How is the production and sales situation of new national standard electric vehicles?

On December 1st, the new national standard for electric bicycles, "Safety Technical Specification for Electric Bicycles," was fully implemented, and the old national standard electric bicycles were completely banned from sale. A recent interview by reporters revealed that the market is currently in the phase of introducing the new national standard vehicles, with many stores adopting a wait-and-see attitude and many complete vehicle manufacturers not producing at full capacity. The reasons for this include shortages in some production processes, overdrawn demand from the previous period, and consumers needing time to adjust. Several industry insiders have stated that the cumulative sales of electric bicycles in China in 2025 are likely to exceed those of 2024, but due to the industry entering a slow sales season and the market continuing to adopt a "wait-and-see" approach, there is a high level of uncertainty in the market for 2026. Many companies are accelerating their efforts to explore opportunities overseas.