FUNTI's daily electric motorcycle market brief for September 19, 2026: raw material prices, overseas market regulation and China export data, compiled from public sources for importers, distributors and fleet operators.
FUNTI MARKET INTELLIGENCE · September 19, 2026
① Today's Highlights
- The 24th China International Motorcycle Trade Exhibition (CIMA) opens today, September 19, at the Chongqing International Expo Center and runs through September 22. The show gathers more than 100 motorcycle and EV brands and over 3,000 vehicles; nearly 1,700 overseas buyers from close to 90 countries and regions have registered, over 300 have confirmed purchase intentions, and pre-signed intent value reaches USD 1.6 billion, covering complete vehicles, parts, riding gear and electric/connected products. Direct implication for exports: this is the year's most concentrated face-to-face window with overseas buyers; miss it and the next chance is a year away. (Source: People's Daily / China Daily / CIMA, 2026-09-09)
- Export tariffs and market access: this search found no substantive new changes; the tariff rates, quotas and certification arrangements already disclosed in previous reports remain in force and are not repeated here. The single clear near-term date to watch remains the expiry of Vietnam's fuel tax and fee incentives on September 30. (Source: public information search)
② Raw Materials & FX
- Lithium carbonate: on September 18 the MMLC battery-grade early-session price was up RMB 600/t from the previous trading day, a modest spot recovery, while the futures leg fell on the day, so spot and futures continue to diverge and the cost side shows no clear direction. Takeaway: buy batteries in batches on demand — do not chase the rally, and do not sign long-dated low-price contracts. (Source: East Money / Shanghai Metals Market, 2026-09-18)
- Copper: on September 18 the SHFE copper front-month contract closed at RMB 109,900/t, up RMB 370, holding high after its recent rebound. Copper is the main input for motor windings, so pricing headroom on motor purchases will stay limited in the near term. (Source: SMM, 2026-09-18)
- Aluminium: on September 18 the Zhongyuan non-ferrous aluminium average was RMB 24,370/t, up RMB 200, and Nanhai averaged RMB 24,870/t, a second consecutive daily rise. Costs for frames, wheels and other aluminium parts are turning from stable to rising. (Source: cnal.com, 2026-09-18)
- Inventories: SHFE's September 18 weekly data show copper stocks up 1,293 t and aluminium stocks down 26,729 t; the destocking in aluminium is far larger than in copper, keeping the spot market tight and supporting aluminium prices. (Source: SHFE / Sina Finance, 2026-09-18)
- Crude oil: international oil prices fell on September 18 to about USD 103.87/bbl, down 0.91%, while China's SC crude futures fell more sharply on the day. Lower energy prices help hold down bunker surcharge adjustments and are a marginal positive for full-container shipping costs. (Source: Jintou.com / Sina Finance, 2026-09-18)
- FX: Bank of China's September 19 USD telegraphic selling rate is RMB 671.64 per 100 USD (buying rate 668.83, conversion rate 675.21), the benchmark for export conversion; the same day's forward settlement quotes put the one-year USD mid-rate at 649.595, down from 652.575 on September 11. September 19 is a Saturday, so no new central parity was published. (Source: Bank of China, 2026-09-19)
③ Overseas Markets
- A stronger dollar, a resilient renminbi: over the five trading days of September 10–16 the dollar rose more than 1.5%, the euro fell over 1.4%, and the yen and won depreciated 1.8% and 2.7% respectively; over the same period the onshore renminbi was broadly flat and even firmed 15 pips (6.7079→6.7064). The renminbi's relative strength makes our quotes look more expensive in emerging markets, while overseas dealers face higher FX conversion and financing costs. (Source: Caixin, 2026-09-18)
- Buyer base: this year's Chongqing show draws overseas buyers from nearly 90 countries and regions, covering the main export markets of the Americas, Europe, Asia and Africa, with demand concentrated in complete vehicles, parts and electric/connected products. Appetite for Chinese supply remains strong. (Source: People's Daily / China Daily, 2026-09-09)
- Vietnam, Indonesia, Brazil, Mexico and Africa: this search found no new tariff or market-access policy changes; previously reported items show no new developments and are not repeated. (Source: public information search)
FUNTI · Taizhou Fangxiang Technology Co., Ltd.
Daily electric motorcycle market brief for importers, distributors and fleet operators. Figures are compiled from public market sources and industry associations; verify before commercial use.
