The Spring Festival holiday exerted a substantial influence on the electric two-wheeler market, causing a significant drop in domestic sales volume during February and ushering in structural shifts in the brand competitive landscape. In February 2026, domestic sales of electric two-wheelers amounted to 2.988 million units, marking a year-on-year decrease of 37.9%. This decline was primarily attributable to holiday-induced shutdowns, compressed production scheduling cycles, and a high comparative base from the same period the previous year.
Aima's market share soared to 28.4%, reflecting a year-on-year increase of 7.8 percentage points, which catapulted it to the pinnacle of the domestic sales rankings. Conversely, Yadea's share plummeted to 15.1%, a year-on-year decrease of 11.2 percentage points, relegating it to second place. Tailg made a comeback to the top three, securing a 12.9% share. Ninebot maintained a 9.3% share, up 2.7 percentage points year-on-year, demonstrating steady growth in the high-end market segment. The market shares of other ranked brands experienced minor fluctuations, with a discernible trend of concentration among the leading industry players.
