雅迪控股(01585)今日盘中股价大涨6.34%,引发市场广泛关注。
消息面上,雅迪电动车累计全球销量突破1亿台的里程碑,巩固了其在电动两轮车领域的市场领先地位。另外,即将实施的新国家标准有望推动行业集中度提升以及单车平均售价上涨,作为头部企业之一,雅迪将从行业集中环境下获益。
具体来看,12月10日雅迪科技集团宣布其电动两轮车全球累计销量突破1亿台,连续7年全球销量第一。凭借超1000名研发人员的技术支持以及销往100多个国家的国际市场布局,雅迪抓住了电动两轮车快速发展的历史机遇。另一方面,国泰君安认为11月起实施的严格3C认证标准,将加速行业洗牌和头部公司份额集中。而预计年底前将正式发布实施的新国家标准,更有望推动行业集中和提高行业整体产品价格水平。
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