After the standardization, platformization, and large-scale construction of four-wheeled new energy, "two-wheeled/three-wheeled electric vehicles" are becoming the next rigid travel solution for global cities. The trends we observe are not limited to China, but are occurring in the following regions:
The number of motorcycles is huge, and the electrification policy is accelerating, but the charging system is seriously insufficient.
A large number of drivers rely on roadside sockets and private modifications, and potential safety hazards are frequent.
The two-wheeled electric vehicle market is growing rapidly, and the government supports it strongly, but the charging and swapping network is fragmented, lacks a unified platform, and the operation and maintenance costs remain high.
With the urgent need for urban distribution, high oil prices and a tight power grid, light electric mobility is becoming the "first choice" rather than the "alternative".
In the next five years, whoever can run through the system will have market dominance.
This is not only going to sea, but also reconstructing the efficiency of the city.
What we look for is not the size of the market, but whether it can bring tangible improvements to local users.
This is a reconstruction of the underlying mobility infrastructure of the world's cities.
We're still on the way, but it's getting clearer.