Core Insights - The new national standard mandates that all electric bicycles sold after December 1 must not exceed a maximum design speed of 25 km/h, fundamentally changing the landscape of the two-wheeled electric vehicle industry [2] - Companies are increasingly focusing on the B2B market, with significant investments in delivery and service scenarios to capture emerging opportunities [2][3] Industry Trends - The number of delivery riders in China has surpassed 10 million, with projected sales of two-wheeled electric vehicles reaching approximately 49.5 million units in 2024 [3] - Delivery riders typically travel an average of 120 km per day, requiring frequent battery changes and high usage rates, indicating a faster replacement cycle compared to regular consumers [3] Company Strategies - Aima has launched the Aima Mahe S1 series, designed specifically for delivery riders, addressing key pain points such as long range, strong power, and high safety [4] - Aima's strategy includes partnerships with major companies like JD.com to create specialized vehicles for various service scenarios, enhancing durability and stability for service providers [4] Market Dynamics - The competition in the two-wheeled electric vehicle market is shifting from a focus on individual products to an ecosystem-based competition, driven by the new national standards [5] - The previous cost-cutting and low-price competition model is expected to be replaced by a focus on providing higher quality products and services [5]

Core Insights - The two-wheeled commercial vehicle market is experiencing new growth opportunities driven by the rapid development of instant delivery and life services [2] - Aima Technology Group launched its commercial sub-brand "Mahe" to focus on four core scenarios: instant delivery, life services, tourism rentals, and customized government and enterprise solutions [2][4] Group 1 - Aima's Senior Vice President Li Yubao emphasized the brand's commitment to high-quality design, craftsmanship, and components to drive the development of commercial products [4] - The two-wheeled commercial vehicle market is in a golden period of scale expansion but faces challenges such as insufficient product standardization and low customization [4] - Aima Mahe aims to address industry pain points with the mission of "opening roads for efficient business" [4] Group 2 - Aima Mahe will utilize the IPMS system to create a fully integrated model, focusing on high-quality products supported by an all-channel network for efficient collaboration from R&D to implementation [5] - The brand is centered around the needs of riders, aiming to create a commercial brand that satisfies riders, benefits partners, and gains industry recognition [5] - Aima Mahe is shifting from merely selling vehicles to providing "professional mobile productivity solutions," including a rental and sales platform and a rider service network [5] Group 3 - Aima Mahe showcased a professional product matrix covering four core scenarios, including the S1 Max, which has been upgraded for safety, comfort, and speed for the delivery sector [5] - Partners such as JD Home Services, SF Express, and Swan Home participated in the launch ceremony, indicating future collaboration in product customization, scenario expansion, and channel development [5]

Core Insights - The electric two-wheeler industry in China is experiencing a strategic differentiation with Aima Technology Group launching its commercial sub-brand "Aima Mahe" to expand into high-frequency commercial scenarios such as delivery services and rental services after 26 years in the consumer market [1][2] Group 1: Strategic Expansion - Aima Mahe aims to create a second growth curve for Aima by entering the commercial market, which includes delivery, life services, and corporate customization [1] - The launch event attracted major industry players, indicating a shift from traditional manufacturing to becoming a "mobile productivity solution provider" [1][2] Group 2: Manufacturing and Supply Chain - Aima has completed the construction of national bases across various regions in China, ensuring strong delivery capabilities and consistent product quality through a comprehensive control of the manufacturing process [2] - The company emphasizes its commitment to high-quality design and components to enhance the performance of its commercial products [2] Group 3: Market Demand and Product Offering - The commercial market for two-wheelers is driven by a significant demand for instant delivery and life services, with a projected order volume exceeding 1 billion by 2030 [3] - Aima Mahe's product "Positioning House" targets four key scenarios: instant delivery, life services, corporate customization, and travel rentals, aiming to address the lack of standardization in the current market [3] Group 4: Business Model and Ecosystem - Aima Mahe will implement an Integrated Product Marketing Service (IPMS) to create a full-link integration strategy, moving away from the traditional "civilian to commercial" model [4] - The company plans to integrate offline stores with online platforms to create a win-win ecosystem for riders and partners [4] Group 5: Technological Innovation - Aima Mahe is focused on addressing core pain points in commercial scenarios, including riding, endurance, safety, and road conditions, through technological innovations [5] - The introduction of advanced safety systems and energy-efficient solutions aims to enhance the overall user experience and safety of commercial vehicles [5] Group 6: Collaborative Partnerships - The presence of major partners like JD.com and SF Express at the launch event highlights Aima Mahe's ecosystem appeal, with JD.com reporting a 300% growth since partnering with Aima [5] - Aima Mahe is positioned not just as a product brand but as an open commercial mobility ecosystem platform, fostering deep collaboration among various stakeholders [5]

Core Insights - Aima has launched a commercial sub-brand "Aima Mahe," aiming to tap into the electric commercial vehicle market by leveraging its extensive resources and focusing on four core scenarios: instant delivery, life services, travel rentals, and customized solutions for government and enterprises [1][3] - The launch represents a strategic extension of Aima's expertise in the two-wheeled transportation sector into commercial applications, marking a significant growth opportunity [1][3] Company Strategy - Aima has completed nationwide base construction, providing a solid foundation for Aima Mahe's production and market presence [3] - The company emphasizes a commitment to technological innovation and quality, which will drive the development of Aima Mahe's commercial product line [3] Market Opportunity - The commercial two-wheeled vehicle market is entering a golden period of scale expansion, despite facing multiple challenges [3] - Aima Mahe aims to address the core demands of commercial users for efficient transportation and their emotional needs for respect and recognition through products that combine professional performance and practical value [3] Product Offering - Aima Mahe has unveiled a specialized product matrix covering four key scenarios, establishing the tool attributes and ecological value of two-wheeled commercial electric vehicles through scenario-based innovation [3] - The brand has also created a rental and sales platform for transportation and a "Mahe Rider Home" store category to address operational pain points for commercial users, providing integrated solutions from products to software and financial services [3]

Core Insights - Aima officially launched its commercial sub-brand "Aima Mahe" at a product release event, focusing on four core scenarios: instant delivery, life services, travel rentals, and government-enterprise customization [1] - The commercial two-wheeler market is entering a golden period of scale expansion, despite facing multiple challenges [1][2] - Aima Mahe aims to address the lack of customization and standards in the commercial two-wheeler market by creating products that meet the core demands of efficient travel and emotional recognition for commercial users [1] Group 1 - Aima has established a solid production and market foundation through 26 years of experience and nationwide base construction [1] - The company emphasizes a commitment to quality and technology in the development of Aima Mahe's commercial product line [1] - Aima Mahe's mission is to pave the way for efficient business operations, focusing on professional performance and practical value [1] Group 2 - The commercial vehicle market is experiencing unprecedented policy benefits and market opportunities, with Aima Mahe leveraging an integrated approach through IPMS [2] - Aima Mahe is committed to a rider-centric philosophy, aiming to create a brand that satisfies riders, benefits partners, and gains industry recognition [2] - The company has developed a rental and sales platform along with "Mahe Rider Home" stores to address operational pain points for commercial users [2]