On the one hand, the old competitive logic is starting to fail. After the implementation of the "new national standard", manufacturers and channels must organize their products and supply systems under a stricter and more unified regulatory framework. At the same time, the Central Economic Work Conference emphasized the theme of leading the development of new quality productivity through technological innovation and building a modern industrial system. Against this backdrop, the electric two wheeler industry is facing a shift from scale competition to value competition.
On the other hand, incremental opportunities driven by both market and technology are emerging. According to data from iResearch Consulting, the sales volume of electric two wheelers in China is expected to reach approximately 52 million units by 2025, a year-on-year increase of 4%. The huge existing market has matured, and the latest research report from Zhongtai Securities points out that top companies such as Yadea are expected to continue the positive cycle of economies of scale. At the ongoing CES, Finnish startup Donut Lab unveiled the world's first mass-produced all solid state battery, which will be first installed on electric motorcycles, accelerating the iteration of the power system for electric two wheelers.
The 'new national standard' will change users' weight judgments on safety, intelligence, and compliance, thereby bringing about structural replacement needs. More importantly, the 'new national standard' is not a single technical specification, but a set of rules that redefine the industry and capability thresholds. Only manufacturers with systematic capabilities in research and development, manufacturing, and quality management have the opportunity to complete the transition. According to data from OvCloud Network, as of the first half of 2025, the total market share of the top 3 electric two wheeler brands exceeds 50%, with Yadea ranking first with 26.3%.
Obviously, the electric two wheeler industry is undergoing a redifferentiation. And a new question arises: which companies can truly adapt to the new capability threshold? What competitive advantages will be continuously amplified in this round of adjustment?
Looking back at the development history of electric two wheelers, every key transformation node has formed a strong binding with the iteration of national standards, and policy guidance directly drives the development of the industry.
Specifically, in 1999, the first national standard for electric bicycles was released in China, establishing basic norms for the industry and promoting rapid growth for the first time; The national standard was first revised in 2005, motor vehicle standards were reclassified in 2010, and electric motorcycles were included in the subsidy for new energy vehicles in 2015. Policies have gradually improved and increased support, guiding the industry to evolve from early extensive growth to refined operation, and the market size has steadily expanded.
Upon closer inspection of the design of the 'new national standard', its logic is very clear - it proposes detailed requirements from multiple dimensions such as industry, enterprises, and users, including safety performance, intelligent configuration, material restrictions, and product consistency, in order to standardize industry behavior, optimize user experience, and enhance the health of the industry ecosystem.
