Date: 2025-11-14 hits: 107
The introduction of the new national standard for electric bicycles is accelerating the diversion of users in the two-wheeled vehicle market. Firstly, users prioritizing safety for urban commuting and short-distance travel are expected to become the main force behind the new standard-compliant vehicles.
Secondly, users primarily engaged in delivery, logistics, intercity commuting, and entertainment scenarios, who previously mainly used non-compliant or illegally modified vehicles, have higher requirements for range and power. Electric motorcycles, designed to cater to these users, are expected to become a substitute for non-compliant and modified vehicles after the new standard is implemented.
Data shows that in 2024, the growth rate of high-end electric motorcycles priced above 4,000 yuan reached 87%, led by traditional two-wheeled vehicle manufacturers such as Ninebot, Yadea, Niu, and Aima, as well as emerging players. Ninebot has led the sales of high-end electric motorcycles for two consecutive years.
Why have high-end electric motorcycles broken through in the electric motorcycle category? The main consumer group for high-end electric motorcycles is young people, who purchase them primarily for their pursuit of personalized, entertaining, and high-quality riding experience. Related data shows that the repurchase rate of high-end electric motorcycles is twice that of low-end models.
It's worth noting that high-end electric motorcycles inherently possess superior performance and are expected to achieve full lithium battery adoption. Furthermore, the higher pricing of high-end electric motorcycles allows for greater premium pricing power for lithium batteries. Moreover, the overseas electric motorcycle market is experiencing explosive demand, with the export of high-end electric motorcycles driving the export of lithium battery components.
New National Standards Issued: Accelerated Differentiation Among Two-Wheeled Vehicle Users
With the 2025 national standard as a watershed, the new policy strengthens the regulation of modified two-wheeled vehicles. It defines electric bicycles by limiting their speed to 25 km/h, while also facilitating the development of electric mopeds and electric motorcycles as separate product lines.
Regarding battery specifications, the new standard prohibits the use of batteries with voltages higher than 48V in electric bicycles. Products with higher voltages and capacities, such as 64V and 72V, offer higher motor output power, stronger climbing and load-bearing capabilities, and will be more concentrated in electric motorcycles, tricycles, and low-speed four-wheeled vehicles in the future.
Similarly, higher battery voltage and capacity in two-wheeled vehicles mean higher battery pack costs, leading to varying acceptance rates in different price ranges of electric motorcycles.
Why is the "lithium-ionization" of electric motorcycle batteries more pronounced? From a weight perspective, electric motorcycles typically require larger battery capacities. Using lead-acid batteries would significantly increase energy consumption, reduce range and handling performance, and also increase the risks during driving.
Using lithium batteries of the same capacity not only helps reduce the weight of electric motorcycles but also brings performance improvements, including comprehensive enhancements in energy density, range, fast charging, and safety.
From the perspective of two-wheeled vehicle manufacturers, Aima's electric motorcycle brand "Lingji," Niu's latest electric motorcycle product FX Pr0, Ninebot's Voyager, and Yadea's Guanneng Xingjian are all high-end electric motorcycle models from leading electric vehicle manufacturers.
In terms of battery components, companies such as Xingheng Power, Xineng'an, Penghui Energy, Xindong Energy, EVE Energy, BYD, Guoxuan High-Tech, BAK, Duoqingduo, and Boliwei have all provided electric motorcycle batteries in different shapes, including square and large cylindrical.
It is worth mentioning that range anxiety also exists in electric motorcycles. The current common range of 60-80 kilometers is no longer sufficient for the needs of some users, and products with a range of 100 kilometers are becoming the next target for two-wheeled vehicle and battery companies.
Among them, Xingheng Power has taken electric motorcycle batteries to a new level, and is about to launch a 3 kWh high-capacity lithium battery designed specifically for electric motorcycle users, driving the industry into the "3 kWh era" and meeting the real needs of more than 90% of users.
High-end electric motorcycles are expanding overseas, with Europe and America being the top choices.
The export of Chinese electric motorcycles also employs a targeted approach. On one hand, there are traditional markets in Asia, Africa, and Latin America where cost-effectiveness and the conversion from gasoline to electric are essential, making them price-sensitive. On the other hand, there are emerging markets in Europe, America, and the Middle East that prioritize intelligent technology and low-carbon environmental protection. These markets have become testing grounds for Chinese high-end electric motorcycle brands going global.
From a policy perspective, countries like Belgium, the Netherlands, and Italy offer substantial subsidies for electric motorcycles. These countries primarily aim to promote the phasing out of gasoline-powered motorcycles and encourage consumers to switch to more environmentally friendly electric models. Italy's subsidy program, in particular, provides even higher subsidies for scrapping old vehicles.
Currently, brands like Yadea and Niu are performing well in the European market with their high-end electric motorcycles. Niu, in particular, with Europe as its core overseas market, has specifically developed the NIU NOi and MQ series, targeting the mid-to-high-end market. Its sales in Europe reached approximately 170 million RMB in 2024.
In the European and American markets, companies are selling not only the product itself but also leading technology and environmental concepts, which often translates to higher premiums.
From a price perspective, a Niu electric motorcycle with a range of 75km requires a 3.7kWh lithium battery, with the battery alone costing nearly 4,000 yuan, and the overall cost of the motorcycle is even higher. Such a price point is clearly difficult to promote in Asia, Africa, Latin America, and even most parts of China.
Therefore, whether it's the more segmented electric motorcycle market catalyzed by the new national standards in China, or the well-established overseas market, high-end electric motorcycles will drive even greater demand for lithium batteries.
