Investment Rating - The report does not provide a specific investment rating for the electric motorcycle industry Core Insights - The electric motorcycle industry is experiencing rapid growth, particularly in China, driven by advancements in battery technology, intelligent systems, and government support for new energy vehicles [5][12][38] - The market is shifting towards high-end and differentiated products, with manufacturers focusing on innovation and quality to meet diverse consumer demands [11][12] - Regulatory improvements are enhancing industry confidence by enforcing stricter quality and safety standards, which helps to build consumer trust [13] Industry Definition - Electric motorcycles are defined as two-wheeled vehicles powered by electric batteries, categorized into electric light motorcycles and electric standard motorcycles based on performance parameters [6][10] Industry Characteristics - The industry is characterized by a trend towards high-end differentiation, a slowdown in growth due to consumer downgrading, and increased regulatory oversight [7][12][13] Development History - The electric motorcycle industry has evolved through several stages, from initial technological exploration to rapid market growth and eventual maturation characterized by intense competition and innovation [14][18] Industry Scale - The market size of the electric motorcycle industry grew from 2.05 billion RMB in 2018 to 8.36 billion RMB in 2023, with a compound annual growth rate (CAGR) of 109.89% [36] - Projections indicate that the market size will increase from 9.39 billion RMB in 2024 to 14.96 billion RMB by 2028, with a CAGR of 12.35% [36] Policy Overview - Recent policies aim to promote the use of electric motorcycles through incentives and stricter regulations to phase out older, less efficient vehicles [44][45][48] Competitive Landscape - The industry features a tiered competitive structure, with leading companies like Ninebot Technology, Yadea Technology, and Aima Technology in the first tier, followed by smaller brands [52][53] Supply Chain Analysis - The supply chain consists of upstream raw materials and components, midstream manufacturing, and downstream sales channels, with a focus on battery safety and cost efficiency [21][22][27] Sales Channels - The sales model is evolving from traditional offline methods to a combination of online and offline strategies, enhancing consumer engagement and market reach [31][32]
电动出行新潮流：电动摩托车市场分析与绿色科技革命 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-10-17 12:02