Niu Technologies, the Chinese electric scooter manufacturer, is experiencing a remarkable resurgence in its home market that has propelled its shares to impressive gains. The company’s latest quarterly results reveal a dramatic divergence between its domestic performance and international operations, creating both opportunity and uncertainty for investors.
Stellar Quarterly Performance Driven by China
The third quarter of 2025 saw Niu Technologies achieve global sales of 465,873 units, representing a substantial increase from the 312,405 units sold during the same period last year. However, the standout story emerges from the Chinese domestic market, where sales skyrocketed to 451,455 units. This figure marks the highest quarterly growth rate the company has achieved this year.
This exceptional performance stems from several strategic initiatives. Niu has deliberately optimized its product lineup and expanded its retail network throughout China. Additionally, the company built channel inventory to accommodate new e-bike standards that took effect in September. Two flagship models launched in July, featuring enhanced battery range and improved safety standards, have resonated strongly with consumers.
International Operations Face Headwinds
While domestic sales flourish, Niu’s international segment presents a contrasting picture. Overseas sales plummeted 72% year-over-year to just 14,418 units. Management has responded to this challenging international environment by implementing strategic adjustments within its micro-mobility segment.
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Despite this recent setback, year-to-date sales in international regions have already surpassed the total international sales for the entire year of 2024. This suggests the company maintains ongoing expansion efforts in select overseas markets, even as it navigates current difficulties.
Stock Volatility Amid Strong Gains
The positive quarterly report triggered a significant market reaction, with shares surging 16.4% on Wednesday. This impressive single-day gain adds to an already remarkable year-to-date advance of 155%. However, the rally displayed considerable volatility, with the stock fluctuating between its daily high and low by a substantial 10.84%.
Technical indicators currently suggest additional potential for upward movement. Both short-term and long-term moving averages are emitting buy signals. The critical question facing investors is whether Niu can sustainably capitalize on its domestic boom while simultaneously stabilizing its international business operations. The upcoming release of official third-quarter financial results will provide the next crucial test for the company’s strategy.
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