2024年中国摩托车产业：出口创新高，多元趋势下重塑发展新格局

Core Insights - The Chinese motorcycle industry achieved significant growth in 2024, with total exports reaching 14.49 million units, a year-on-year increase of 27.01%, marking a historical peak [1] - Domestic production and sales exceeded 19.9 million units, reversing the decline seen in 2023 and demonstrating strong recovery momentum [1] Industry Development - The industry is undergoing a notable transformation, focusing on electrification, intelligence, connectivity, and leisure as core development directions [2] - The market share of electric motorcycles surpassed 30%, while sales of leisure and entertainment models grew by over 40% year-on-year [2] - The supply chain advantages are becoming a core competitive strength, with Chinese companies leading in manufacturing scale and cost control in the small-displacement fuel motorcycle sector [2] - Key indicators in the new energy technology field, such as battery energy density and charging efficiency, have reached internationally advanced levels [2] Market Trends - The overall development of the motorcycle industry in 2024 shows a steady increase in market size, with regional differentiation and electrification driving growth [5] - The industry is characterized by deep adjustments in electrification and an explosion in the high-end leisure market [5] - There is a deep integration of intelligence and new energy technologies, along with intensified head consolidation and cross-industry impacts [5] - Supply chain and consumer scenarios are being restructured, with policies being relaxed and standardized simultaneously [5] Global Competition - In response to intensified international market competition, industry strategies are diversifying, with leading companies deepening global layouts through overseas factories and technology collaborations [7] - Increased R&D investment has led to breakthroughs in frontier areas such as hydrogen fuel motorcycles and solid-state batteries [7] - Supply chain risk management mechanisms are being continuously improved, with extended key raw material reserve cycles and significant progress in diversified procurement channels [7]