Rising Costs And Value Transformation Usher in A New Round Of Price Hikes in The Industry

In the second quarter of 2026, affected by continuously rising prices of bulk raw materials and increased compliance costs from the new national standard, the electric bicycle industry experienced a widespread price increase, with mainstream models seeing price hikes of approximately 200-300 yuan. This price rise was primarily driven by significant increases in the prices of metal materials such as aluminum, copper, and iron, as well as core battery material lithium carbonate. Industry analysis suggests that this round of price increases may become a key turning point for the industry shifting from "price wars" to "value wars." Future competition will focus more on product strength, level of intelligence, and service capabilities, with market resources further concentrating towards leading enterprises with technological upgrade and compliance capabilities.