Core Insights - The 138th China Import and Export Fair (Canton Fair) has seen a significant shift towards professional buyers, indicating a higher probability of transactions in the motorcycle sector [1] - China's motorcycle exports have surged, with a total of 12.05 million units exported from January to August 2025, marking a 30.38% increase year-on-year, and export value reaching $7.533 billion, up 34.63% [1] - The demand for electric motorcycles is on the rise, with over 50% of exhibitors showcasing electric models at the fair, reflecting a clear trend towards electrification in the industry [3] Export Growth - In the first eight months of 2025, Latin America was the largest market for motorcycle exports from China, with 4.3761 million units exported, a year-on-year increase of 17.72%, and an export value of $2.656 billion, up 26.33% [1] - Africa showed the highest growth rate in exports, with 3.8126 million units exported, a 72.26% increase, and an export value of $2.015 billion, up 76.86% [1] Electric Motorcycle Trends - The fair highlighted a significant increase in electric motorcycle offerings, with many companies introducing advanced technologies such as range-extended electric models and battery-swapping systems [3] - The export value of electric motorcycles and bicycles from China is projected to exceed 40 billion yuan in 2024, driven by manufacturers' understanding of overseas market demands [4] Market Dynamics - The competitive landscape includes established Japanese brands like Honda and Suzuki, as well as Indian brands like TVS and Hero, which are also vying for market share in the electric motorcycle segment [4] - Emerging markets in Africa and the Middle East are increasingly adopting favorable policies for electric motorcycles, creating new opportunities for Chinese manufacturers [4] Diverse Usage Scenarios - The application of motorcycles is diversifying beyond personal use, with logistics companies purchasing two-wheelers for delivery and hotels acquiring three-wheelers or golf carts for various services [5] Tariff Implications - Mexico remains the largest market for Chinese motorcycle exports, despite potential tariff increases on imports from non-trade agreement countries [7] - The company has successfully adjusted its strategy in response to tariffs, focusing on markets in the Middle East and South America, which are showing increased demand [7] Customer Preferences - High-end electric golf carts are being marketed to Middle Eastern customers, who prioritize luxury features over cost, indicating a shift in consumer behavior [8] - The company emphasizes the need to move away from traditional price competition, focusing instead on value-added features to maintain profitability in international markets [8]
广交会上28年“老外贸”：为何有信心引领全球电动摩托车市场？｜广交会现场
Di Yi Cai Jing·2025-10-17 00:55