倒计时49天 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 全场景电动化趋势下，摩托车这一细分场景"油改电"正在加速。 国内市场 ，在各地"禁摩令"逐渐放宽以及商务部有意取消或延长摩托车 13 年报废 背景下，电摩 销量有望得到修复。 相关数据显示， 2024 年电摩销量约 346 万，同比下滑 28% 。 2025 年 1-8 月，国内电摩销 量约 214 万，雅迪、绿源、宗申等品牌位列前三，三家合计销量约 130 万，超过总销量的一半 以上。 主办单位： 高工锂电、高工产研（GGII） 亿纬锂能 海外市场方面 ，越南、墨西哥等地需求渐起，欧美地区高端电摩需求成新增量。在近期举办的摩 博会上，超 100 家境外采购商提交采购意向，总额高达 13 亿美元，采购需求覆盖整车、电池、 发动机配件及轮胎等。 ...

Core Insights - TLG Supercar officially launched its first high-end electric off-road motorcycle, "Fengyue Y7," at a global premiere event in Shanghai, and announced a strategic partnership with the top global off-road motorcycle event, MXGP [1][15] Group 1: Brand and Product Introduction - TLG Supercar focuses on the high-end electric motorcycle sector, emphasizing technology, exploration, and breaking performance limits to provide an all-terrain riding experience [3][5] - The "Fengyue Y7" features an aerospace-grade lightweight aluminum frame, weighing only 88 kg, with a peak power of 22 kW, accelerating from 0 to 50 km/h in just 1.7 seconds, and a top speed of 125 km/h [9] Group 2: Technological Innovations - TLG integrates four major technological systems, defining "super power" with industry-leading motor efficiency, "super safety" with automotive-grade battery solutions, "super fast charging" with a 10-minute SOC (10-80%), and "super intelligence" through a millimeter-wave radar warning system and human-machine interaction features [5] - The company plans to introduce a modular power platform and solid-state battery technology with an energy density breakthrough of 600 Wh/kg in the future [5] Group 3: Strategic Partnerships and Market Expansion - TLG Supercar signed a cooperation agreement with MXGP, becoming the official electric motorcycle partner for the MXGP World Tour in China starting in 2025, and aims to develop a joint racing model over the next three years [15][17] - The company intends to expand its market presence from China to North America, Europe, and Southeast Asia, ultimately establishing a dealership network covering 90% of core global markets [17] Group 4: Cultural and Community Engagement - TLG Supercar aims to build a "home for explorers" by creating off-road parks, hosting training camps, and promoting environmental and public welfare initiatives to enhance the cultural value of electric motorcycles [6][7] - The brand promotes the idea that high-end electric motorcycles are not just transportation tools but also vehicles for connecting passion, exploration, and community [8][19]

Core Insights - The Pakistani government has launched a national incentive program for new energy vehicles, aiming to rapidly develop the electric vehicle and electric motorcycle market, with a forecasted electric vehicle penetration rate of over 30% by 2030 [1] - The introduction of electric motorcycles is gaining traction among consumers due to lower charging costs and simpler maintenance, with international brands entering the market and offering multi-purpose electric three-wheelers [1][2] - The government is also promoting investment in recycling facilities for electric vehicle batteries and encouraging the installation of self-service charging stations to alleviate range anxiety among consumers [2] Group 1 - The national incentive program aims to boost the electric vehicle market in Pakistan, with a target of over 30% penetration by 2030 [1] - Electric motorcycles are becoming popular due to their cost-effectiveness and suitability for urban use, with significant market opportunities arising from the government's support measures [1][2] - The government is facilitating low-interest loan plans for electric motorcycle purchases and plans to procure electric three-wheelers for operational use [1] Group 2 - Several plug-in hybrid vehicles have been launched in Pakistan, achieving good sales, particularly among upgraded Chinese electric vehicle models [2] - The government is enhancing its investment attraction efforts to establish circular economy industrial parks for orderly recycling of electric vehicle batteries [2] - The shift towards new energy vehicles is expected to reduce Pakistan's reliance on imported fuel, addressing urban air pollution and advancing carbon neutrality goals [2]

Group 1 - The core viewpoint of the article highlights that NIU Technologies reported a strong financial performance in Q2, achieving revenue of 1.2557 billion RMB, a year-on-year increase of 33.5% [1] - The gross margin for the company was reported at 20.1%, with a net profit of 5.9 million RMB, marking a successful turnaround from previous losses [1] - Revenue from the Chinese market saw a significant growth of 45.4%, reaching 1.0569 billion RMB, while the number of domestic stores increased to 4,304 [1] Group 2 - The company anticipates Q3 revenue to be between 1.433 billion to 1.638 billion RMB, representing a year-on-year growth of 40% to 60% [1] - NIU Technologies announced the integration of its NX series electric motorcycles with Apple Wallet, allowing users to unlock and start their vehicles using an iPhone or Apple Watch [1] - The Apple Wallet feature is currently supported in seven countries, including China, Germany, France, and Italy [1]

Core Insights - The article discusses the efforts of various local market regulatory authorities in China to enhance product quality and support industries through targeted assistance programs [1] Group 1: Quality Improvement Initiatives - The State Administration for Market Regulation has launched a series of quality technical assistance activities to address enterprise pain points and improve production processes [1] - The Taizhou market regulatory bureau has implemented a comprehensive quality improvement plan for the snow boot industry, which includes a tiered regulatory system and targeted training sessions for over 100 enterprise personnel [2][3] - The Chongqing market regulatory bureau has established a comprehensive support system for the electric motorcycle industry, integrating quality, standards, and certification to enhance competitiveness and export capabilities [4][5] Group 2: Industry-Specific Support - The Binzhou market regulatory bureau has organized over 30 training sessions to improve management capabilities in the commercial kitchenware industry, which has over 2,800 enterprises and accounts for 42.5% of the national market share [7][8] - The Xiamen market regulatory bureau has focused on the energy storage battery industry, identifying 151 quality issues and implementing a quality improvement mechanism to enhance production standards [9][10] - The Beijing market regulatory bureau has initiated a reliability innovation program to improve product quality reliability across key industries, including machinery and electronics [12][13] Group 3: Measurable Outcomes - The snow boot industry in Taizhou has seen a 30% increase in order volume and a rise in the first-time pass rate of product inspections from 60% to 95% due to the implemented support measures [3] - The commercial kitchenware industry in Binzhou has improved the product quality inspection pass rate by 15% and reduced quality-related legal cases by 12% [8] - The energy storage battery industry in Xiamen has achieved a 99.1% self-inspection pass rate and a 32% reduction in customer complaints [11]

Market Overview - On July 28, the A-share market experienced significant fluctuations, with the Shanghai Composite Index rising by 0.12%, the Shenzhen Component Index by 0.44%, and the ChiNext Index by 0.96%[2] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.7 trillion yuan, showing a slight decrease compared to the previous trading day[1] Sector Performance - The leading sectors in terms of gains included electronic components, insurance, aerospace, and chemical pharmaceuticals, while coal, iron, and energy metals saw declines[1] - Approximately 2,800 stocks rose, indicating a broad-based market rally[1] Capital Flow - On July 28, net inflows into the Shanghai Stock Exchange were 76.10 billion yuan, while the Shenzhen Stock Exchange saw net inflows of 111.46 billion yuan[3] - The top three sectors for capital inflow were components, communication equipment, and chemical pharmaceuticals, whereas IT services, railways, and electricity faced the largest outflows[3] Economic Indicators - The Ministry of Science and Technology aims to enhance the effectiveness of technology transfer and innovation, indicating a focus on improving the national technology transfer system[4] - The National Energy Administration announced plans to establish a unified national electricity market by the end of the year, emphasizing the importance of energy supply and regulatory measures[5] Taxation Insights - From 2021 to 2024, the top 10% income earners contributed approximately 90% of individual income tax, highlighting the progressive nature of the tax system[6] - High-tech industry sales revenue grew by 14.3% in the first half of the year, with high-tech manufacturing's share of total manufacturing rising from 15.3% in 2020 to 16.9% in the first half of this year[7] Industry Trends - The electric motorcycle industry saw a slight decline in sales, with June figures showing a year-on-year drop of 15.37%[8] - Shanghai has issued 600 million yuan in computing power vouchers to reduce costs for AI applications, supporting the development of AI ecosystems[9] Fund Dynamics - The fund issuance market remains active, with 31 new funds launched this week, predominantly in equity funds[10] - Consumer REITs have shown strong performance, with over 80% of the 66 reported products achieving quarterly profits, indicating robust institutional interest[11]

Group 1 - The core viewpoint is that the trade tensions between the US and the EU present an opportunity for Catalonia to diversify and explore the Chinese market [1] - The President of Catalonia, Illa, emphasized the need for Catalan companies to shift their focus to China due to the indirect impacts of US tariffs on European products [1][2] - Illa highlighted that while the Chinese market has its unique characteristics, there are already successful Catalan companies operating there, indicating a potential for growth [1] Group 2 - Illa's official visit to China, which started on July 25 and will last until August 1, aims to strengthen political, economic, and cultural ties between Catalonia and China [2] - This visit marks the first official trip to China by a Catalan government president in over 20 years, showcasing the importance of this diplomatic engagement [2] - During the visit, Illa has met with executives from major companies like Huawei and Green Source, indicating a focus on technology and electric mobility sectors [2] Group 3 - China is the primary export destination for Catalonia in Asia and has been one of the largest investors in the region [3] - Currently, over 280 Catalan companies are operating in the Chinese market, while more than 200 Chinese companies are active in Catalonia [3] - In the previous year, Catalonia's exports to China amounted to approximately €1.8 billion, a 74% increase over the past decade, with key products including pork, plastic components, and machinery [3]

Core Viewpoint - Transsion Holdings, known as the "King of Africa," is actively seeking new growth opportunities beyond its mobile phone business, particularly by establishing a mobility division to explore electric two-wheelers in developing countries like Africa [1]. Group 1: Business Expansion - Transsion has formed a mobility division to explore electric two-wheeler business, indicating a diversification strategy amid challenges in its core mobile phone segment [1]. - The company is currently hiring for various positions related to its mobility business, suggesting a commitment to this new venture [2][3]. - The electric motorcycle market in Africa is growing, with the number of motorcycles in sub-Saharan Africa increasing from 5 million in 2010 to 27 million in 2022, a growth rate of 440% [2]. Group 2: Market Challenges - Transsion's mobile phone business faced a significant decline, with net profit dropping nearly 70% year-on-year in Q1, and smartphone shipments decreasing from 9.5 million units to 9 million units in the same period [1]. - The company’s market share in Africa has decreased to 47%, down 5 percentage points year-on-year, as competitors like Samsung and Xiaomi gain momentum [7]. - The entry into the electric two-wheeler market presents challenges related to infrastructure, charging facilities, and consumer purchasing power in target markets [6]. Group 3: Competitive Landscape - Competitors are replicating Transsion's successful distribution model, which has led to increased competition in the African market [7]. - Samsung and Xiaomi have regained market momentum, with Xiaomi achieving a 32% year-on-year growth, particularly in Egypt and Nigeria [7]. - Other brands like OPPO and Honor are also increasing their investments and market presence in Africa, indicating a highly competitive environment [8].

Core Viewpoint - Wuyang Honda has unveiled its electrification strategy and launched the high-performance smart electric motorcycle E-VO, marking a significant step in the transition from fuel to electric two-wheelers [1][2]. Group 1: E-VO Specifications - E-VO is the first model in Wuyang Honda's electric FUN EV series, available in dual and triple battery versions with two color options: Milk Apricot White and Extreme Black [2]. - The E-VO features a 74V28Ah battery system developed exclusively by New Energy An, which offers four key advantages addressing user pain points [3]. Group 2: Battery Advantages - The E-VO is equipped with a 6.2kWh large-capacity battery pack, designed for long-range with a cycle life exceeding 1500 times [4]. - It maintains high discharge performance in low-temperature environments down to -20℃, ensuring all-weather adaptability [4]. - The motorcycle employs a partitioned cell layout and directional pressure relief technology, achieving the industry's first five-star fire safety certification, thus ensuring zero explosion risk during thermal runaway [4]. - It is compatible with both home charging stations and fast-charging stations, alleviating range anxiety for users [4]. Group 3: Industry Insights - The collaboration between New Energy An and Wuyang Honda is seen as a model for the two-wheeled electric motorcycle industry, accelerating the transition from fuel to electric [5]. - New Energy An, a joint venture of CATL and ATL, focuses on the two-wheeled vehicle market, having developed the "Kun Yuan" battery specifically for electric motorcycles and forming strategic partnerships with leading electric motorcycle manufacturers [5]. - The electric motorcycle market is projected to exceed $100 billion globally by 2030, driven by the shift towards electric mobility and the advantages of zero emissions and lower operating costs [5]. - Despite the growth potential, challenges such as reduced range in low temperatures and high battery costs remain significant hurdles for the electric motorcycle sector [5]. Group 4: Competitive Landscape - Several battery companies, including Xingheng Power, Boliview, and Tianpeng Power, are focusing on the electric motorcycle market, indicating a competitive landscape [6]. - Xingheng has developed a range of lithium batteries tailored for domestic commuting electric motorcycles, achieving high performance with a peak discharge rate of 2.5C [6]. - Boliview has established a global presence in the electric motorcycle battery market and sees new national standards and battery swapping as potential growth areas [6]. - Tianpeng Power's parent company, Weilan Lithium Chip, is optimistic about the demand for electric motorcycles in Southeast and South Asia [7]. Group 5: Future Outlook - With the technological advancements from these companies, improvements in battery range and cost issues for electric motorcycles are expected to continue [8].