美國暫扣令持續帶來衝擊,Giant 2月營收大減40%
Giant 2026年2月營收再度大幅下滑,美國政府發出暫扣令(WRO)持續影響該集團營運狀況,相關問題急需獲得解方。

Giant 2026年2月營收再度大幅下滑,美國政府發出暫扣令(WRO)持續影響該集團營運狀況,相關問題急需獲得解方。

部分市場需求不如預期,Yamaha Motor電動自行車及驅動系統(e-kit)業務面臨艱困的市場環境。該公司2025年財報顯示,智慧動力車(SPV)業務營收年減4%,其SPV涵蓋電動自行車、電動自行車系統及電動輪椅。

德國Canyon Bicycles GmbH為實現其亞太地區長期目標,正積極投資物流、數位及商業領域。該公司主要市場為中國、日本、南韓、新加坡、澳洲及紐西蘭。

For the first time since 2020, the United Kingdom's cycling market has returned to growth in 2025, reports the UK Bicycle Association (BA). Total market value rose 5% year-on-year to reach just under £1.9 billion (€2.2 billion) in 2025, returning close to 2022 levels after several years of decline.

The United States Consumer Product Safety Commission (CPSC) has fined Shimano $11.5 million (€10 million) in civil penalties after accusing the company of "knowingly failing to immediately report" its defective bicycle cranksets to the CPSC. This comes weeks after Shimano North America Holding, Inc. settled a class action lawsuit brought by 14 consumer plaintiffs alleging a breach of warranties and misleading advertising related to the cranksets.

The trade show landscape is adrift and in uncertainty since German industry organisations announced that they will pull out of Eurobike. For decades, the show served as a stable base for the bicycle trade. It was the place to be for the industry and was its window to the rest of the world. Since the organisations ZIV and Zukunft Fahrrad turned their back on Eurobike, this seems to be history, especially for the German companies. Even more telling, newcomers are jumping at the opportunity to capture the audience's attention.

One week before the opening of the Taipei International Cycle Show, the financial reports of the country's three main bicycle manufacturers do not contribute to an upbeat business mood. The combined revenue of these three companies dropped by 13.4% from TWD 103.2 billion (€2.8 billion) in 2024 to TWD 89.4 billion (€2.4 billion) last year. The business mood at Taichung Bike Week six months ago was already a clear indicator of what these numbers confirm. The situation has not improved since September as Taiwan's industry continues to face headwinds.

All financial indicators in 2025 have already made it clear that Canyon is still unable to recover from the post-pandemic industry crisis. The full-year results from owner Groupe Bruxelles Lambert (GBL) showed a further 7% decline in Canyon's sales, resulting in a net loss of 34% across the whole year.

Compact and urban e-bikes are experiencing strong expansion, driven by the growing demand for practical urban mobility solutions that integrate easily with public transport and adapt to increasingly dense city environments. It is precisely within this context that OLI eBike Systems' PICO system has found its place.

Singapore-based DuTech Holding Ltd. is rapidly snapping up a series of companies in the bicycle industry. As a global player in cash-handling machines (ATMs), the company is now also eyeing the bicycle industry, particularly in Europe. As the bicycle industry's financial position has remained weak since the aftermath of the pandemic, this strategic investor is a welcome guest for many companies.

For a brief moment during the pandemic boom of 2020-2021, the cycling industry appeared to enter the mainstream of global mobility investment. Venture capital flowed into direct-to-consumer e-bike brands, and private equity firms took significant stakes in several major European players.

A resolution of the United States' Withhold Release Order (WRO), which is affecting Giant Taiwan's manufacturing operations, can't come soon enough for the company, as it reports another month of steep revenue losses in February 2026.

At two million units, the German e-bike market held steady in 2025, after the volatile market during pandemic years. The sales volume has been around this level since 2023. The same goes for mechanical bicycles, whose sales volume has remained steady over the past three years at just under two million units. To grow the market, the industry should therefore focus on increasing the average retail price, but that continued to decline in 2025. No wonder the industry organisations emphasised the growing popularity of bike leasing and refurbishing at their joint presentation of the 2025 market results.

Fatbikes have been flagged by the Union des Entreprises Sport and Cycle (UESC) as the overwhelming source of non-compliant e-bikes on France's streets, accounting for 94%. The union published a report last month raising the alarm on the increasing number of vehicles marketed in France as e-bikes that do not comply with current regulations.

To achieve its long-term goals in the Asia-Pacific region, German Canyon Bicycles GmbH is strategically investing in logistics, digital and commercial activities. The company is focusing on markets like China, Japan, South Korea, Singapore, Australia and New Zealand.

In the bicycle industry, the most exciting products rarely start in an office. They start in conversations. A designer sketches a new frame concept. An engineer proposes a more compact motor. A drivetrain specialist suggests a new gearbox interface. A battery supplier brings a new cell format. What begins as a rough idea slowly becomes a prototype and eventually a new bike. But this process only works when the right people meet in person. That is why the Taipei Cycle Show remains one of the most important gatherings for engineers, designers and product developers in the global bike industry.

美國進口商本月遭受劇烈衝擊。美國最高法院剛裁定川普課徵的關稅違法,但數小時內白宮又以內容幾乎相同的行政命令重新實施。對於想經營美國市場的品牌來說,這一切的後果為何?提起訴訟以回收部分成本是否可行?

根據柬埔寨商務部資料顯示,該國自行車及電動自行車出口今年1月大幅增長69%,出口額從2025年1月3,800萬美元增至6,400萬美元。受惠於市場進入門檻降低、區域供應鏈整合及具備未來擴張潛力的製造基地,柬國自行車產業在2026年開局表現穩定。其電動自行車組裝業務的成長在這之中也扮演了重要角色。

2025年,美國自行車市場受到關稅調整、地緣政治局勢變化及進口產品扣押等影響,市場結構出現明顯轉變。過去佔主導地位的中國,其市占率從2024年85%降至2025年67%。以實際數量來看,2025年美國自中國進口的自行車數量約為570萬輛,較2024年減少40%。不過,美國整體自行車進口僅下滑21%,代表有其他國家輸美的數量大幅增加,這個國家為柬埔寨。

WS WeSports Group AB在有機成長(organic growth)及併購策略的加持之下,2025年業績創下歷史新高。該公司自12月9日於Nasdaq First North Premier Growth Market掛牌以來,Q4銷售成為帶動全年業績成長的最大推手。