At the door of the electric vehicle dealership, 200 million old electric vehicles will be eliminated soon. Nearly 10,000 companies are facing a life-and-death transformation challenge-this is the "E-Bike Safety Technical Specification" (commonly known as the "New National Standard") officially began to implement On the 30th day, in just one month, it changed the electric vehicle production and use habits that have been solidified since 1999. It is one of the biggest changes in the transportation field in the past few years. It is also an opportunity and opportunity for the electric vehicle industry. Challenge the coexisting node.

 

The pros and cons of the new national standard

 

Before the official implementation of the new national standard, the production of electric bicycles in my country was based on the "General Technical Requirements for Electric Bicycles" (commonly known as the "old national standard") issued in 1999. The production standards are divided into "veto items", "important items" and "general items". There are three major categories, the latter two only require some indicators to be qualified to be judged as up to standard.

 

The non-mandatory judgment standards give electric vehicles a great deal of leeway from production to modification, including the installation of batteries, relaxation of speed limits, and heavy body weight... The performance of most electric vehicles actually greatly exceeds the prescribed performance. , Electric vehicles wander on the fringe of motor vehicle and non-motor vehicle management, becoming an "untimely bomb" in road safety. At this time, a standardized and binding new standard for electric vehicle production is an urgent need for the development of the industry.

 

The emergence of the new national standard, in addition to enhancing the safety of electric vehicles by supplementing and improving the requirements for fire protection, flame retardancy, and charger protection, the most important significance is that it officially clarifies the non-motorized attributes of electric vehicles and confirms Its scope of use and right of way rules eliminate the situation of "enjoying the authority of non-motor vehicles with the performance of motor vehicles". Another bright spot in the new national standard-the "tamper-proof" policy, which prevents the product from being modified after leaving the factory from the source of vehicle production, is an effective measure to prevent the re-emergence of "over-standard vehicles".

 

The purpose of the new national standard is to take into account travel efficiency, travel safety and road traffic order, and to ensure that the common interests of all road traffic participants are maximized. However, for electric vehicle users, from freedom to restriction, the decline in user experience is an inevitable problem, especially the new national standard requires that the maximum speed of electric vehicles is 25km, the voltage cannot exceed 48v, the mass of the vehicle should be less than or equal to 55kg, and the voltage There are several regulations that cannot exceed 48V and mandatory installation of pedals. Users who are accustomed to the performance of motor vehicles think that the new national standard electric vehicle is a kind of "degradation", and the implementation of the new national standard is not so easy.

 

 

The tripartite dilemma under the new national standard

The changes in the new regulations are too difficult to implement, and the public does not approve them. Although the new national standard has been implemented for a month, the effect is not very good. Regardless of whether consumers, enterprises, or the government are concerned, the new national standard has caused them to fall into a certain predicament, and a solution is urgently needed.

 

Mr. Li, who worked in Guizhou, graduated last year and spent 780 to buy a second-hand electric car for commuting. Now it took less than a year to usher in the release of the new national standard. "Now call me to change to a new national standard electric car. Use up all my deposits". Like Mr. Li, for most people who use electric vehicles to travel, it is not easy to spend a few thousand yuan to replace the new national standard electric vehicles. At the same time, restrictions on cruising range, vehicle speed, and body weight greatly restrict the use of electric vehicles, making it difficult for users to decide to buy electric vehicles, but travel needs exist objectively, and as the transition period ends, people urgently need effective solutions.

 

For the electric vehicle industry, the complete compulsion of the new national standard puts a "tightening curse" on today's electric vehicle production links. More than 90% of the "old standard" electric vehicles that were once compliant will be eliminated. The road of price wars in the past is no longer feasible, and technology has become a hard indicator of whether electric vehicle companies can survive, and the electric vehicle industry is facing a major reshuffle. In the long run, this is a pain that the overall development of the electric vehicle industry must face, but in the short term, the handling of hundreds of millions of stocked old standard vehicles and the difficulties in selling new vehicles have also brought huge challenges to electric vehicle companies.

 

The new national standard has caused difficulties for the people to purchase and the survival of enterprises, and the cooperation between the people and enterprises is extremely low, which has caused the government to fall into a deadlock in the actual implementation of the new national standard.

 

Sun Huichuan, deputy director of the Product Quality Supervision Department of the General Administration of Quality Supervision, Inspection and Quarantine of the People’s Republic of China, stated at the “China Electric Bicycle Industry Development Summit Forum”, “In the traditional electric bicycle retail market. There is a strong wait-and-see attitude. Although manufacturers have expressed their active implementation of the new national standard, I understand that most of the production of such old national standards by manufacturers has stopped until last month. Now the new national standard cars have come out, but they are in the market. Looking at it, both the big market in Wuxi and the sales market in Linyi are almost full of cars with the old national standard, and the new national standard has several embellishments in a few stores."

 

In some areas, there have even been violations of the implementation of the new national standard system. Electric bike stores in Hangzhou’s Qingchun Road, Xiaoying Alley, and other streets can still buy seriously violating electric bicycles that exceed the standard. After changing the tires and easily getting the new national standard 3C license plate, it was directly disassembled and replaced at the door of the vehicle management office.

 

How the electric vehicle industry boosts the new national standard

Combining with the various problems that have occurred after the implementation of the new national standard, various localities have issued policies for electric vehicle management specific to local conditions, such as lengthening the transition period, issuing temporary license plates, and replacing old vehicles. However, in the face of stagnation in the tripartite predicament, the electric vehicle industry needs a powerful booster if it wants to accelerate the popularization of the new national standard.

 

The technological advancement of the industry is the fundamental means to promote the new national standard. With the introduction of the new national standard, the competition among electric vehicle companies has also got rid of the past price war model, and has officially entered a state of high-end development where "technology is king". On the one hand, as high-tech electric vehicles become the mainstay of the market, it can shake the audience’s values ​​that are solidified by the shoddy electric vehicles in the past; on the other hand, increase investment in research and development of electric vehicles, such as lightweighting and lithium-ionization. Solve some of the performance problems that the new national standard sacrifices for safety, such as low battery life.

 

Adding new forms of use to electric vehicles is a more efficient way to popularize the new national standard and solve travel problems for the public. The new national standard eliminates a large number of unqualified companies and over-standard electric vehicles occupying nearly 90% of the original market. In the face of the contradiction between large demand and low desire to purchase, low-priced, ready-to-use shared electric vehicles can provide an effective solution. Although in 2017 the government proposed “not encouraging the development of Internet rental electric bicycles”, with the release of the new national standard, the one-size-fits-all strategy no longer meets development needs. The vehicle clean-up standard has become a premise based on whether it meets the new national standard, that is, the standard shared electric vehicle is no longer in the government's clean-up category. Currently, there are three mainstream shared electric vehicle brands on the market, namely Haro moped, Didi shared electric vehicle, and Mobike shared electric vehicle, all of which comply with the new national standard.

 

A shared electric vehicle can correspond to multiple users, which promotes the rapid implementation of the new national standard, promotes innovation on the supply side of electric vehicles, suppresses disorderly increase, improves vehicle operation efficiency, and replaces inefficient idleness with high-frequency use. At the same time, strengthening the collaboration between shared electric vehicles and urban management will also help electric vehicles move from body technology to vehicle management technology, which is another level of insight into the new national standard. Big data for shared electric vehicle companies can help the government supervise driving compliance and safety, and effectively serve refined management tasks such as traffic planning, road network monitoring, and operation scheduling. As a result, urban traffic has become "smart" and moved to the "cloud."

 

The new national standard with a strong attitude is like a knife, which has caused some enterprises and people to suffer pains. However, it has wiped out the malignant tumor of "disorderly management" in the electric vehicle industry, broke through the long-standing chaotic situation, and provided a path for the healthy development of the entire industry. Lighting a light not only allows traditional electric vehicle companies to open up a new situation of technological competition, but also provides suitable soil for the development of new travel modes such as shared electric vehicles. At the same time, the promotion of the new national standard requires the help of the industry. From the production enterprises that bravely change and cater to the New Deal, to actively embrace the new national standard and create new standards and popularize new ideas for shared electric vehicles, all of which provide energy for the new national standard.