Niu's China Sales Soar On Local Shopping Festival Boost, But International Growth Remains Weak

Electric two-wheeler maker Niu Technologies (NIU) reported strong sales growth in China for the second quarter of 2025 but continued to see declines in international markets.

The company sold 350,090 units in the second quarter of 2025, representing a 37% increase from the same period last year, driven by strong sales in China, which the company attributed to upgrades in existing models and a more favorable product mix. 

During the “618 Shopping Festival”, the second-largest shopping event in China that takes place on June 18, the company said its high-end models topped rankings on major e-commerce platforms, including Alibaba's Tmall, JD.com, and Douyin (the local name for TikTok).

Sales outside China, however, continued to face pressure. Despite launching new electric motorcycle models and expanding its distribution network, international volumes dropped as the company cited a "complex and uncertain" market environment.

For the first half of 2025, Niu's deliveries increased by 44% from the same period a year earlier, reaching 553,403 units.

Niu added that these sales figures reflect shipments from its factory and may not directly match revenue or financial performance, which also depends on accessories, parts, and services.

On Stocktwits, sentiment for NIU stock turned less bearish late Sunday, although message volume decreased slightly following the Q2 deliveries update.

The small-cap company has been a surprise standout performer among auto stocks trading on U.S. exchanges this year, with gains of over 87%, outpacing heavyweights such as Tesla, GM, Ford, and even local sector peers like Xpeng and BYD.

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