Core Viewpoint - The automotive industry's shift from gasoline to electric is mirrored in the two-wheeled transportation sector, with CATL's new energy brand, New Energy An, launching a comprehensive solution for two-wheeled travel at the 2025 China Motorcycle Expo, aiming to transition the industry from "low-price competition" to "quality-driven success" [1] Group 1: Market Context and Challenges - Electric motorcycles have become a choice for nearly 400 million people in China for short-distance travel, but the industry faces challenges such as discrepancies between actual and advertised range, rapid battery depletion, and safety concerns due to substandard modifications [3] - The prevalence of low-quality batteries has led to significant safety risks, with 7,048 electric bicycle fire incidents reported in the first half of 2025, highlighting the urgent need for improved safety standards [3] Group 2: New Energy An's Solutions - New Energy An emphasizes a safety-first approach, integrating full lifecycle safety and scenario safety into their product development process, with over 16,000 testing cases to ensure comprehensive safety for two-wheeled travel [5] - The company has introduced the "Snow Leopard" battery for commuters, featuring lightweight and high-strength materials, achieving high energy density and efficiency [5] - For adventure riders, New Energy An launched a 72V90Ah lithium battery, offering a range of up to 195 kilometers and superior performance, including a 5C pulse discharge capability for enhanced acceleration [6] - In commercial operations, New Energy An's battery solutions are designed to be reliable and efficient, allowing riders to maximize their productivity with minimal battery swaps [6] Group 3: Strategic Partnerships - New Energy An's 72V90Ah battery is set to be featured in the Ninebot flagship electric motorcycle M5200, with Ninebot's leadership emphasizing the importance of intelligent experiences in the future of electric motorcycles [7]

Core Insights - The electric two-wheeler market is experiencing a significant transformation driven by the demand for high safety and high value solutions, as highlighted by the launch of a comprehensive solution by New Energy An at the 2025 China Motorcycle Expo [1][6] - The current domestic electric motorcycle market has nearly 400 million units, but faces challenges such as discrepancies between actual and advertised range, battery degradation over time, and performance issues in cold weather [2][5] - Safety is emphasized as a fundamental aspect of development in the two-wheeler industry, with New Energy An aiming to establish safety as the baseline for all products [5][6] Industry Challenges - Users experience "range anxiety" due to significant differences between advertised and actual performance, as well as "power anxiety" when carrying heavy loads [2][5] - The prevalence of substandard battery modifications poses safety risks and undermines the overall user experience [2][5] New Energy An's Solutions - New Energy An's approach includes a comprehensive safety framework that spans the entire product lifecycle, with over 16,000 testing cases to ensure battery safety and reliability [5][6] - The company has introduced the "Snow Leopard" battery for urban commuting, which utilizes aerospace-grade magnesium alloy for lightweight and high strength, enhancing energy density and efficiency [6] - The launch of the 72V90Ah large single-cell lithium battery aims to address range and performance limitations, offering a capacity of 6.5 kWh and a range of 195 kilometers, while maintaining over 100% capacity retention after 300 cycles [6][9] Market Positioning - New Energy An's battery solutions are positioned as essential assets for commercial operators, enhancing efficiency and reliability in operations [7] - The collaboration with Ninebot aims to integrate smart mobility with intelligent energy solutions, focusing on providing users with safer, smarter, and more flexible travel experiences [9]