日本摩托車工業(yè)市場前景及投資研究報告-外文版培訓課件力帆

INDUSTRIES

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MARKETSMotorcycleindustryinJapanCHAPTER

01OverviewNumberofmotorcyclesinuseinJapanfrom2006to2022(inmillions)NumberofmotorcyclesinuseinJapan2006-202213.513.012.512.011.511.010.510.0200620072008200920102011201220132014201520162017201820192020202120223Description:AsofMarch31,2022,Japanrecordedapproximately10.31millionmotorcyclesinuse,downfromroughly11.82millionin2013.Thedevelopmentoverthepastdecadeindicatesaslow-yetconsistent-decreaseofmotorcyclesowned.

ReadmoreNote(s):Japan;2006to2022;asofMarch31ofeachyearstated;includingmotorcyclesandscootersSource(s):JAMA;MinistryofInternalAffairsandCommunications(Japan)NumberofmotorcyclesinuseinJapanin2022,bycylindercapacity(inmillions)NumberofmotorcyclesinuseinJapan2022,bycylindercapacity5.04.494.54.03.53.02.52.01.51.00.50.02.061.951.8150c.c.andunder51-125c.c.126-250c.c.Over250c.c.4Description:AsofMarch31,2022,mostmotorcyclesinusehadacylindercapacityof50ccandunderinJapan,addinguptoaround4.5millionunits.ThetotalnumberofmotorcyclesownedinJapanamountedto10.31millionin2022.

ReadmoreNote(s):Japan;2022;asofMarch31ofeachyearstated;includingmotorcyclesandscootersSource(s):JAMA;MinistryofInternalAffairsandCommunications(Japan)NumberoflicensedmotorcycledriversinJapanfrom2017to2023,bylicensecategory(in1,000s)NumberoflicensedmotorcycledriversinJapan2017-2023,bylicensecategoryMotorizedbicycle(50ccandunder)*Ordinarytwo-wheeler(51ccto400cc)Largetwo-wheeler(401ccandover)1,4001,2001,000800600400200025.55148.5123.98141.6222.2136.4420.4918.9133.2520.1623.88131.19877.662021130.39133.081,159.051,091.761,013.49942.04840.972022826.76202320172018201920205Description:AsofDecember31,2023,Japanhadaround983.72thousandlicensedmotorcycledrivers,decreasingfromroughly991.52thousandlicenseholdersinthepreviousyear.Withinthepastyears,thetotalnumberoflicenseholdersconsecutivelygrewsmaller.ReadmoreNote(s):Japan;2017to2023;asofDecember31ofeachyearstated;driverswithvariouslicensesareincludedinthehigher-rankinglicensecategory;licensesmayhavefurtherrestrictions**;*Motorizedbicyclelicensescanbeobtainedseparately[...]

ReadmoreSource(s):NationalPoliceAgency(Japan)NumberoflicensedmotorcycledriversinJapanasofDecember2023,byagegroupandlicensecategory(in1,000s)NumberoflicensedmotorcycledriversinJapan2023,byagegroupandlicensetypeMotorizedbicycle(50ccandunder)*Ordinarytwo-wheeler(51ccto400cc)Largetwo-wheeler(401ccandover)12010080604020016to19

20to24

25to29

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60to64

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andabove6Description:AsofDecember31,2023,Japanhadaround110.63thousandlicensedmotorcycledriversaged16to19years,representingthelargestlicense-holdingagegroupfortwo-wheelers.Thenext-largestagecohortwasbetween70and74years.

ReadmoreNote(s):Japan;asofDecember31,2023;driverswithvariouslicensesareincludedinthehigher-rankinglicensecategory;licensesmayhavefurtherrestrictions**;*Motorizedbicyclelicensescanbeobtainedseparatelybutareincludedinevery[...]

ReadmoreSource(s):NationalPoliceAgency(Japan)NumberofmotorcycleandmopedridercasualtiesinroadtrafficaccidentsinJapanfrom2014to2023(in1,000s)NumberofmotorcycleandmopedridercasualtiesinaccidentsinJapan2014-20239079.458070605040302010070.9364.4661.1654.4448.8441.5240.5139.6538.9520142015201620172018201920202021202220237Description:In2023,thenumberofpeopleinvolvedinmotorcycleormopedaccidentsinJapanamountedtoapproximately39.65thousand.Thismarkedanincreasecomparedtothepreviousyear.

ReadmoreNote(s):Japan;2014to2023;includingmotorcycleandmoped1stclassridersSource(s):e-Stat(Japan);NationalPoliceAgency(Japan)CHAPTER

02ProductionOverseasmotorcycleproductionvolumeofJapan'sautomotivemanufacturersfrom2019to2023(inmillionunits)Japanesemotorcyclebrands'overseasproductionvolume2019-20233026.8525.3625.1925201510523.7520.160201920202021202220239Description:In2023,Japanesemotorcyclebrandsmanufacturedaround25.19milliontwo-wheelersoverseas,decreasingfromabout23.36millioninthepreviousfiscalyear.DomesticproductionofJapanesemotorcyclesandmopedsisconsiderablylower,stayingbelowtheonemillionunitsmark.ReadmoreNote(s):2019to2023;referringtoautomotivetwo-wheelersSource(s):JAMAProductionvolumeofmotorcyclesinJapanfrom2014to2023(in1,000units)MotorbikeproductionvolumeinJapan2014-2023800694.97680.86700651.68645.98646.95597.056005004003002001000567.38560.54522.39484.6201420152016201720182019202020212022202310Description:In2023,manufacturersproducedapproximately680.86thousandmotorcyclesinJapan,decreasingfromaround694.86thousandunitsinthepreviousyear.?Themajorityofthemotorcycles?hadacylindercapacityofover250cubiccentimeters-andmanyareboundforexporttoEuropeorNorthAmerica.Most,Japanesemanufacturersproduceandselltheirbikesoverseas.

ReadmoreNote(s):Japan;2014to2023;figuresincludemotorscootersSource(s):JAMANumberofmotorcyclesproducedinJapanin2022,bycylindercapacity(in1,000s)MotorbikeproductionvolumeinJapan2022,bycylindercapacity500450400350300250200434.15152.551501005054.753.56050c.candunder51-125c.c126-250c.c.Over250c.c.11Description:In2022,thenumberofmotorcycleswithanenginedisplacementof250cubiccentimetersandoverthatwereproducedinJapanamountedtoroughly434.15thousandunits.Thiscategory,whichisthelargestamongmotorcycletypes,hadthehighestproductionfigures.MostofthelargemotorcyclesproducedinJapanareslatedforexport.ReadmoreNote(s):2022Source(s):JAMACHAPTER

03SalesNumberofmotorcyclessoldinJapanfrom2013to2022(in1,000s)MotorcyclesalesvolumeinJapan2013-2022500460.46449.6345040035030025020015010050415.89406.59405.2383.61372.89369.11365.92362.30201320142015201620172018201920202021202213Description:In2022,approximately405.2thousandmotorcyclesweresoldinJapan,downfromasalesvolumeofabout415.9thousandunitsinthepreviousyear.Whiledomesticmotorbikesalespeakedin2013,adownwardtrendcanbeobservedforthefollowingyears,withsalesfor2019beingthelowestwithinthepastdecade.ReadmoreNote(s):Japan;2013to2022Source(s):JAMA;JMVANumberofmotorcyclessoldinJapanin2022,bycylindercapacity(in1,000s)MotorcyclesalesvolumeinJapan2022,byenginecapacity140131.34120100806040200101.68100.8971.2950ccandunder51-125cc126-250ccOver250cc14Description:In2022,approximately131.3thousandclass1motorcycles,whichhaveacylindercapacityof50ccsandunder,weresoldinJapan,accountingforthelargestshareofdomesticmotorbikesales.TotalmotorcyclesalesinJapanreachedabout405.2thousandunits.ReadmoreNote(s):Japan;2022Source(s):JAMA;JMVASalesnumberofusedlightmotorcyclesinJapanfrom2015to2023(in1,000s)UsedlightmotorcyclesalesnumberinJapan2015-2023180157.71155.98155.12153.8316014012010080138.71133.03133.36125.04121.03604020020152016201720182019202020212022202315Description:In2023,around121thousandusedlightmotorcycles(126ccto250cc)werenewlyregisteredtoreceiveanumberplate,decreasingbyseveralpercentcomparedtothepreviousyear.Motorcyclesofthiscategoryrequireatleastarestrictedordinarytwo-wheelerlicense.ReadmoreNote(s):Japan;2015to2023;initialregistrationsofusedtwo-wheelerswithanenginedisplacementof126ccto250ccSource(s):JMVALeadingmotorcyclemanufacturersinJapanin2023,byunitsales(in1,000units)SalesvolumeofleadingmotorcyclebrandsinJapan2023Salesinthousandunits150510202530HondaKawasakiYamahaSuzuki23.9623.068.717.23Others28.1316Description:In2023,HondaMotorCo.,Ltd.wastheleadingdomesticmanufacturerofmotorcycleswithacapacityof251ccandhigher,withunitsalesamountingtoapproximately23.96thousand.Honda,whichhasbeentheworld’slargestmotorcyclemanufacturerfordecades,alsomanagedtostayatopinthedomesticmarket.ThenumbersfurthermoreindicatethatJapanesemotorcyclistshaveanaffinitytootheroverseasbrandswhenitcomestoheavierbikes.

ReadmoreNote(s):2023;newvehiclesalesofmotorcyclesof251ccandhigherSource(s):JMVADistributionofmotorcyclepurchasesinJapanasofSeptember2023,bytypeofpurchaseDistributionofmotorcyclepurchasesinJapan2023,bytypeShareofrespondents20%

30%0%10%40%50%60%ExchangeReplacementpurchaseAdditionalpurchaseNewpurchase52%19%16%12%Noanswer1%17Description:AccordingtoasurveyconductedinSeptember2023,theshareofnewmotorcyclepurchasesamountedto12percent.Themajorityofmotorcycleswerereplacementsforalreadyownedmotorcyclesofadifferentbrand.

ReadmoreNote(s):Japan;August30toSeptember22,2023;4,415respondents*;*ThetargetgroupwasmotorcycleuserswhohadpurchasedanewHonda,Yamaha,Suzuki,orKawasakimotorcyclebetweenJune2022andMay2023.Thesamplewas[...]

ReadmoreSource(s):JAMACHAPTER

04ImportNumberofmotorcycleimportstoJapanfrom2014to2023(in1,000s)MotorbikeimportvolumetoJapan2014-20231,000873.869008007006005004003002001000854.89836.64707.49585.58540.01458.42410.14353.52341.25201420152016201720182019202020212022202319Description:In2023,Japanimportedaround836.6thousandmotorcycles,decreasingfromroughly854.9thousandinthepreviousyear.TheCOVID-19pandemicpositivelyaffectedmotorcycleimportsasrecreationalactivitiesincreased.

ReadmoreNote(s):Japan;2014to2023;oncustomsclearancebasisSource(s):JapanCustoms;MinistryofFinanceJapanNumberofmotorcycleimportstoJapanin2023,bycountryorregion(in1,000units)MotorbikeimportvolumetoJapan2023,byregionImportvolumeinthousandunits200

3000100400500600700People'sRepublicofChina573.88ThailandVietnamTaiwanIndia117.5947.532.7330.8118.954.753.15IndonesiaGermanyItalyUnitedStatesofAmerica

3.01Austria

2.2520Description:In2023,Japanimportedabout573.9thousandmotorcyclesfromthePeople'sRepublicofChina.MostmotorcyclesthatwereimportedtoJapancamefromthiscountry,withmanyoftherestcomingfromtheSouthEastAsiaregion.

ReadmoreNote(s):Japan;2023;leadingtencountriesSource(s):JapanCustoms;MinistryofFinanceJapanValueofmotorcycleimportstoJapanfrom2018to2023(inbillionJapaneseyen)ImportvalueofmotorcyclestoJapan2018-2023160140120147.42124.58108.9810081.4376.8180604020072.8420182019202020212022202321Description:In2023,thevalueofmotorbikesimportedtoJapanreachedanewrecordhigh,amountingtoapproximately147.4billionJapaneseyen.MostmotorcycleimportscamefromChina,aswellasothercountriesinrelativeproximitytoJapan.

ReadmoreNote(s):2018to2023Source(s):JapanCustoms;MinistryofFinanceJapanLeadingimportmotorcyclemanufacturersinJapaninfiscalyear2023,basedonnewregistrations(inunits)NewregistrationsofleadingimportmotorcyclebrandsinJapan2023Registrationsinunits4,000

5,00001,0002,0003,0006,0007,0008,0009,00010,00011,000Harley-DavidsonBMW9,9795,742Triumph4,161Ducati2,227KTM1,4491,244RoyalEnfieldHusqvarna-MIndianMotorcycleMotoGuzziBRP672389325175ApriliaBenelliPiaggiescription:Inthefiscalyear2023,theleadingbrandforimportmotorcyclesofmorethan250ccwasHarley-Davidson,withnewregistrationsamountingtoaround9.98thousand.Yearonyear,importsincreasedby2.2percentinthisvehicleclass.

ReadmoreNote(s):Japan;fiscalyear2023;theJapanesefiscalyearsstartonApril1ofthestatedyearandendonMarch31ofthefollowingyear;newregistrationsoftwo-wheelerswithanenginedisplacementover250ccSource(s):JAIACHAPTER

05ExportNumberofnewmotorcycleexportsfromJapanfrom2014to2023(in1,000s)ExportvolumeofnewmotorcyclesfromJapan2014-2023600500518.26486.81465.58463.12456.76437.04428.62417.65396.384003002001000312201420152016201720182019202020212022202324Description:In2023,Japanexportedapproximately518.26thousandnewmotorcycles,increasingbyroughly31thousandpiecescomparedtothepreviousyear.Mostnewmotorcycleexportshadanenginedisplacementofover250cc.

ReadmoreNote(s):Japan;2014to2023;figuresincludescooters;ex-factoryexportshipmentsofmotorcyclesmanufacturedinJapanSource(s):JAMANumberofnewmotorcycleexportsfromJapanin2023,bycylindercapacity(in1,000s)ExportvolumeofnewmotorcyclesfromJapan2023,bycylindercapacity450400350300250200150100420.3749.5750028.2420.0750c.c.andunder51-125c.c.126-250c.c.Over250c.c.25Description:In2023,Japanexportedaround420.37thousandnewmotorcycleswithacylindercapacityofover250cc,representingthemost-exportedmotorcyclecategory.Overall,?newmotorcycleexportsincreasedbyabout50thousandunitscomparedtothepreviousyear.ReadmoreNote(s):Japan;2023;ex-factoryexportshipmentsofmotorcyclesmanufacturedinJapanSource(s):JAMANumberofmotorcycleexportsfromJapanin2023,byregion(in1,000s)MotorbikeexportvolumefromJapan2023,byregionExportvolumeinthousands050100150200250300EuropeNorthAmericaAsia265.35149.5134.6128.07OceaniaSouthAmericaAfrica16.7211.816.85.38MiddleEastCentralAmerica26Description:In2023,JapanexportedmostofitsnewlymanufacturedmotorcyclestoEurope,amountingtoaround265.35thousandunits.Withroughly149.51thousandexportedmotorcycles,NorthAmericawasthesecond-largestregionalmarketforJapanesemotorcycleexports.ReadmoreNote(s):Japan;2023;figuresincludescootersSource(s):JAMAValueofmotorcycleandmotorcyclepartexportsfromJapanfrom2013to2022(inbillionJapaneseyen)MotorcyclesandmotorbikepartsexportvaluefromJapan2013-2022450414.3399390.5387.2387.640035030025020015010050361.9352.4332.4322.9281.80201320142015201620172018201920202021202227Description:In2022,thevalueofmotorbikespluspartsexportedfromJapanamountedtoapproximately414.3billionJapaneseyen.Thisfigurerepresentedanincreasefromabout387.6billionyeninthepreviousyear.

ReadmoreNote(s):Japan;2012to2021;FOB(freeonboard)valueSource(s):JAMA;JTASCHAPTER

06ManufacturersHondaGroup'smotorcyclesalesfromFY2011toFY2024(in1,000units)Hondaworldwidemotorcyclesales2011-202425,00020,23819,55419,34020,00015,00010,0005,000018,75718,81918,33117,59217,66117,02117,05517,02715,49415,06115,1322011201220132014201520162017201820192020202120222023202429Description:Hondasoldaround18.7millionmotorcyclesworldwideinthefiscalyear2024.Thisisayear-on-yearriseof0.3percentcomparedtothecompany's2023salesvolume.Honda'smotorcyclesalesdeclinedforthefirsttimeinfiveyearsin2020,afterdemonstratinganupwardtrendbetween2016and2019.ReadmoreNote(s):Worldwide;FY2011toFY2024Source(s):HondaYamahaMotor'sworldwidemotorcyclesalesfromfiscalyear2016to2023(in1,000units)YamahaMotor:worldwidemotorcyclesalesFY2016-20236,0005,3905,3745,1545,0784,8275,0004,0003,0002,0001,00004,7744,5313,8342016201720182019202020212022202330Description:Inthefiscalyear2023,theworldwidemotorcyclesalesofYamahaMotoramountedtoroughly4.83millionunits.Thiswasanincreasecomparedtothepreviousyears,furtherrecoveringfromtheeffectsoftheCOVID-19pandemic.

ReadmoreNote(s):Worldwide;fiscalyear2016to2023Source(s):YamahaSuzukiMotorCorporation'sworldwidemotorcyclesalesfromfiscalyear2014to2023(inmillionunits)SuzukiworldwidemotorcyclesalesFY2014-20232.52.01.911.871.761.751.711.631.581.541.51.51.00.50.01.37201420152016201720182019202020212022202331Description:Inthefiscalyear2023,Suzukisoldabout1.91millionmotorcyclesandall-terrainvehiclesworldwide.Thiswasayear-on-yearincreasecomparedtothenumberofunitssoldinthepreviousyear.Inthatfiscalyear,AsiawasthemostimportantmarketforSuzuki'smotorcyclebusinesswithsalesofaround1.59millionunits.ReadmoreNote(s):Worldwide;fiscalyear2014to2023;thefiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyearSource(s):SuzukiMotorcyclewholesaleofKawasakiHeavyIndustries,Ltd.fromfiscalyear2014to2023(in1,000units)Kawasaki'smotorcyclesalesvolumeFY2014-20236005555505234994944915004003002001000474463444372201420152016201720182019202020212022202332Description:Inthefiscalyear2023,KawasakiHeavyIndustriesLtd.soldapproximately444thousandmotorcyclesworldwide.Salesdecreasedfromaround555thousandunitsinthepreviousfiscalyear.ThelargestregionalmarketwasthePhilippines,withunitsalesofroughly143thousandinfiscal2023.ReadmoreNote(s):Japan;fiscalyears2014to2023;thecompany'sfiscalyearsstartonApril1ofthestatedyearandendonMarch31ofthefollowingyear;includingmotorcyclewholesalefordevelopedcountriesandemergingmarketsSource(s):KawasakiHeavyIndustriesCHAPTER

07ConsumersLeadingmotorcycletypespurchasedinJapanasofSeptember2023LeadingmotorcycletypespurchasedinJapan2023Shareofrespondents0%5%10%15%20%25%25%30%Scooter(50ccandbelow)Scooter(51ccto125cc)Business(51ccto125cc)On-road(401ccandabove)On-road(126ccto250cc)Business(50ccandbelow)On-road(250ccto400cc)Scooter(126ccto250cc)On-road(51ccto125cc)Off-road(401ccandabove)Off-road(126ccto250cc)18%13%12%9%7%6%6%4%0.3%0.2%Scooter(250ccandabove)

0%On-road(50ccandbelow)

0%34/statistics/1295059/japan-leading-motorcycle-types-purchasedAccordingtoasurveyconductedmainlyinSeptember2023,around25percentofpeoplewhoboughtamotorcycleinJapanoptedforascooterwithanenginedisplacementofupto50cc.Thistypewasespeciallyprevalentamongfemalerespondents.ReadmoreNote(s):Japan;August30toSeptember22,2023;4,415respondents*;16yearsandolder;*ThetargetgroupwasmotorcycleuserswhohadpurchasedanewHonda,Yamaha,Suzuki,orKawasakimotorcyclebetweenJune2022andMay2023.The[...]

ReadmoreSource(s):JAMALeadingusagesformotorcyclesamongpurchasersinJapanasofSeptember2023LeadingmotorcycleusagesamongpurchasersinJapan2023Shareofrespondents20%0%ShoppingorgoingonerrandsTouring10%30%40%50%60%51%50%Cityride42%CommutingtoworkorschoolNearbyleasure34%31%Commutingtoworkorschool(untilstation)Businessorwork11%10%10%RidingwithapassengerOthers2%35Description:AccordingtoasurveyconductedmostlyinSeptember2023,mostpeoplewhoboughtamotorcycleinJapanuseditforshoppingorgoingonerrandsamongothers,accountingfor51percentofrespondents.Especiallypeopleusingscootersstatedthispurposeoften.ReadmoreNote(s):Japan;August30toSeptember22,2023;4,415respondents*;16yearsandolder;multipleanswersallowed;*ThetargetgroupwasmotorcycleuserswhohadpurchasedanewHonda,Yamaha,Suzuki,orKawasakimotorcyclebetween[...]

ReadmoreSource(s):JAMALeadingconsumerexpectationswhenpurchasingmotorcycles