As 2025 draws to a close, looking back at the whole year, China's two-wheeler market has ushered in a full-scale explosion. Electric motorcycles have developed rapidly, the fuel-powered motorcycle market has recovered steadily, and domestic brands have achieved dual breakthroughs in technology and globalization, with the industry as a whole showing a good trend of high-quality development.
In the electric vehicle market, compliant trade-in has entered a peak period. The annual sales volume of electric two-wheelers reached 40 million units, maintaining stable growth year-on-year; the sales volume of electric motorcycles reached 4.7 million units, an increase of 11.9% year-on-year, accounting for 16% of the total motorcycle sales, becoming the core driving force for industry growth. The pace of technological iteration has accelerated, and sodium-ion batteries have been officially commercialized. Compared with traditional lithium batteries, the cost has been reduced by 30%, and the cold resistance has been greatly improved, solving the pain point of reduced cruising range of electric vehicles in winter in northern regions; the technology of 80% charging in 10 minutes has been fully popularized, and the cruising range of mainstream electric motorcycles has reached 150-200km, completely breaking the cruising range bottleneck of electric motorcycles.
The trend of high-endization is becoming more and more obvious. Brands such as Segway-Ninebot, Niu Technologies and Yadea VFLY have successively laid out the high-end electric motorcycle market of 5000-10000 yuan. The launched models are comparable to 250cc fuel-powered motorcycles in performance, and are favored by young consumers with advantages such as quietness, environmental protection and intelligence. The industry concentration continues to increase, with the CR3 of the three leading enterprises Yadea, Aima and Tailg reaching 80%, and market resources further concentrating on leading brands.
The fuel-powered motorcycle market has achieved steady recovery, with 8.9 million newly registered motorcycles in China, an increase of 4.7% year-on-year; the export performance is particularly outstanding, with the annual export volume of fuel-powered motorcycles exceeding 18 million units, a record high. The Southeast Asian, Middle Eastern and South American markets have become the main export markets. Domestic high-end fuel-powered motorcycles have achieved major breakthroughs. Large-displacement models such as CF Moto 800MT and Qianjiang Sai 800 are selling well, and the average price of domestic high-end motorcycles has exceeded 50,000 yuan, breaking the monopoly of European, American and Japanese brands in the high-end fuel-powered motorcycle market.
It is worth noting that Chinese motorcycles have achieved a historic breakthrough in international competitions. Zhang Xue Motorcycles won the WSBK Portugal Station. The self-developed 820cc three-cylinder engine it is equipped with has demonstrated the technological strength of Chinese motorcycles, marking an important step in the transformation of Chinese motorcycles from "Made in China" to "Created in China".
Industry experts said that the explosion of China's two-wheeler market in 2025 is the result of the joint action of policies, technology and consumption. In the future, electrification and high-endization will continue to be the core main lines of industry development, and the global competitiveness of domestic brands will be further improved.