“摩都”战事下半场：国内换轨，“下南洋”答题

Core Viewpoint - Chongqing is transforming into a global hub for smart electric vehicles, with ambitious production targets and a focus on electric two-wheelers, aiming for an annual output of over 15 million units by 2027 [1][17]. Group 1: Industry Transformation - Chongqing's electric two-wheeler production is projected to reach 2.98 million units in 2024, a 19% increase year-on-year, and 2.1975 million units in the first half of 2025, marking a 58.6% surge [1]. - The city has attracted seven of the top ten electric vehicle companies in China, achieving over 60% local supply chain integration for key components [2]. - The electric motorcycle production from January to July this year reached 1.45 million units, reflecting a 34% year-on-year growth [2]. Group 2: Historical Context - The history of Chongqing's motorcycle industry began with the production of the first civilian motorcycle, the "Jialing CJ50," in 1979, symbolizing the start of motorization in China [3]. - The city was once known for its three major motorcycle manufacturers: Jialing, Longxin, and Zongshen, with Jialing being the industry leader [6]. Group 3: Challenges and Shifts - The motorcycle industry faced challenges from regulatory policies limiting motorcycle use, leading to a decline in traditional fuel motorcycle sales [7][8]. - The shift towards electric two-wheelers has been driven by lower operating costs and simpler driving experiences compared to fuel motorcycles [8]. Group 4: Smart Vehicle Development - The focus is shifting from mere electrification to the integration of smart technologies, with companies like Tailin developing electric motorcycles equipped with Huawei's HarmonyOS for enhanced connectivity [14]. - The Chongqing government is promoting the development of a smart electric vehicle data service system to support future applications like battery swapping and shared mobility [11][17]. Group 5: Global Expansion - With the domestic market reaching saturation, Chongqing's motorcycle companies are looking to expand internationally, particularly in Southeast Asia, Africa, and Latin America [2][18]. - The logistics network in Chongqing is being enhanced to support global distribution, with efficient transport routes established to key markets [21]. Group 6: Competitive Landscape - Chongqing manufacturers face competition from established Japanese brands in the Southeast Asian market, where electric motorcycles are still perceived as expensive compared to traditional fuel models [22][24]. - Companies are adopting different strategies to penetrate international markets, such as focusing on small-displacement motorcycles or customizing products for specific regional needs [24].