3月28日周五,小牛电动(NIU)股价在盘前交易中大涨5.14%,延续了昨日12%的涨幅,年内涨幅已超过171%。此轮涨势背后有多重利好因素支撑。
瑞银近日发布研报,看好中国两轮车尤其是电动两轮车的出口增长机遇。报告指出,预计2026年实现本地化生产后,电动两轮车出口将加速,有望实现重新估值。这一观点为小牛电动的长期发展前景注入了信心。
小牛电动自身也在积极扩张。公司2024年净增900家门店,并计划到2025年底再新增1000-1500家门店,使门店总数达到5000家。这一扩张计划显示了公司对未来市场需求的乐观预期。同时,小牛电动表示看好中国高端电动两轮车市场的长期发展。这些积极信号推动了投资者对小牛电动的信心,从而带动股价上涨。
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