Core Insights - The article highlights the growth potential of the electric motorcycle (e-motorcycle) market driven by the increasing demand for lithium batteries, particularly with the introduction of the "Micro Knife" battery technology by Xingheng Power in collaboration with Niu Electric [2][5][9] Industry Overview - The e-motorcycle market is experiencing growth due to the relaxation of restrictions on electric motorcycles in various regions, leading to increased lithium battery demand. In the first half of this year, domestic e-motorcycle sales reached approximately 1.57 million units, with exports continuing to rise [2][8] - The new national standards for electric two-wheelers impose strict requirements on voltage and speed, which helps eliminate the chaos of battery modifications and ensures safety [8] Technological Developments - Xingheng Power's "Micro Knife" battery technology focuses on innovative structural design, integrating various high-energy materials to enhance safety, endurance, and performance. The battery offers multiple capacity options, including 30-60Ah and 90-100Ah configurations [5][6][7] - The "Micro Knife" battery has achieved breakthroughs in the production of single crystal manganese lithium materials, significantly improving material stability [6][7] Market Dynamics - The commuting segment dominates the e-motorcycle market, accounting for 90% of the total share. Lithium batteries are positioned as effective alternatives to traditional fuel vehicles [8] - The overseas e-motorcycle market is also expanding, with significant growth observed in regions like Vietnam, where new e-motorcycle sales surged by 99.2% year-on-year in the first half of this year [9]

Core Viewpoint - The strategic partnership between Xingheng Power and Niu Electric aims to enhance the development of high-performance electric motorcycles through the joint research and development of the "Micro Blade Battery" technology, marking a significant step in the electric mobility sector [1][2][3]. Group 1: Strategic Cooperation - Xingheng Power and Niu Electric signed a strategic cooperation agreement for the Micro Blade Battery series, committing to a collaboration scale of 3GWh [1]. - The partnership focuses on technological innovation, product development, and supply chain collaboration to enhance user experience in electric mobility [1][2]. Group 2: Market Opportunity - The demand for high-performance electric motorcycles is increasing due to the rise of young consumers and stricter regulations in the electric vehicle sector [2]. - Niu Electric has established itself as a leading brand in the electric two-wheeler market, leveraging innovative design and smart technology [2]. Group 3: Technological Innovation - The "Micro Blade Technology" emphasizes a "thousand-blade architecture" and "high-conductivity core," utilizing advanced materials to improve battery safety, range, and performance [3]. - The Micro Blade Battery will offer various configurations, including 30-60Ah and 90-100Ah options, to meet the high demands of users [3]. Group 4: Leadership Statements - Niu Electric's CEO highlighted the collaboration's goal to enhance product experience and maintain a technological edge in the global smart mobility market [4]. - Xingheng Power's leadership emphasized the long-standing partnership and the expansion into the electric motorcycle sector, aiming for large-scale application of battery technology in smart urban mobility [4].