4月7日周一，小牛电动（股票代码：NIU）股价盘中大涨5.16%，引起投资者广泛关注。这一涨幅或与国信证券最新给予的"优于大市"评级有关。
据悉，国信证券给予小牛电动"优于大市"评级，主要基于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。分析师预计，2025年小牛电动净利润将达1.4亿元，每股收益为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，小牛电动近期业绩出现好转迹象。公司2024年全年营收达32.88亿元，同比增长24%，全球整车销量为92.4万辆，同比增长超30%。然而，公司仍面临亏损压力，2024年亏损1.93亿元。分析师指出，小牛电动正积极调整策略，包括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。不过，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。
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