Multiple Chinese electric two‑wheeler brands reportedly to raise prices next month

Price hikes signalled by major players

It has been reported that several of China’s mainstream electric two‑wheeler makers plan to raise retail prices from next month. Companies named include Ninebot (九号), Yadea (雅迪), TailG (台铃) and Aima (爱玛). According to sources cited by IT之家 and Blue Whale News, the move would affect most models in each lineup, with channel insiders at Yadea saying typical increases could be around RMB 200–300 per unit; other brands reportedly gave similar estimates.

Why now?

Industry participants point to a mix of near‑term cost pressures: rising raw material prices, the expiry of factory rebate programs and the phasing out of promotional discounts. Why would several leaders act at once? Market observers say this is the first time since last year’s new national e‑bike standard was published that head‑line brands are signalling a coordinated upward price shift — a sign the sector is reconciling cost structures with tighter regulation and certification requirements.

Regulatory backdrop: GB 17761—2024

The changes come against the backdrop of China’s updated electric bicycle safety standard, GB 17761—2024, which IT之家 notes will take effect on 1 September 2025. The standard tightens non‑metal fire‑retardancy rules, raises manufacturer quality‑assurance and component production requirements, and mandates functions such as Beidou positioning and dynamic safety monitoring (with some exceptions for consumer choice on Beidou modules for non‑commercial uses). It also relaxes the universal requirement for pedal devices, leaving design choices to manufacturers based on model use.

Supply‑chain and geopolitical context

Beyond domestic regulation, manufacturers are operating in a global environment of commodity volatility and trade tensions that have affected component costs and lead times. Exporters and consumers should watch whether higher domestic prices ripple into international markets, and how policy changes — from certification costs to trade policy — reshape competitiveness. For now, consumers will likely see sticker‑price adjustments; for the industry, the question is whether demand will absorb those increases or force firms into alternative cost‑cutting measures.