金吾财讯 | 中信证券表示，1月13日，《电动自行车安全技术规范》（GB 17761—2024）即两轮车行业新国标正式稿落地。此次正式稿沿袭了2024年9月发布的征求意见稿对两轮车安全的关注，通过对塑料件的控制和电池安全的关注增加安全要求。同时该文件也进一步推进标准实用化，进一步放宽了对两轮车的车重限制，并优化定位要求；厂家的过渡期会在2025年9月1日结束，及销售端过渡日期会在2025年12月1日之前结束。
该行认为，行业政策导向已十分清晰，伴随新国标的具体细则出台，顶层设计业已完成，龙头企业将会凭借其在合规和产品迭代能力的优势，加速推进拓展市场份额，该行推荐：雅迪控股(01585)、爱玛科技、九号公司、小牛电动，建议关注：新日股份和绿源集团控股(02451)。
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