중국의 이륜차 시장 : 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

China two-wheeler market size in 2026 is estimated at USD 25.42 billion, growing from 2025 value of USD 24.71 billion with 2031 projections showing USD 29.29 billion, growing at 2.88% CAGR over 2026-2031.

Expansion is driven mainly by owners upgrading to safer, more capable machines, while electrification and tighter safety rules reshape competitive strategy. East China retains the most extensive customer base because of dense cities and mature supply chains. Yet, Southwest China posts the fastest volume gains as infrastructure investments open hilly terrain to electric mobility. Motorcycles stay dominant for mixed-use transport, but scooters and electric variants outpace them in growth as commuters favor compact frames and subsidy-eligible batteries. Price sensitivity remains acute-three-quarters of deliveries are still below USD 1,000-but gradual premiumization is visible in the USD 1,501-2,000 bracket where riders pay for lithium packs, connected dashboards, and brand reliability.

China Two Wheeler Market Trends and Insights

Government e-2W Subsidies and Purchase-Tax Exemption

Incentive programs have slashed the retail prices of electric bikes, positioning them as a competitive alternative to internal combustion engine (ICE) vehicles, and doing so much sooner than fuel savings would allow. A spring 2024 trade-in initiative, embraced by numerous cities, is nudging consumers towards upgrading to newer, safer bike models. Meanwhile, regulatory shifts, especially the updated national battery safety standards, alter subsidy eligibility criteria. These revisions prioritize safety and compliance, redirecting financial support from generalized incentives to a more targeted approach, focusing on replacing outdated or non-compliant units.

Sensing the urgency as the window for government aid tightens, manufacturers are ramping up operations. However, regional policy rollout disparities mean companies strategically timing product launches to coincide with local funding windows. This has led to a quicker dissemination of technological advancements in the economically vibrant coastal regions, setting a benchmark for national adoption.

Urban Congestion Driving Last-mile Demand

In bustling cities such as Shanghai and Shenzhen, peak-hour traffic congestion has brought average vehicle speeds to a standstill. Amidst this backdrop, two-wheelers-particularly electric motorcycles and scooters-have emerged as the preferred choice for short-distance travel, often leaving vans in the dust. Their edge is heightened by policies exempting motorcycles from congestion charges, making them swifter and more economical. The surging instant-delivery sector, a linchpin of urban logistics, heavily leans on two-wheelers for their speed and adaptability. Moreover, the rising popularity of battery-swap services ensures riders enjoy seamless service throughout the day, sidestepping the hassle of home charging and boosting productivity.

Urban infrastructure is adapting to this two-wheeler dominance. Initiatives like dedicated curbside parking and exclusive lane pilot programs underscore the pivotal role of two-wheelers in last-mile delivery. Yet, while shared mobility solutions, such as dockless bikes, have made waves, they've fallen short for professional couriers. These couriers, needing greater payload capacity and reliability, find dockless bikes lacking.

High Accident and Fatality Rates among Riders

Fire incidents linked to indoor battery charging topped 21,000 cases in 2023, prompting tougher inspections and CCC certification for every new e-bike system from November 2024. Injury rates remain 15-20 times higher than car occupants per kilometer. Municipal governments are piloting helmet mandates and dedicated lanes for electric two-wheelers, marking a move towards heightened safety oversight. Insurance firms are rolling out third-party coverage options, marginally bumping costs for swifter models. Manufacturers are shouldering increased production costs to align with new national standards on vehicle frames and battery safety. Although these adjustments increase expenses, they enhance consumer trust and underscore a market shift prioritizing safety and reliability.

Other drivers and restraints analyzed in the detailed report include:

1. E-commerce Delivery Boom
2. Low Total Cost of Ownership
3. Lithium and Graphite Supply-chain Volatility

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Motorcycles account for 69.12% of the China two-wheeler market size in 2025, yet scooters are surging ahead at a 4.12% CAGR through 2031, thanks to step-through ergonomics that are favored in crowded streets. Large-displacement leisure bikes are expected to experience significant growth in early 2024, as rising incomes add weekend touring to the use-case mix. Digital clusters with AI voice assistants and OTA updates are now standard on mid-tier models, mirroring car dashboards. Rural riders keep motorcycles in front through fuel-tank range and robust frames, but in downtown cores, scooter parking privileges and automatic gearboxes are winning commuters.

Urban scooter uptake also benefits from local rules barring full-size motorcycles from central districts, tilting replacement cycles toward lighter frames. Brands package under-seat lithium packs and NFC start keys, pushing ASPs into the USD 1,501-2,000 band. Accessory revenue-from smart helmets to app subscriptions-deepens margins even as unit growth moderates in the mature motorcycle segment.

Internal combustion engines still account for 71.84% of the China two-wheeler market size in 2025, but electric vehicles are growing at a compound annual rate of 7.05% to 2031, as subsidies, charging networks, and emission zones expand. Sodium-ion prototypes from Yadea and Tailg debuted in 2024, offering 3,000-cycle life while trimming 10-15% off pack cost. Coastal cities are witnessing a rapid expansion of electric delivery fleets, driven by low operating costs and improved urban access. Meanwhile, rural regions rely heavily on gasoline vehicles, hindered by limited infrastructure and the need for further reductions in battery prices. This urban-rural disparity underscores the progress in electrification and the hurdles that still need to be addressed for a nationwide shift.

Electric vehicle manufacturers are addressing range anxiety by deploying battery swap stations and integrating real-time location tracking into their apps. Traditional internal combustion engine (ICE) makers are improving fuel efficiency and updating engines to meet stricter emissions standards, though tightening carbon regulations are shrinking their market. Hybrid vehicles remain a niche market due to their added complexity and the lack of subsidies.

The China Two Wheeler Market Report is Segmented by Vehicle Type (Motorcycles and Scooters), Propulsion (ICE and Electric), Engine Capacity/Motor Power (Up To 110cc, and More), Price Band (Up To USD 1, 000, and More), End User (B2C and B2B), Sales Channel (Online and Offline), and by Region. The Market Forecasts are Provided in Terms of Value (USD) and Volume (Units).

List of Companies Covered in this Report:

1. Yadea Group Holdings Ltd.
2. Jiangsu Xinri E-Vehicle Co., Ltd. (SUNRA)
3. Zhejiang Luyuan Electric Vehicle Co., Ltd.
4. NIU Technologies
5. Tailing Electric Vehicle Co., Ltd.
6. Wuyang-Honda Motors (Guangzhou) Co., Ltd.
7. Sundiro Honda Motorcycle Co., Ltd.
8. Guangzhou Dayun Motorcycle Co., Ltd.
9. Jiangmen Dachangjiang Group Co., Ltd. (Haojue)
10. Loncin Motor Co., Ltd.
11. Lifan Technology (Group) Co., Ltd.
12. Chongqing Zongshen Industrial Group Co., Ltd.
13. Qingqi Group Co., Ltd.
14. Chongqing Huansong Industries (HSUN)
15. Tayo Motorcycle Technology (Qingdao) Co., Ltd.
16. Zhe Jiang Qianjiang Motorcycle Co., Ltd. (QJMotor)

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Key Industry Trends

• 4.1 Population and Urbanization Rate
• 4.2 GDP per Capita (PPP) and Median Disposable Income
• 4.3 Consumer Spend on Vehicle Purchase/Transport (CVP)
• 4.4 Fuel Prices
• 4.5 Interest Rate for 2W/Auto Loans and Credit Access
• 4.6 2W Penetration (units/1,000) and Parc
• 4.7 Dealer/Service Network Density
• 4.8 Two-Wheeler Trade and Revenue (Imports/Exports)
• 4.9 Electrification Readiness (Infrastructure and Power)
• 4.10 Battery Pack Price and Chemistry Mix
• 4.11 Battery Swapping Stations (Density and Utilization)
• 4.12 New Model Pipeline and OEM Coverage
• 4.13 Value-Chain Localization and Assembly Capacity
• 4.14 Regulatory Framework
  • 4.14.1 Vehicle Standards, Safety and Roadworthiness
  • 4.14.2 CBU/CKD/SKD Duties, VAT and Local-content Rules
  • 4.14.3 Electrification, Energy and Environmental Policy
  • 4.14.4 Rules for Bike-taxis, Delivery Fleets and Financing

5 Market Landscape

• 5.1 Market Overview
• 5.2 Market Drivers
  • 5.2.1 Government e-2W Subsidies and Purchase Tax Exemption
  • 5.2.2 Urban Congestion Driving Last-mile Demand
  • 5.2.3 Low Total Cost of Ownership vs. Cars and Public Transit
  • 5.2.4 E-commerce Delivery Boom
  • 5.2.5 Tier-3/4 City Battery-Swapping Ecosystem Expansion
  • 5.2.6 AI-enabled Telematics Optimising Fleet Utilisation
• 5.3 Market Restraints
  • 5.3.1 High Accident and Fatality Rates among Riders
  • 5.3.2 Lithium and Graphite Supply-chain Volatility
  • 5.3.3 Stricter Classification Rules for Low-speed E-bikes
  • 5.3.4 Competition from Shared Micromobility Platforms
• 5.4 Value / Supply-Chain Analysis
• 5.5 Technological Outlook
• 5.6 Porter's Five Forces
  • 5.6.1 Threat of New Entrants
  • 5.6.2 Bargaining Power of Suppliers
  • 5.6.3 Bargaining Power of Buyers
  • 5.6.4 Threat of Substitutes
  • 5.6.5 Competitive Rivalry

6 Market Size and Growth Forecasts (Value (USD) and Volume (Units))

• 6.1 By Vehicle Type
  • 6.1.1 Motorcycles
  • 6.1.2 Scooters
• 6.2 By Propulsion
  • 6.2.1 Internal Combustion Engine
  • 6.2.2 Electric
• 6.3 By Engine Capacity / Motor Power
  • 6.3.1 Internal Combustion Engine
    • 6.3.1.1 Up to 110 cc
    • 6.3.1.2 111-125 cc
    • 6.3.1.3 126-150 cc
    • 6.3.1.4 151-200 cc
    • 6.3.1.5 201-250 cc
    • 6.3.1.6 250-350 cc
    • 6.3.1.7 350-500 cc
    • 6.3.1.8 Above 500 cc
  • 6.3.2 Electric
    • 6.3.2.1 Up to 1.0 kW
    • 6.3.2.2 1.1-3.0 kW
    • 6.3.2.3 3.1-5.0 kW
    • 6.3.2.4 Above 5.0 kW
• 6.4 By Price Band
  • 6.4.1 Up to USD 1,000
  • 6.4.2 USD 1,000-1,500
  • 6.4.3 USD 1,501-2,000
  • 6.4.4 USD 2,001-3,000
  • 6.4.5 USD 3,001-5,000
  • 6.4.6 Above USD 5,000
• 6.5 By End User
  • 6.5.1 B2C
  • 6.5.2 B2B
    • 6.5.2.1 Ride-hail / Bike-Taxi / Rental / Tourism
    • 6.5.2.2 Delivery and Logistics
    • 6.5.2.3 Corporate and SME Fleets
    • 6.5.2.4 Others (Govt., NGO, Institutional)
• 6.6 Sales Channel
  • 6.6.1 Online
  • 6.6.2 Offline
• 6.7 By Region
  • 6.7.1 East China
  • 6.7.2 South-Central China
  • 6.7.3 North China
  • 6.7.4 Northeast China
  • 6.7.5 Southwest China
  • 6.7.6 Northwest China

7 Competitive Landscape

• 7.1 Market Concentration
• 7.2 Strategic Moves
• 7.3 Market Share Analysis
• 7.4 Company Profiles (Includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 7.4.1 Yadea Group Holdings Ltd.
  • 7.4.2 Jiangsu Xinri E-Vehicle Co., Ltd. (SUNRA)
  • 7.4.3 Zhejiang Luyuan Electric Vehicle Co., Ltd.
  • 7.4.4 NIU Technologies
  • 7.4.5 Tailing Electric Vehicle Co., Ltd.
  • 7.4.6 Wuyang-Honda Motors (Guangzhou) Co., Ltd.
  • 7.4.7 Sundiro Honda Motorcycle Co., Ltd.
  • 7.4.8 Guangzhou Dayun Motorcycle Co., Ltd.
  • 7.4.9 Jiangmen Dachangjiang Group Co., Ltd. (Haojue)
  • 7.4.10 Loncin Motor Co., Ltd.
  • 7.4.11 Lifan Technology (Group) Co., Ltd.
  • 7.4.12 Chongqing Zongshen Industrial Group Co., Ltd.
  • 7.4.13 Qingqi Group Co., Ltd.
  • 7.4.14 Chongqing Huansong Industries (HSUN)
  • 7.4.15 Tayo Motorcycle Technology (Qingdao) Co., Ltd.
  • 7.4.16 Zhe Jiang Qianjiang Motorcycle Co., Ltd. (QJMotor)

8 Market Opportunities and Future Outlook

• 8.1 White-space and Unmet-need Assessment

9 Key Strategic Questions for CEOs