摩托车企呼吁百余座城市放开“禁限摩令”

Core Viewpoint - The motorcycle industry in China is facing significant challenges due to restrictive policies and declining domestic sales, while there is potential for growth in the electric motorcycle segment and overseas markets [2][3][11]. Group 1: Industry Overview - The current capacity utilization rate of the motorcycle industry is only 39.85%, significantly lower than the automotive industry's 72.2% for 2024 [3][5]. - The motorcycle market has seen a decline in sales, with figures dropping from 20.19 million units in 2021 to 19.92 million units in 2024, representing a decrease of over one-third compared to the peak of over 30 million units in 2007 [6][7]. - The "ban and limit" policies in various cities are seen as a major constraint on market growth, alongside the mandatory scrappage policy from 2013 [3][11]. Group 2: Market Dynamics - The 2025 China International Motorcycle Expo showcased a growth in exhibitors, with 950 participating companies, an 8% increase from 2024, indicating a search for transformation within the industry [4]. - The electric motorcycle segment is gaining traction, with a 60% increase in exhibitors compared to the previous year, reflecting a shift towards electric mobility solutions [11]. - The new national standard for electric bicycles, effective from September 1, 2025, imposes stricter safety requirements, which may impact sales and production capacity in the electric motorcycle sector [12]. Group 3: Export Opportunities and Challenges - China’s motorcycle exports have increased from 8.97 million units in 2021 to 11.02 million units in 2024, with significant exports to Latin America, Africa, and Southeast Asia [7][8]. - However, increasing global economic uncertainties and potential tariffs, such as a proposed 35% tariff on motorcycles exported to Mexico, pose risks to export growth [8][9]. - The lack of a mature overseas operational system for Chinese motorcycle companies limits their competitiveness in international markets, particularly against established Japanese brands [9]. Group 4: Future Growth Potential - If motorcycle bans are lifted in over 100 cities, with each city selling over 50,000 units, it is estimated that domestic sales could increase by 3 to 5 million units annually, with electric motorcycles and light motorcycles exceeding 40 million units [2][13]. - The average price of a motorcycle is around 15,000 yuan, which could significantly stimulate consumer spending and related markets, such as safety gear and tourism [13].