2024两轮电动车行业简析报告

Industry Overview - Electric scooters effectively meet the daily needs of short-distance travel, with an average commuting radius of no more than 15km in major countries [2][3] - The electric scooter market size reached 55 million units in 2023, with the top 10 brands accounting for 85% of total sales [6] - The industry is experiencing a trend towards high-end products, with major brands launching new models priced above 3000 RMB and focusing on intelligent features [17] Market Trends - The new national standard in 2024 is expected to drive demand, with stricter regulations and subsidies in provinces like Jiangsu, Jiangxi, and Shanxi [4][5] - The Southeast Asian market is becoming a preferred destination for electric scooter exports, with countries like Indonesia and Thailand showing rapid urbanization and supportive policies [22][23] - Shared electric scooters and instant delivery services are emerging as potential growth drivers, with the shared electric scooter market expected to reach 8 million units by 2025 [24][25] Competitive Landscape - Leading brands like Yadea and Aima have surpassed 10 million units in sales, with Yadea showing strong growth of 34% YoY in H1 2023 [12][13] - New players like Ninebot have outperformed Niu in sales, with a focus on channel expansion and intelligent features [12] - The industry is witnessing a clear Matthew effect, with top brands consolidating their market positions [12][14] Product Development - Long-range and intelligent features are key competitive factors, driving product upgrades and price increases [8] - Sodium batteries are emerging as a new area of competition, with brands like Yadea and Tailg investing in R&D and expected to launch mass-produced products in 2024 [26][27] - Yadea's high-end models, such as the Guan Neng series, have seen significant growth, accounting for 28% of total sales in 2023 [28][29] Challenges - The industry faces challenges such as contradictions between national standards and market demands, product homogenization, and consumer complaints [30][31][32] - The supply-demand imbalance for legitimate lithium batteries has led to risks of illegal modifications and substandard products [33] Future Outlook - The industry is moving towards high-quality, intelligent, and personalized development, with a focus on design, battery technology, and smart features [35][36][37][38] - Technological advancements in battery and motor systems are expected to address consumer concerns about range and charging [36]