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雅迪登陆日本,会成为“黑船”吗?
日经中文网· 2025-11-04 02:32
Core Viewpoint - Yadea Group Holdings, the largest electric two-wheeler company globally, is set to launch its electric scooter PORTA in Japan in November, priced at 217,800 yen (approximately 10,450 RMB), which is about 30% cheaper than similar products from Japanese companies like Honda [2][4][5]. Market Entry Strategy - The launch coincides with Japan's new stricter exhaust emission regulations, which will significantly reduce carbon monoxide and nitrogen oxide emissions, creating a favorable market environment for electric vehicles [5][8]. - Yadea aims to disrupt the market by offering competitive pricing that aligns with gasoline scooters, thereby attracting consumers looking to switch [5][17]. Product Specifications - The PORTA falls under Japan's "original class 1" electric two-wheeler category, with a maximum output of 0.6 kW, and can be charged using standard household outlets, offering a maximum range of 60 kilometers on a full charge [4][12]. Market Context - Japanese companies, including Honda, Yamaha, Suzuki, and Kawasaki, dominate over 40% of the global two-wheeler market, primarily with gasoline-powered models [11]. - The Japanese two-wheeler market has seen a significant decline, with sales projected to drop to approximately 320,000 units by 2024, down from over 3 million in the early 1980s [7]. Competitive Landscape - Other emerging players in the electric two-wheeler market include Ola Electric Mobility from India, VinFast from Vietnam, and Gogoro from Taiwan, indicating a growing competition in the sector [14]. - Honda plans to invest 500 billion yen in electric two-wheeler development by 2030, aiming to launch 30 electric models globally [15]. Future Projections - The electric two-wheeler market is expected to grow, with projections indicating that by 2035, the electric vehicle share could reach 18.8% of new two-wheeler sales globally [12].