2025年上半年，在宏观经济"总体平稳、稳中有进"的基调下，中国摩托车行业展现出强劲的发展韧性。 中国摩托车商会公布的最新数据显示，1-6月，我国摩托车行业产销双双突破千万大关，达到1061.41万 辆和1061.46万辆，同比分别增长11.83%和11.54%。在全球贸易承压、部分制造业面临价格挑战的背景 下，摩托车行业凭借结构性升级与全球化拓展的双引擎驱动，交出了一份亮眼答卷，成为工业动能转换 的重要样本。 娱乐消费引领内需企稳 中国摩托车商会秘书长张洪波指出，这反映出都市青年已将摩托车从代步工具转变为生活态度载体，大 排量市场的高速增长是消费升级与产业升级共振的必然结果。 东南亚、非洲等新兴市场对中高排量车型及三轮车的需求持续释放，本土化运营成为拓展关键。春风动 力（603129）出口负责人表示，企业正着力加强属地化研发与渠道深耕，以更精准地匹配海外市场需 求。行业集中化态势在全球化进程中同样明显，隆鑫、大长江、广东大冶、宗申等出口前十企业合计出 口量达396.29万辆，占总出口量的61.33%，头部企业主导出口格局。 头部效应与研发驱动效益提升 行业经济效益在2025年上半年显著优化，"强者恒强"的竞 ...

Core Viewpoint - In May 2025, China's economy demonstrated a stable and progressive development trend amidst a complex environment, with significant growth in the motorcycle industry driven by structural upgrades and globalization [1] Industry Performance - The motorcycle industry experienced a robust growth rate of 13.43% in production and sales from January to May, significantly outpacing the overall industrial growth of 6.3% [2] - In May, the motorcycle production and sales figures were 1.8476 million and 1.8763 million units, respectively, showing a year-on-year increase of 4.47% and 5.45% [3] - The production and sales of large-displacement leisure motorcycles surged by 52.83% and 50.34% year-on-year from January to May, reflecting a shift in consumer preferences towards lifestyle and personal expression [3] Market Segmentation - The two-wheeler market showed clear segmentation, with the cross-country motorcycle segment achieving a production and sales growth of 15.94% and 17.71% year-on-year, capturing 60% of total sales [4] - Three-wheeled motorcycles also saw growth, with production and sales increasing by 6.29% and 5.99% year-on-year from January to May [4] Export Growth - The motorcycle export volume reached 5.28 million units from January to May, marking a 26.92% increase, with export value rising by 29.16% to $3.461 billion [7] - In May, motorcycle exports totaled 1.1521 million units, reflecting a year-on-year growth of 22.15% [7] Economic Indicators - From January to April, the motorcycle production sector achieved an industrial output value of 45.743 billion yuan, a year-on-year increase of 19.75% [9] - The top ten motorcycle manufacturers accounted for 63.60% of total industry revenue, with a collective revenue increase of 26.76% [11] Future Trends - The motorcycle industry is expected to see three key trends in the second half of 2025: entertainment consumption upgrade, advancement in globalization strategies, and a potential turning point for electric motorcycles [12][13] - The demand for large-displacement motorcycles is anticipated to rise, driven by changing consumer preferences towards personalized and high-quality experiences [12]