KTM Fahrrad靠庫存調整及穩健資本結構挺過產業低潮
2024/2025財年對奧地利KTM Fahrrad GmbH而言仍充滿挑戰 。根據該公司最新財報,KTM Fahrrad營收自2023/2024財年4.25億歐元降至2024/2025財年3.65億歐元,年減近14%。該公司本財年營收仍深受大幅折扣促銷活動影響。KTM Fahrrad總經理Stefan Limbrunner表示:「公司財報中出現幾筆重大一次性因素。需特別點出,目前公布的是截至2025年7月31日的年度財報。」

2024/2025財年對奧地利KTM Fahrrad GmbH而言仍充滿挑戰 。根據該公司最新財報,KTM Fahrrad營收自2023/2024財年4.25億歐元降至2024/2025財年3.65億歐元,年減近14%。該公司本財年營收仍深受大幅折扣促銷活動影響。KTM Fahrrad總經理Stefan Limbrunner表示:「公司財報中出現幾筆重大一次性因素。需特別點出,目前公布的是截至2025年7月31日的年度財報。」

完成過渡審查(transition review)後,英國決定將對中國進口自行車及部分自行車零件的反傾銷措施延長實施至2029年8月。相關稅率將保持不變,介於19.2%至48.5%之間,此舉旨在防止低價中國產品再度湧入該國市場,以保護本土製造商。

電池製造商BMZ Battery Solutions宣布,將關閉位於北馬其頓(North Macedonia)的製造廠,並將歐洲的生產業務整合至波蘭。預計於2026年8月至12月期間分階段進行轉移作業。

德國自行車產業協會(ZIV)市場數據服務的核心分析工具已正式上線,參與的德國自行車經銷商現已可登入經銷商數據管理平台(dealer dashboard)。ZIV產業與經濟政策主管Katharina Hinse表示:「這是提高德國自行車市場透明度的重要一步,也是整個產業在商業規劃上的一個重要里程碑。」
SponsoredTaichung Bike Week has remained a fixture in the global bicycle industry for more than two decades. Despite changes in manufacturing, supply chains and the way companies communicate, it continues to play a unique role. The reason is simple: it was never designed to be a traditional trade show.

The uncertain economic outlook due to trade policy trends of various nations, as well as rising geopolitical risks, such as increasing energy prices amid escalating tensions in the Middle East, is gaining growing influence on Shimano's financial results. As a result, net sales in bicycle and e-bike components in the first half of 2026 equalled last year at 181,379 million yen (€974 million), and operating income decreased 15.1% to 20,064 million yen (€107.8 million).

The e-bike plays a central role for the brand Velo de Ville. More than 80% of production in Altenberge, Germany, consists of e-bikes. Although general manager and owner Volker Thiemann is positive about the market, he is also concerned about recent technological developments that, in his view, threaten the survival of today's e-bike.

The UK will maintain its anti-dumping measures on bicycles and certain bicycle parts imported from China until August 2029, following the conclusion of a transition review. Duty rates will remain unchanged, ranging from 19.2% to 48.5%, with the measures intended to protect domestic manufacturers from a resurgence of low-priced Chinese imports.

For Austrian KTM Fahrrad GmbH, the financial year 2024/2025 was still a challenging time. According to the company's financial statements, filed only last week, KTM Fahrrad reported a nearly 14% decline in revenue from € 425 million in 2023/2024 to €365 million in the 2024/25 fiscal year. The company's results in this fiscal year were still heavily influenced by massive discounting campaigns.

Battery manufacturer BMZ Battery Solutions has announced it will close its production plant in North Macedonia and consolidate its European manufacturing operations in Poland. The transfer will take place in stages between August and December 2026.
SponsoredA newly-commissioned e-bike manufacturing facility in Plovdiv, Bulgaria, has been placed on the market following the insolvency of E-Velox, a company within the Leader 96 Group.

Belgium's speed pedelec market continued its transformation in the first half of 2026, with strong growth in new registrations driven by leasing contracts and large fleet deliveries, while the rapidly expanding second-hand market is creating a broader customer base for speed pedelec sales in Europe's leading market.

荷蘭自行車巨頭Accell Group距離迎來新東家又更近一步。德國反壟斷主管機關已批准新加坡投資公司DuTech Group收購荷蘭Accell的計畫。Accell對此發展表示「非常滿意且樂見其成」。7月初市場傳出DuTech與Accell收購談判已進入後期階段。繼DuTech於6月26日向德國聯邦卡爾特局(Bundeskartellamt)提交申請後,取得核准便是下一個重要步驟。

今年Canyon在Eurobike展的攤位格外吸睛。該德國D2C品牌在11號館中央位置打造了全場最亮眼的展區之一,成了現場的核心舞台。Canyon創辦人Roman Arnold表示:「我在2025年9月接任執行董事長並開始負責營運,我們希望展示整個團隊在這段期間的努力成果。」

今年Canyon在Eurobike展的攤位格外吸睛。該德國D2C品牌在11號館中央位置打造了全場最亮眼的展區之一,成了現場的核心舞台。Canyon創辦人Roman Arnold表示:「我在2025年9月接任執行董事長並開始負責營運,我們希望展示整個團隊在這段期間的努力成果。」

旗下擁有Time及Detroit Bike的Cardinal Cycling Group執行長Tony Karklins表示:「隨全球貿易波動加劇,在主要市場建立生產據點變得越發重要。」在接受本社專訪時,Karklins闡述其對碳纖產品製造的願景,並說明為何公司開始在斯洛伐克(Slovakia)的Carboprax工廠提供OEM代工服務。

旗下擁有Time及Detroit Bike的Cardinal Cycling Group執行長Tony Karklins表示:「隨全球貿易波動加劇,在主要市場建立生產據點變得越發重要。」在接受本社專訪時,Karklins闡述其對碳纖產品製造的願景,並說明為何公司開始在斯洛伐克(Slovakia)的Carboprax工廠提供OEM代工服務。

隨國內燃料危機持續惡化,物流問題加劇,導致自行車供應不足,俄羅斯自行車產業今年下半年恐面臨明顯下滑。儘管面臨這項「空前」挑戰,中國資金的注入仍持續支撐當地新興品牌發展。受烏克蘭對其主要煉油廠發動攻擊的影響,俄羅斯今年面臨現代史上首次最嚴重的汽油及其他燃料短缺。對於國土面積遼闊、運輸距離極長的俄羅斯而言,燃料不足已對許多產業(含自行車產業在內)形成重大威脅。

US electric car pioneer Tesla Inc. is now offering a bicycle through its online store. But it's not an e-bike as could have been expected, but a balance bike for kids. With this product, the company aims to introduce kids aged two to five to its brand at an early age.

The central analysis tool of ZIV's market data service has been officially launched, with participating German bicycle dealers now having access to the dealer dashboard. "This is an important step towards greater transparency in the German bicycle market and an important milestone for business planning for the entire industry," says Katharina Hinse, ZIV Head of Industrial and Economic Policy.