Policy tightening: Multiple regions carry out source control and traffic regulation
1. Yongqiao District in Suzhou has launched a three in one governance model of "registration+publicity+inspection", launched an online registration mini program to simplify the process, and clarified that the period from August 2025 to July 2027 is a transitional period, during which vehicles can legally enter the road after free registration and numbering.
2. The Market Supervision Bureau of Dangshan County is conducting strict inspections on sales violations, with a focus on vehicle consistency certification, CCC mandatory certification, and business qualifications. It calls on citizens to refuse to purchase illegal vehicles.
From August 22 to the end of the year, the traffic police in Luyi County, Zhoukou, will strictly investigate behaviors such as
Electric Tricycles running red lights, driving in the opposite direction, and carrying passengers in violation of regulations, in order to strengthen traffic order in the urban area.
Family travel demand drives product upgrade
1. Yadea New Energy launches flagship electric tricycles "Modern Dudu" and "Modern Shining", focusing on short to medium distance family travel:
Space optimization: 940mm wheelbase+850mm rear seats to meet the needs of families with multiple children;
• Safety enhancement: Equipped with HDC hill descent control, three disc brake system, and independent parking brake as standard.
2. Youthfulness of consumer groups: The users of electric tricycles have expanded from the elderly to middle-aged and young families, with core scenarios covering "picking up and dropping off children", "commuting", and "weekend outings". The Yadi Caravan series has become the first choice for pick-up and drop off during the school season due to its enclosed design and air conditioning configuration.
3. Capacity expansion: Yadea Anhui Jinzhai Base has officially started production, with a total investment of 1 billion yuan and a planned annual production capacity of 1 million units, expected to create over 5000 job opportunities.
Technological iteration: Implementation of intelligent security configuration
Shandong Bus New Energy R&D has patented a digital tube instrument for electric tricycles, which integrates a reversing image display screen, Bluetooth module, and USB interface to help drivers observe the road conditions behind them in real time and reduce the risk of reversing accidents.
Going abroad becomes a new engine for growth
Intensifying competition in the domestic market: With a total ownership of 70 million vehicles, the industry's gross profit margin is generally below 10%.
Overseas market explosion: The global market size is expected to exceed 61.8 billion yuan in 2023 and increase to 149.8 billion yuan in 2030. Chinese electric tricycles, with their high cost-effectiveness and customization advantages, have overseas profit margins of 8% -10%.
industry outlook
Policy norms and consumer demand upgrades jointly promote the transformation of electric tricycles towards safety and intelligence. The deepening of family travel scenarios and the blue ocean of overseas markets provide sustained growth momentum for leading enterprises, and technological innovation will further strengthen product competitiveness.
