1. In the first quarter, orders surged by 30%, marking the beginning of a new journey for Chinese electric motorcycles to enter the Southeast Asian market.
.png){kind=link}
2. At the Canton Fair, Southeast Asian buyers are racing against time to inquire and place orders, demonstrating the high popularity of Chinese electric motorcycles in the local market.
3. In the past, the Southeast Asian market was long dominated by fuel-powered motorcycles, primarily represented by Japanese brands. In recent years, Chinese electric motorcycles have begun to make their mark in the region. According to statistics from the General Administration of Customs, in the first quarter of 2026, China's exports of electric two-wheelers to Myanmar, Laos, and Cambodia reached 64.6974 million yuan, 43.5308 million yuan, and 38.1637 million yuan, respectively, representing year-on-year growth of 617.50%, 25.70%, and 34.16%.
4. Vietnam, as the countries with the highest motorcycle ownership rates globally, announced last year that it would ban fuel-powered motorcycles from entering the central areas of Hanoi starting July6, with plans expand the ban. Authorities also proposed that by 2050, all local be electrified. The Indonesian government aims to replace 20% of fuel-powered motorcycles with by 2025, targeting a total of 1. units, and plans to completely ban the production of fuel-powered motorcycles by 2040. The Thai government has set goals to increase The current content involves sensitive information. Please try a new topic.
5. Rising fuel costs in Southeast Asia, coupled with policies such as fuel motorcycle restrictions electrification introduced by multiple countries, have rapidly shifted local residents' travel demand toward electric motorcycles.
6. "Southeast Asian people's shift in transportation modes is not merely due to simple consumption upgrades, but rather an active choice driven by economic rationality," Wang Hanyi, a researcher at the Chinaritain Humanities Exchange Center of Shanghai International Studies University, told the 21st Century Business Herald reporter. Public in Southeast Asia remains relatively underdeveloped, with narrow urban roads and severe traffic congestion. Motorcycles in the region have their role as mere means of transportation, tools for daily commuting, goods delivery, and vending—so much so that locals are highly sensitive to travel costs. As international oil prices continue to rise, the advantages of electric motorcycles in terms of usage and maintenance have rapidly become prominent. The shift in transportation modes among Southeast Asian consumers has opened a demand window for Chinese electric motorcycles. Whether this market opportunity can be effectively captured depends on the industrial capabilities and overseas expansion strategies of Chinese enterprises.
7. The overall overseas sales proportion of electric vehicles from many brands is still less10%. Due to volume, a significant portion of Chinese motorcycle export in CKD (Complete) form to reduce shipping costs and tariff burdens, while also dispatching technical personnel to support local assembly and provide after-sales service.
8. Facing the strategic opportunities brought by "rising oil prices, policy incentives, and low penetration rates," Chinese motorcycle companies have leveraged their complete electric motorcycle industry chain to achieve "taking off with the trend" in sales are moving towards building local industrial chains in target markets.
9. The penetration rate of new energy vehicles will exceed 50% by 2026; electric two-wheelers have entered the stock replacement phase.
10. Mass production of solid-state batteries in 2028–2030; L4 autonomous driving commercialized in premium models; NEV ownership reaches 100–160 million units.
11. By 2035, green electricity will become the main source for charging; the number of electric vehicles in use will reach 200-300 million; pure electric vehicles will account for over 70% of new energy vehicles.
12. Under the intertwined forces of policy, demand, supply, China's-wheeler market profound value restructuring in 2026. The entire industry has bid farewell to the era of extensive growth driven by scale dividends and high-quality development stage characterized by "compliance, quality enhancement, and intelligentization."
13. Based on extensive research data, the report reveals that the current electric two-wheeler market comprises five major consumer segments: the core necessity group primarily driven by urban commuting needs; the high growth group dominated by Gen Z trendsetters family utility the commercial user group mainly consisting of delivery personnel; and the urban microacation group who enjoy leisure riding. As these five mainstream consumer segments have distinct expectations for electric two-wheelers, market demand is showing a divergence trend. For instance, Gen Z consumers prioritize product intelligence and aesthetics, while the urban micro-vacation group willing to pay for product design, quality scenario-based experiences.
14. Vietnam market: Hanoi city center to ban gasoline motorcycles from July 2026; Ho Chi Minh City to expand ban scope by 2028; Special consumption tax maintained at 1%–3% until 2030, with first-time registration fees fully exempted until 2027.
15. Indonesian market: Target to replace 1.8 million fuel-powered vehicles with electric by 2025; Complete ban on production of fuel-powered motorcycles by 2040; Subsidies up to 3,200 yuan/vehicle (2023 standard).
16. Thai market: By 2030, EVs to account for 50% of new car sales, achieving 100% electrification by 2035; Subsidies of $500–850 per vehicle, with accelerated charging infrastructure construction.
17. Philippine Market: By 2030, electric vehicles will account for 30% of the new car market; The "Electric Vehicle Industry Development Act" provides tax incentives and infrastructure support.
