来源：市场资讯 Bayambang 市政府对本次合作高度重视，前期已进行了充分的市场调研，并多次开展沟通与方案调 整。根据合作意向书，致丰集团将与 Bayambang 市共同推进传统燃油摩托车换电更新项目，预计未来 一年内置换数量约 6,000 台。随着项目的推进，三年内该数字将提升至 30,000 台，并计划覆盖周边地区 200,000 台新能源摩托车置换目标，推动构建清洁高效的城市交通体系。 致丰集团在新能源领域早有布局，凭借其在工业制造领域多年积累的技术与经验，已研发出多款充电 桩、电动摩托车、换电电池、换电柜及储能产品，并配套智能化管理系统，实现用电状态监测与远程控 制，为用户提供便捷、安全的一体化新能源服务。 菲律宾已将可再生能源与应对气候变化列为政策核心，对进口电动汽车实施零关税政策，并将优惠税率 范围扩大至混合动力汽车、电动摩托车与电动自行车，目标于 2030 年将温室气体排放量减少 75%，逐 步摆脱对化石燃料的依赖。Pangasinan 省是菲律宾人口大省（约 304 万人），Bayambang 为其中人口较 多的城市。围绕该政策目标，致丰新能源项目将稳步推进，有助带动当地新能源产业链完善与 ...

Core Viewpoint - Chuncheng Power (603129.SH) received an inquiry from the Shanghai Stock Exchange regarding the necessity of its 2.5 billion yuan convertible bond fundraising project for capacity expansion, focusing on the details of its production plans and market strategy [1] Group 1: Regulatory Inquiry - The regulatory body requires the company to disclose the land use plan and approval progress for the annual production capacity of 3 million sets, as well as the technical differences between the new products and existing ones to justify the focus on its main business [1] - The inquiry also asks the company to explain the reasons for capacity fluctuations, the rationale for new capacity, and the risks of overcapacity, considering data on capacity utilization, sales rates, and market space [1] Group 2: Company Response - Chuncheng Power plans to add production capacity for 200,000 fuel motorcycles, 1.7 million electric bicycles, and 1.1 million electric motorcycles, which will share core technology with existing products but adapt to electric processes, representing an extension of its main business [1] - The company stated that its current capacity is nearing saturation, and the demand for electric two-wheelers remains high due to policy incentives, with further penetration opportunities in overseas markets, making the expansion aligned with its globalization strategy [1]

春风动力 20250924 摘要 春风动力营收复合增速接近 35%，实现从十亿到百亿规模的跨越。自 2016 年以来，经营利润率持续提升，2022-2024 年受益于产品升级和 海运费回落，净利率增速恢复增长。 2024 年，全地形车业务营收占比超 45%，摩托车业务占比 43%。产品 结构持续升级，全地形车毛利较高，2023 年约为 40%，摩托车业务盈 利能力也在逐步提升。 2024 年海外市场收入占比达 56%，北美占比约 30%，欧洲约 26%。 中国市场营收占比下滑，海外市场成为重要增长点，欧美区域开拓效果 显著，全球化战略成效显著。 全地形车行业消费升级趋势明显，UTV 和 SSV 市场份额提升至 65%， 未来有望进一步提高，为市场带来结构性增长机会。春风动力在国内外 全地形车出口领域均处于领先地位。 春风动力注重技术研发，发动机一次下线率超 90%，台架耐久性实验达 200 小时以上，发动机单声功率达 84 千瓦，大幅领先国内平均水平， 在 500CC、800CC 及 1,000CC 排量段具备竞争力。 Q&A 春风动力自 2016 年以来的营收和利润表现如何？ 自 2016 年以来，春风动力 ...

2025年，从东南亚到中国市场，一系列信号表明，燃油摩托车（油摩） 的份额 正在被电动摩托车（电摩）快速 蚕食 。 在越南河内，政府宣布将于 2026年起在一环内全面禁摩；在印尼雅加达，电动摩托车销量年增长率超过26%；在中国，单价1万元以上的中高端电摩 销量同比增长45% 。 这些看似孤立的事件，背后实则同属一场结构性变革： 在摩托大国，燃油摩托车正在被电动摩托车系统性替代 。 倒计时56天 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 当四轮汽车的电动化转型步入深水区，两轮摩托车的 "油转电"浪潮也迎来了历史性拐点。 驱动这场变革的，已从单一的政策驱动，转向了由 电池技术根本性突破 和 用户需求升级 共同主导的新阶段。 电摩何以挑 战油 摩？ 行业共识是，电摩替代油摩已非 "能否"问题，而是"多快"问题。 伴 ...

其实对于康迪来说，GoTo集团仅3台的订单量关系到公司未来的转型，当高尔夫球场电车、卡丁车这类非公路车在北美遇冷时，康迪在"稳健现金流业 务"同时，更要发展具身机器人、储能这类"增长孵化业务。 愿望很美好，赛道也很有前景，但在司库财经看来，康迪新战略转型能否成功转型的背后，不仅是康迪自身的战略意愿，更要看到自身储备和友商们肌肉 和实力的对比。在此我们不禁怀疑：康迪此时入局是否已晚？ 1 双轮驱动新战略 "2025年上半年，全球宏观经济环境依然面临诸多不确定性，且这一趋势对我们业务的发展带来了不小的挑战"，对于2025年上半年的经营业绩，康迪科技 CEO陈峰不无忧虑，认为康迪需要在稳固现有业务的同时，寻找新赛道。 据康迪财报数据显示：2025年上半年，康迪总净收入为3630万美元、净利润为170万美元，相较于去年同期分别下降39.3%、29.2%。 康迪业务上的不景气，不仅反映在营收利润的下降幅度上，更是能效。据同花顺数据显示：目前康迪共有739名员工，按照半年170万美元净利润计算， 2025年上半年康迪人均创造的净利润仅为0.23万美元，折算为383美元/人/月。 | 9 | 公司名称:康迪科技集团公司 | ...

Group 1 - The motorcycle industry in China is facing significant challenges, with a current capacity utilization rate of only 39.85%, compared to 72.2% in the automotive industry [3][4] - The "ban and limit motorcycle" policies in over 100 cities are restricting market growth, with industry experts calling for a reevaluation of these regulations [3][9] - The 2025 China International Motorcycle Expo showcased a growth in exhibitors, with 950 participating companies, indicating a potential for industry recovery despite current market struggles [3][4] Group 2 - Motorcycle sales in China have declined from 20.19 million units in 2021 to 19.92 million units in 2024, representing a decrease of over one-third compared to the peak sales of over 30 million units in 2007 [4][5] - Exports of Chinese motorcycles have increased, with figures rising from 8.97 million units in 2021 to 11.02 million units in 2024, primarily targeting markets in Latin America, Africa, and Southeast Asia [5][6] - The introduction of a 35% tariff on motorcycles by the Mexican government, effective by the end of 2026, poses a new challenge for Chinese motorcycle exports [7][8] Group 3 - The new national standard for electric bicycles, effective from September 1, 2025, may lead to a significant decline in sales and further reduce the industry's capacity utilization [9][10] - The demand for motorcycles, especially high-displacement models, remains strong in cities like Wuhan, despite strict regulations that hinder consumption [10][11] - If motorcycle bans are lifted in over 100 cities, it is estimated that domestic sales could increase by 3 to 5 million units annually, with electric motorcycles and light motorcycles exceeding 40 million units [11]

Core Viewpoint - The motorcycle industry in China is facing significant challenges due to restrictive policies and declining domestic sales, while there is potential for growth in the electric motorcycle segment and overseas markets [2][3][11]. Group 1: Industry Overview - The current capacity utilization rate of the motorcycle industry is only 39.85%, significantly lower than the automotive industry's 72.2% for 2024 [3][5]. - The motorcycle market has seen a decline in sales, with figures dropping from 20.19 million units in 2021 to 19.92 million units in 2024, representing a decrease of over one-third compared to the peak of over 30 million units in 2007 [6][7]. - The "ban and limit" policies in various cities are seen as a major constraint on market growth, alongside the mandatory scrappage policy from 2013 [3][11]. Group 2: Market Dynamics - The 2025 China International Motorcycle Expo showcased a growth in exhibitors, with 950 participating companies, an 8% increase from 2024, indicating a search for transformation within the industry [4]. - The electric motorcycle segment is gaining traction, with a 60% increase in exhibitors compared to the previous year, reflecting a shift towards electric mobility solutions [11]. - The new national standard for electric bicycles, effective from September 1, 2025, imposes stricter safety requirements, which may impact sales and production capacity in the electric motorcycle sector [12]. Group 3: Export Opportunities and Challenges - China’s motorcycle exports have increased from 8.97 million units in 2021 to 11.02 million units in 2024, with significant exports to Latin America, Africa, and Southeast Asia [7][8]. - However, increasing global economic uncertainties and potential tariffs, such as a proposed 35% tariff on motorcycles exported to Mexico, pose risks to export growth [8][9]. - The lack of a mature overseas operational system for Chinese motorcycle companies limits their competitiveness in international markets, particularly against established Japanese brands [9]. Group 4: Future Growth Potential - If motorcycle bans are lifted in over 100 cities, with each city selling over 50,000 units, it is estimated that domestic sales could increase by 3 to 5 million units annually, with electric motorcycles and light motorcycles exceeding 40 million units [2][13]. - The average price of a motorcycle is around 15,000 yuan, which could significantly stimulate consumer spending and related markets, such as safety gear and tourism [13].

Core Insights - The 2025 China Motorcycle Chongqing Forum emphasized the theme "Gathering Strength, Breaking Through" and aimed to discuss the future of the motorcycle industry with representatives from various enterprises [1] - The forum highlighted Chongqing's status as a global motorcycle hub, showcasing significant achievements in industry scale, export performance, corporate strength, product structure, and industrial ecology [6][8] - The event featured discussions on the transformation of the motorcycle industry, focusing on innovation, brand building, and international market expansion [8][10] Industry Overview - Chongqing's motorcycle industry has evolved significantly, characterized by larger scale, better export trends, stronger corporate capabilities, improved product structures, and a more complete industrial ecosystem [6] - The global motorcycle industry is entering a growth cycle, with China transitioning from a manufacturing powerhouse to a strong manufacturing nation, particularly in smart and electric vehicles [8] - The domestic market is experiencing dual upgrades in consumer demand for both livelihood and recreational use, while international markets in regions like Asia, Africa, and Latin America present vast opportunities [8] Challenges and Recommendations - The industry faces challenges such as global economic uncertainty, trade protectionism, and internal competition [8] - Recommendations include focusing on independent innovation, enhancing brand building, expanding international markets, and strengthening industry self-discipline [8] Market Trends - The motorcycle market in Mexico is projected to grow, with significant increases in ownership and sales, particularly in electric motorcycles [19] - The Mexican motorcycle market is expected to reach a value of $3.36 billion, with a notable increase in imports from China [19] Strategic Discussions - The forum included discussions on long-term strategies versus opportunistic approaches, emphasizing the need for balance in the face of industry challenges [20] - Participants highlighted the importance of adhering to long-term visions while adapting to market changes, with a focus on quality and innovation [22] Future Directions - The forum concluded with a call for collaboration and consensus among industry players to address challenges and seize opportunities, particularly in the context of new national standards and market dynamics [38] - The motorcycle industry is expected to continue evolving with a focus on electric and smart technologies, driven by changing consumer preferences and regulatory frameworks [38]

Core Viewpoint - Wuxi Xishan District is recognized as "China's Electric Vehicle Capital," producing over 15 million electric vehicles annually and hosting numerous well-known electric vehicle manufacturers and component suppliers [1] Industry Overview - The district has over 200 electric vehicle companies that have expanded globally, establishing more than 1,800 overseas sales outlets in over 40 countries [1] - In 2024, the total export of electric motorcycles and bicycles from the district is projected to reach 1.264 million units, with an export value of $390 million [1]

0:00 无锡锡山区素有"中国电动车之乡"的美誉。这里年产电动车超1500万辆，拥有大批知名电动车整车企业 和零部件生产商。大规模、高集聚度、完整产业链，让锡山成为全国最大电动车整车生产研发基地和零 部件集散地。 记者：黄培锋、武莹景 新华社音视频部制作 近年来，锡山区200多家电动车企业竞相出海，已在全球40多个国家设有超1800家海外销售门店。2024 年，全区电动摩托车和电动自行车整车出口126.4万辆，出口额达3.9亿美元。 跟随记者的镜头一起探访。 ...