Although the first year of the outbreak of the epidemic brought an unexpected growth dividend of about 30% to electric two-wheeler , the decline in marginal effect has already appeared. Coupled with many factors such as the soaring price of air raw materials, it has brought uncertainty to the development of the traditionally manufactured electric two-wheeler industry. On the basis that the production and sales of electric two-wheelers increased by only about 4% year-on-year last year, this year's trend will be in a downward channel.
Jiangxin inflatable hollow tires have contributed to the high-quality development of the electric two-wheeler industry. Some leading vehicle companies have regarded this tire as standard
The economic downturn cannot be ignored. So far, the national unemployment rate has remained high. Although domestic monetary easing has injected liquidity in large quantities, people's consumption continues to shrink, resulting in a cliff-like decline in investment, which is reflected in the fact that the top brands of high-priced cars have experienced varying degrees of unsalable sales and declines this year. As a tool for travel and living for grassroots people, it has been affected by the downturn in the macro economy.
Domestic incremental consumption is close to saturation, and the market will be dominated by stocks in the future. data shows that the national electric two-wheeler ownership has reached its limit of 300 million. From the market side, the current incremental buyers are mainly young people, and more large consumer groups are concentrated in the stock update. According to the product quality provided by electric two-wheeler manufacturers, the service life span accounts for 5-10% of the stock in 7-8 years; 40-50% of the stock in 5-6 years; 10-20% of the stock in 3-4 years; 20-25% of the stock in 2-3 years. Therefore, in the future, there will still be about 30 million vehicles waiting to be rigidly replaced every year. In addition, there will still be an incremental consumption of about 10 million vehicles, and the market size of 40 million vehicles will still be annually.
A corner of the finished product workshop of the leading enterprises
The international market is changing, which will have an uncertain impact on the export of electric two-wheeled vehicles . At present, my country's electric two-wheeled vehicle exports account for only 7-10% of the total output, and expanding exports is one of the support for the development of my country's electric two-wheeled vehicle industry to maintain strong momentum. However, the intensification of geopolitical games between China and the West has affected the export of electric two-wheeled vehicles to varying degrees.
For example, the United States is one of the fastest growing markets for electric two-wheelers, but the United States has imposed high tariffs of up to 25% on electric two-wheelers from mainland China, which has not been removed, resulting in the fact that electric two-wheelers exported to the US market does not have a competitive advantage;
EU The overall market has maintained rapid growth for electric two-wheelers, but EU countries have set different degrees of trade and technical barriers for electric two-wheelers from mainland China, forcing mainland Chinese companies to establish factories in EU countries, becoming a link of the EU manufacturing system;
Other developing countries , although the market is large, the instability brought about by political changes is also obvious; and in order to compete for the market, domestic companies have price wars between each other are a normal... These factors have caused the export of electric two-wheelers to fail to increase as much as bicycles. my country's bicycle exports account for about half of the global market, and at its peak, it accounted for 70% of the global market.
capital continues to penetrate into the industry, so that product quality and performance steadily improve, while market concentration is rapidly increasing . The capitalization of leading enterprises and the leading brands have been fully demonstrated in the electric two-wheeler industry in recent years. It is expected that the production and sales of leading enterprises will increase by 10-25% this year. On the contrary, sales of small and medium-sized enterprises will further shrink, and a considerable number of traditional enterprises are forced to withdraw from the market because they cannot withstand cost pressure.
workers are intensively assembling
Product diversification is becoming more and more prominent, and being able to stand firm in segmented fields is the way to survive. data shows that electric two-wheeled vehicles are currently divided into two categories: transportation, commuter vehicle, , and living tool trucks. Among them, transportation, commuter vehicles are divided into short-distance transportation, long-distance transportation, shared electric transportation, etc.; and living tools are mainly concentrated in takeaway, express delivery, short-distance transportation, etc. Be able to do better products in the segmented market and still have a market place.The future product development trend of electric two-wheeled vehicles is that the leading vehicle companies are concentrated in five or six, with a market share of about 90%, while the rest are distributed among hundreds of companies. These companies are small in scale but have their own advantages. Although they produce thousands of vehicles per year, they can still survive and develop.
conclusion
electric two-wheeler industry has entered an era of multipolar, diversification and diversification. Only by finding your positioning and direction and maintaining your unique technological advantages, cost advantages and market core competitive advantages in the process of hard work can the company live well and long.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-