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中信建投:重申摩托车出海的重要性和核心方向
Mei Ri Jing Ji Xin Wen· 2025-08-07 00:19
Core Viewpoint - The importance of overseas expansion for Chinese motorcycle companies is emphasized, with a focus on increasing market share in international markets [1] Group 1: Market Strategy - Chinese motorcycle companies are actively expanding overseas, with a significant increase in market share [1] - The high cost-performance ratio of certain models, such as scooters and ADV models, has proven effective in quickly capturing market share [1] - There is potential for price competition in cruiser and sportbike segments, which have not yet initiated such strategies [1] Group 2: Market Potential - Chinese companies have different strategic focuses and competitive stages in various key markets [1] - In the medium to long term, as the product matrix of Chinese companies improves, they can leverage cost-performance advantages to capture market share [1] - A single Chinese brand could achieve annual sales of 150,000 to 200,000 units in the European and American markets, and approximately 700,000 and 600,000 units in Latin America and ASEAN markets, respectively [1]