Come again?In the middle of July, large -displacement motorcycles increased by 53.7%

The feeling of wind and roar, the motorcycle carved a deep mark in many people's childhood. In the words of Shanghai Cavaliers Cui Cheng (pseudonym), the seed buried in his childhood will not change even if he enters middle age. As a result, with these children who grew up, motorcycles have returned to consumers' vision in recent years, and the industry revival has even appeared on the hot search list not long ago.

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According to data from the Motorcycle Chamber of Commerce, from January to July 2022, there were 284,000 large -displacement motorcycles in China, a year -on -year increase of 53.7%. Among them, 62,000 domestic and large -displacement motorcycles were sold in July, an increase of 85.8%year -on -year. For young people's favor, the secondary market has given reactions. For example, the stock price of Qianjiang Motorcycle (SZ000913, a stock price of 27.42 yuan, and a market value of 12.86 billion yuan) has risen from 10 yuan in early May 2022 to about 27 yuan.

Faced with the growth of the large -scale displacement, Li Bin, executive vice chairman of the China Motorcycle Chamber of Commerce, said in an interview with the reporter of the Daily Economic News that the industry's development opportunities are on high -end leisure and entertainment motorcycle products. Such products may account for 80%of the industry in the future.

Uses: Develop from transportation to leisure and entertainment

Speaking of motorcycles, Chengdu Knight Tang Shu (pseudonym) had endless words.

In summer, the reporter asked him on WeChat, why are there more and more young people playing motorcycles? Tang Shu confidently said: "It is the first set of surfaces on the surface."

It sounds cool, but the reason why Tang Shu thinks that young people like to motorcycles are actually "cheap" first. 100,000 yuan may be difficult to buy better cars, but it is enough to buy a good motorcycle. If you say it really, the fuel consumption of motorcycles is also very low. Tang Shu continued to analyze from a practical perspective: Motorcycles are not afraid of traffic jams, and it is convenient to stop. For young people, the push back of the motorcycle is also a kind of enjoyment.

But these are just happiness on the surface of motorcycles. After all, it has its own shortcomings compared to cars.

First of all, there are many environmental factors to consider -such as rain, high temperature, and hail marble. In addition, the license is one of the costs of the rider. Take Shanghai as an example: To open motorcycles in Shanghai, there must be a license plate of "Shanghai A". But now, it is not easy to apply for the "Shanghai A" license.

Even so, Cui Cheng of Shanghai still spent about 250,000 yuan in 2011 to join the Cavaliers. Because of these troubles, motorcycles bring him more happiness from him.

Cui Cheng believes that there are more and more ways to choose entertainment today. Motorcycles are not just a transportation. It is no longer simply used for commuting or pulling goods. The promotion of some short videos, the release of many stars and Internet celebrities, has also made more and more young people who like motorcycles.

As an old -fashioned knight, Cui Cheng is more traveling on weekends. In the Cavaliers Circle, you will organize everyone to go to the mountains, or come to a trip. During the holiday last year, Cui Achieved for a week and rode to Lishui with Moshua. More than 400 kilometers, the wind was grinding with his ears.

In July, the reporter of "Daily Economic News" also visited a Qianjiang motorcycle shop in Suzhou and asked the reasons why the motorcycle was favored.

The clerk first said a a little surprising ratio -the men and women who are currently playing motorcycles are about 6: 4. He then analyzed that the impact of increased consumption level, social media rendering, and "people with people" in the circle gradually made the motorcycle industry gradually rise.

Li Bin, executive vice president of the China Motorcycle Chamber of Commerce, said in an interview with the reporter of "Daily Economic News" that after reaching a certain degree of income, people's pursuit of cars has no longer "urgent" and slowly to higher levels Demand -leisure and entertainment development, and motorcycles are a tool for leisure and entertainment.

Li Bin introduced that before, the Chinese Motorcycle Chamber of Commerce had conducted research on urban applications for motorcycles.

Conclusion shows that motorcycles are part of the urban transportation system and have their own advantages: First of all, the road space occupied by motorcycles is small, and the traffic light is faster. It can better solve the problem of urban parking spaces, and buying motorcycles can suspend the time for families to purchase second and third cars.

Li Bin told reporters that after the function of motorcycles was replaced by a car, the output began to gradually decline. After that, the nature of motorcycles developed in the direction of leisure and entertainment, which is the transformation and upgrading of the entire industry. Nowadays, the production of motorcycles has risen again, which is the process of "rise" and the process of market transformation.

Sales: "medium and large displacement" alone master the growth password

Schwarzenegger, who likes the post -80s, holds Harley's handlebars and shotguns.

The "rise" of motorcycles is accompanied by the roar of "above 250cc".

In fact, in 2021, the motorcycle industry still treated various models, and the performance of medium and large displacement was not tipped. According to data provided by the Motorcycle Chamber of Commerce, in 2021, the production and sales of Chinese motorcycles reached 20 million units, reaching the best level since 2014. From January to December last year, the entire industry completed the production of motorcycles, sales of 20195,200, and 20194,800 units, the corresponding year -on -year increase of 12.98%and 12.7%. According to the model, cross -riding and sales were 90.909 million and 90.974 million, respectively, an increase of 18.76%and 18.68%year -on -year, respectively. By 2022, the "medium and large displacement" had the growth password alone.

"China Motorcycle Industry Production and Sales Capital News" shows that from January to June, the industry completed the two -wheeled motorcycle output and sales of 9.4392 million and 9.5945 million units, a year -on -year decrease of 16.07%and 14.88%. However, in terms of displacement, the sales volume of models above 250cc increased by 46.6%to 222,200 units, and 250CC models (sales of 664,800 units) have become the only sales models. From this, it can be seen that the potential of the medium and large displacement motorcycle market with sports, leisure and entertainment as its main purpose has been prominent.

Longxin GM (SH603766, the stock price of 4.94 yuan, a market value of 10.144 billion yuan) semi -annual report shows that large displacement (> 250ml, the boundary of large displacement has a variety of claims, and listed companies mostly use 250cc divisions) Motorcycles have cumulative sales of 223,300 vehicles 223,300 vehicles. , Year -on -year increased by 47.2%. With the upgrading of consumption, mass consumption has changed to quality consumption and personalized consumption, domestic motorcycle consumption will change from small displacement to large displacement, and large displacement motorcycles will grow to a new growth pole that leads the development of the motorcycle market. In the first half of 2020, the company's operating income was 6.601 billion yuan, an increase of 7.26%year -on -year, and net profit after deduction was 514 million yuan, an increase of 111.80%year -on -year.

The Qianjiang Motorcycle Half -annual Daily also showed that the company's cumulative sales of motorcycles were about 183,200, a decrease of about 5.88%year -on -year, but the sales of large -scale sales of about 82,000 were sold, 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. In the first half of 2022, the company achieved sales revenue of 2.583 billion yuan, an increase of 21.20%year -on -year, and the net profit attributable to the mother was 200 million yuan, an increase of 16.95%year -on -year.

As early as the 2021 annual report, Qianjiang Motormisa mentioned that this year, the sales volume of 250cc displacement models in China reached 210,000 units, an increase of 52.6%year -on -year. This data has benefited from the changes in market consumption awareness and purchasing power in recent years, as well as the influence of increasingly large discharge motorcycle culture.

In the secondary market, Qianjiang Motor's stock price has risen from 10 yuan in early May 2022 to about 27 yuan. It was also in May this year that Qianjiang Motorcycle released the non -public offering of A -share stock plans in 2022, and the total amount of fundraising was not more than 504.6 million yuan for supplementary funds.

From the perspective of the company, the current consumption upgrade and the popularity of motorcycles, the sales of medium and large -scale motorcycles have continued to rise, and the market demand is strong. With a large number of young consumer groups in recent years (mainly 20 to 25 young people), pouring into the motorcycle market, and increasingly strong motorcycle travelers ... The company also hopes to use non -public issuance to seize industry opportunities to ensure performance growth Essence

But when it comes to large displacement, there is also an inevitable industry pain point.

Cui Cheng knows that "Fried Street" is an important reason for people's resentment about motorcycles. The "Speed ​​Party" is also the "harm of the group" in the circle. These people not only disturb the people, but also increase the management of the management department.

Nearly, consumers such as Cui Cheng and motorcycle circles have some "rules". Everyone has a consensus: To maintain the order of the motorcycle circle, it is not allowed to affect the common interests of a few "horses of the group". The employees of the Qianjiang Motorcycle Store also said: "Whether it is a seller or a buyer, the most important thing is to see everyone happy to shape a good riding Culture ... Our motorcycle circle is actually very simple, there are not so many complicated bending around. "

On this level of vehicle dealers and chambers of commerce, Li Bin also called for riders to cherish their rights, enjoy the freedom of cycling, and cherish the freedom of cycling, "ride handsome and not ride fast", create better Riding environment. Li Bin also introduced that this is also the work that the Chamber of Commerce has been doing.

Future: Electricization will become another major trend in the industry

在今年5月发布的定向增发预案中，钱江摩托提到，根据华西证券研究所数据，目前我国中大排量摩托车人均消费量仅为1辆/万人，远低于美国、日本、 7.9 vehicles/10,000 people in Europe, 7.4 vehicles/10,000 people, 8.1 vehicles/10,000 people, the future market potential of China -large and large displacement motorcycles can be expected.

Will the per capita consumption of Chinese motorcycles reach the level of Europe and the United States? The feeling of the reporter in the interview is that at least people's ideas have changed.

Of course, the employees of the Qianjiang Motorcycle Store will believe that there will be more and more people playing motorcycles in the future. He said: In the past, there were few private cars and relatively cheap oil prices, so there were more talents who looked forward to cars. In addition, he feels that the control of battery cars is becoming more and more stringent, and its battery life is also a problem. Therefore, more and more people consider motorcycles. This clerk also has a relatively fresh view: the battery car is actually lower than that of motorcycles, in fact, the safety factor is lower, because the driver must go through the driving test before the motorcycle is on the road, and he is more familiar with the corresponding rules.

"Basically, it can go where the car can go, and it can go where the car can't go." Tang Shu's view is that the motorcycle is "too convenient."

He also specifically mentioned the northwest -there are wide and long roads there. Many places are sparsely smoky, beautiful, and vast. They are riding motorcycles in these places, and only motorcycles that are riding in large displacements can enjoy physical strokes can they enjoy physical strokes. Breaking the thrill of air.

"In the past, some people said that motorcycles were the sunset industry, but I wanted to say that there are no sunset industries and only sunset companies, mainly depending on whether this company can keep up with the development of the times." Li Bin said that motorcycle companies are also facing transformation and upgrading Process -From the perspective of output, the rural market is still the largest market for a long time. However, the development opportunities of the industry are on high -end leisure and entertainment motorcycle products, such products may occupy 80%of the industry's profits.

In Li Bin's view, the current motorcycle industry requires more new product extension and technical precipitation. Before, there were scratching, and in the future, it was fine to fine. At the same time, enterprises should also pay more attention to the development of new energy motorcycles, and conduct product research and development in this regard and show the company's research and development and technical strength.

Qianjiang Motormisa mentioned that with the proposal of the "carbon peak, carbon neutralization" goals, under the wave of green travel, energy conservation and emission reduction, motorcycle electrification will become another major trend in the industry.

In the future, motorcycle companies on the head must be further developed. Li Bin believes that the concentration of the industry needs to be further increased to allow capital concentrations, and enterprises can get more funds for more in -depth research and development.

Daily Economic News

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