Impact On The Electric Motorcycle Market

Following the implementation of the New National Standard, the market has responded rationally, though a "wait-and-see" attitude persists, reflecting consumers' careful consideration of the balance between safety and practicality. User demand is rapidly segmenting; for instance, parents prioritize passenger-carrying convenience and storage capacity. Reports from December 2025 suggest that demand for electric motorcycles is likely to rise following the imposition of strict speed limits on electric bicycles under the New National Standard. A staff member at a Segway-Ninebot store in Beijing noted, "Electric motorcycles feature larger seats and higher speeds than electric bicycles, and they offer a better riding experience. With strict speed limits now enforced on electric bicycles, demand for electric motorcycles is bound to increase." In a response on an investor interaction platform, Segway-Ninebot revealed that electric motorcycles accounted for a slightly larger share of its two-wheeled electric vehicle sales than electric bicycles during the first three quarters of the year; as electric motorcycles are not subject to the New National Standard's restrictions, this segment will continue to provide stable performance support for the company. Meanwhile, the focus of industry competition is shifting from a mere "stacking of specifications" to "experience optimization"; companies must adhere to safety bottom lines while leveraging technological upgrades and design innovations to genuinely meet the real needs of users.