시장보고서 | 연간정보서비스 | 맞춤형시장조사 | 메일링 | 샘플 요청 목록
이륜차 인텔리전스 및 산업 체인(2025-2026년)
Two-wheeler Intelligence and Industry Chain Research Report, 2025-2026
상품코드 : 1907921
리서치사 : ResearchInChina
발행일 : 2026년 01월
페이지 정보 : 영문 495 Pages
 라이선스 & 가격 (부가세 별도)
US $ 4,500 ￦ 6,665,000
Unprintable PDF (Single User License) help
PDF 보고서를 1명만 이용할 수 있는 라이선스입니다. 인쇄 불가능하며, 텍스트의 Copy&Paste도 불가능합니다.
US $ 6,800 ￦ 10,072,000
Printable & Editable PDF (Enterprise-wide License) help
PDF 보고서를 동일 기업의 모든 분이 이용할 수 있는 라이선스입니다. 인쇄 가능하며 인쇄물의 이용 범위는 PDF 이용 범위와 동일합니다.


한글목차

I. 신국가 규격 실시, 인텔리전스가 이륜차의 코어 경쟁 요인으로

2025년 9월 1일, '전기 자전거 안전 기술 사양'(GB17761-2024)의 신판이 공식적으로 시행되었습니다. 신국가 규격은 전동 자전거의 성능 및 속도를 엄격히 제한합니다. 인텔리전스의 관점에서 Beidou 포지셔닝 시스템, 통신 기능 및 동적 안전 모니터링 기능을 탑재해야 합니다.

신국가 규격의 추진에 의해 전동이륜차 인텔리전스의 동향은 폭발적인 성장을 나타내고 있습니다.

사례 1 : Yadea는 신국가 규격 대응 전동 자전거 모델을 복수 발표했습니다. Maodou, C09, C12, C18 등이 포함됩니다. 신국가 규격 모델의 100%에 스마트 도난 방지 시스템과 앱 제휴 기능이 탑재되어 일부 미들 클래스 모델에는 미끄럼 방지 기능이나 힐 홀드 어시스트 등 새로운 안전 장비가 추가되어 있습니다.

사례 2 : Ninebot은 Mmax2 시리즈, Fz 시리즈 등 수많은 새로운 국가 표준 모델을 출시합니다.

사례 3 : AIMA는 AIMA Metaverse Play, AIMA Metaverse Lite 2.0, AIMA Lollipop, AIMA Cool Ride S, AIMA Little Golden Bean 등 수많은 신국가 규격 전기자동차를 출시합니다.

II. 자동차 제조업체가 다양한 수법으로 이륜차 분야에 참가

자동차 제조업체의 경우, 이륜차 분야의 진입은 제품 라인의 확장일 뿐만 아니라, '전체 시나리오 대응 모빌리티 솔루션' 구축을 위한 전략적 시책이기도 합니다. 단거리 이동의 엄격한 수요를 담당하는 이륜차는 '라스트 1-3킬로' 및 '일상 통근' 등 시나리오를 완벽하게 커버할 수 있습니다. 자동차 제조업체는 브랜드 신뢰성을 바탕으로 기존 사용자층에 직접 접근하여 브랜드의 이동성 시나리오 커버율을 확대할 수 있습니다. 또한 스마트 전기자동차의 핵심 기술인 '삼전(배터리, 모터 및 전자 제어)'과 지능형 기술은 차량 수준에서의 실증을 거치고 있기 때문에 이륜차 분야에 응용할 때에도 자연스러운 기술적 우위성과 신뢰성의 뒷받침을 가지고 있습니다.

본 보고서는 자동차 제조업체의 이륜차 분야에의 진입 경로를 이하의 유형으로 정리했습니다.

1. '자동차 등급 기술 및 생태 산출로 기술적 이점을 시장 점유율과 이익으로 전환'

2. '그룹 내에서 이륜차 브랜드를 육성하고 사업 부문 확대 실현'

3. '이륜차 사업에 특화한 독립 사업체의 설립'

이 보고서는 중국의 이륜차 산업에 대해 조사했으며, 이륜차의 지능형 업그레이드에 초점을 맞추고, 전동 이륜차 및 오토바이 시장 규모, 경쟁 구도, 지능형 제품의 특징, 제조업체의 지능형 전략, 개발 동향을 상세하게 분석했습니다.

목차

서문

제1장 이륜차 산업 시장 개요

제2장 이륜차 인텔리전스의 개발 방향 및 동향

제3장 세계의 이륜차 시장의 매출 대수

제4장 전동 이륜차 기업의 인텔리전스

제5장 오토바이 기업의 인텔리전스

제6장 이륜차 지능형 산업 체인 기업

제7장 이륜차 분야에서 자동차 제조업체의 국외 전개

AJY
영문 목차

영문목차

Two-Wheeler Electric Vehicle Research: New National Standard Drives Intelligent Popularization, AI Agent Makes Its Way onto Vehicles

ResearchInChina releases the "Two-wheeler Intelligence and Industry Chain Research Report, 2025-2026". This report focuses on the intelligent upgrading of two-wheelers and conducts an in-depth analysis and research on the market size, competitive landscape, intelligent product features, manufacturers' intelligent strategies, and development trends of electric two-wheelers and motorcycles. The main research scope includes:

Overview of the two-wheeler market: Production and sales volume, competitive landscape, and industry policies of electric two-wheelers and motorcycles;

Intelligent strategies of electric two-wheeler and motorcycle manufacturers;

Research on the intelligent industrial chain of two-wheelers;

Intelligent development trends of two-wheelers in powertrain systems, intelligent driving, communication systems, human-machine interaction, etc.;

Research on the layout of automakers in the two-wheeler field, etc.

I. Implementation of the New National Standard, Intelligence Becomes the Core Competitive Factor of Two-Wheelers

On September 1, 2025, the new version of the "Safety Technical Specifications for Electric Bicycles" (GB17761-2024) was officially implemented. The new national standard will strictly restrict the performance and speed of electric bicycles. In terms of intelligence, it requires electric bicycles to be equipped with Beidou positioning, communication, and dynamic safety monitoring functions.

Driven by the new national standard, the intelligent trend of electric two-wheelers has experienced explosive growth.

Case 1: Yadea has launched a number of new national standard electric bicycle models, including Yadea Maodou, C09, C12, C18, etc. 100% of the new national standard models are equipped with intelligent anti-theft systems and APP interconnection functions, and some mid-range models have added new intelligent safety configurations such as anti-skid and hill-hold assist.

Taking the Yadea C12 model as an example, the vehicle is equipped with a Beidou positioning system with an accuracy of 10 meters. Based on the precise positioning function, it realizes electronic fences and riding track query to prevent vehicle loss and theft. Users can connect to the "Yadea Intelligent Mobility" App via Bluetooth, and through the App, they can achieve intelligent vehicle control, smart navigation, remote viewing of vehicle status, one-click vehicle search, preset electronic fences, abnormal movement alarms and other intelligent functions. In addition, the vehicle is also equipped with a number of practical technologies, such as the TCS anti-skid system and HDC hill descent control function, to improve the safety of users' riding.

Case 2: Ninebot has launched a number of new national standard models, including the Mmax2 series, Fz series, etc.

Taking the Mechanic Mmax2 130p in the Mmax2 series as an example, the vehicle is equipped with 18 functions in terms of intelligent configuration, including triple precise positioning (Beidou satellite + GPS + base station), intelligent anti-theft, AHRS attitude sensing anti-theft, black box + active accident rescue, remote switch machine + vehicle control, parking sensing 2.0, riding sensing 2.0, BMS 6.0 intelligent battery management system, etc. Users can view vehicle condition information, vehicle positioning, riding trajectory, etc. through the "Ninebot Mobility" App.

In terms of intelligent driving, it adopts the RideyFUN system, equipped with a 5-inch TFT color screen, integrating various vehicle function control options, and can continuously obtain new functions through OTA wireless upgrades, such as listening to songs, navigation, making calls, etc.

Case 3: AIMA has launched a number of new national standard electric vehicles, including AIMA Metaverse Play, AIMA Metaverse Lite 2.0, AIMA Lollipop, AIMA Cool Ride S, AIMA Little Golden Bean, etc.

AIMA's new national standard vehicles are equipped with full-time GPS + Beidou positioning system, supporting intelligent APP interconnection, unconscious unlocking, TCS anti-skid, side stand sensing vehicle control and other functions.

In addition, in March 2025, the "AIMA Mobility" App v5.1.0 was officially launched, introducing the Ma Xiaoai AI Agent, which is connected to core AI platforms such as Baidu Qianfan and DeepSeek. Ma Xiaoai will access more intelligent ecosystems, including AI voice, AI vehicle control, AI navigation, AI graphic creation, smart home, local life recommendations, etc.

In May 2025, AIMA signed a deep AI cooperation agreement with Volcano Engine. In terms of intelligent electric vehicle application scenarios, "Ma Xiaoai Intelligent Driving" will deeply understand user intentions, predict scenario-based needs, and provide users with functions such as AI voice interaction, intelligent path planning, and vehicle health detection, allowing users to easily achieve intelligent control of the vehicle.

II. Automakers Enter the Two-Wheeler Field Through Various Means

For automakers, entering the two-wheeler field is not only an extension of the product line but also a strategic move to build a "full-scenario Mobility solution". As a rigid demand for short-distance commuting, two-wheelers can perfectly cover scenarios such as "the last 1-3 kilometers" and "daily commuting". Based on their own brand trust, automakers can directly reach their existing user base and expand the brand's Mobility scenario coverage. In addition, the core "three electrics" (battery, motor, electronic control) and intelligent technologies of intelligent electric vehicles, after vehicle-level verification, also have natural technical advantages and reliability endorsements when applied to the two-wheeler field.

The report sorts out the layout routes of automakers entering the two-wheeler field into following types:

1."Automotive-grade technology + ecological output, transforming technical advantages into market share and profits"

BYD's core logic for entering the two-wheeler field is to "downscale" the mature battery, electronic control, vehicle-level BMS and safety systems verified by passenger cars to electric two-wheelers, providing two-wheeler manufacturers with "vehicle-grade + full-specification + long warranty" battery products. BYD itself does not develop electric two-wheeler products.

Geely Automobile adopts the form of "capital holding", and through strategic investment in QJMOTOR, it outputs automotive-grade intelligent technologies and mature supply chain systems to complete in-depth layout in the two-wheeler track.

2."Incubate two-wheeler brands within the group to realize business segment expansion"

Examples: Great Wall Motor, Wuling Motors

Great Wall Motor incubates the "Souo Moto" brand internally. Based on Great Wall Motor's profound technical accumulation and innovation capabilities in the automotive field, it provides a solid foundation for Souo Moto to manufacture high-end motorcycles.

Wuling Motors chooses to establish a motorcycle business division and apply automotive-grade cell technology, BMS and on-board diagnostic system to two-wheeler products to enhance product competitiveness.

3."Establish independent business entities focusing on two-wheeler business"

Examples: Chery Automobile, OMOWAY

In November 2024, Anhui Lingwei Intelligent Technology Co., Ltd. was officially established, with Bao Siyu, deputy general manager of Chery Holding Group, executive deputy general manager of Chery Automobile Co., Ltd., and general manager of Chery New Energy, serving as the chairman of the company. Lingwei Intelligent focuses on the R&D, manufacturing and sales of electric two-wheelers (including electric motorcycles), and also layouts related technical services, import and export and supporting businesses.

OMOWAY is a new intelligent technology company, and most of its core management team are from Xpeng Motors. Among them, the legal person of the company is Jiao Qingchun, former vice president of Xpeng Motors, and the supervisor is He Tao, co-founder of Xpeng Motors. OMOWAY is committed to innovatively applying the full-stack self-developed technologies accumulated in the intelligent automobile field to electric motorcycles. It globally launched its first prototype car OMO X in Jakarta, Indonesia in June 2025.

Table of Contents

Preface

1 Market Overview of Two-wheeler Industry

2 Development Direction and Trend of Two-wheeler Intelligence

3 Global Two-wheeler Market Sales Volume

4 Intelligence of Electric Two-wheeler Companies

5 Intelligence of Motorcycle Companies

6 Two-wheeler Intelligent Industry Chain Companies

7 Cross-border Layout of Automakers in the Two-wheeler Field

(주)글로벌인포메이션 02-2025-2992 kr-info@giikorea.co.kr
ⓒ Copyright Global Information, Inc. All rights reserved.
PC버전 보기