Niu's Secret To Crushing It In China's E-Bike Market Revealed

Core Insights - Niu Technologies reported strong third-quarter 2025 sales, with a total of 465,873 units sold, marking a 49% increase from 312,405 units a year earlier, highlighting its growing dominance in China's e-mobility market [1] - Domestic sales in China surged over 70% year-over-year, representing the company's strongest quarter of 2025 and the third consecutive period of growth above 50% [2] - The launch of new flagship models, FXT Ultra 2025 and NXT Ultra 2025, contributed to the brand's appeal and premium market positioning [3] Sales Performance - Niu sold 451,455 units in China and 14,418 units internationally during the third quarter [1] - The company's electric motorcycle sales for the first nine months of 2025 have already exceeded the total for the full year of 2024, indicating strong international traction [4] Financial Outlook - Niu projects third-quarter revenue between 1.433 billion and 1.638 billion Chinese yuan, reflecting a year-over-year increase of 40% to 60% [6] - In the second quarter, Niu reported a 33.5% year-over-year revenue increase to $175.29 million (1.26 billion Chinese yuan), driven by a 36.7% rise in sales volume, although this was partially offset by a 2.3% decline in average revenue per e-scooter [5] Market Sentiment - Niu's stock has surged 153% year-to-date, reflecting investor optimism regarding the company's execution and market recovery [5]