As the electrification transformation of four-wheel vehicles enters a deep water zone, the wave of "oil to electric" conversion of two wheeled motorcycles has also reached a historic turning point.

In 2025, a series of signals from Southeast Asia to the Chinese market indicate that the share of fuel motorcycles (oil motorcycles) is rapidly being eroded by electric motorcycles (electric motorcycles).

In Hanoi, Vietnam, the government announced a comprehensive ban on motorcycles within the first ring road starting from 2026; In Jakarta, Indonesia, the annual growth rate of electric motorcycle sales exceeds 26%; In China, the sales of mid to high end electric motorcycles with a unit price of over 10000 yuan increased by 45% year-on-year.

These seemingly isolated events are actually part of a structural change: in the world of motorcycles, fuel powered motorcycles are being systematically replaced by electric motorcycles.

The driving force behind this transformation has shifted from a single policy driven approach to a new stage dominated by fundamental breakthroughs in battery technology and user demand upgrades.

How can electric motorcycles challenge oil motorcycles?

The industry consensus is that replacing oil motorcycles with electric motorcycles is no longer a matter of "feasibility", but rather a matter of "how quickly".

With the development of the Chinese economy, consumers' understanding of two wheelers is no longer limited to simple "means of transportation". The younger generation places greater emphasis on its "trendy attributes" and "intelligent experience", and has higher requirements for the appearance design, intelligent functions, and riding experience of vehicles.

Electric motorcycles, with their inherent advantages, can easily integrate GPS positioning, remote control, mobile phone connectivity, and even achieve advanced driving assistance functions such as blind spot monitoring and collision warning, transforming vehicles into intelligent consumer terminals.

In the entire lifecycle of use, the charging cost of electric motorcycles is much lower than that of oil motorcycles, and there is no need to replace engine oil or maintain the engine, which greatly reduces maintenance costs. In the long run, this low energy consumption and low maintenance feature makes electric motorcycles more advantageous in terms of comprehensive usage costs.

In addition, the energy consumption and maintenance costs of electric motorcycles are significantly lower than those of oil motorcycles, highlighting their economic advantages.

However, whether electric motorcycles can achieve large-scale substitution depends on whether their comprehensive experience can leap from "usable" to "easy to use", that is, to solve users' core anxieties about battery life, safety, and power, and establish a "trustworthy" sense of quality.

Although advances in battery technology are gradually making up for the shortcomings of electric motorcycles in the past, the industry still faces two deep dilemmas: a crisis of safety trust and the fragmentation of solutions.

On the one hand, low price competition has led to the proliferation of inferior batteries in the market, posing serious safety hazards. In the first half of 2025, there will be 7048 electric bicycle fire accidents nationwide, and safety has become a public issue in society.

On the other hand, most manufacturers provide "single point solutions", either focusing on commuting or performance, and have not formed a systematic solution that covers all scenarios of user travel, making it difficult to establish complete experience trust.

Breaking through: Safety Bottom Line and Full Scenario Solution

To address the above challenges, the industry needs to make safety an insurmountable bottom line and provide systematic solutions that can seamlessly connect different travel scenarios.

At this year's China Mobile Expo, Xinneng An launched the "Two Wheel Travel Full Scenario Solution", providing a reference path for the industry.

Xinneng An inherits the technological system from CATL and ATL, placing safety at the forefront of product development.

In the view of Lin Xiaojing, President of the New Energy An Two Wheeler Business Unit, safety must be the bottom line for the future development of two wheelers, and quality must become a standard. The goal of Xinneng An is not to stop at 'sufficient', but to achieve the ultimate.

New Energy An transforms complex application scenarios into over 16000 quantifiable test cases, ensuring that every battery can still achieve "non combustion, non explosion" under the most stringent working conditions with almost strict standards.

On the basis of safety, Xinneng An's "two wheel travel full scenario solution" concretizes "value" through customized solutions for different user scenarios.

In urban commuting scenarios, the "Snow Leopard" battery, which emphasizes "lightweight+safety", uses aviation grade magnesium alloy to enhance structural strength and lightweight level, optimizes the battery cell chemical system to improve energy density, adapts to compact spaces such as pedals and seat buckets, and accurately solves the core demand of users for "both lightweight and stable".

In the commercial operation scenario, Xinneng An designs a battery swapping series of products, emphasizing "value preservation+peace of mind" for operators to improve revenue, and for riders to achieve efficient operation with large capacity batteries that only need to be recharged once a day, converting "efficiency" into "revenue".

For the application of motorcycle scenarios, New Energy An has launched the first E30P cylindrical battery cell specifically designed for electric motorcycles in the industry, creating a 72V90Ah single unit lithium battery that comprehensively optimizes cycling and storage performance. With a super large capacity of 6.5 kWh, it provides an ultra long range of up to 195 kilometers, allowing electric motorcycles to no longer be limited by travel radius.

In addition, its 5C instantaneous pulse discharge provides surging power comparable to or even surpassing fuel vehicles for overtaking and climbing. The battery adopts the cutting-edge "active lithium slow-release technology" of XinNengAn, with a capacity retention rate of over 100% in the first 300 cycles, and the user's battery life does not deteriorate.

It is worth noting that the 72V90Ah battery released by Xinneng An has been first installed on the flagship electric motorcycle M5 200 of Company 9.

He Feilong, President of the China Business Unit of Company 9, revealed that the cooperation between the two parties aims to promote the deep integration of "intelligent travel+smart energy", and the future competition focus of electric motorcycles will shift from parameters to continuously evolving user experience.

Through advanced battery technology, XinNengAn achieves "visualization" of performance, distinguishing between good and bad coins; For automobile manufacturers, battery technology has become an important support for shaping differentiated competitiveness.

Dr. Li Xiang, Product Director of XinNengAn Micro Car, said, "XinNengAn's safety concept far exceeds traditional standards, covering two dimensions of 'full lifecycle safety' and 'scenario safety', running through every link of the product from design, manufacturing, verification, shipment to market application, forming a tight safety loop

Currently, Xinneng An has partnered with No. 9, Xiaoniu, Wuyang Honda QJmotor、 Taiwan Bell and many other major manufacturers have collaborated to create a series of star products.

The historical experience in the field of four-wheel vehicles has proven that once the technology and value system mature, energy substitution will be an unstoppable trend.

At present, the performance of electric motorcycles has the ability to compete with that of oil motorcycles. In Li Xiang's opinion, oil motorcycles will still exist in demand scenarios with high displacement and entertainment properties for a long time. However, in scenarios where economy and commuting are the main purposes, the pace of electrification transformation will only become faster and faster.

In this process, Chinese brands are expected to gain a stronger voice in the global motorcycle industry chain for the first time. In August of this year, CATL and Xinneng An were jointly selected for the Fortune China Technology Top 50 list, winning authoritative value recognition.

The turning point for electric motorcycles to replace oil motorcycles is already clear. The key to breaking the deadlock lies in thoroughly addressing security and experience pain points through technological iteration and systematic solutions.

With the continuous promotion of product innovation and standard establishment by technologically strong enterprises such as Xinneng An, Chinese brands are expected to play a more important role in the global two wheel travel industry chain, accelerating the electrification transformation process of the global market.