Daniel's questions to NIU Technologies (NIU) leadership • Q1 2025
Question
Daniel from CFI Capital asked how to interpret the growth rate target for overseas operations, given that scooter revenue is negatively impacted by tariffs while electric motorcycle sales are growing.
Answer
CEO Yan Li stated the overall overseas forecast is unchanged. He detailed a dual strategy: targeting hyper-growth (5x-6x) for the high-profitability electric motorcycle segment, and pursuing moderate, single-digit growth with a focus on a profitability turnaround for the tariff-impacted micromobility (kick scooter) business, aided by manufacturing relocation and price increases.