FUNTI's daily electric motorcycle market brief for October 26, 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 26, 2026 · Mobile edition
01 HIGHLIGHTS
Nine-month exports up in both volume and value
Customs data show 15.1636 million units, up 11.76%, worth USD 10.287 billion, up 21.19%.
This cycle is not volume bought with low prices, and Africa least of all
02 HIGHLIGHTS
September e-motorcycle sales rose 14.93% year on year
Chamber data put output at 364,200 units and sales at 370,500 units, up 9.49% and 6.3% month on month.
E-motorcycle growth is still twice that of fuel bikes and the product mix is shifting towa …
03 RAW MATERIALS
No fresh board before the Monday open
At 08:18 on 26 October the GFEX had not opened, so the latest valid prices remain the 23 October close.
The cost relief is real, but buyers have appeared near RMB 90,000
04 RAW MATERIALS
The yuan's rally has taken almost 9% of dollar revenue
The yuan has risen from a cycle high near 7.35 to the 23 October mid-rate of 6.7180, a gain of about 8.6%–9%.
FX is now a more certain margin drag than lithium price
05 RAW MATERIALS
No fresh steel or rare-earth quotes today
No quotes had formed for steel, electrical steel or NdFeB before the open, so last week's basis stands.
The 10 November expiry of the rare-earth export-control suspension remains the biggest var …
06 OVERSEAS · VIETNAM
Vietnam's battery gate now sits at component level
QCVN 31:2026/BXD became mandatory on 9 October 2026, replacing QCVN 91:2024/BGTVT.
The gate has moved from vehicle approved to battery approved or no entry
07 OVERSEAS · BRAZIL
Brazil's CKD quota enters its final two months
Brazil restored a six-month zero-tariff import quota for CKD and semi-knocked-down assembly from 1 July 2026, worth USD 463 million in total.
The quota is allocated by value on a first-come basis rather than spread evenly over time, …
08 OVERSEAS
Africa's growth is not only in volume
January–September exports reached 5.7221 million units, up 32.05%, worth USD 3.195 billion, up 38.60%.
The next question from an African customer will be whether we can assemble locally
FUNTI · Taizhou Fangxiang Technology Co., Ltd. · Auto-generated
Figures are compiled from public market sources; verify before commercial use.
