曾经，一辆嘉陵摩托驶过山城坡坎，是几代重庆人共同的记忆。而今，这座中国的"摩托之都"正将这份制造基因，投向智能两轮车的新赛场。 重庆的电动化步伐正在加快，新的身份定位指向"智联电动车全球产业基地"。2024年，重庆电动车产量达298万辆，同比增长19%；2025年上半年，这一 数字飙升至219.75万辆，同比激增58.6%——增速远超行业平均水平。根据奥维云网披露的数据，上半年电动两轮车市场销量同比增速为29.5%。 更大的野心被写进政策蓝图。2025年7月，《重庆市智联电动车产业发展行动计划（2025—2027年）》发布，明确提出到2027年建成智联电动车全球产业 基地，实现电动车年产量超1500万辆的目标。 这一数字背后，是重庆对整个两轮车产业价值链的重新定位。 作为传统摩托车制造重镇，重庆已吸引全国电动车行业前十强中的7家企业入驻，雅迪、爱玛、台铃等头部品牌纷纷在此落子。本土配套率超过60%，电 机、电控、车架等核心总成基本实现就近配套。 曾经的"摩帮三巨头"——力帆、隆鑫、宗申，如今仅剩宗申屹立不倒。而整个重庆的摩托车产量仍在全国占三分之一以上。今年1—7月，电动摩托车产量 145万辆，同比增长34% ...

Economic Overview - The GDP of Ziyang reached 53.01 billion yuan in the first half of the year, with a year-on-year growth of 7.0% [2] - The industrial added value above designated size increased by 15.8%, outperforming the provincial average by 8.5 percentage points, ranking fourth in the province [2] Industrial Performance - The textile and apparel industry grew by 70.4%, general equipment manufacturing by 56.2%, and computer, communication, and other electronic equipment manufacturing by 108.3% [2] - The production of railway locomotives increased by 130.8% year-on-year [2] Market Expansion and Production Growth - CRRC Ziyang Company reported a 44% increase in locomotive deliveries compared to the same period last year, driven by strong market expansion efforts [2] - The production of lithium-ion batteries, traditional Chinese medicine, beverage alcohol, and steel structures also saw significant increases of 31.9%, 71.5%, 14.5%, and 26.4% respectively [2] Investment in Manufacturing - Manufacturing investment in Ziyang grew by 23.2%, exceeding the provincial average growth rate by 14.9 percentage points, ranking fourth in the province [2] - The new high-end aluminum alloy profile base in Lezhi has secured orders worth 530 million yuan, with eight production lines operating at full capacity [2] Natural Gas Industry Development - The cumulative natural gas production in the Gaoshiti block exceeded 20 billion cubic meters, with daily production exceeding 12 million cubic meters [3] - New projects in the natural gas sector are expected to enhance production capacity by over 30% [3] Key Industry Growth - All five major industries in Ziyang achieved positive growth, with clean energy, electronic information, and equipment manufacturing maintaining growth rates above 20% [3] - The implementation of three-year action plans for key industries such as aerospace and healthcare is underway to strengthen the industrial chain [3]

Core Insights - The two-wheeler market in Beijing is experiencing a significant increase in customer traffic, driven by national subsidy policies that encourage consumers to trade in old vehicles for new ones, resulting in a net cost of around 1000 yuan for new bikes priced at approximately 2000 yuan [1][2][3] - Major two-wheeler manufacturers are optimistic about the market outlook for the year, with expectations of increased sales and production capacity due to improved supply and demand dynamics [1][5] - The implementation of new national standards has accelerated the elimination of less competitive manufacturers, leading to an overall optimization of supply in the industry [1][8] Market Dynamics - The "Five One" holiday period saw a remarkable increase in sales for companies like Niu Electric, with a 120% year-on-year increase in sales and a nearly 80% increase in customer traffic [2][3] - The most popular models are priced between 1800 to 2200 yuan, with some models already sold out, indicating strong demand [3] - The national subsidy program provides 500 to 650 yuan for new purchases, with additional incentives for trading in old lithium-ion battery bikes, further stimulating consumer interest [3][4] Future Projections - The two-wheeler market is expected to see a double-digit growth in sales by 2025, driven by both new demand from delivery services and the replacement of older models [5][9] - The cumulative number of old bikes traded in and new ones purchased since the launch of the subsidy program has reached 532.3 million, indicating a successful policy impact [5] - Companies are ramping up production capabilities, with Niu Electric expecting to produce between 1.3 million to 1.6 million units this year, reflecting a growth of 40% to 70% [7][8] Supply Chain and Product Development - The new national standards set to be implemented in 2025 will enhance product quality and safety, leading to a more competitive market landscape [8][9] - Companies are focusing on smart features and digital upgrades in their products, aligning with consumer preferences for enhanced functionality [9] - The industry is witnessing a shift towards intelligent and green manufacturing, with companies like Aima and Niu Electric actively expanding their product lines and production bases [6][7][9]