智通财经APP获悉，周二，小牛电动(NIU.US)涨5%，报3.75美元。距离9月1日电动自行车新国标在生产端正式实施，仅剩1个月不到。长江证券表示，新国标正式落地符合市场预期，针对非经营性用途的电动自行车，不再强制加装北斗定位模块，这有利于降低成本和车价，进而提升消费需求。同时，生产过渡期延长，预计2025年电动自行车市场或以 “老车” 销售为主，“新车” 销售或在四季度后逐步起量。叠加以旧换新政策延续，龙头企业弹性值得期待。
智通财经APP获悉，周二，小牛电动(NIU.US)涨5%，报3.75美元。距离9月1日电动自行车新国标在生产端正式实施，仅剩1个月不到。长江证券表示，新国标正式落地符合市场预期，针对非经营性用途的电动自行车，不再强制加装北斗定位模块，这有利于降低成本和车价，进而提升消费需求。同时，生产过渡期延长，预计2025年电动自行车市场或以 “老车” 销售为主，“新车” 销售或在四季度后逐步起量。叠加以旧换新政策延续，龙头企业弹性值得期待。
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