数据解放生产力——琰究摩托车数据系列（2025年5月）【民生汽车 崔琰团队】

Core Viewpoint - The motorcycle industry is experiencing significant growth, with a notable increase in sales across various displacement categories, indicating a positive trend for investors in this sector [1][2][8]. Sales Data Observation - In May 2025, sales of motorcycles with a displacement of over 250cc reached 101,000 units, representing a year-on-year increase of 31.1% and a month-on-month increase of 8.9%. Cumulative sales from January to May totaled 399,000 units, up 50.4% year-on-year [1]. - For motorcycles with a displacement between 250ml and 400ml, May sales were 53,000 units, up 21.4% year-on-year and 20.7% month-on-month, with cumulative sales of 212,000 units from January to May, reflecting a 55.2% year-on-year increase [2]. - Motorcycles with a displacement between 400ml and 500ml sold 30,000 units in May, a year-on-year increase of 23.3% and a month-on-month increase of 1.0%, with cumulative sales of 104,000 units, up 15.6% year-on-year [2]. - Sales of motorcycles with a displacement between 500ml and 800ml reached 16,000 units in May, showing a remarkable year-on-year increase of 96.6% but a month-on-month decrease of 5.5%, with cumulative sales of 72,000 units, up 105.9% year-on-year [2]. - For motorcycles with a displacement over 800cc, May sales were 2,600 units, a year-on-year increase of 109.6% but a month-on-month decrease of 11.5%, with cumulative sales of 12,000 units, up 167.4% year-on-year [2]. Company Performance - Chuanfeng Power sold 22,000 units in May, a year-on-year increase of 48.1%, with a market share of 21.5%, slightly down by 2.6 percentage points month-on-month. Cumulative market share from January to May was 21.7%, up 1.9 percentage points compared to the entire year of 2024 [2]. - Longxin General sold 13,000 units in May, a year-on-year increase of 20.7%, with a market share of 12.9%, up by 0.2 percentage points month-on-month. Cumulative market share from January to May was 13.2%, down 1.0 percentage points compared to the entire year of 2024 [2]. - Qianjiang Motorcycle sold 14,000 units in May, a year-on-year increase of 6.4%, with a market share of 14.0%, down by 2.2 percentage points month-on-month. Cumulative market share from January to May was 14.6%, down 2.2 percentage points compared to the entire year of 2024 [2]. Industry Outlook - The motorcycle industry is expected to continue its upward trajectory, driven by strong sales performance and market dynamics. The focus on larger displacement motorcycles is particularly noteworthy, as it reflects changing consumer preferences and potential growth opportunities for leading companies in this segment [1][8].