潮汕出了个乔布斯，干出顶流“小电驴”

Core Viewpoint - The electric bicycle industry is undergoing significant changes with the implementation of the strictest national standards, prompting major players like Tailg to initiate a public listing plan for 2026, indicating a competitive landscape among the top three companies in the sector [6][28]. Company Overview - Tailg was founded in 2003 by three brothers from Chaoshan, with a focus on electric bicycles as the motorcycle market began to decline due to regulatory changes [8][15]. - The company has achieved over 12 billion in annual revenue and is recognized as the third-largest player in the industry [6]. Market Dynamics - The electric bicycle market in China has reached a saturation point with 420 million units, leading to a shift in growth opportunities towards international markets and a focus on high-end and smart product upgrades domestically [38][45]. - The introduction of the new national standards on December 1 has raised compliance requirements, emphasizing the need for technological capabilities among manufacturers [46][47]. Strategic Initiatives - Tailg has outlined a dual strategy of expanding overseas and enhancing product intelligence, aiming for significant growth in the next five years [52][55]. - The company has established a smart manufacturing base in Vietnam, marking a critical step in its internationalization efforts [53]. Financial Performance - In 2024, major competitors like Yadea faced significant revenue declines, while companies focusing on high-end smart products, such as Ninebot, experienced substantial growth [45][46]. - Tailg's market share stands at 11%, placing it among the top tier of the industry alongside Yadea and Aima [28]. Leadership and Innovation - The company's founder, Sun Muchu, is recognized for his technical expertise and hands-on approach, actively engaging with consumers through social media to gather feedback for product improvements [30][34]. - Tailg has invested heavily in research and development, achieving record-breaking battery life and establishing itself as a leader in the long-range electric bicycle segment [24][26].