智通财经APP获悉，雅迪控股(01585)现涨近5%，截至发稿，涨3.73%，报12.78港元，成交额2818.49万港元。
消息面上，工信部第二批白名单出炉，涵盖25家企业14个品牌，数量较第一批白名单（4家品牌）显著增加。国金证券指出，有望提高行业门槛&优化竞争格局，结合以旧换新政策、新国标等，我们认为25年起，两轮车板块销量复苏+单价提升+集中度优化逻辑确定性提升。
国联证券指出，新国标意见稿落地，行业核心规则清晰，公司推新节奏逐步恢复；叠加以旧换新政策逐步提振行业需求，公司经营拐点在望。公司在国内市场的综合竞争实力领先，且持续强化研发、供应链等方面的实力，中长期产品均价、销量份额、盈利能力持续处于提升通道。海外市场电动两轮车市场空间广阔，雅迪积极布局海外，有望打造中长期第二增长曲线。
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