近日，经济观察报从多位离职员工处了解到，爱玛科技（603529）（603529.SH，下称"爱玛"）近期启 动裁员，涉及品牌、国际、研发、新零售、斯波兹曼（爱玛旗下品牌）等多个部门，这些信息源中也有 此轮被裁员工。其中一位被裁人员表示，自己是在2025年11月底被裁的，在他之后也有其他不同部门的 同事陆续被裁。 爱玛在国内主打中端电动车业务，高性价比和时尚化是其显著标签。面对市场竞争，爱玛并非没有尝试 突破增长瓶颈。过去几年，面对行业高端化、全球化的趋势，爱玛曾将出海与高端化列为战略重点，试 图开辟新的增长曲线。 爱玛早在2015年就已吹响出海的号角，当时在瑞士开设了首家欧洲旗舰店。出海被拉升到战略高度是在 2021年，当年爱玛组建国际事业部，明确东南亚（印尼、越南）为核心突破市场，欧美为高端市场拓展 重点。2023年，爱玛的越南工厂正式开工；2024年，爱玛印尼工厂正式投产运营。 此前有市场消息称，爱玛正在进行多部门的人员优化，其中，高端品牌"零际"、国际事业部两大部门成 为重灾区，减员超50%。 对于以上信息，1月9日，记者以投资者身份致电爱玛投资者热线。对方称，企业发展过程中进行人员调 整是非常正常的情 ...

Core Insights - The export value of electric motorcycles and bicycles from Wuxi, Jiangsu, increased by over 30% year-on-year in the first three quarters, more than double the overall export growth rate of Wuxi [1] - The rapid growth is attributed to high-tech products and strong market demand, particularly in overseas markets [4] Group 1: Market Performance - Wuxi's electric vehicle industry park is bustling with international buyers, including a delegation from Hungary and entrepreneurs from London seeking to expand their electric vehicle sales [1][2] - The local electric vehicle companies have established over 2,000 overseas sales outlets in more than 40 countries, with annual exports exceeding one million units [7] Group 2: Technological Advancements - A leading local company boasts over 2,400 national patents, showcasing its commitment to innovation [3] - New products include self-balancing and autonomous driving two-wheelers, a foldable model that transforms in four seconds, and high-power electric vehicles with fast-charging technology allowing 100 kilometers of range after just 10 minutes of charging [4] Group 3: Government Support - The local government has created a checklist for electric vehicle exports, addressing issues such as channel connections, cross-border e-commerce, and funding applications [6] - Wuxi has organized over 20 domestic and international exhibitions for electric vehicle companies this year, and provides financial support for companies establishing marketing outlets abroad [7]

0:00 来源：人民日报客户端江苏频道 ...

Core Insights - The establishment of the "Kizilsu-Kuerciz Autonomous Prefecture-Wuxi Electric Vehicle Trade Transit Warehouse" is expected to enhance the efficiency of Wuxi electric vehicle exports to Central Asia, reducing logistics time by 3 to 5 days and costs by 15% [1] - Wuxi's electric vehicle industry is characterized by collaborative market exploration, with the establishment of the Electric Vehicle Foreign Trade Association in 2022 to support companies in international exhibitions and market entry [1][2] - The industry is adapting to international markets by customizing products based on regional preferences and establishing local production bases in countries like Vietnam and Indonesia [2][3] Group 1 - The new transit warehouse in Kizilsu is a significant logistical improvement for Wuxi electric vehicle exports, enhancing supply chain efficiency and creating local job opportunities [1] - Wuxi has 10 electric vehicle companies with export scales exceeding $10 million, and the export value of two-wheeled electric vehicles reached $350 million in the first half of 2025, marking a 31.9% year-on-year increase [1] - The association collaborates with overseas Chinese chambers of commerce to address high tariffs, compliance with production standards, and market demand differences, facilitating the export process [2] Group 2 - Companies are focusing on product customization to meet the specific needs of different markets, such as developing electric motorcycles and three-wheelers for Europe and Southeast Asia [2] - A key factor for overseas customers is the maintenance of Chinese electric vehicles, prompting the establishment of a comprehensive after-sales service network [2] - The industry is leveraging a "cross-border e-commerce + industrial belt" model to enhance brand visibility and customer engagement through both physical stores and online platforms [3]

Core Insights - Wuxi's electric vehicle industry is rapidly growing, aiming for a scale of 100 billion yuan, with an average of 2.4 electric vehicles produced every minute [1] - Yadea, a leading electric vehicle manufacturer, has maintained the top global sales position for eight consecutive years, exporting to over 100 countries [2][3] Group 1: Production and Quality - Yadea's Wuxi facility has 14 production lines with an annual output exceeding 3 million units, showcasing efficient production processes [2] - The facility can produce a complete vehicle in just 35 seconds, while component development takes about six months [2] - Yadea holds over 2,000 patents and has ten major R&D bases, emphasizing its strong technological capabilities [2] Group 2: Market Expansion - The electric vehicle industry in Wuxi has 64 vehicle manufacturers and 91 parts suppliers, with six of the top ten domestic electric vehicle companies located there [3] - The industry is responding to the saturation of the domestic market by seeking opportunities abroad, particularly in Southeast Asia, where electric vehicles are becoming popular alternatives to traditional fuel motorcycles [3][4] - In the first half of the year, Wuxi's electric vehicle exports reached $1.9 billion, a 19.5% increase year-on-year [4] Group 3: Localization Strategies - Companies are adapting their products to meet local market demands, such as enhancing battery life for Indonesia's rough terrain and focusing on cost-effectiveness for Southeast Asia [4] - The trend is shifting from simply exporting products to establishing brand presence in international markets, with companies like Yadea opening stores in Germany and Spain [5] Group 4: Supply Chain and Infrastructure - Wuxi produces one in three electric bicycles in China, supported by a mature supply chain that includes upstream battery production and downstream vehicle assembly [6] - Over 20 production bases have been established in countries like Indonesia and Vietnam, along with 1,800 overseas marketing outlets, creating a comprehensive supply ecosystem [7] Group 5: E-commerce and Global Reach - The establishment of the Wuxi Electric Vehicle Cross-border E-commerce Industrial Park aims to enhance global market penetration through e-commerce [8] - The park has signed agreements for global public overseas warehouses, facilitating international trade for electric vehicle companies [8]