Event Overview - The 2026 (6th) Qidian Lithium Battery Two-Wheeled Vehicle Battery Swap Conference and the Luban Award Ceremony for Lightweight Power Batteries will be held on April 10, 2026, in Shenzhen [2][4] - The theme of the event is "Co-creating a New Chapter in Lightweight Power and Leading the Future of Two-Wheeled Battery Swapping" [2] Agenda Highlights - The conference will feature a variety of sessions including: - Opening ceremony and Luban Award presentation [3] - Specialized sessions on battery swapping and technology, focusing on topics such as the release of the "2026 China Lightweight Power/Two-Wheeled Vehicle Battery Swap TOP20 Ranking and Industry White Paper" [3][5] - Discussions on innovations in battery swapping business models and lifecycle management strategies [5] - Specialized sessions on electric motorcycles and bicycles, addressing battery applications and safety standards [5] Participation and Scale - The event is expected to host over 400 companies and 600 guests, including major players in the electric two-wheeled vehicle and battery sectors [4][6] - Notable participating companies include Yadi, Aima, and Niu Technologies among others [6][7] Registration and Fees - Registration options include SVIP for 3188 RMB, VIP for 2188 RMB, and a free option contingent on social media promotion [9] - The registration deadline is March 31, 2026, with no on-site registration allowed [9]

Group 1 - The electric vehicle industry is experiencing a shift where mass brands are focusing on trend while high-end brands are realizing growth potential, with expectations for mass brand pressure to ease by Q2 2026 and high-end brands to grow throughout the year [1] - The consumption upgrade in the two-wheeler market is transitioning from rural to urban areas and from durable goods to premium products, with significant historical growth phases identified from 2005 to 2024 [1] - The introduction of new national standards is expected to trigger a new round of industry consolidation, with a shift in focus from distribution channels to brand origins [1] Group 2 - The high-end two-wheeler market shows significant growth potential, with urban penetration rates varying widely among new first-tier cities, indicating room for expansion in high-end segments [2] - Assuming a five-year replacement cycle, the annual sales increment for the high-end market could reach approximately 6.6 million units, highlighting the expansive market opportunity [2] - The success of Ninebot in the high-end market is attributed to its focus on product design and user experience, particularly in smart features, as well as effective brand and channel development [3] Group 3 - The new national standards are seen as a starting point for a new round of market reshuffling, with short-term brand differentiation expected to be minimal but long-term success dependent on scale and product strength [3] - Leading brands like Yadea and Aima are anticipated to benefit from the scale effects resulting from the reduction in SKU numbers due to new regulations, while high-end brands like Ninebot will be evaluated based on their growth and product capabilities [3]

智通财经APP获悉，中泰证券发布研报称，电动车行业大众看趋势，高端看成长兑现。2026年预计大众 品牌的基数压力最快在Q2减轻;高端品牌全年都有望增长。目前电动车板块估值偏低，建议关注雅迪控 股(01585)、爱玛科技(603529.SH)、九号公司-WD(689009.SH)。 中泰证券主要观点如下： 两轮车的消费升级是从乡村渗透到城市、从耐用品过渡到精品的过程 现阶段城镇电动两轮车渗透率也提升到了较高水平，但该行梳理发现新一线城市间保有量方差较大，各 新一线城市的百人保有量在个位数至70+间波动，假设新一线城市间消费水平及路况差异不大，则高端 两轮车还有较大可渗透空间，以一线+新一线总渗透率45%计算，假设换车周期为5年，则高端市场年销 量增量约为660万;参照九号2024/2025年销量约为260/420万，市场空间依然广阔。 复盘九号发展史——九号的高端做对了什么? 该行认为九号能够立足高端主要因为其：(1)重视产品设计、用户体验，尤其是智能化功能的打磨;(2)兼 顾了品牌与渠道建设：品牌带来溢价，渠道制造壁垒;在形成九号电动车更好骑、九号品牌更好卖&利 润更厚的市场认知后，公司成功进入利润增厚+渠道 ...

"年度卓越PR团队"奖旨在表彰对品牌形象维护、行业公关治理工作中做出突出贡献的PR团队。PR团队 是企业对外沟通和展示形象的重要渠道，通过有效沟通，为市场注入了更多的活力和信心。 格隆汇昨日线上举办"科技赋能·资本破局"分享会。备受瞩目的卓越公司评选榜单隆重揭晓。其中，格 隆汇"金格奖"年度卓越公司评选中，雅迪控股(1585.HK)荣获"年度卓越PR团队"奖项。 ...

Group 1 - The "Annual Outstanding PR Team" award recognizes PR teams that have made significant contributions to brand image maintenance and industry public relations governance [4] - The award aims to highlight the importance of effective communication in enhancing market vitality and confidence [4] - The selection process involved quantitative data analysis and expert review to determine the final results [4] Group 2 - The "Golden Grid Award" aims to create a reference list of the most valuable listed companies and unicorns in the investment community [4] - The evaluation covers all listed companies on the Hong Kong Stock Exchange, Shanghai Stock Exchange, Shenzhen Stock Exchange, New York Stock Exchange, American Stock Exchange, and NASDAQ [4] - Ten companies, including 361 Degrees, Anta Sports, Yum China, and others, were awarded the "Annual Outstanding PR Team" award [1][4]

Group 1: Industry Trends - 2025 marks a pivotal year for the global technology industry, transitioning from "smart connectivity" to "intelligent autonomy" [1] - Hardware products are entering a new era of "edge AI explosion," driven by advancements in AI technology, the proliferation of 5G-A, and sustainable development [1] - The transformation of smart hardware is shifting from "single hardware parameters" to a "full-scenario intelligent ecosystem" [1] Group 2: Consumer Electronics and Innovations - Seamless integration between different types of devices is becoming more common, enhancing user experience across smartphones, computers, and tablets [1] - The rise of smart home appliances, automotive technology, and drones is significantly transforming lifestyles and industrial models [1] - The automotive sector is redefining its role, moving beyond being just a transportation tool to becoming part of a broader economic opportunity in low-altitude airspace [1] Group 3: 2025 EDGE Awards - The 2025 EDGE Awards will recognize outstanding technological products that have made significant contributions in functionality, design, user experience, and market performance [3] - Award-winning products are expected to address industry pain points, optimize user experiences, and explore new scenarios, setting market benchmarks and driving innovation [3] - The awards will highlight the most innovative products of the year, showcasing the profound impact of technological innovation on human life [3]

Group 1 - The event "Technology Empowerment, Capital Breakthrough" was held online by Gelonghui on December 22, where the annual outstanding company awards were announced [1] - The "Golden Gelong Award" recognized ten companies for their "Outstanding PR Team of the Year," including 361 Degrees, Anta Sports, Yum China, Baiwang, Hehe Information, Jitu Express, Jianshi Technology, Shanghai Jahwa, Yadea Holdings, and Yika [1] - The award aims to honor PR teams that have made significant contributions to brand image maintenance and industry public relations governance, highlighting the importance of effective communication in enhancing market vitality and confidence [1] Group 2 - Gelonghui's evaluation aims to create a reference list of the most valuable listed companies and unicorns in the investment circle, covering all listed companies on the Hong Kong Stock Exchange, Shanghai Stock Exchange, Shenzhen Stock Exchange, New York Stock Exchange, American Stock Exchange, and NASDAQ [2]

Group 1 - The core strategy of Yadea is to establish a comprehensive product ecosystem through compliance, high-performance products, and a youthful approach, aiming for "full scene, full category, full series, and full coverage" by 2026 [1][5] - Yadea's shift from "accidental growth driven by single blockbuster products" to "deterministic growth supported by ecological collaboration" marks a significant change in the competitive landscape of the electric vehicle industry [1][5] - The company emphasizes a user-centered and product-focused development philosophy, aiming to create a product ecosystem that caters to diverse consumer needs [3][5] Group 2 - Yadea's dual-driven approach of "product strength + new retail" aims to inject new momentum for high-quality growth and provide a replicable model for industry transformation [5][6] - The recent summit serves as a strategic declaration following Yadea's achievement of over 100 million units sold, mobilizing global ecological partners and outlining a clear growth path [5][6] - Yadea's ecological layout is expected to lead the industry towards a more sustainable future, creating a win-win space for operators and consumers through compliance, specialization, and youthfulness [6]

Core Viewpoint - The new national standard for electric bicycles has sparked significant consumer dissatisfaction due to design choices that prioritize compliance over user comfort and practicality [1][2][4]. Group 1: Issues with the New Standard - Many complaints from consumers focus on the uncomfortable design features of new electric bicycles, such as narrow seats and the absence of rear seats, which are perceived as impractical [2][3]. - The core requirements of the new standard include a maximum weight of 55 kg, a speed limit of 25 km/h, and the necessity for pedal riding capability, but many design elements criticized by consumers are not mandatory [2][4]. - Some companies have adopted an "exam-oriented" mindset, leading to overly simplistic designs that meet the minimum requirements but fail to address user needs [2][3]. Group 2: Industry Response and Challenges - The introduction of the new standard has created a dilemma for electric bicycle manufacturers, as strict compliance may lead to loss of market share while non-compliance risks penalties [4][5]. - The first batch of new standard models is largely seen as "exam products," prioritizing compliance over user experience, with comfort and practicality expected to be improved in future iterations [4][5]. - The market is experiencing a shift, with brands like Yadea facing a significant drop in sales, from 16.5 million units in 2023 to 13.02 million in 2024, a decrease of 21.18% [6]. Group 3: Market Dynamics and Future Outlook - The new standard has accelerated industry consolidation, with established brands like Niu and Ninebot quickly adapting to produce compliant and user-friendly models, while smaller brands struggle to keep up with the technological demands [6][7]. - There is a growing trend among major brands to introduce improved versions of new standard models, incorporating features like wider seats and modular designs to enhance user experience [7][8]. - The ongoing adjustments in the industry reflect a broader transition in urban transportation in China, moving from unregulated growth to a more structured development approach [7][8].

Core Insights - The electric vehicle industry is shifting from a competition based on scale to one focused on system capabilities, emphasizing human-centered values and experiences [1][12] - Yadea Technology Group is leading the industry towards a new paradigm, moving away from mere scale competition to value co-creation in the mobility ecosystem [1][3] Group 1: Industry Trends - The competition in the electric vehicle sector is evolving, with a focus on emotional resonance and user experience rather than just technical specifications [3][4] - Young consumers, particularly those under 30, now represent 41.39% of the electric bicycle market, driving the need for brands to connect emotionally and personally with their audience [4][6] Group 2: Yadea's Innovations - Yadea has introduced the "Xiao Di Xiang Yun" and "Di Wang Wang" IP matrix, which enhances user engagement and emotional connection through interactive experiences [4][11] - The company has invested over 5.9 billion in R&D, leading the industry in innovation and holding more than 2,000 national patents, which supports its technological advancements [8][9] Group 3: Product Development - The Yadea Crown series has achieved cumulative sales of over 20 million units, with the Crown S model becoming the best-selling smart electric vehicle in the 4,000 yuan price range [9] - Yadea's new models, including the C09, C12, and C18, are designed to comply with new national standards, showcasing the company's proactive approach to regulatory changes [12][14] Group 4: Marketing and Engagement - Yadea's marketing strategies include collaborations with popular brands and influencers, such as signing Wang Hedi as a global ambassador, which resonates well with younger consumers [6][7] - The company has successfully created immersive experiences at events, such as the 717 Global Riding Festival, which attracted nearly 70,000 participants and over 10 million online views [6][8]