China -large displacement motorcycles have raised many motorcycle companies in the first half of the year.

Our reporter Wu Yixuan Leisco Reporter Wu Yanxia

On August 29, Qianjiang Motorcycle issued a semi -annual report in 2022. During the reporting period, the company achieved revenue of 2583 billion yuan, an increase of 21.20%year -on -year; net profit was 2 billion yuan, an increase of 16.95%year -on -year.

In addition to Qianjiang motorcycles, there are many motorcycle manufacturing companies in the semi -annual report of the performance. The spring breeze power achieved net profit of 306 million yuan in the first half of the year, an increase of 38.29%year -on -year; Linhai shares achieved net profit of 9.1174 million yuan in the first half of the year, a year -on -year increase of 21.87%; Lifan Technology achieved net profit of 99.3231 million yuan in the first half of the year, an increase of 165.58%year -on -year; GM achieved a net profit of 564 million yuan, an increase of 9.31%year -on -year.

People in the industry believe that in the first half of this year, the motorcycle consumer market has changed steadily. The growth rate of large -displacement motorcycles in the entertainment type of entertainment types has gradually become a new market for motorcycles.

Sino -large -displacement motorcycles have emerged

According to data from the China Motorcycle Chamber of Commerce, in the first half of 2022, the entire industry completed the production and sales of motorcycles of 10.5543 million and 10.726 million units, a year -on -year decrease of 15.59%and 14.38%. However, the Sino -large -displacement motorcycles have emerged in different troops, with production and sales of 211,500 and 222,200, respectively, a year -on -year increase of 40.56%and 46.59%, and the retrograde growth increased significantly.

"In the first half of the year, large -displacement motorcycles in the first half of the year increased significantly, mainly due to the changes in the consumption trend of the motorcycle market. Generally, small displacement motorcycles are more suitable for short -distance work commuting. Yu Xiangjin, a special professor at the School of Management of Zhejiang University, told the Securities Daily that with the upgrading of consumption, mass consumption to quality consumption and personalized consumption, domestic motorcycles consumption was upgraded. The quantity change. In the future, medium and large -displacement motorcycles may become the main category of the development of the motorcycle market.

The sales data of many motorcycles also truthfully reflect the "popularity" of the medium and large displacement motorcycle market. The Qianjiang Motorcycle Half -annual report shows that in the first half of this year, the company's cumulative sales of about 82,000 motorcycles, an increase of about 68.36%year -on -year. The company's large -displacement products are ranked first in the domestic industry and are the company's main source of profit. The Longxin GM semi -annual report shows that the company's larger displacement of products represented by SR4MAX in the first half of the year increased by nearly 60%year -on -year, and the average single income increased by nearly 10 percentage points year -on -year. The 250cc+motorcycle of the spring breeze power was over 3,300 in June alone, an increase of 45.4%year -on -year.

"In recent years, domestic motorcycle companies have explored new technology routes and transformation and upgrading, and fully launched personalized and specialized products that meet the needs of new generations of consumers. With the rise of young consumers, more domestic motorcycles have begun to focus on the trend, and more trend, The characteristics of cool and scientific and technological, the mid -to -high -end market is in full swing, and the sales of medium and large displacement motorcycles are hot. "Zhang Dexin, an expert in national cultural trade innovation and development think tank, told the Securities Daily that with the continuous maturity of domestic and foreign markets and the continuous consumption level of user consumption, Increase, companies with technical advantages and brand potential in the motorcycle market will continue to maintain a higher level of growth, and the share of the leisure and entertainment motorcycle market will further increase.

Huaxi Securities Research Report believes that the current development phase of China -Dalong Motorcycles is similar to the SUV sector from 2013 to 2014, providing new models of car companies and new brands to accelerate the core driving force for industry development, and the market has expanded rapidly. With reference to the development history of domestic automobile development and the overseas motorcycle market competition pattern, independent brands are expected to become the biggest beneficiary of the rise of the demand for the demand of China -Dalong -large displacement motorcycles.

Motorcycle electrification is the general trend

The motorcycle industry is like the automotive industry, and gradually electrification is also the general trend. "In recent years, the electric motorcycle industry has entered a high -speed growth period under the promotion of favorable policies and rapid development of application scenarios." Wang Chikun, a researcher at the Beijing Institute of Research Institute, said in an interview with the Securities Daily reporter.

Wang Chikun said that on the one hand, the country has continuously introduced incentive measures to encourage the use of green transportation such as new energy vehicles to travel, and electric motorcycle travel has become the choice of more people; on the other hand, in the context of increasing urban transportation, electric motorcycles With its advantages in speed, traffic, etc., it is favored by the "office workers". In addition, the rapid development of application scenarios such as express delivery and takeaway has also spawned the market demand for electric motorcycles.

According to the estimation of China Research Pwi, by 2027, my country's motorcycle output will reach 22.5 million, with a compound annual growth rate of about 5%. Among them, the proportion of electric motorcycles will increase from 20%to 30%, and the average annual growth rate of electric motorcycles will be increased. The prediction is 15%.

In this context, traditional motorcycles have deployed new electric tracks and set up new energy brands. The Electric Brand of Spring Wind Power officially released the new electric motorcycle model AE8 at the beginning of this year; Qianjiang Motorcycle released the first electric imitation motorcycle OAO in July this year; Longxin GM also officially released the electric motorcycle on July 29th The brand "Yin Wei" and the first model Real 5T, which is positioned as a high -end market.

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