4月7日周一盘中，小牛电动（NIU）股价大涨5.16%，引发市场关注。这一显著涨幅主要受益于国信证券最新发布的积极研报。
据悉，国信证券给予小牛电动"优于大市"评级，看好其在高端电动两轮车领域的竞争力及积极的产品、渠道策略调整。分析师指出，小牛电动推出高端铅酸电动两轮车，降低售价，提升智能化配置，同时加强二三线城市渠道下沉，有望改善销量及利润。国信证券预计小牛电动2025年净利润将达1.4亿元，每股收益1.8元，给予2025年23-24倍市盈率，对应目标价40.9-42.7元。
值得注意的是，小牛电动近年来面临销量下滑和盈利能力下降的挑战。公司正积极调整战略，包括降价和扩大产品线。此次积极的分析师评级显示市场对小牛电动战略调整的信心正在恢复。然而，投资者仍需警惕新品放量不及预期、渠道拓展进度缓慢等风险。小牛电动能否通过战略调整重回增长轨道，仍有待市场进一步验证。
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