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中国摩都,电动车产量半年激增近59%
21世纪经济报道· 2025-10-03 00:10
Core Viewpoint - Chongqing is transforming into a global industrial base for smart connected electric vehicles, with ambitious production targets and a focus on electric two-wheelers, aiming for an annual output of over 15 million units by 2027 [1][14]. Group 1: Industry Transformation - The production of electric motorcycles in Chongqing reached 1.45 million units from January to July this year, marking a 34% year-on-year increase, indicating a rapid shift towards electrification [2]. - Chongqing has attracted seven of the top ten electric vehicle companies in China, including Yadea and Aima, with a local supply rate exceeding 60% for key components [1][10]. - The local government has initiated the "Chongqing Smart Connected Electric Vehicle Industry Development Action Plan (2025-2027)," aiming to establish a global industrial base for smart electric vehicles [1][14]. Group 2: Historical Context - Chongqing was once the heart of motorcycle manufacturing in China, producing the first civilian motorcycle, the "Jialing CJ50," in 1979, which symbolized the beginning of motorized transportation for Chinese families [4][7]. - The decline of the "Big Three" motorcycle manufacturers—Lifan, Longxin, and Zongshen—was attributed to policy changes, market saturation, and technological limitations, leading to a significant shift in the industry landscape [8][9]. Group 3: Smart and Electric Integration - The focus is shifting from merely achieving electrification to integrating smart technologies, with companies like Tailin implementing Huawei's HarmonyOS for enhanced connectivity features [12][13]. - The Chongqing government is promoting the development of a "Smart Electric Vehicle Data Service System" to facilitate future applications like battery swapping and shared mobility [10][12]. - The challenge lies in balancing the cost of smart features with consumer willingness to pay, as the electric two-wheeler market is highly price-sensitive [12][13]. Group 4: Global Expansion - With the domestic market reaching saturation, Chongqing's motorcycle companies are looking to expand internationally, particularly in Southeast Asia, Africa, and Latin America [2][16]. - The logistics network in Chongqing is a competitive advantage for exporting electric vehicles, with efficient routes established to key markets [19]. - Companies are adapting their products for international markets, focusing on customization and smart technology to differentiate themselves from competitors [20][21].
“摩都”战事下半场:国内换轨,“下南洋”答题
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-30 14:55
1979年,重庆嘉陵厂车间,工人们组装出中国第一辆民用摩托车 "嘉陵 CJ50"。它仿自本田 PA50,重量轻、结构简单,很快成为城乡路上的新风景。当时很 少有人意识到,这不仅是一辆两轮车,也是一个象征——中国家庭的机动化出行,由此按下启动键。 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 ...