FUNTI's daily electric motorcycle market brief for October 27, 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 27, 2026 · Mobile edition
01 HIGHLIGHTS
Export-licence initial review closed yesterday
The 2027 export-licence initial review closed on 26 October, with no late filings accepted.
models that missed the initial review have no supplementary channel this year;
02 HIGHLIGHTS · EU
EU closes the e-bike transshipment route too
In January 2025 the EU extended anti-dumping and countervailing duties on Chinese e-bikes by another five years.
E-motorcycles are out of scope, but transshipment no longer works;
03 RAW MATERIALS
Lithium spot and futures diverge
SMM battery-grade lithium carbonate averaged RMB 98,300/t on 26 October, up RMB 1,300 day on day.
spot below RMB 100,000 and futures near RMB 95,000 still mean lower cost;
04 RAW MATERIALS
Copper slips, aluminium flat
SHFE copper closed at RMB 108,110/t on 26 October, down RMB 630 (−0.58%).
higher copper prices are offset by restocking, and aluminium has no direction;
05 RAW MATERIALS
Rare-earth suspension has 14 days left
The rare-earth export-control measures announced on 9 October 2025 are suspended until 10 November 2026.
lock Q1 dysprosium/terbium magnet volumes and prices before 10 November
06 RAW MATERIALS
RMB central parity at 6.7162
The USD/CNY central parity was fixed at 6.7162 on 26 October, 18 pips weaker than the previous day.
the RMB is still near a three-and-a-half-year high;
07 OVERSEAS · MEXICO
Mexico's bicycle anti-dumping ruling spares e-motorcycles for now
Mexico imposed a USD 68.60/unit provisional anti-dumping duty on Chinese adult bicycles on 12 October, for six months.
this widens the fence rather than hitting e-motorcycles directly;
08 OVERSEAS
US e-bike tariffs already at about 45%
Cumulative tariffs on Chinese e-bikes reached about 45% in 2026, with a further 25% on e-bike lithium batteries.
the US is no longer a market for low-priced direct-to-consumer complete bikes;
FUNTI · Taizhou Fangxiang Technology Co., Ltd. · Auto-generated
Figures are compiled from public market sources; verify before commercial use.
