FUNTI's daily electric motorcycle market brief for October 25, 2026: raw material prices, overseas market regulation and China export data, compiled from public sources for importers, distributors and fleet operators.
FUNTI · MORNING BRIEF
Today, start with these 8
October 25, 2026 · Mobile edition
01 HIGHLIGHTS
The export licence deadline is tomorrow.
The local pre-screening for the 2027 vehicle and motorcycle export licence filing closes on 26 October, late filings are rejected, and battery-electric passenger cars (HS 8703801090) are already under licence control
tick off the three documents today; upload tomorrow morning.
02 HIGHLIGHTS
The UK tariff shift is now official.
The UK trade minister said on 15 October that London is discussing extra tariffs on Chinese EVs.
Britain is still talking passenger cars, but the defensive mood is confirmed.
03 RAW MATERIALS
The weekend closes with no fresh quotes.
25 October is a Sunday, so domestic futures, spot prices and the RMB central parity published nothing; the latest valid prices are the 23 October close, already reported on 23–24 October.
Monday's open is the confirmation point; lock in small batches until then.
04 RAW MATERIALS
Brokers have trimmed the Q4 lithium range.
CITIC Securities sees a 38,000-tonne surplus in 2027 and cut its Q4 range to RMB 100,000–150,000/tonne.
the 100,000 floor sits just below today's screen;
05 RAW MATERIALS
There is no central parity over the weekend.
New orders stay on last week's range, and quotes should say "confirmed at the central parity of the day".
RMB firm, forward discount persists — earlier locking gives away less.
06 OVERSEAS
Africa's localisation is turning binding.
Caixin reported on 24 October that African countries revised regulations far more often in 2024–2026, with local-content rules moving from "soft advocacy" to "binding legal obligations"; …
customers now ask can it be assembled locally, not can it be cheaper.
07 OVERSEAS · PHILIPPINES
Southeast Asia saw no new tariff documents.
No new two-wheeler tariff or access documents were found for 25 October; the 14th Philippines EVAP show closed on 24 October.
the two weeks after a show are the follow-up window; send priced emails now.
08 OVERSEAS · BRAZIL
Latin America produced no new documents.
No new Brazilian or Mexican documents were found today; Brazil's CKD zero-tariff quota still expires on 31 December and shipments must arrive before mid-December.
two months left; customs clearance is not zero time.
FUNTI · Taizhou Fangxiang Technology Co., Ltd. · Auto-generated
Figures are compiled from public market sources; verify before commercial use.
