Core Insights - The company has achieved a significant milestone by surpassing 10 million units in cumulative domestic shipments of smart electric vehicles, marking both an important milestone and a new starting point for future growth [2] - The company has officially launched an upgraded strategy centered around "dual brands, globalization, and electric-to-oil transition," aiming to accelerate its transformation from "electric vehicles" to "AI robots" and from "smart products" to "smart ecosystems" [2][9] Global Expansion - The smart electric vehicle business will operate under the dual brands "Ninebot" and "Segway," targeting global markets [5] - Currently, the company's products are available in over 100 countries and regions, with online presence on major e-commerce platforms like Amazon and offline distribution in large retail chains such as Costco and Target [6] Market Potential - The global two-wheeled transportation industry is on the brink of an electric revolution, with Southeast Asia's electric two-wheeler penetration rate at only about 5%, indicating significant market potential for electric alternatives to traditional fuel vehicles [8] - The transition from fuel motorcycles to electric motorcycles is expected to take 5 to 10 years, with advancements in battery technology gradually addressing core issues like range [8] Technological Integration - The company is advancing its strategy from "electric vehicles" to "AI robots," integrating robotic technology into its electric vehicle product line [10] - The core of robotic technology lies in its ability to simplify and enhance work and life through automation, with significant value creation opportunities in personal mobility scenarios [11] Smart Systems and Profitability - The company launched the Lingbo OS, a comprehensive operating system for short-distance transportation, which integrates cloud, edge, and end capabilities, paving the way for smart upgrades in the two-wheeled vehicle sector [13] - The smart system is expected to enhance the company's gross margin, with software service fees from the growing user base projected to become a stable source of high-value revenue [13]
九号公司出货量突破1000万台