On March 23rd, Aima Technology and Xinri Shares rose by the daily limit against the trend, with Company 9 following suit; Hong Kong stock Yadea Holdings rose by over 14% at one point. It is reported that due to the intensification of geopolitical conflicts in the Middle East, the cost of using traditional fuel motorcycles in Southeast Asia has surged, leading to an explosive growth in demand for electric motorcycles in the region. The person in charge of investment and customs at Aima Technology responded to reporters that the sharp fluctuations in international oil prices have accelerated the trend of electrification of fuel motorcycles. Going global is an important strategy for the company, with production bases in Vietnam and Indonesia, and actively expanding distribution channels for its own brands. Not only Aima Technology, but in recent years, many domestic two wheeled electric vehicle companies have accelerated their pace of going global, with Southeast Asia being the focus of their layout. The global trend of two wheeler electrification is accelerating as we accelerate the implementation of our overseas strategy. Taking Southeast Asia as an example, the current penetration rate of two wheeled electric vehicles is only about 5%, indicating a huge potential for oil to electricity conversion. Combined with local incentive policies and the release of market demand, markets such as Southeast Asia have become important growth poles for the two wheeled electric vehicle industry. ”CEO Wang Ye of Company 9 told reporters. According to the prospectus of Tailing Technology, in recent years, the overseas electric light transportation market has maintained a strong growth trend. Among them, electric two wheelers are the main driving force for growth, with the market size expanding from 45.2 billion yuan to 103.2 billion yuan from 2020 to 2024. Driven by the deepening implementation of green travel policies and the expansion of e-commerce distribution networks, it is expected that the overseas market size of two wheeled electric vehicles will reach 337.4 billion yuan by 2029, "said Tailing Technology. On the other hand, as the domestic market gradually enters the stage of stock competition, two wheeled electric vehicle companies are turning their attention to overseas markets. According to data from the General Administration of Customs, in the field of green transportation, exports of electric motorcycles and bicycles will increase by 18.1% year-on-year in 2025. The person in charge of investment and customs at Aima Technology mentioned above told reporters that some Southeast Asian countries have introduced encouragement policies for the electrification transformation of fuel motorcycles. Consumers who purchase locally produced electric motorcycles can enjoy car purchase subsidies. At the same time, the local charging infrastructure is further improved, and the company is actively expanding its distribution channels for independent brands in the local area. At the beginning of this year, Company 9 released its "Globalization+Dual Brand" strategy and launched its global expansion strategy. At present, the global cumulative shipment of the No. 9 intelligent electric vehicle has exceeded 10 million units. Tailing Technology stated that as of September 30, 2025, the company has 412 distributors and over 300 retail stores overseas, with a sales network covering Southeast Asia, Africa, and Europe. Industry insiders say that in recent years, with the acceleration of industry standardization, many small-scale enterprises have withdrawn one after another, and the market competition has gradually focused on the competition between leading enterprises. High cost-effectiveness, high-quality services, and intelligent level are becoming the focus of competition. At present, several two wheeled electric vehicle companies have pre disclosed their performance for 2025, and the overall performance is impressive. Among them, Yadi Holdings expects the company's net profit to be no less than 2.9 billion yuan in 2025, while the net profit for the same period in 2024 is only 1.27 billion yuan. Yadi Holdings stated that the performance growth is mainly due to the increase in sales of two wheeled electric vehicles and the optimization of product structure. Xinri Corporation expects to achieve a net profit of 46.13 million yuan to 57.66 million yuan in 2025, a year-on-year increase of 80% -125%. Xinri Corporation stated that in 2025, the company will continue to enhance product competitiveness, effectively expand market demand, increase sales compared to the same period last year, and increase operating revenue accordingly. According to the performance report of Company 9, the company will achieve a revenue of 21.325 billion yuan in 2025, a year-on-year increase of 50.22%; The net profit attributable to the parent company was 1.755 billion yuan, a year-on-year increase of 61.84%. In addition, a research summary recently released by Company 9 shows that due to the company's product layout and first mover advantage in the field of electric motorcycles, the proportion of electric motorcycle sales has surpassed that of electric bicycles since 2025. In the first quarter of 2026, the company will continue to use electric motorcycles as its core driving force to drive steady growth in the overall two wheeler business. From the current pace of dealer orders and terminal activation, electric motorcycles have taken an absolute dominant position and maintained a strong growth trend. Accelerating the transformation towards intelligence is becoming a new focus of competition for two wheeled electric vehicles. According to a survey by iResearch Consulting, intelligent functions rank third among the factors of concern when buying a car, second only to battery life and vehicle durability, indicating a significant trend towards intelligence in the industry. Emma Technology stated that in response to consumers' demand for intelligent functions, the company will increase investment and focus on improving intelligent functions such as fast map display and high-sensitivity real-time data transmission. The entire range of electric bicycles and electric motorcycles launched in 2026 will come standard with basic intelligent functions. Recently, Xinri Corporation released the industry's first "active AI intelligent agent", promoting electric vehicles from functional integration to a new stage of active intelligence. Wang Ye stated that Company 9 will gradually apply robot technologies such as perception, decision-making, interaction, and execution to its two wheeled vehicle products. In the future, Vehicle No. 9 will become an intelligent terminal equipped with perception, decision-making, and interaction capabilities, collaborating with mobile phones, cloud computing, and even urban infrastructure. Tailing Technology stated that its intelligent management system integrates multiple intelligent functions such as NFC unlocking, navigation system, remote vehicle monitoring and diagnosis, intelligent lighting, and voice interaction. (New Society)