不仅如此， 电摩路权的开放，还有望减少"非标车"、"超标车"上路，减少两轮车监管环节的难度。 摘要 电摩在动力性能、速度和承载能力方面更贴近于快递、外卖现实使用场景。 电自新国标下，两轮车车主交通工具选择局限性与实际行驶需求矛盾越发放大。 一边是 25km/h 限速下，新国标电自无法满足快递、外卖等场景对续航、动力性能的极致追求；另一边是摩托禁令下，一线城市快递、外卖员生产 力工具选择十分局限，低动力行驶还可能加剧交通拥堵。 对此，在两会期间，已有相关人大代表对电摩行业建言献策。 3 月 3 日，全国人大代表、顺丰工会主席汪勇接受记者采访时表示： 相比于电动自行车，电动摩托车在动力性能、速度和承载能力方面更贴近于快 递小哥、外卖小哥的现实使用场景。 但是现在的摩托车管理并未将电动摩托车和燃油摩托车区分， 如果管理能够细分，给电动摩托车更多路权 。 如果能够有所区分，给予电动摩托车 更多的路权，开放更多的可行驶区域，就能够给予 快递、外卖小哥更优的运输工具选择。 此外，他还建议，从国家层面立足绿色低碳发展方向和新就业群体现实需求，研究设立电动摩托车绿色号牌制度。 推动电动摩托车管理更加科学、 精准、规范。 高工 ...

Core Insights - The electric motorcycle market in China is experiencing a dual increase in inventory and exports, influenced by new national standards and the ban on gasoline motorcycles [2][24] - In 2025, the total sales of fuel and electric motorcycles are projected to be approximately 21.97 million units, with exports accounting for about 13.37 million units, representing 60% of total motorcycle exports [2][24] - The domestic sales of motorcycles are expected to decline by 3.45% year-on-year, while exports are anticipated to grow by 21%, highlighting the importance of overseas markets under the current ban on gasoline motorcycles [3][24] Electric Motorcycle Market Dynamics - The electric motorcycle segment is growing slowly due to policy constraints, with a slight increase in sales of 1.14% year-on-year, reaching 3.51 million units in 2025 [5][26] - The penetration rate of new energy in electric motorcycles is around 16%, while production is expected to reach 3.61 million units, a 6.03% increase year-on-year [5][26] - The production of electric motorcycles in December alone is projected to be 339,100 units, reflecting a month-on-month growth of 7% [5][26] Inventory and Production Strategies - The production exceeding sales in 2025 is attributed to manufacturers' strategies to stockpile inventory in anticipation of uncertainties brought by new national standards [6][27] - Manufacturers are preparing "over-standard vehicles" and electric motorcycles to meet the demands of users seeking longer range and commuting capabilities [7][28] Export Growth and International Market - The export growth of electric motorcycles is significant, with an 18.1% increase in 2025, indicating a trend of "blooming inside the wall and fragrant outside" [5][39] - Southeast Asia is identified as a major market for electric motorcycles, although initial purchase costs remain higher than gasoline motorcycles, and local acceptance of gasoline models is still strong [40][41] - In contrast, developed markets like Europe are more receptive to higher-priced electric motorcycles, supported by government incentives aimed at promoting sustainable transportation [42][43] Competitive Landscape and Technological Advancements - Key players in the electric motorcycle market include established brands like Yadea and Aima, as well as new entrants like Niu and Ninebot, focusing on high-performance and specialized products [15][29] - The demand for lithium batteries in electric motorcycles is increasing, with companies developing high-capacity battery solutions to meet performance requirements [36][38] - The combination of lithium batteries and new national standards is expected to reshape the two-wheeler market, with a focus on safety and performance [34][36]

Core Insights - The successful winter high-altitude extreme environment testing of Luyuan electric motorcycles was conducted at the Erlangjian Scenic Area of Qinghai Lake, Qinghai Province, under harsh conditions of approximately 3200 meters altitude and temperatures as low as -15°C [1][3] - The testing process was recorded by the Xinhua Credit platform, providing objective and credible third-party data to assess the product's adaptability to high-altitude conditions [1][3] Testing Performance - The testing included extreme cold charging, ice surface anti-skid, load climbing, and low-temperature endurance, with specific performance metrics recorded [1][2] - The vehicle successfully started after a full night of charging at -15°C, demonstrating stable control during slalom tests on ice, and could carry a load of 300 kg while completing a 15% slope start and climb [1][2] - In temperatures around -10°C, the vehicle achieved a range of over 90 kilometers [1][2] Technical Verification - The introduction of technical credit aims to transform traditional testing conclusions into standardized, verifiable data credit assets, enhancing trust in product performance claims [2][3] - This practice establishes a dynamic and traceable quality information verification mechanism, providing a new approach and reliable data sources for evaluating product quality in special environments [2][3] Industry Context - As the application of electric transportation tools expands into high-altitude and extreme cold environments, the authenticity of their performance has become a focal point for consumers and regulators [3] - The application of technical credit concepts in product testing provides a common basis for quality dialogue among stakeholders, promoting transparent and credible high-quality development in the industry [3]

Core Viewpoint - The article discusses the emergence of smart electric motorcycles, particularly focusing on the "Extreme Little Smart" model produced by Limama Vehicle Industry, which features autonomous driving capabilities and advanced safety technologies [3][4]. Group 1: Product Features and Innovations - The "Extreme Little Smart" electric motorcycle can achieve a maximum speed of 40 km/h in autonomous mode and is equipped with automotive-grade AEB active safety technology and millimeter-wave radar for collision risk prediction and obstacle detection [3]. - Users can summon the motorcycle via a dedicated app and plan automatic routes for tasks such as grocery shopping and package collection, similar to functionalities available in four-wheeled vehicles [3]. Group 2: Industry Trends and Challenges - The current stage of smart electric motorcycles focuses on human-machine interaction, with features like mileage tracking, keyless unlocking, and satellite positioning, but large-scale deployment of smart driving technology is still limited [4]. - Many companies possess technology for self-balancing and assisted driving, but these products are often not available for retail and are primarily used for marketing purposes [4]. - The high cost of smart driving components, such as radar and control systems, along with safety concerns regarding sudden maneuvers, hinder the widespread adoption of smart electric motorcycles [4]. Group 3: Market Outlook - According to the latest report by Zosi Automotive Research, the electric motorcycle industry is undergoing a critical phase of smart transformation, with the implementation of new national standards [5]. - The penetration rate of millimeter-wave radar in the two-wheeler sector is expected to exceed 18% by 2026, as leading brands explore advanced levels of automated driving assistance [5].

Company Insights - The electric motorcycle "Extreme Little Smart" produced by Limai Vehicle Industry can achieve autonomous driving at a maximum speed of 40 km/h and features advanced safety technologies such as AEB and millimeter-wave radar for collision risk prediction and obstacle avoidance [1] - Limai Vehicle Industry has delivered 10 units of the "Extreme Little Smart" to dealers, with plans for further mass production by 2026. The expected price is around 10,000 yuan, comparable to four-wheeled vehicles, but requires a motorcycle license [1] - A dealer indicated that the store has not yet purchased the "Extreme Little Smart" but plans to do so after the Spring Festival, although in limited quantities [1] Industry Trends - The electric motorcycle industry is undergoing a critical phase of intelligent transformation, with the implementation of new national standards for two-wheeled vehicles [3] - The industry is gradually establishing a grading standard for intelligent assessment, covering four dimensions: power systems, intelligent driving, communication systems, and human-machine interaction [3] - The penetration rate of millimeter-wave radar in the two-wheeled vehicle sector is expected to exceed 18% by 2026, with leading brands exploring advanced levels of automatic driving assistance [3] Market Challenges - Many companies possess self-balancing and assisted driving technologies for two-wheeled vehicles, but these products are not yet commercially available, often remaining as marketing gimmicks or experimental models [2] - The demand for intelligent driving features in two-wheeled vehicles is currently weak, and the high costs associated with the necessary components and redesigns make these vehicles expensive [2] - Concerns about the safety of intelligent driving two-wheeled vehicles persist, with industry representatives noting that sudden maneuvers can pose risks to riders [2]

Group 1 - The company plans to invest 9 million RMB in Hangzhou Yufeng Tuo Jie Technology Co., Ltd., acquiring a 15% stake, which will not be consolidated into the company's financial statements [1] - The electric vehicle market in Southeast Asia is experiencing rapid growth, driven by short-distance commuting needs and changes in fuel costs, leading to increased demand for electric motorcycles [1] - Hangzhou Yufeng Tuo Jie will focus on the mid-to-high-end electric motorcycle market in Southeast Asia, emphasizing the development, production, and localized operation of high-performance and reliable electric motorcycles [1] Group 2 - Hangzhou Yufeng Tuo Jie currently has a registered capital of 28.8 million RMB, which will be increased to 60 million RMB [2] - After the capital increase, key stakeholders will include Xin Peng with 24.96% ownership, Jiang Guibin with 14.88%, Wei Biao with 8.16%, and others, including the company holding a 15% stake [2] - The capital increase will enhance the company's ability to penetrate the high-growth Southeast Asian terminal market with its mature power system products [1][2]

Group 1 - The company plans to invest 9 million RMB in Hangzhou Yufeng Tuo Jie Technology Co., Ltd., acquiring a 15% stake, which will not be consolidated into the company's financial statements [1] - The electric vehicle market in Southeast Asia is experiencing rapid growth, driven by short-distance commuting needs and changes in fuel costs, leading to increased demand for electric motorcycles [1] - Hangzhou Yufeng Tuo Jie will focus on the mid-to-high-end electric motorcycle market in Southeast Asia, emphasizing the development, production, and localized operation of high-performance and reliable electric motorcycles [1] Group 2 - Hangzhou Yufeng Tuo Jie's registered capital is currently 28.8 million RMB, which will be increased to 60 million RMB [2] - After the capital increase, key stakeholders will include Xin Peng with 24.96% ownership, Jiang Guibin with 14.88%, Wei Biao with 8.16%, and the company will hold a 15% stake [2] - The investment by the company is part of a broader strategy to deepen its overseas expansion by leveraging its mature power system products in high-growth Southeast Asian markets [1][2]

Core Viewpoint - DONUT LAB has introduced what it claims to be the world's first mass-producible all-solid-state battery, achieving significant milestones in energy density and fast charging capabilities [3][4]. Group 1: Battery Technology - The solid-state battery boasts an energy density of 400 watt-hours per kilogram and can be fully charged in just 5 minutes [3]. - It can endure up to 100,000 charging cycles with minimal capacity degradation and maintains over 99% capacity across a temperature range of -30°C to over 100°C [3]. - The company has not disclosed specific details about the solid electrolyte material system or manufacturing processes, citing confidentiality [4]. Group 2: Production Plans - DONUT LAB has set an initial production capacity of 1 gigawatt-hour (GWh) for this year, with plans to increase it to over 10 GWh by next year [4]. - The company has not clarified whether the initial 1 GWh will come from in-house production or through partnerships [4]. Group 3: Market Position and Competition - The battery technology does not contain rare earth elements or lithium, utilizing a different technological approach that allows for cost parity with lithium iron phosphate batteries while enabling rapid scaling [5]. - The battery is already integrated into Verge Motorcycles' electric motorcycles, with deliveries expected to start this year [5]. - The company anticipates that competitors will reverse-engineer the technology after the motorcycles are delivered, providing a window of approximately six months to capture market share [5]. Group 4: Future Validation - The market performance of the electric motorcycles, subsequent technical analysis post-disassembly, and the actual realization of production capacity will serve as critical initial validations for the claims made by DONUT LAB [6].

Core Insights - China's foreign trade achieved a record high of 45.47 trillion yuan in 2025, with a year-on-year growth of 3.8%, maintaining its position as the world's largest goods trader [1][6] - The export of high-tech products increased by 13.2%, contributing 2.4 percentage points to overall export growth [2] - The diversification of trade partners is evident, with trade relations established with 249 countries and regions, and a decrease in concentration among the top ten trading partners [4][5] Trade Performance - In 2025, exports reached 26.99 trillion yuan, growing by 6.1%, while imports totaled 18.48 trillion yuan, with a modest growth of 0.5% [1] - December 2025 saw a record monthly trade volume of 4.26 trillion yuan, marking a 4.9% year-on-year increase [1] - The import market remains robust, with China expected to be the world's second-largest import market for 17 consecutive years [5] High-Tech and Green Products - High-tech product exports, including specialized equipment and industrial robots, saw significant growth, with industrial robot exports increasing by 48.7% [2] - Green energy products, such as lithium batteries and wind turbines, also experienced substantial export growth, with increases of 26.2% and 48.7% respectively [2] Market Diversification - Trade with emerging markets is expanding, with notable growth in exports to ASEAN, Central Asia, and Africa [3][4] - The trade relationship with Europe remains strong, with over 50% of cosmetics and nearly 60% of automobiles imported from Europe, while exports of pharmaceuticals and industrial robots to Europe grew by over 20% [5] Future Outlook - The external environment for trade in 2026 is expected to be challenging, with global trade growth projected to slow down significantly [6] - Despite these challenges, China's institutional, market, and industrial advantages are expected to enhance its resilience in foreign trade [6]

Core Viewpoint - China's foreign trade is showing resilience and growth, with significant increases in exports and imports across various sectors, driven by green technology and diversified trade partnerships [1][2][3]. Group 1: Export Growth - By 2025, China's exports of lithium batteries and wind turbines are expected to grow by 26.2% and 48.7% respectively [1]. - In the green transportation sector, exports of electric motorcycles and bicycles are projected to increase by 18.1%, while electric locomotives are expected to rise by 27.1% [1]. - Exports of industrial gas purification devices are anticipated to grow by 17.3%, and electric forklifts by 5.2% [1]. Group 2: Import Trends - China's imports are projected to reach 18.48 trillion yuan by 2025, marking a historical high and maintaining its position as the world's second-largest import market for 17 consecutive years [1]. - Import growth has been steady, with a 4.4% increase in December, following seven months of year-on-year growth [1]. Group 3: Trade Diversification - China's foreign trade is becoming more diversified, with over 60% of countries and regions across all continents experiencing growth in trade with China [2]. - The share of China's top ten trading partners in total foreign trade has decreased to 47.7%, indicating a more balanced trade landscape [2]. Group 4: Belt and Road Initiative - In 2025, trade with Belt and Road Initiative countries is expected to reach 23.6 trillion yuan, a 6.3% increase, surpassing the overall foreign trade growth rate by 2.5 percentage points [2]. - The proportion of trade with Belt and Road partners in China's overall foreign trade is projected to rise to 51.9% [2]. Group 5: Business Vitality - In 2025, private enterprises are expected to continue driving foreign trade, with imports and exports reaching 26.04 trillion yuan, a 7.1% increase [4]. - Over 90% of surveyed multinational companies plan to continue investing in China, reflecting strong foreign confidence in the market [4]. Group 6: Future Outlook - For 2026, foreign trade is anticipated to exhibit a "stable quantity, improved quality" trend, with a focus on high-end equipment and green energy exports [5]. - The global trade environment is expected to improve, with increased demand driven by global monetary and fiscal easing [6].