The Zhitong Finance App learned that on September 8, Botai Auto Federation (02889) issued a voluntary announcement. The company recently received an official project fixed-point notice from leading domestic high-end new energy two-wheeler companies and was selected as a supporting supplier for its new high-end models. It will launch the world's first full-scene intelligent interactive system (voice car interaction system) solution with complete independent intellectual property rights.
This marks the successful extension of Botai Auto's mature cutting-edge interactive technology for four-wheel passenger vehicles to the high-end two-wheeler field, replicating technology across vehicles, and greatly broadening the boundaries of commercial application of technology.
Entering the two-wheel track for the first time, it will be equipped with new models from leading high-end customers
The designated customer this time is a leading domestic high-end new energy two-wheeler company. Botai Auto Federation will provide a full set of “loud car interaction system” solutions for its new high-end models. Entering the two-round track for the first time, they cut into high-end leading customers, and the fixed starting point was high.
According to the announcement, the “audible car interaction system” is based on the company's self-developed solid-state sound field intelligent interaction technology. The core uses an ultra-thin car-grade piezoelectric vibrator, which can drive the outer panel of the vehicle body to directly emit sound, and also has dual-mode vibration sensing capabilities; compared with traditional speakers, it is waterproof, dustproof, and resistant to high and low temperatures, and accurately matches the outdoor and miniaturized installation needs of two-wheelers.
After adapting to the two-wheel riding scenario, the system can achieve functions such as 360° surround sound field output, personalized cycling voice interaction, road risk acoustic warning, and tap body wake-up control. At the same time, it can also detect car body collisions and scratch abnormalities in real time, creating a differentiated safety and entertainment integrated riding experience for high-end two-wheelers.
Large displacement, high increase, two rounds of intelligent upgrades, broad market space
The announcement pointed out that domestic two-wheeled motorcycles are huge, demand for intelligent upgrades of high-end models continues to explode, and the incremental market space is vast.
Industry data confirms this judgment. According to data from the China Motorcycle Chamber of Commerce, in 2025, production and sales of high-displacement recreational motorcycles with a displacement of 250cc or more in China were 953,700 units and 952,300 units respectively, up 23.3% and 25.87% year-on-year. The growth rate far exceeds the average of the global high-displacement market. The trend of high-end driving consumption upgrades is clear.
At the same time, intelligence is becoming an important direction for the upgrading of the two-wheeler industry. Motorcycles are rapidly shifting from “cargo carrying” and “commuting” to “technology” and “leisure” attributes. Leading motorcycle companies have successively launched intelligent riding assistance systems incorporating functions such as voice interaction and safety warning. Compared to the rapid advancement of intelligent penetration in passenger cars, the intelligent interactive configuration of high-end two-wheelers is still in its infancy, leaving room for enterprises with mature vehicle-level interactive technology accumulation.
Analysts pointed out that on the one hand, there is a high increase in sales of high-end models, and on the other hand, intelligent interactive configurations have yet to be completed. Intelligent two-wheelers are in the window period from concept to standard; suppliers that are the first to enter leading high-end customers with mature vehicle grade solutions are expected to occupy a leading position in this incremental market.
Four-wheel technology cross-vehicle replication fosters long-term performance incremental sources
Botai Auto Federation said that with full-link self-developed technical strength, the company continues to promote the extension and implementation of intelligent in-vehicle technology across vehicle fields. This fixture represents the successful extension of the company's mature four-wheel passenger car cutting-edge interactive technology to high-end two-wheel racing tracks.
Judging from the layout path, Botai Auto Connect is not entering the two-wheeler market from scratch, but is migrating the existing intelligent in-vehicle interaction capabilities to a new vehicle platform after scenario-based adaptation. Compared to redeveloping independent product lines, this technology reuse path is conducive to expanding the scope of commercial application of existing R&D results, and is also in line with the company's position as a builder of the “soft and hard core cloud” integrated ecosystem.
From an operational perspective, this high-end two-wheeler project targeted the company's customer and product application range. As the project continues to advance and related technologies continue to be iterated, the company is expected to further explore the intelligent demand for two-wheel travel and other vehicles, and cultivate new sources of incremental growth for long-term business development.
Botai Auto Federation said that in the future, it will continue to iteratively optimize the “car interaction system that can make a sound”, promote the further expansion of technology in the two-wheel travel market, firmly implement the position of a “soft and hard core cloud” integrated ecosystem, continue to explore the intelligent incremental market for multiple vehicles, and continue to consolidate the company's leading position in the world in automotive multi-modal interaction technology throughout the region.