Alibaba.com platform data reveals a striking contradiction in the global electric scooter market throughout 2025. While the total trade amount decreased by 12.85% year-over-year, the number of active products (average AB count) increased by 18.46%. This 'quality-price paradox' suggests that while the overall market value is contracting, sellers are responding by flooding the market with more product listings, likely at lower price points to capture shrinking demand. This dynamic creates intense competitive pressure and margin compression for exporters from Southeast Asia.
Further analysis of buyer behavior shows significant volatility. After a sharp decline in buyer numbers in November (-20.09%) and December (-17.47%) of 2025, there was a strong rebound in January 2026 with a 16.5% year-over-year increase. This pattern indicates pronounced seasonality, possibly tied to post-holiday budget cycles or regional weather patterns affecting micro-mobility adoption. For Southeast Asian exporters, this means inventory and marketing strategies must be carefully calibrated to these seasonal peaks and troughs.
Monthly Buyer Count Year-over-Year Growth (2025-2026)
| Month | YoY Growth (%) |
|---|---|
| Jan 2026 | 16.50 |
| Dec 2025 | -17.47 |
| Nov 2025 | -20.09 |
| Oct 2025 | 8.23 |

