本报讯 （记者李乔宇）1月30日，北京牛电科技有限责任公司（以下简称"小牛电动"）正式官宣中国内 地实力派演员吴磊、跨文化全能偶像宋雨琦成为全球品牌双代言人，同步焕新品牌口号为"我，就要小 牛"，全面启动面向Z世代的品牌焕新战役。 同日，小牛电动年产150万台高端智能出行项目正式签约西太湖。这是品牌第三次在此布局，项目占地 60余亩，将新增两条高速电摩柔性生产线、四条自动化塑件烤漆生产线。全面投产后，西太湖基地年产 能将达300万辆，预计产值突破百亿元。 小牛电动CEO李彦表示："西太湖基地是公司全球布局的关键一环。常州完善的供应链、优越的创新环 境和高效的政务服务，为我们的发展提供了坚实支撑。" 在抖音、快手、小红书等年轻化社交平台，小牛电动通过全域直播、达人合作等创新形式实现爆发式增 长。数据显示，每2人进店就有1人来自线上引流，全年线上引流到店突破370万人次，年轻人转化效率 显著提升。 线下方面，小牛电动全年赋能门店超4000家，举办专家培训230余场，构建"内容种草+直播引流+到店 体验"的完整闭环。线上线下（300959）的深度融合，不仅提升销售转化，更建立起品牌与用户的长效 互动生态。 2025 ...

（文/观察者网 张志峰） 当九号智能电动车全球累计出货量突破1000万台，这个仅用6年就创下全球两轮车（含燃油）最快出货 纪录的中国品牌，并未止步于规模成就。 日前，在常州举办的千万台纪念仪式上，九号公司联合创始人、CEO王野宣布"归零再出发"，正式发 布"双品牌、全球化、电切油"三大核心战略，向第二个千万台目标进军，也为陷入存量内卷的中国两轮 车行业，抛出了一份新的解题思路。 中国两轮电动车市场历经四十余年发展，已进入存量竞争的"红海"，2025年市场规模预计突破6000万 台，但行业集中度持续提升，价格战、渠道战愈演愈烈。 而九号自2018年切入赛道以来，高喊"不做存量，只做增量；不搞内卷，只做创新"，以年均超160万台 的出货速度，成为行业增长最快的品牌之一。 数据显示，尽管九号在总体销量、营收方面远逊于雅迪、爱玛等传统头部品牌，但已在全球180多个国 家和地区积累超3000万用户，两轮电动车国内出货1000万台，海外市场营收占比达42%，在高端智能两 轮车市场市占率超70%，用创新打破了行业"规模为王"的固有逻辑。 王野坦言："千万台只是新起点，智能电动车到今天只是第一阶段的结束。"当前行业仍面临产品 ...

（图片来源：摄图网） 1月24日，在2026九号用户大会上，九号公司CEO王野表示，"九号公司在电动两轮车产品上的目标，不是为 了击败任何一个国内友商，而是要超越燃油机。" 王野进一步阐述，"目前在两轮车行业，电动车弱于燃油车的地方我们能够逐渐赶上并超越，但在智能化等 燃油车不如电动车的地方，燃油车的弱势是难以被扭转的。"他宣布，未来十年内，九号公司将全力推动智 能电动两轮车的综合体验超越传统内燃机两轮车，让智能电动车成为全球摩托车行业的主流。 不久前，九号电动车正式宣布国内市场累计出货量突破1000万台。从2019年12月入局至今，仅用六年左右时 间便实现从零到千万台的跨越，刷新了行业增长纪录。 我国不仅是全球最大的两轮车生产基地，也是全球最大的两轮电动车出口国。近几年两轮电动车出口表现火 热，据中国海关总署统计数据，2018 - 2022年，我国两轮电动车出口数量在2021年达到近五年最高值，全年 共出口2287.08万辆两轮电动自行车。2023年1-3月，中国两轮电动车出口数量为279.15万辆。 小牛电动市场营销负责人应冬霞在2022年财经中国年会上指出，两轮电动车行业前景巨大但智能化仍处于初 期。全 ...

2026 年 1 月 24 日，九号智能两轮电动车迎来重要发展里程碑——国内累计出货量正式突破 10，000， 000 台。当日，九号在常州九号科技工厂举办以"一千万个陪伴"为主题的纪念仪式，并与 2026 九号用 户大会同步举行，与来自全国各地的核心用户、媒体及合作伙伴，共同见证这一重要时刻。 对九号而言，"一千万台"不仅是销量意义上的数字突破，更意味着一千万次真实出行场景的验证、一千 万份需要长期守护的用户旅程。这一节点，也标志着九号从产品规模化阶段，迈向以用户长期价值为核 心的全新发展阶段。 作为国内第 1000 万台九号智能两轮电动车下线的重要见证，活动现场，九号公司通过特邀用户见证、 纪念款产品发布、品牌历程回顾、嘉年华等多种形式，回顾九号从第一台到第一千万台的成长轨迹。 一千万台的背后，是无数工程师在研发、制造、测试环节的长期投入，也是千万用户在真实生活中，用 每一次出行投下的"信任票"。九号希望通过这样一场面向用户的线下聚会，让品牌不再只是"交付一辆 车"，而是真正与用户建立长期、稳定、有温度的连接。 基于千万级用户规模，九号正系统性升级其服务与用户运营体系，推动从"售车"向"陪伴用户用车全周 ...

Core Viewpoint - Aima Technology denies rumors of significant layoffs, stating that personnel adjustments are normal at year-end and only a few individuals were affected [1] Group 1: Company Response - Aima Technology's spokesperson clarified that the reports of over 50% staff reduction in several departments, including the high-end brand "Lingji" and the international business unit, are exaggerated [1] - The company confirmed that both the "Lingji" brand and the international business unit are operating normally and that there is no impact on the company's performance [1]

Core Viewpoint - The total number of registered electric bicycles in Guangdong Province has exceeded 30 million, with a significant portion still unregistered, highlighting ongoing management challenges and public concern regarding traffic accidents involving electric vehicles [1] Group 1: Industry Overview - The total registered electric bicycles in Guangdong Province has surpassed 30 million [1] - Traffic accidents involving electric bicycles account for approximately two-thirds of all traffic accidents in the province [1] Group 2: Regulatory Developments - Shenzhen City Police have announced efforts to advance a "full-chain" regulatory closure for electric bicycles [1]

Core Viewpoint - Aima Technology has initiated significant layoffs across multiple departments, marking the largest personnel optimization in recent years, particularly affecting its high-end brand "Zero Boundary" and the international business division [2][4][7]. Group 1: Layoff Details - The layoffs have impacted various departments, including the international business division, domestic business division, after-sales, branding, e-commerce, and the high-end brand "Zero Boundary," with the international division and "Zero Boundary" being the most affected [4][5]. - Approximately 180 employees from the international business division, which had between 300 to 400 employees, are expected to be laid off, representing over 50% of the workforce [4]. - The "Zero Boundary" brand, which peaked with around 80 employees, has seen its team reduced to about 40, indicating a significant downsizing [4]. Group 2: Reasons for Layoffs - The primary reason for the layoffs in the international business division is reported to be poor performance, while the downsizing in "Zero Boundary" is attributed to the relocation of operations from Tianjin to Chongqing [4][7]. - The after-sales department is also heavily affected due to a policy shift towards outsourcing, leading to many employees being asked to transition to third-party companies without adequate compensation [5][6]. Group 3: Financial Performance - Aima's international business revenue was approximately 120 million yuan in the first half of 2024, which further declined to about 90.37 million yuan in the first half of 2025, indicating a downward trend [7]. - Despite a reported revenue growth of 20.78% to 21.09 billion yuan and a net profit increase of 2.78% to 1.907 billion yuan in Q3 2025, the company is undergoing significant layoffs, suggesting underlying issues [14]. Group 4: Strategic Challenges - The company has faced challenges in transitioning to high-end markets, as its historical focus has been on mid-range electric bicycles priced around 2000 yuan, which are now affected by new regulatory standards [14][15]. - Aima's strategy has been inconsistent, with shifts from external procurement to in-house development for its "Zero Boundary" brand's smart technology, reflecting a lack of clear direction [8][10]. Group 5: Organizational Changes - The restructuring has led to the division of the electric vehicle department into domestic and international segments, with significant leadership changes and a reduction in the authority of key figures like the former president of the domestic division [11][13]. - Frequent organizational changes and a rigid structure have been cited as factors contributing to employee dissatisfaction and turnover, further complicating the company's operational stability [15].

Core Insights - Aima Technology has initiated significant layoffs across multiple departments, marking the largest personnel optimization in recent years, particularly affecting the high-end brand "Zero Boundary" and the international business division [2][4][22] Group 1: Layoff Details - The layoffs have impacted various departments, with the international business division expected to cut approximately 180 employees, which is about half of its workforce of 300-400 [4][20] - The high-end brand "Zero Boundary" has seen its team reduced from around 80 to approximately 40, indicating a reduction of over 50% since its launch [4][20] - Employees have reported receiving only one month’s salary as compensation instead of the expected N+1 standard, leading to dissatisfaction and potential legal actions [5][21][6] Group 2: Reasons for Layoffs - The international business division's poor performance has been cited as a primary reason for the layoffs, with revenue dropping from approximately 120 million yuan in the first half of 2024 to about 90.37 million yuan in the first half of 2025 [8][23] - The relocation of the "Zero Boundary" operations from Tianjin to Chongqing has also contributed to the layoffs, as the change has led to significant employee turnover [4][9] - The company has faced challenges in its new business ventures, particularly in the high-end market, where it struggles to compete against established brands due to its historical focus on mid-range electric bicycles [9][28] Group 3: Organizational Changes - Aima has undergone frequent organizational restructuring, including the splitting of its electric vehicle division into domestic and international segments, which has led to confusion and instability within the company [11][25] - The former president of the domestic division, who also managed the international division, has seen his responsibilities significantly reduced, reflecting a shift in the company's strategic focus [13][27] - The company has engaged multiple consulting firms to assist with its restructuring efforts, indicating a lack of clear direction and stability in its strategic planning [25][29] Group 4: Financial Performance - Despite the layoffs, Aima reported a revenue increase of 20.78% year-on-year to 21.09 billion yuan in Q3 2025, with a net profit growth of 2.78% to 1.907 billion yuan [14][28] - The new national standards for electric bicycles have raised production costs and may lead to decreased consumer demand, potentially resulting in negative growth for Aima's core products [28][29]

Core Insights - The company is undergoing significant layoffs, particularly affecting its high-end brand "Zero" and international business division, with reductions exceeding 50% in these areas [2][4][6] - The layoffs are attributed to poor performance in international business and challenges faced by the "Zero" brand, which has seen its team size halved from around 80 to approximately 40 [4][8] - The restructuring is part of a broader trend of annual personnel optimization that has intensified in 2025, marking the largest scale of layoffs in recent years [4][6][10] Company Performance - In the first half of 2024, the international business generated approximately 120 million yuan, which further declined to about 90.37 million yuan in the first half of 2025, indicating a downward trend [6][11] - The domestic business, however, reported a revenue of 12.94 billion yuan in the first half of 2025, highlighting a stark contrast in performance between domestic and international operations [11][12] Strategic Challenges - The company has faced difficulties in transitioning to high-end markets, as evidenced by the "Zero" brand's struggle to establish itself against competitors [8][10] - Frequent organizational changes and a rigid structure have been cited as internal factors contributing to the company's challenges, leading to a loss of valuable talent [10][11] Employee Concerns - Employees have reported dissatisfaction with the severance packages offered during layoffs, which did not meet the expected N+1 compensation standard, leading to potential legal disputes [4][10] - The rationale provided for layoffs, such as disciplinary issues and relocation requirements, has been viewed as unconvincing by many affected employees [4][10]

Core Insights - The electric bicycle industry in China is experiencing a significant transformation driven by policy changes and technological innovations, with a current ownership of 420 million units, indicating a strong demand for short-distance travel and urban commuting [1][4] - The new national standard (GB 17761-2024) implemented on December 1, 2023, is pushing the industry towards higher quality and safety standards, leading to a competitive landscape where brands must focus on premium products [3][4] - The company Jike, established in 2020, aims to become a leading player in the high-end electric vehicle market, targeting sales of 4 million units by 2028 and expanding its distribution network to over 8,500 stores [4][7][8] Industry Trends - The electric bicycle market is shifting from a focus on low-cost products to a demand for higher quality and performance, with sales of electric bicycles priced above 3,500 yuan experiencing the highest growth [4][5] - The industry is moving towards a new phase characterized by technological advancements, brand differentiation, and a focus on user experience, as traditional low-price strategies become obsolete [5][15] - The younger consumer demographic is increasingly prioritizing quality and safety in their purchasing decisions, further driving the demand for high-end electric bicycles [4][5] Company Strategy - Jike has set ambitious sales targets, projecting to sell over 600,000 units in 2025, with a strategic plan to double sales each subsequent year, ultimately reaching 4 million units by 2028 [7][8][12] - The company leverages advanced technology and high standards from the motorcycle industry to enhance product quality, including the introduction of automotive-grade safety features in its electric bicycles [12][15] - Jike's commitment to innovation and quality is reflected in its diverse product lineup and the establishment of a robust research and development framework, supported by its parent company, Chuanfeng Power [10][12][15]