On April 1, 2026, the national "no ban means permitted" principle for two-wheelers was officially implemented, clearly requiring that restricted roads in various regions must be publicly listed with clear signs and that the scope of restrictions shall not be arbitrarily expanded. The implementation of this policy marks the full liberalization of two-wheeler road rights in China, the official finalization of the industry pattern, and the entry into a new stage dominated by electrification and high-end fuel development.
After the implementation of the road right liberalization policy, various regions have actively responded. Xi'an canceled the odd-even license plate restriction for motorcycles, Xining completely revoked the motorcycle ban, and Mianyang removed the 24-year-old motorcycle ban signs. More and more cities have restored the legal right of way for motorcycles, further releasing the consumption potential of the two-wheeler market. At the same time, the strictest ever battery national standard (GB38031-2025) will be implemented on July 1. This standard puts forward higher requirements for the safety performance of electric vehicle batteries, clearly requiring that batteries shall not catch fire, explode or produce harmful smoke, adding a number of tests such as fast charging cycle and bottom impact, further standardizing battery production and use, and ensuring the safety of consumers' travel.
In terms of market pattern, electric two-wheelers have become the absolute mainstream. In the first half of 2026, the sales volume of electric two-wheelers reached 20.5 million units, and the annual sales volume is expected to reach 40.7 million units, a year-on-year increase of 1.8%, with the market scale increasing by 6.3% year-on-year. The vehicle compliance rate reached 91.3%, and the industry has formed a mature compliance ecology. Electric motorcycles are developing rapidly, with an expected annual sales volume of 15 million units and a penetration rate exceeding 30%, becoming the core choice for urban commuting. Their performance and cruising range have been fully comparable to those of fuel-powered motorcycles of the same displacement, and they also have the advantages of environmental protection and intelligence, which are favored by the majority of consumers.
The fuel-powered motorcycle market shows a trend of "stable total volume and high-end upgrading". The annual sales volume is expected to reach 16.5 million units, with a stable total volume. Among them, large-displacement models above 250cc account for more than 20%, with an average price exceeding 80,000 yuan, completely transforming from a means of transportation to a high-end recreational category with "toy attributes", mainly meeting consumers' needs such as motorcycle travel, social interaction and feelings. Domestic major manufacturers such as CF Moto, Qianjiang and Haojue continue to deepen their presence in the high-end market, competing head-on with imported brands such as Honda, BMW and Ducati, and their market share continues to increase.
In terms of globalization, Chinese two-wheeler brands have achieved global leadership. The market share of electric motorcycles exported to Southeast Asia reaches 78%, and sales in the African market increase by 59% year-on-year. Brands such as Yadea, Aima and CF Moto have become leading enterprises in the global two-wheeler market. Chinese two-wheelers have transformed from "product export" and "capacity export" to "brand export", and their voice in the global market continues to improve.
From the start of transformation in 2023 to the finalization of the pattern in 2026, China's two-wheeler industry has undergone a profound transformation in four years. In the future, it will continue to develop in the direction of electrification, intelligence, high-endization and globalization, providing consumers with safer, more convenient and diverse travel choices.