In-Depth Analysis of the Intelligence Gap Between Yadea, Ninebot, and Niu Technologies

Based on the latest industry research data and market analysis, I will systematically analyze the intelligence gap among the three brands Yadea, Ninebot, and Niu Technologies.

According to the

[1], there is a significant gap in intelligence scores among the three brands:

Brand	Annual Average Intelligence Evaluation Score	Industry Ranking	Intelligence Positioning
Ninebot	810 points	1st	Leading Echelon
Niu Technologies	678 points	3rd	Leading Echelon
Yadea	469 points	5th	Medium Level

• Ninebot has ranked first in intelligence evaluations for four consecutive years
  [1][2], with its intelligence score (810 points) 19.5% higher than Niu Technologies’ (678 points), and even 1.73 times that of Yadea’s (469 points)
• Among the TOP 20 products in the 2024 Intelligence Evaluation,
  Ninebot products account for half of the spots, with 6 models making it to the TOP 10
  [1]
• Although traditional brands such as Yadea, Tailing, and Aima have a certain foundation in intelligence, “they still lag behind Ninebot in functions and technologies, and have room for improvement”[1]

Ninebot has built the most complete technical system in the intelligent field:

Intelligent Module	Specific Functions	Technical Features
Intelligent Driving System	RideyGO2.0/RideyFUN AIR/Lingbo OS	Microkernel architecture, supporting cross-category versatility[3]
Perception System	Ninebot SIGHT AI Visual Assistance System	3 AI chips, 2.4TOPS computing power, forward collision warning, blind spot monitoring[4]
Battery Management	BMS6.0 Intelligent Management System	24-hour monitoring, App-based viewing and management, automatic temperature adjustment[5]
Unlocking Methods	Inductive Unlocking 3.0, NFC, Bluetooth, App Unlocking	Multi-modal contactless unlocking
OTA Upgrade	Standard for all models	Supports continuous evolution of “the more you ride, the more it understands you”[6]
Safety System	TCS Traction Control, CBS Combined Braking System, ABS Anti-Lock Braking System	Car-level safety configurations
Long Battery Life	RideyLONG/RideyPOWER	Collaborative optimization of tire technology + motor + electronic control
Entertainment Ecosystem	RGB ambient lights, custom sound effects, game IP collaborations	Pan-entertainment expansion[7]

[3], marking a major leap from its basic intelligence with the early NinebotOS, and building an intelligent ecosystem with “cloud-edge-end” collaboration.

Niu Technologies has formed its own characteristics in intelligence:

Intelligent Module	Specific Functions	Technical Features
Battery Management	Intelligent BMS Cloud Manager	AI-optimized SOC algorithm, 24-hour App monitoring[5]
Driving Assistance	Car-Grade Millimeter-Wave Radar	BSD blind spot monitoring, RCW rear collision warning[4]
Vehicle-Phone Connectivity	App Adapted for HarmonyOS Watch	Wrist-lift vehicle control, contactless unlocking[8]
Navigation System	AI Traffic Light Navigation	Displays traffic light countdown[9]
Safety System	Safer Valve-Type Dual-Channel True ABS	Opposed four-piston radial calipers[6]

Niu Technologies outperforms the brand average in

[2], with a high overall intelligence level, but slightly lags behind Ninebot in hardware configuration richness and system ecosystem integrity.

As an industry leader, Yadea is accelerating its intelligent transformation:

Intelligent Module	Specific Functions	Technical Features
Intelligent Central Control	iRide System	Co-developed with Huawei and Amap[10]
Voice Interaction	Intelligent Voice Interaction	Navigation and music playback functions[10]
Battery Technology	Graphene Battery/Sodium-Ion Battery	Sodium-ion battery models account for 25% of total models[11]
Safety System	TCS 2.0 Anti-Skid	High-strength steel frame[11]

Yadea’s intelligence strategy

[10] to make up for its own technical shortcomings. It has equipped high-end models with functions such as intelligent voice interaction and in-vehicle social networking, but still has an obvious gap in [1][2].

According to the LuMaster evaluation system[1][2], the performance of the three brands in 8 intelligent dimensions is as follows:

Evaluation Dimension	Ninebot	Niu Technologies	Yadea	Industry Average
Vehicle Status Collection and Management Hardware	★★★★★	★★★★☆	★★★☆☆	★★★☆☆
Vehicle Interaction and Transmission System	★★★★★	★★★★☆	★★★☆☆	★★★☆☆
Driving Assistance System	★★★★★	★★★★☆	★★★☆☆	★★★☆☆
Energy System	★★★★☆	★★★★☆	★★★☆☆	★★★☆☆
Anti-Theft System	★★★★★	★★★★☆	★★★☆☆	★★★☆☆
Riding System	★★★★☆	★★★☆☆	★★★☆☆	★★★☆☆
Intelligent Entertainment System	★★★★★	★★★★☆	★★★☆☆	★★☆☆☆
User System	★★★★★	★★★★☆	★★★☆☆	★★★☆☆

• Ninebot has significant advantages in
  intelligent entertainment systems, driving assistance, and processing computing centers
  [2]
• Niu Technologies is closely catching up with Ninebot in
  vehicle interaction and transmission systems, energy systems, and anti-theft systems
  [2]
• Yadea performs relatively well in
  energy systems and driving assistance
  , but still has considerable room for improvement in overall intelligence[2]

According to November 2025 data from AVC Cloud[12]:

• Ninebot
  : 26.9% online market share, ranked first
• Niu Technologies
  : 25.6% online market share, ranked second
• Yadea
  : 10.9% online market share, ranked fourth

[12], almost forming a duopoly.

Brand	Sales of Models Priced Above RMB 4,000 (2024)	Market Position
Ninebot	Over 600,000 units	1st place, leading for two consecutive years[1][13]
Niu Technologies	Over 300,000 units	Second Echelon
Yadea	Over 200,000 units	Relatively competitive among traditional brands

According to survey data from iResearch[1], user satisfaction scores for each brand are as follows:

• Ninebot
  : 4.20 points
• Niu Technologies
  : 4.17 points
• Yadea
  : 4.08 points

The top 5 intelligent functions most anticipated by users are, in order:

[1], and these functions have higher coverage in Ninebot and Niu Technologies products.

Brand	R&D Strategy	Technical Features
Ninebot	Independent R&D as core	Microkernel architecture, all-domain operating system, self-developed AI chips
Niu Technologies	Algorithm-driven	AI algorithm optimization, BMS Cloud Manager, millimeter-wave radar application
Yadea	Cooperative introduction	Cooperation with Huawei and Amap, external technology integration

Brand	Target Customer Group	Product Strategy	Store Distribution
Ninebot	Young users, tech enthusiasts	Intelligence + trendy play attributes	80% concentrated in first- and second-tier cities[13]
Niu Technologies	Mid-to-high-end users	Intelligence + quality riding	Mid-to-high-end business districts
Yadea	Mass users	Cost-effectiveness + channel coverage	Nationwide extensive coverage

• Ninebot
  : Built a complete “person-vehicle-cloud” ecosystem, supporting continuous evolution via OTA[6]
• Niu Technologies
  : Focuses on battery management and safe driving assistance functions[5]
• Yadea
  : Basic intelligent functions + voice interaction, system ecosystem is still under construction[10]

1. AI Large Model Integration
   : In 2025, brands such as Ninebot, Niu Technologies, and Yadea have announced integration of AI technologies such as DeepSeek[2], shifting intelligent competition from “function stacking” to “AI empowerment”
2. Driven by New National Standards
   : The “strictest ever” new national standard was officially implemented in December 2025[7], mandating the installation of functions such as Beidou positioning and dynamic safety monitoring, accelerating the intelligent upgrade of the industry
3. Commercial Market Expansion
   : Scenarios such as food delivery and instant distribution are driving growth in demand for commercial electric vehicles, which have higher requirements for vehicle performance, safety, and intelligence[11]

Dimension	Ninebot	Niu Technologies	Yadea
Intelligence Level	★★★★★	★★★★☆	★★★☆☆
Technological Independence	★★★★★	★★★★☆	★★★☆☆
System Completeness	★★★★★	★★★★☆	★★★☆☆
Market Performance	★★★★★	★★★★☆	★★★★☆
Comprehensive Gap	Benchmark	15-20% Behind	40-50% Behind

• Ninebot has established a significant leading advantage in the intelligent field
  , with its technical architecture, system ecosystem, and function depth all leading the industry
• Niu Technologies closely follows
  , forming differentiated competitiveness in AI algorithm application and battery management
• Yadea, as a traditional leader, is accelerating its catch-up
  , making up for technical shortcomings through external cooperation, but still has an obvious gap in overall intelligence level compared to emerging brands

[1] iResearch - 2025 China Two-Wheeled Electric Vehicle Industry Research Report (https://pdf.dfcfw.com/pdf/H3_AP202504271663395100_1.pdf)

[2] LuMaster - 2024 Two-Wheeled Electric Vehicle Industry Research Report (https://digi.china.com/articles/20250428/202504281666492.html)

[3] Ninebot Inc. - 2025 Semi-Annual Report (http://file.finance.sina.com.cn/211.154.219.97:9494/MRGG/CNSESH_STOCK/2025/2025-8/2025-08-02/11276121.PDF)

[4] EqualOcean - 2024-2025 Two-Wheeled Vehicle Intelligence and Industry Chain Research Report (http://www.pday.com.cn/Htmls/Report/202501/24550676.html)

[5] Lithium Battery Big Data - Two-Wheeled Vehicle Intelligence and Industry Chain Research Report (http://www.pday.com.cn/Htmls/Report/202501/24550676.html)

[6] 21st Century Business Herald - Electric Vehicles 2025: Is AI a Foundation or a Gimmick? (https://www.21jingji.com/article/20251013/herald/2f43ca20f31c8edc66755d072bac2e51.html)

[7] National Business Daily - The “Strictest Ever” New National Standard Takes Effect: Two-Wheeled Electric Vehicles Evolve from Mobility Tools to Tech Toys (https://finance.sina.com.cn/jjxw/2025-12-03/doc-infznqyp0383406.shtml)

[8] China Daily - Niu Technologies’ App Adapts to HarmonyOS Watch, Supporting Remote Vehicle Control (https://tech.chinadaily.com.cn/a/202509/05/WS68ba725ea310f07257746e08.html)

[9] PingWest - LuMaster May Electric Two-Wheeled Vehicle Rankings: Trendy Play Attributes Emerge, Ninebot Q3 85c Leads in Intelligence (https://www.pingwest.com/a/305239)

[10] Baidu Baike - Electric Two-Wheeled Vehicle (https://baike.baidu.com/item/电动两轮车/57468600)

[11] CSDN Blog - Two-Wheeled Electric Vehicle Market Under New National Standards: Industrial Transformation from Compliance to Innovation (https://blog.csdn.net/IOT5570/article/details/155576057)

[12] Hot Technology - November Online Sales Ranking of Two-Wheeled Electric Vehicles: Ninebot and Niu Technologies Account for Half of the Market (https://news.qq.com/rain/a/20251223A05QAC00)

[13] Sohu Auto - Rise of the High-End Two-Wheeled Vehicle Market: New Industry Trends and Growth Potential Seen from Ninebot’s Development (https://www.sohu.com/a/974981852_121850794)