2025年中国电动两轮车行业：新国标背景下，行业洗牌加剧（精华版）

Investment Rating - The report indicates a positive outlook for the electric two-wheeler industry in China, driven by new national standards and technological advancements [2][3]. Core Insights - The electric two-wheeler industry in China is undergoing significant transformation due to the implementation of new national standards, which promote product standardization and brand concentration, shifting competition from price wars to technological innovation and quality enhancement [2][3]. - The market is expected to grow steadily from 51.17 million units in 2025 to 59.32 million units by 2030, with the market size projected to increase from 81.87 billion yuan to 83.05 billion yuan [4][50]. - Key trends include the transition to lithium batteries, the rise of smart technology, and the emergence of high-end products, with leading brands like Yadea and Aima capturing over 40% of the market share [5][50]. Summary by Sections Industry Overview - The electric two-wheeler industry has evolved through five stages, currently entering a new standard period initiated in 2018, which emphasizes speed, weight, and voltage regulations to ensure sustainable development [3][19]. - The market has a total ownership of 425 million units, indicating a shift from incremental expansion to stock renewal driven by policy changes and consumer demand for higher quality [4][50]. Policy Impact - The new national standards, effective from September 2025, will enforce stricter safety and quality requirements, leading to the elimination of weaker players and enhancing the competitive landscape [10][20]. - Policies such as trade-in programs are expected to accelerate market transformation and promote compliance with new standards [18][20]. Technological Trends - The industry is witnessing a shift towards lithium battery technology, with sodium-ion batteries showing long-term potential due to their cost advantages and performance characteristics [27][28]. - The mandatory installation of Beidou positioning modules is projected to create a market worth between 4.3 billion and 12.9 billion yuan, enhancing safety and management capabilities [31][33]. Market Dynamics - The competitive landscape is characterized by a clear differentiation in pricing strategies among brands, with high-end brands like Ninebot gaining market share through smart technology [36][40]. - Consumer preferences are shifting towards products that offer better performance, range, and smart features, driving demand for electric motorcycles [50]. Future Outlook - The report forecasts that the electric two-wheeler market will continue to grow, supported by policy initiatives, technological advancements, and changing consumer expectations [50].