金吾财讯 | 华泰证券表示，据工信部1月13日消息，电动自行车强制性国家标准《电动自行车安全技术规范》（GB 17761-2024）（即新国标）已于24年12月31日发布，将于25年9月1日实施，替代旧版标准（GB 17761-2018）。该行指，随着新国标的正式发布，两轮车生产企业与经销商逐步有序安排生产与进货节奏。该行认为新国标与国家以旧换新补贴有望带动新车消费需求，同时行业管理与要求趋严利好头部企业，市场集中度有望进一步提升，建议关注头部两轮车企业；新国标与国补均利好铅酸电池在两轮车市场的应用，带来铅酸电池需求增量，建议关注头部铅酸电池企业。
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