3 6 Ke·2025-07-18 01:05Core Viewpoint - The electric two-wheeler industry is increasingly adopting smart technologies, with brands like Tailg, Ninebot, Yadea, and Niu introducing features such as autonomous driving and various smart functionalities, leading to a significant increase in vehicle prices, making them less affordable for average consumers [1][2][4]. Industry Trends - Smart features have become standard in electric two-wheelers, with major brands equipping their models with dedicated apps for functions like unlocking, monitoring vehicle status, and tracking [5]. - The competition among manufacturers has shifted from merely offering smart features to enhancing the strength and capability of these technologies [5][11]. Price and Consumer Impact - The average price of electric two-wheelers has risen sharply, with smart models costing approximately 30% more than traditional models with similar specifications [1][2]. - Consumers are experiencing a disconnect between the price and functionality of electric two-wheelers, leading to confusion and frustration when faced with unfamiliar smart features [4][8]. Cost Implications - The introduction of smart technologies not only increases the initial purchase price but also leads to higher ongoing costs for software maintenance, system upgrades, and repairs, which can burden consumers financially [6][10]. - The cost of repairs for smart components is significantly higher than for traditional models, further adding to the financial strain on consumers [10]. Market Dynamics - The electric two-wheeler market is becoming saturated, prompting manufacturers to compete on aesthetics, high-end features, and smart technology to differentiate their products [11]. - The average selling price of smart models from new entrants like Ninebot and Niu is significantly higher than traditional brands, indicating a clear market segmentation based on technology and features [11][12]. Future Outlook - The industry is expected to see a wave of vehicle replacements due to a high ownership rate and a typical replacement cycle of 4 to 5 years, which may favor smart models over traditional ones [14]. - The competition will likely intensify as brands aim to balance smart features with practical value to meet consumer expectations [14].