如今看来，这似乎是一次乔诺核心客户的集体觉醒与巨变，他们在未来五年的业务增长几乎都大幅度领 先同行，乔诺自身也从一个1亿规模的咨询公司增长到了5亿多，有着极其类似的驱动因子。 01. 为什么增长变得困难了？ 今年很多企业是因为去参访了我们辅导的客户，比如雅迪、杰克、TCL、零跑、理想、特步、林清轩、 百亚、安吉尔、永艺等企业转介绍而来，他们为什么依旧保持着增长？仔细打开看——原来做了好多变 革。 大部分企业第一反应是：我们为什么没有做这个项目？于是很多企业家刚与我交谈，就直接发起要做具 体项目。但事情永远没有想象的那么简单。我特别担心企业家在某个地方学了一个好内容，第一件事就 是急于在组织里落地，这本质上是刻舟求剑的表现。每一家企业面对的问题有相似性，但务必先识别清 楚企业所处的阶段以及认识当前的形势。 真相往往是：时代变了，我们老了，将军总是爱打过去的战争。 前段时间接受《首席访谈》的邀约，我与杰克股份的创始人北斗做了一场关于近五年双方合作的对话。 2020年，北斗希望找我们做人力资源咨询，而仅仅十分钟谈话后，他就改变了自己的决定——先从战略 规划开始。为什么？我说因为我担心他5年后不理我，如果公司的增长速 ...

"这哪是骑车，简直是坐铁板凳！"提起自己新买的国标电动车，杭州市民张女士忍不住吐槽。她展示的手机照片里，那辆崭新的电动自行车座椅窄小单 薄，材质坚硬——这正是被网友戏称为"铁皮座椅"的典型设计。 和张女士有类似感受的消费者不在少数。自新版《电动自行车安全技术规范》（以下简称"新国标"）12月1日正式实施以来，一场关于安全性、实用性与 舒适性的争议在社交媒体上持续发酵。限速25公里/时、强制安装脚蹬、座椅设计反人性、后视镜"消失"……这些变化让不少车主感到不适。 新国标引发的这场"阵痛"，究竟从何而来？ 被误解的国标与走偏的设计 打开社交媒体，关于新国标电动车的吐槽随处可见。"超过25公里/时就滴滴报警，下个坡都提心吊胆"、"后座没了，孩子上学怎么办"、"这椅子坐半小时 屁股都不是自己的了"……消费者抱怨的焦点高度集中。 然而，仔细梳理新国标的具体条款会发现，许多被吐槽的设计并非强制要求。中国自行车协会明确表示，新国标的核心在于整车质量不超过55公斤、最高 车速不超过25公里/时、必须具有脚踏骑行能力等安全指标，并未对座椅材质、后视镜安装等细节做出具体规定。 摘要： "问题出在部分企业的'应试思维'上。"一位行 ...

在这个年轻人定义一切的时代，电动车行业的竞争逻辑正在发生变化。面对新国标下带来的挑战， 从"规模比拼"到"系统能力对抗"，技术应从机械的参数中解放出来，回归以人为本的温度与价值。 站在1亿台销量的高点，雅迪科技集团2026年度「新」新零售与「新」消费融合峰会圆满举办。此次峰 会表明，雅迪正在引领行业共同告别单一的规模博弈，转向出行生态的价值共创。 这不仅仅是一场面对全球超6000名运营商代表的大会，更是一次新时代下的宣言：未来的竞争，将不再 是冰冷参数的堆砌，而是感知与共鸣的争夺。雅迪将技术内核转化为可感知的体验，"小迪祥云"与"迪 旺旺"组成的出行智能体IP矩阵横空出世，撕下了电动车的刻板印象，直戳Z世代的心窝，在共鸣中实现 品牌的裂变级传播。 连续八年全球销量第一，这次峰会展现了雅迪定义行业新范式的行动力，以全方位系统性创新去破局， 为产业发展注入强心剂。雅迪此次亮剑，锋芒所指正是未来，电动车行业新旧秩序的转折点已到来。 不仅如此，这次大会也成了雅迪年轻化基因的秀场，整个展区呈现出科技与潮流融合的氛围。三丽鸥联 名产品亮相展区，直击年轻用户喜好，雅迪还计划携手年轻人喜爱的茶饮品牌"爷爷不泡茶"，打造与年 ...

Core Insights - Yadea hosted the 2026 Global "New" New Retail and "New" Consumption Integration Summit, focusing on transforming new retail and market growth strategies in the context of the new era [1][2][15] Group 1: Strategic Initiatives - Yadea emphasizes the importance of embracing new standards and innovative models to achieve sustainable growth, with a focus on user needs and market opportunities [2][5] - The company introduced key initiatives centered around standardized "test rides" and market segmentation to convert new retail capabilities into actionable growth strategies for operators [5][9] Group 2: Product Development - Yadea has achieved a cumulative sales figure of over 20 million units for its Crown series, with the White Shark model leading in the 4000 yuan smart electric vehicle segment [7] - The launch of the new "Titan Cool" series and the first model, the Ruiying Ultra, aims to penetrate niche markets such as delivery riders, enhancing the product matrix from general to professional use [7][11] Group 3: Compliance and Innovation - Yadea is a frontrunner in implementing new national standards, having completed production line adjustments and launched a flagship store for these standards [9] - The company has developed a product system compliant with the new standards, featuring 71 models, and has introduced several new products focusing on safety, intelligence, and practicality [9][10] Group 4: Brand Positioning - Yadea is advancing its youth-oriented strategy through collaborations with popular celebrities and brands, aiming to become the preferred choice for younger consumers [10][12] - The company is committed to continuous upgrades in safety, intelligence, and practicality for its new standard products, enhancing user travel experiences [11][12] Group 5: Future Outlook - Yadea plans to collaborate with operators to build a new cooperative ecosystem, ensuring production capacity and product supply while setting clear goals for market engagement [13][15] - The summit served as a strategic declaration post the milestone of 100 million units sold, reinforcing Yadea's commitment to leading the industry with new retail as a growth engine [15]

Core Viewpoint - The two-wheeled electric vehicle industry in China is undergoing technological upgrades and market restructuring, driven by policy support, with leading companies like Yadea Holdings gaining significant market share and profit margins [1] Group 1: Industry Dynamics - The new national standard is a core policy driving sales growth and industry concentration in the electric two-wheeler sector [1] - The "old-for-new" policy has effectively stimulated market demand, confirming the logic of industry acceleration [1] - The Hong Kong stock market is favoring brands with "through-cycle" characteristics, with Yadea Holdings being a prime example due to its resilient performance and strategic initiatives [1] Group 2: Company Positioning - Yadea has a strong industry leadership position, with cumulative global sales exceeding 100 million units and maintaining the number one market share for eight consecutive years [2][4] - The company's scale advantage enhances its supply chain management capabilities, reinforcing profit resilience and enabling it to capitalize on policy benefits [4] Group 3: Financial Performance - In the first half of the year, Yadea achieved revenue of 19.19 billion yuan, a year-on-year increase of 33.1%, and a net profit of 1.65 billion yuan, up 59.5% [5] Group 4: Technological Innovation - Yadea has invested over 5.93 billion yuan in R&D since its listing in 2016, leading the industry and driving technological competition [7] - The company holds over 2,000 patents and continues to innovate in core technologies, creating a strong technological ecosystem that raises barriers for competitors [8] Group 5: Global Expansion - Yadea's global strategy focuses on integrated research, production, supply, sales, and service, allowing for refined overseas expansion [9] - The company has established ten smart production and research bases globally, exporting products to over 100 countries and regions [11] Group 6: Brand and Service Strategy - Yadea emphasizes brand emotional connection and quality service, shifting the competitive landscape from purely technical specifications to user experience [12] - The company has built a global network of over 40,000 service outlets, enhancing its service response mechanisms and focusing on user-centric brand missions [16] Group 7: Market Leadership - Yadea maintains a leading market share of 26.3% and a domestic sales growth rate of 41.1%, significantly outperforming the industry average [17] - The company's ability to convert policy benefits, technological advancements, and overseas production into quantifiable growth momentum is expected to enhance market expectations for its future value growth [17]

Core Viewpoint - Niu Technologies has successfully turned a profit in Q2, achieving a net profit of 5.9 million yuan, ending a streak of ten consecutive quarters of losses, amidst a challenging global electric vehicle market characterized by rising costs and price wars [1][10]. Revenue Growth and Market Strategy - Niu Technologies reported total revenue of 1.256 billion yuan, a year-on-year increase of 33.5%, with gross profit reaching 371 million yuan, up from 255 million yuan in the same period last year [4]. - The company sold 350,090 electric scooters, marking a 36.7% year-on-year increase, with domestic sales reaching 318,719 units, a 53.6% increase, while international sales fell by 35.5% to 31,371 units [5][4]. - The "technology for all" strategy has been pivotal, allowing Niu to introduce high-end features at lower price points, thus penetrating the commuter market and driving domestic vehicle revenue up by 45.4% to 1.057 billion yuan, accounting for 84.2% of total revenue [6][5]. Channel Expansion and Product Innovation - Niu's domestic store count reached 4,304, a 38% increase year-on-year, supporting sales growth through an "All in online" strategy that enhanced customer conversion [7]. - Significant investment in R&D, which increased by 35.5%, has led to the introduction of innovative technologies, reinforcing Niu's position in the high-end market [7][9]. - The launch of the Dual Master series achieved record sales of 228 million yuan on its first day, highlighting the brand's enhanced pricing power due to technological advancements [8]. Financial Position and Future Outlook - As of June 30, 2025, Niu's cash and cash equivalents totaled 1.2266 billion yuan, providing a solid foundation for future strategic initiatives [9]. - The company anticipates Q3 revenue to reach between 1.433 billion and 1.638 billion yuan, representing a year-on-year growth of 40% to 60%, driven by continued innovation and channel optimization [16]. Competitive Landscape and Market Challenges - The electric scooter market is becoming increasingly competitive, with Niu facing challenges from established players like Ninebot, which reported a 61.54% revenue increase in Q2 [14][15]. - The global smart scooter market is projected to reach $50 billion by 2025, with significant growth opportunities in emerging markets despite a currently limited distribution network [14]. - Niu's ability to control costs is crucial for its future success, as production costs per unit decreased by 12.5% year-on-year, and operating expenses as a percentage of revenue fell from 32.7% to 24.2% [16].

Core Insights - The article highlights Yadea's innovative approach to integrating ESG principles and youth-oriented strategies into its business model, particularly through the "717 Global Riding Festival" [1][11] - Yadea's focus on creating a "personified" product experience shifts the competition from technical specifications to emotional recognition, appealing to younger consumers [3][7] - The company's commitment to sustainability is evidenced by significant achievements in reducing carbon emissions and promoting green transportation [8][9] Product Strategy - Yadea's "Crown" series is positioned as a reliable partner for adventure, emphasizing long battery life and performance in various challenging conditions [3][7] - The "Modern" series targets female users, combining aesthetics with safety features, addressing common riding challenges [5][7] - The integration of user stories and experiences into the brand narrative enhances emotional connections with the products [7][13] ESG Practices - Yadea's ESG initiatives have resulted in a cumulative riding distance of 368.5 billion kilometers, reducing carbon emissions by 63.9 billion kilograms, equivalent to planting 3.1 billion trees [8][9] - The company has successfully built a green technology enterprise model, demonstrating the impact of user choices on sustainable development [11][15] - Yadea's approach to quantifying environmental contributions resonates with younger generations, fostering a sense of responsibility and engagement [15] Industry Insights - The success of the "717 Global Riding Festival" serves as a model for the electric two-wheeler industry in China, emphasizing the need for brands to understand and address the diverse needs of younger consumers [11][13] - The shift from traditional advertising to user-generated content and experiences is highlighted as a powerful marketing strategy [13][14] - Yadea's integration of green and emotional values into its brand DNA is seen as a critical factor for transitioning from efficiency to value advantages in Chinese manufacturing [14][15]

Core Viewpoint - The article emphasizes the innovative approach of Yadea in integrating ESG principles and a youthful strategy into its business model, transforming low-carbon travel into a lifestyle trend for Generation Z, thereby creating a strong growth engine based on "youthfulness" and "sustainability" [1] Product Value "Personalization" - The competition in the product market is shifting from "technical specifications" to "emotional recognition," with Yadea's products being assigned distinct "personalized" labels [2][3] - The Yadea Crown series is positioned as a reliable partner for adventure, meeting the long-range needs of young users through extreme challenges that validate its performance [3] - The Yadea Modern series targets female users, addressing their travel pain points while emphasizing safety and style through a comprehensive safety system [5] ESG Practices "Data-Driven" - Yadea has developed a systematic approach to ESG practices, achieving significant results in sustainable development areas such as green product innovation and low-carbon transformation [8] - Global Yadea users have accumulated a riding distance of 368.5 billion kilometers, reducing carbon emissions by 63.9 billion kilograms, equivalent to planting 3.1 billion trees [10] - Yadea's user base and global sales figures reflect strong market recognition of its product and brand value, contributing to the realization of ESG goals [10] Industry Insights "Tangible" - The success of Yadea's global cycling festival provides valuable insights for the transitioning two-wheeled electric vehicle industry in China, highlighting the need to address the diverse real-life scenarios of young users [14] - Brands should shift their mindset to create an open platform for users to become active participants and promoters, as evidenced by the impactful user-generated stories during the cycling festival [14] - Quantifying the environmental contributions of products and making them tangible for users is crucial for gaining deep recognition from Generation Z [15]