack and said: "The new model has not arrived yet, and the old model is not allowed to be sold. Now I really have no choice." On December 1, 2025, the new national standard was officially implemented, but the national electric bicycle market fell into the embarrassment of "price but no market".

The new standards comprehensively prohibit the production and sale of models that do not meet safety technical specifications. Only 600 models of more than 30 brands across the country have passed certification, and production capacity cannot keep up. Prices have increased by 300 to 800 yuan. However, consumers have found that the battery life has not changed, the seat cushions have become harder, and the back seats have become narrower - the sense of security has increased, but the convenience has decreased. This is not only a dilemma for electric bicycles, but also a typical epitome of the upgrading of China’s consumer product standards.

An old national standard car was registered in advance, labeled as a "second-hand car" and sold quietly; in a brand store, the shopping guide pointed to the empty display rack and said: "The new model has not arrived yet, and the old model is not allowed to be sold. Now I really have no choice." On December 1, 2025, the new national standard was officially implemented, but the national electric bicycle market fell into the embarrassment of "price but no market".

The new standards comprehensively prohibit the production and sale of models that do not meet safety technical specifications. Only 600 models of more than 30 brands across the country have passed certification, and production capacity cannot keep up. Prices have increased by 300 to 800 yuan. However, consumers have found that the battery life has not changed, the seat cushions have become harder, and the back seats have become narrower - the sense of security has increased, but the convenience has decreased. This is not only a dilemma for electric bicycles, but also a typical epitome of the upgrading of China’s consumer product standards.

Looking back at the home appliance industry, the new version of the energy efficiency standards for refrigerators that will be implemented in 2026 will eliminate products below level three at one time. Companies are forced to replace high-cost variable frequency compressors and vacuum insulation panels, and terminal sales prices rise accordingly. There was a rush to buy old models in the market, and consumers questioned whether "saving electricity is worth the price." The same is true in the automotive field: when the national V standard was upgraded to the national VI standard, the cost of a single vehicle increased by thousands of yuan, supply of some models was cut off, and sales fell for several months. History repeats itself again and again - every jump in standards is accompanied by supply disruptions, rising prices and consumer wait-and-see.

Behind these pains is an inevitable industrial reshuffle. As the technical threshold increases, small and medium-sized enterprises bear the brunt. The refrigerator industry is expected to withdraw 20% of its production capacity, and the number of electric bicycle brands may drop sharply from thousands to less than 200. Leading companies such as Haier, Yadi, and BYD have taken the opportunity to expand their R&D advantages and promote the evolution of products toward intelligence and safety. Standards are not stumbling blocks, but filters that filter out production capacity and retain players with truly innovative capabilities.

Hidden in today’s complaints are opportunities for the future. The new national standard requires flame-retardant materials, anti-tampering systems, and Beidou positioning, which may seem to increase costs, but in fact they lay the foundation for intelligent network connection, battery traceability, and urban governance. Just as the National VI standards forced more advanced engine technology back then, today's "iron seats" and "power-off power" are also paving the way for a safer travel ecology.

The pain will not last forever, but the transformation must be completed proactively. Enterprises need to speed up product iterations that meet demand, the government should strengthen science popularization and guidance during the transition period, and consumers also need to understand the long-term value of safety premiums. Every standard upgrade is the only way for Chinese manufacturing to move from "usable" to "easy to use".

Safety is never free, and progress always comes at a price - what we really want to ask is not that the new national standards are too strict, but are we ready for a more standardized and reliable life?