In fact, after experiencing the early stages of the transition to the new national standard electric bicycle in the first quarter, many electric two-wheeler companies began a new round of price competition from “618”. Conventional models dropped by 400 yuan to 800 yuan. Some models also launched a “one price” campaign to increase sales, with a maximum price reduction of 1,500 yuan. On the other side of price cuts, six listed electric two-wheeler companies, including Yadi, No. 9, Emma, and Maverick, saw a collective decline in their 2026 semi-annual reports. The main reason they all came down to a decline in electric bicycle sales in the early stages of implementation of the new national standard in the first quarter. In the second quarter, as the price war for new national standard electric bicycle terminals began, product prices fell, sales also picked up, and profit pressure on industry companies eased.

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