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On the one hand, the introduction of the new national standard policy may stimulate a new wave of two-wheeled electric vehicles, market analysis has been more, there is no need to elaborate; on the other hand, it is also influenced by the need to keep social distance from the epidemic at the beginning of the year, but back to the electric vehicle itself, the dividend wave will eventually recede one day, how to think about the longer-term development is the key.
Three provinces, two-wheeled electric still need to seek a breakthrough
The emergence of the epidemic at the beginning of the year has significantly curtailed people's outings, making more and more people choose to order take-out, which has given the take-out industry a strong boost. In this situation, the number of take-out workers continues to soar, and the demand for two-wheeled electric vehicles has grown significantly.
Various factors such as the epidemic and the rise of takeaway have influenced the market sentiment, while market sentiment has also become an important factor in the stock price.
However, the current epidemic has long been normalized and this dividend wave is gradually fading away. The long-term outlook of the industry is more important, and finding new growth points in the market has become the most accurate choice for enterprises.
At present, the electric two-wheeled vehicle into the industry's mature development stage, the number of enterprises in the industry every year shows a decreasing trend. With the implementation of the new national standard, the speed of liquidation of electric two-wheeled vehicle enterprises in China will be further increased, promoting the electric bicycle industry in China from high-speed development to high-quality development.
Zhang Peng, CFO of Maverick Electric, said that the cost of electric cores generally accounts for about one-third of the cost, and if the cost of electric cores drops by 10 percent, the cost actually drops by 3.3 percent. "China with the development of the EV market, the entire battery core capacity also expanded, is expected to the entire cost of the core and down space, which will also give gross profit continued to improve a relatively good opportunity.
The side shows the technical level for the industry to set the threshold, promote the transformation of lead-acid batteries to lithium batteries, reduce production costs, forcing the whole industry to high-end adjustment, but also to further promote the whole industry concentration, the strength of the enterprise is expected to show the "horse effect", while the strength is not strong, technology laggards will be eliminated from the game.
The further implementation of the new national standard will accelerate industry consolidation, and a large number of electric bicycles will be eliminated because they are not qualified. There will be a big change in market vehicle ownership. During the buffer period of 3 to 5 years, hundreds of millions of two-wheeled electric bikes will be released for replacement. In the next 3 to 5 years later, causing the market wave to explode, the annual sales of electric vehicles in China will be more than twice as much as now, and the output value will be 5 times as much as now.
When the market consolidation ends and enters a stable period, the brand companies will be in the dominant position of the industry. The growth of the company's performance may become the main factor to drive the increase of market value. And investors enjoy more is the performance growth of the stock price return.
It is worth thinking about how industry leaders such as Yadi, Sunrise and Maverick can create long-term value and be favored by more capital market investors.
Seeking development in "5G" and seeking new life in "overseas
The implementation of the new national standard has made a large number of enterprises with weak technology withdraw from the historical stage, and the development of 5G has also made true intelligence a new demand for electric bikes.
As a new force in the electric bicycle field, Nine Electric seems to have seized the gap in the industry field. It realizes the combination of 5G intelligence and electric bicycle. Keyless unlocking changes the traditional electric bicycle unlocking method; the whole body is full of sensors, which can realize the induction of the ride, realizing the transformation of the traditional electric bicycle from a "functional machine" to a "smart machine".
The trend of 5G+intelligence has arrived, and the traditional "functional machine" seems to have failed to meet the needs of users, so it is necessary to break the traditional barriers and realize the combination of electric bicycle and 5G intelligence.
However, this trend seems to be less friendly to the old brand, and to traditional brands like Yadi, Xinri and Aima, their own ability to innovate is lacking. With the rapid development of 5G interconnection and artificial intelligence technology, they are too little involved in the field of 5G technology and will face some technical problems in the future.
In fact, whether it is traditional EV brands or new forces, there are still large technical barriers in the future state of 5G connectivity.
However, China, as the world's largest producer, consumer and exporter of electric bicycles, the continued growth of domestic and foreign demand has ushered in development opportunities for China's electric bicycle industry. Relevant data show that in terms of exports, from 2017 to 2020, the number of exports of electric two-wheeled vehicles in China has increased year by year, and from January to October 2020, the number of exports has reached the level of the whole year of 2019, with a total of 13.82.09 million units exported, indicating strong growth in the foreign trade export market of electric two-wheeled vehicles in China.
Two-wheeled electric vehicles 2020: head players usher in the high moment, the industry's changes and unchanged
(Source: Foresight Industry Research Institute)
Li Yan, CEO of Maverick Electric, introduced that at present, Maverick Electric's overseas business accounts for 17% of the company's total revenue, and the company will continue to increase its overseas business in the future and raise the overseas business revenue to 22%-25% in the short and medium term. And Yadi has also established overseas production bases in Southeast Asia and other places, and started to increase the layout in the high-end market.
The layout of these companies fully illustrates the trend of the electric bicycle industry to develop business in overseas markets, and electric bicycle companies are not only limited to the domestic market, overseas will also be a market worth exploring in the long term.
From a comprehensive point of view, under the trend of intelligent era, all industries are actively seeking changes. It can be predicted that, under the general trend of gradually strengthening the awareness of green environment, the competition of the future two-wheeled electric bicycle track will only become more intense, and whether they can keep up with the times and the needs of the times in terms of technology will be the key factor whether they can get the market's continued attention.
*** Translated with www.DeepL.com/Translator (free version) ***
December 31, 2022
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