雅迪控股(01585)今日盘中大涨6.21%,主要受到行业分析师看好的影响。
消息面上,中信建投证券指出,2024年电动两轮车行业正处于政策预期与现实基本面交织影响股价的阶段。而进入2025年,在行业政策变化和标准切换的大背景下,这一特征或将延续。分析师认为,基于现有政策框架,明年上半年将是强现实与高预期相结合的较好时机,传统龙头企业仍是首选标的。
同时,瑞银表示,雅迪控股将从2025年的电动两轮车国家标准升级、以旧换新政策以及行业集中度的提高中受益。该行还看好公司在海外市场的增长机会。分析师积极看好雅迪控股的未来发展前景,从而推动公司股价今日大涨。
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