The two -wheeled battery car continued to rise, and the good day of the two rounds of battery cars under the high oil price of the outbreak came?

In the Chinese travel market, two -wheeled battery cars are undoubtedly a very special type of travel tools. As an upgraded model for traditional bicycles, battery cars have become important travel tools for the Chinese people with faster speed and longer battery life. Especially recently The various needs of battery cars showed a spray -type growth. Facing the continuous rise of battery cars, many people were asking the good day of electric bottle cars?

One or two -wheeled battery cars continue to rise?

According to the Securities Times, the continued popularity of China's four -wheeled battery car market (that is, new energy vehicles) always ignores another industry adjacent to it -two -wheeled battery cars.

Two wheel battery cars have strong domestic demand. Since the official implementation of the "Technical Specifications for Electric Bicycle Safety" (hereinafter referred to as the "New National Standard"), from April 15, 2019, all provinces and cities have set up a transition period over the electric bottle vehicles over the standard. The exports of two -wheeled battery vehicles were booming, and the export volume of some companies in the first half of the year had exceeded the whole year of last year.

Leading enterprise operating data confirms the high prosperity of the industry. A few days ago, Emma Technology and Yadi Holdings announced the semi -annual report. The former net profit was 688 million yuan, an increase of 118.98%year -on -year; the latter's net profit was 905 million yuan, a year -on -year increase of 54.44%.

At present, my country's electric two -wheeled vehicles are in a large and strong competition pattern. Emma Technology, which is listed in Hong Kong and Emma Technology, listed on A -share, is in the industry's heads. Temple bells, Xinri, Mavericks, 9th, etc. Follow up. According to data from the China Bicycle Association, the market share of Yadi and Emma in 2021 was 27.9%and 16.8%, respectively, and the new day and Mavericks were only 4.6%and 2.1%of the market share.

At the same time, according to surging news, data show that the two -wheeled battery vehicles have production qualification manufacturers from 2,000 in 2013 to 110 in 2019; after 2021, they further shrank to 100. The further concentration of the head manufacturers, the standardization and large -scale release, the two -wheeled battery car industry will also become a highly concentrated market.

In fact, the compulsory replacement policies of electric two -wheeled vehicles across the country are basically concentrated in this year and next. Based on the time for governance given by the state, 2021-2024 is the transition period for the exit of the domestic two-wheel wheels in the country. The peak sales value is expected to be between 2022 and 2023.

Not only is the domestic market popular, the export market is also quite good. According to Chinese customs data, from January to July 2022, the export volume of two-wheeled battery vehicles in my country reached 20.63 billion yuan, an increase of more than 9%year-on-year.

From the perspective of the overall industry, the market for two -wheeled battery vehicles has also developed well. According to data from the China Business Information Network, from 2017 to 2021, the sales volume of two -wheeled battery cars in my country increased from 30.5 million to 41 million, with an average annual The compound growth rate is 7.68%, and the sales volume is expected to reach 44.15 million units in 2022. In 2019, my country's shared electric bicycle transaction scale was 4.168 billion yuan, an increase of 60%year -on -year. It is expected that the scale of China -shared electric bicycle transactions in 2022 will reach 19.189 billion yuan.

2. The good day of the two -wheeled battery car is coming?

To be honest, seeing the current two -wheeled battery car sales reality, in fact, we did not feel unexpected. As early as the epidemic in 2020, we had predicted. The market for the two -wheeled battery car will usher in the high growth of the market. Especially after the Shanghai epidemic this year, the author himself finally determined that after comparing the Mavericks, No. 9, Emma, ​​Yadi and many other brands, the author has practiced practicality. Starting from a sexual perspective, I finally chose to buy an Emma battery car with not expensive prices.

After a few months of cycling, it feels very obvious. The price is not more expensive for more than 2,000. Various shops on the market are very convenient for maintenance. The battery that is nominated for 50 kilometers can actually run about 40 kilometers. Basically, basically It meets the actual needs of the author to work in Shanghai to work in Shanghai. There are no complex functions and there are no various intelligence, that is, riding commuting, simple but also meets the needs.

Whether it is the author's own experience or the development of the market, we can judge that the good days of two -wheeled battery cars are indeed coming. For specific situations, we may wish to analyze and analyze:

First of all, the surge in demand for two -wheeled battery cars is the result of various factors superimposed. After these years of development, the two -wheeled battery car has gone through a process from high speed to downward pressure to rebound growth. The reason why this is the inevitable result of multiple reasons:

The first is that the Chinese travel methods have gradually returned. At the beginning of the 21st century, the two -wheeled battery car was an effective replacement of a bicycle. There was a development process of high -speed growth. A certain decline, even a certain period of trough. However, with the increasing increasing private car, many cities have experienced serious congestion problems. Coupled with various policies such as private cars, and single -double number restrictions, everyone has increasingly discovered the inconvenience of private cars. At the end, the end result is that the two -wheeled battery has become more popular. Because the two -wheeled battery cars are faster than bicycles, the speed is far faster than private cars when urban congestion, and gradually becomes the first choice for everyone.

Second, the cost advantage of travel costs brought by high oil prices. In recent years, international oil prices have continued to rise, and the cost of private cars has been increasing. When everyone is increasingly increasingly used to use cars to not afford oil, two -wheeled battery cars are undoubtedly a very competitive way of travel. From my own experience, from my own experience, a battery car charging is full of more than a piece of money, which can actually last 40 kilometers. If some are allowed to charge in their own, the cost of using civilian electricity can be cheaper, which has formed a huge cost advantage compared to refueling, which also makes many people start willing to buy battery cars. Coupled with the convenient parking of battery cars, unlike private cars, private cars need to pay high parking costs, which is increasingly accepted by everyone. Third, the change of consumption habits in the post -epidemic market. After the epidemic, by the consideration of safety factors, everyone's daily travel is becoming more and more willing to use more secure personal transportation. When the cost of private car cars is high, more and more people start to think of two rounds of battery cars as important as an important thing. During the travel method, the two -wheeled battery cars can reduce the risk of travel while achieving relatively safe travel, so it has attracted much attention.

Therefore, the increasingly popular two -wheeled battery car can be said to be the common result of the time and place.

Secondly, what should I think of the development of two -wheeled battery cars? We have said that the two -wheeled battery cars are becoming popular. We also need to further discuss the development of two -wheeled battery cars. From the perspective of future development, what should we think of the development trend of the two -wheeled battery car market?

First, the market for the market will be further accelerated. We have seen that the development of the entire market has begun to form the stronger "two -eight division" trend, whether it is the calf and No. 9 of the high -end route, or the Emma and Yadi who take the route. Harbin in the circle of bicycles is already the head of the market. Under such circumstances, the market concentration has increased. The market has gradually entered the mature stage of the industrial life cycle. With the improvement of the market concentration, the market concentration, the market's market concentration, the market's market concentration and the market It will be increasingly covered by head participants.

Second, the transformation and upgrading trend of two -wheeled battery cars is becoming increasingly obvious. At present, the entire two -wheeled battery car market has entered the stage of comprehensive transformation and upgrading. Everyone is more familiar with the direction of early battery to lithium batteries. Although the current battery is difficult to comprehensively transform power batteries like new energy vehicles and even use it even more Advanced iron phosphate batteries, but the trend of lithium batteryization has become increasingly obvious, and the upgrading of technology has become increasingly the development direction of two -wheeled battery cars.

Third, the intelligent development advances in twists and turns. At present, as long as the terminal with power supply is actually the development of intelligence, it has been put on the agenda, and the battery car company on the head is also constantly promoting the development of intelligence. However, from the current perspective The wheel battery car is still tortuous. Compared with the central control screen of the car, the demand for battery cars is still the most basic travel demand.

However, from the perspective of long -term market development, the development of two rounds of battery cars will show a better development trend. This market is undoubtedly worthy of our expectations.

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