Since 2025, China's electric motorcycle industry has regained its growth momentum after a brief adjustment. From January to May 2025, national production and sales of electric motorcycles reached 1.3495 million and 1.3342 million units respectively, representing a slight year-on-year increase of 4.00% and 0.88%. This recovery is attributed to the continued implementation of "dual-carbon" policies and accelerated technological iteration: on the one hand, many regions have relaxed restrictions on electric motorcycles' road rights, incorporating them into urban green transportation systems; on the other hand, technological breakthroughs such as solid-state batteries and 800V high-voltage platforms have increased the range of mainstream models to over 300 kilometers, making it possible to achieve 100 kilometers of range with just 10 minutes of fast charging.
Technological Innovation Leads Industrial Upgrading, Intelligentization Becomes Core Competitiveness
Industry competition has shifted from a "price war" to a "value war." Leading companies like Yadea and Tailg have launched models equipped with intelligent central control systems, supporting mobile phone connectivity, GPS anti-theft, and battery health monitoring. Emerging brands such as Jihe and Qiantu are targeting the high-end market; the Qiantu 01GT version, equipped with an all-solid-state battery, boasts a range exceeding 300 kilometers, and market demand exceeds supply.
"Intelligentization + Localization" Strongly Boosts Market Recovery. In the Thai market, leading Chinese companies have established factories locally and launched customized models with enhanced hill-climbing capabilities and improved durability in rainy seasons. In Vietnam, due to the 2026 ban on the sale of gasoline-powered motorcycles in Hanoi's city center, sales of Chinese electric motorcycles nearly doubled year-on-year in the first half of the year. The African market also holds significant potential; the Kenyan government reduced the consumption tax on electric vehicles to 10%, enabling Chinese brands to capture 60% of the newly added market share.
Future Outlook: Multi-Scenario Penetration and Technological Breakthroughs in Parallel. With the commercialization of sodium-ion batteries (Houhua Group is also actively deploying R&D for sodium-ion batteries applied to vehicles) and the widespread adoption of battery swapping networks, electric motorcycles will further penetrate professional scenarios such as logistics and tourism. Off-road electric motorcycles and retro electric motorcycles are expected to see growth exceeding 30%.
