With the joint help of policy, demand, Internet of things technology and the goal of carbon neutrality, China’s electric two wheeled vehicles are gradually entering an intelligent era. The brand concentration of electric two wheeled vehicles is further improved, and the competition is becoming increasingly fierce, which will drive the industry into a new stage of development.
Liu Aoke, senior manager of the exhibition center of China Chamber of Commerce for import and export of mechanical and electrical products, analyzed the reporter of international business daily. From the perspective of policy, under the background of “double carbon”, green travel and environmental protection travel have become the trend of the times. As one of the important ways of short-distance travel, electric two wheeled vehicles have high convenience and high popularity, and their intelligent process is indispensable.
From the demand side, the trend of younger consumers of electric two wheeled vehicles is obvious. With the increase of user demand, the requirements for intelligent products are also improved, and the consumption attributes of products are further enhanced. Electric two wheeled vehicles are gradually moving closer to the consumer market. At the same time, the epidemic has also changed the travel mode of European and American people, driving the rapid growth of China’s export of electric two wheeled vehicles. Data show that in 2021, China exported 22.9 million electric two wheeled vehicles, a year-on-year increase of 27.7%; The export volume was US $5.29 billion, a year-on-year increase of 50.8%.
In addition, the rapid development of Internet of things technology and sharing platform has also accelerated the intellectualization of two wheeled electric vehicles in China. With the gradual maturity of Internet of things technology, the intelligent electric two wheeled vehicle develops and innovates product functions from multiple technical angles to improve product performance. At the same time, with the popularity of shared electric two wheeled vehicle platform, the platform needs to estimate the delivery of vehicles, and control the operation and maintenance costs of the platform and shared vehicles. These all have high requirements for the intelligent parts of the vehicle, which in turn promotes the factory to carry out in-depth customized research and development of products according to the intelligent requirements put forward by the sharing platform.
At present, the intellectualization of electric two wheeled vehicle industry has swept the whole industrial chain, and some industry leading enterprises have played an important role in it.
It is understood that in December last year, Yadi planned to acquire two subsidiaries of Zhejiang Narada Power Source Co.Ltd(300068) which research, develop and sell two wheeled vehicle batteries, and planned to extend to the upstream core components through this action, so as to maintain its leading position in the field of electric two wheeled vehicle production and development, and expand its supply capacity through stabilizing the supply chain.
In the same period, five investors including Yadi and spitch Technology Co., Ltd. participated in Shanghai shencong Semiconductor Co., Ltd., aiming to promote the two sides to carry out more in-depth technical cooperation and product development through capital injection, accelerate the deep integration of two wheeled electric vehicle industry and artificial intelligence technology, deeply cultivate the field of intelligent electric vehicles, create a full scene intelligent system, and bring new intelligent riding experience to more users.
“In the context of the impact of the epidemic and the difficulty of finding a ‘core’, it is not difficult to see that the whole vehicle enterprises pay strategic attention to the layout of upstream and downstream supply chains while stabilizing the foreign market, so as to improve the market share through longer-term strategic design.” Liu Aoke said.
Liu Aoke predicted that under the superposition of multiple dividends, the total output of China’s electric two wheeled vehicles will maintain a steady increase in 2022, and the pace of high-quality development of the industry will be further accelerated. In terms of domestic demand, the replacement demand brought by the new national standard is still further expanding. The implementation of the new national standard in various cities continues to give birth to the replacement demand of industry stock, and the industry concentration will be further improved. In terms of export, after RCEP takes effect, the tariff of China’s electric motorcycles exported to Indonesia will drop by 2% in 2022. It is expected that there will be some room for growth in China’s electric motorcycles exported to Indonesia in 2022.
