今日盘中，中国电动两轮车龙头企业雅迪控股（01585.HK）股价大涨5.19%，引发市场关注。这波涨势主要受益于多家券商的积极评级和目标价上调。
据悉，花旗银行在最新研报中将雅迪控股的目标价从16.1港元大幅上调至22.5港元。花旗表示，此次上调主要反映了雅迪今年以来超预期的销售势头，以及未来几个月可能出现的销量或盈利上涨。与此同时，交银国际也维持了对雅迪控股的"买入"评级，并将目标价从13.55港元上调至19.84港元，对应2025年18倍市盈率。
分析人士指出，雅迪控股在2025年第一季度表现强劲，这在一定程度上归功于经销商的补货行为。然而，投资者仍然关注销量增长势头是否能够持续，以及盈利增长对销量增长的反应程度。尽管如此，作为行业龙头，雅迪控股在新国标实施和以旧换新政策推动下，有望充分受益于行业新周期。公司在技术、渠道和产品力方面的优势，也为其未来发展提供了有力支撑。
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