九号公司:以“真智能”全面重构短途出行体验,跑出新质生产力的“九号加速度”

Core Viewpoint - The company, Segway-Ninebot, is leading the short-distance travel industry into a new phase of "experience competition" through its intelligent and platform capabilities, driven by technological innovation and a robust global presence [1][14]. Group 1: Company Overview - Segway-Ninebot was formed in 2015 through the merger of two industry pioneers, Segway and Ninebot, and has since developed into an international enterprise with a presence across multiple continents [2]. - The company has regional headquarters in cities such as Beijing, Dallas, and Amsterdam, employing over 4,000 staff from more than 30 countries, and serves over 43 million customers globally [4]. Group 2: Research and Development - In the first three quarters of 2025, the company invested 872 million yuan in R&D, a significant increase of 59% year-on-year, and has accumulated 5,982 global patents [5]. - The company has developed the NimbleOS, the first comprehensive operating system for two-wheeled short-distance travel in China, enhancing the intelligence of transportation tools from basic functionality to system collaboration [7]. Group 3: Product Performance - The flagship M5 series electric motorcycle achieved remarkable sales, with over 11,292 units sold within the first four hours of its launch, generating over 100 million yuan in sales [7]. - By October 20, 2025, the M5 series had sold over 35,000 units, with total sales reaching 351 million yuan [7]. Group 4: Market Impact - As of September 30, 2025, the company had shipped over 9 million electric two-wheelers in China, with a sales increase of approximately 72% year-on-year, and the number of dedicated retail stores in China exceeded 9,700 [13]. - The company’s electric scooters have accumulated over 600 billion kilometers in global travel distance, reflecting increased product penetration and user engagement [12]. Group 5: Innovation and Strategy - The company has established a comprehensive product matrix for electric scooters, addressing diverse user needs and incorporating advanced technologies such as Bluetooth unlocking and smart battery management [11]. - The successful implementation of a "true intelligence" strategy has positioned the company as a model for technological innovation in the short-distance travel sector, transitioning from traditional "tool competition" to "experience competition" [14][15].