中国智造凭“智能化+本土化”双轮驱动赢得口碑 中国电摩开辟海外大市场

Core Viewpoint - Southeast Asia is experiencing a significant shift towards electric motorcycles due to severe traffic congestion and environmental concerns, presenting a lucrative opportunity for Chinese electric motorcycle manufacturers to expand their market presence [1][8]. Group 1: Market Dynamics in Thailand - Thailand faces major urban issues such as traffic congestion and parking difficulties, making electric motorcycles a practical and cost-effective transportation option for residents [3]. - The Thai government is actively promoting electric transportation, aiming for 30% of vehicle production to be zero-emission by 2030, supported by incentives like purchase subsidies and tax credits [8]. - Chinese electric motorcycle brands are increasingly popular among Thai consumers, with over 10 brands entering the market, achieving a market share exceeding 10% [9][8]. Group 2: Product Innovation and Localization - Chinese electric motorcycle companies are developing models tailored to local conditions, such as enhanced climbing performance for hilly terrains and improved durability for rainy seasons [6]. - Yadea's new factory in Thailand aims to produce 600,000 electric vehicles over the next three years, enhancing local service capabilities and reducing costs [6]. - The focus on product innovation includes features like GPS tracking and smartphone integration to meet consumer demands for safety and convenience [14]. Group 3: Market Opportunities in Vietnam - Vietnam has over 77 million motorcycles, predominantly fuel-powered, but new regulations banning fuel motorcycles in urban areas create opportunities for electric models [10][11]. - The introduction of policies encouraging electric vehicle use has led to a significant increase in customer traffic and sales in electric motorcycle stores [11]. - Chinese electric motorcycle brands have captured approximately 28% of the Vietnamese market, with sales nearly doubling year-on-year, reaching about 209,000 units in the first half of 2025 [14].