Are China's electric bicycles selling crazy? The U.S., Europe, and Russia all place crazy orders for electric bicycles as the main export sales force
1. The sales volume of bicycles in domestic and overseas markets has increased sharply, and the number of orders far exceeds production capacity
Statistics show that Russia has a great demand for China's electric vehicles and bicycles. In the first two quarters of 2020, sales of electric vehicles and bicycles exported to Russia via Inner Mongolia increased by 49% year-on-year. According to data from Russian companies, sales of electric vehicles and bicycles in Russia this year are 60 times that of last year. In fact, in the previous few months, Russian wholesalers who imported Chinese electric bicycles were facing slow sales of bicycles.
This kind of substantial growth has not only appeared in Russia, but has also spread to the United States and European countries. Beginning in May, the number of electric cars and bicycles imported from Europe to China has skyrocketed, and orders have been scheduled to one month later. Among them, countries such as Spain, Italy, the United Kingdom and France are covered.
The data shows that the sales of bicycles in Spain and Italy have also risen greatly. Spain reached 22 times and Italy 4 times. Although sales of electric vehicles and bicycles in Italy have not risen much, sales of electric scooters have risen nearly 9 times, which is higher than that of the United Kingdom and France. The more you sell, the more you produce. The data also shows that the total number of electric bicycles in my country is nearly 60 million, an increase of a lot from the same period last year. According to statistics, electric bicycles on the European market are still in short supply, even though both electric bicycles and bicycles are worth more than US$1,000. To be honest, an electric bicycle with a value of 10,000 yuan is not cheap. But even with such a high price, it was still robbed.
And because of the seriousness of the epidemic and the interruption of the supply chain, there has been a serious shortage of electric bicycles in the United States, and there has also been an unprecedented popularity of electric bicycles. It is reported that the sales of electric vehicles in the United States have reached two or three times the usual.
In fact, for this matter, many people are unexpected. Who would have expected China's electric cars and bicycles to be so popular overseas? If this trend continues, every country might place orders madly.
2. The epidemic has caused people to tend to travel in a scattered way, which has brought a lot of demand for high-end electric bicycles.
According to industry insiders, an important reason why the bicycle industry has been able to buck the trend is that the epidemic has caused people to decentralize their travel, which has brought a large amount of bicycle transportation demand. In addition, the epidemic has also changed the recreational and fitness mode of many people at home and abroad to cycling, which has further promoted the growth of bicycle sales.
For some office workers, a lithium battery is really a "life-saving" way of travel, because it directly solves people's short-distance travel needs, about 30 to 50 kilometers.
3. Electric bicycles have become the main force in export sales, and the proportion of high-end models has gradually increased
It is understood that the current trend of high-end electric bicycle products is obvious, the proportion of high-end vehicles mainly composed of lithium batteries is gradually increasing, and electric bicycle products are becoming more and more diversified and fashionable. The output of bicycles above 1,000 yuan has increased year after year. In 2019, the output of bicycles above 1,000 yuan accounted for 13.7% of the total output, an increase of 2.2% from the previous year; high-end products represented by lithium electric bicycles accounted for the proportion of total electric bicycle output At 13.8%, the annual output is nearly 5 million vehicles, which is a new high.
In the past, the domestic bicycle industry was dominated by low-value-added products, and the problem of product homogeneity was obvious. However, in recent years, the industry has continuously integrated new materials, new energy, Internet and other elements, and has developed rapidly. In recent years, the application of carbon fiber in bicycle manufacturing has continued to expand, greatly improving the overall performance of the bicycle. New high-value-added varieties such as electric-assisted bicycles have also appeared in electric bicycles, and the export price even reached 600 to 1,000 US dollars. With the growing demand at home and abroad, the domestic bicycle industry has begun to gradually upgrade.
4. After all, the epidemic is only a short-term factor, and explosive growth in order sales is not the norm in the electric bicycle industry
We must admit that the epidemic is only a short-term factor after all. The explosive growth of orders and sales is not the norm in the electric vehicle industry. We should pay more attention to some mid- to long-term aspects that affect the entire industry. For example, leading companies in the industry can We cannot take advantage of this rare opportunity to give full play to the advantages of China's manufacturing and supply chain, carefully build Chinese brands, and seize more international market shares.
In addition, in recent years, the country has been advocating the concept of green travel, which has also brought the popularity of shared electric vehicles. Can riding electric vehicles become safer, more labor-saving, and more fashionable, so that everyone is more willing to ride, that is, to improve How sticky is the use of electric vehicles? I believe that the electric industry is also promising in this regard.
If it can be summarized in one sentence, it is to continue to deepen the supply-side structural reforms and use innovative supply to lead demand, thereby realizing the transformation and upgrading of traditional industries.
