Sales Data Overview - In April, the sales of motorcycles with displacement over 250cc reached 93,000 units, representing a year-on-year increase of 28.0% and a month-on-month increase of 5.6% [1] - Cumulative sales from January to April totaled 298,000 units, showing a year-on-year growth of 58.3% [1] - For the 250ml to 400ml segment, April sales were 44,000 units, up 14.8% year-on-year and 7.9% month-on-month, with cumulative sales of 158,000 units from January to April, reflecting a 71.3% increase year-on-year [1] - The 400ml to 500ml segment saw sales of 29,000 units in April, a year-on-year increase of 17.1% and a month-on-month increase of 17.8%, with cumulative sales of 74,000 units from January to April, up 12.8% year-on-year [1] - The 500ml to 800ml segment had sales of 16,000 units in April, a significant year-on-year increase of 106.6% but a month-on-month decrease of 17.5%, with cumulative sales of 56,000 units from January to April, up 108.6% year-on-year [1] - For motorcycles with displacement over 800cc, April sales were 2,900 units, marking a year-on-year increase of 179.2% and a month-on-month increase of 34.4%, with cumulative sales of 9,300 units from January to April, up 189.3% year-on-year [1] Company Performance - Chunfeng Power sold 22,000 units in April for motorcycles over 250ml, a year-on-year increase of 48.9%, capturing a market share of 24.1%, though down 5.4 percentage points month-on-month; cumulative market share for January to April was 21.8%, up 2.0 percentage points compared to the full year of 2024 [2] - Longxin General sold 12,000 units in April for motorcycles over 250ml, a year-on-year increase of 24.3%, with a market share of 12.7%, remaining flat month-on-month; cumulative market share for January to April was 13.3%, down 0.9 percentage points compared to the full year of 2024 [2] - Qianjiang Motorcycle sold 15,000 units in April for motorcycles over 250ml, a year-on-year increase of 2.7%, with a market share of 16.2%, up 2.2 percentage points month-on-month; cumulative market share for January to April was 14.8%, down 2.0 percentage points compared to the full year of 2024 [2] Industry Insights - The automotive parts sector is expected to be less affected by the recent U.S. tariffs, with a focus on tracking the developments of these tariffs [4][5] - The impact of external demand decline on exports and the economy may be more pronounced than during the first round of U.S.-China trade tensions, with anticipated policy responses aimed at stimulating consumption [5] - Investment recommendations include focusing on quality domestic companies in the automotive sector, particularly those involved in smart technology and global expansion, such as BYD, Geely, and Xpeng [6]
数据解放生产力——琰究摩托车数据系列（2025年4月）【民生汽车 崔琰团队】
汽车琰究·2025-05-18 09:20