金吾财讯 | 雅迪控股(01585)震荡走强，截至发稿，涨4.61%，报13.16港元，成交额6563万港元。消息面上，四部门发布关于加强电动自行车产品准入及行业规范管理的公告。公告要求，严格执行强制性国家标准，自2024年11月1日起，对新提出认证委托的电动自行车，应符合强制性国家标准及修改单要求，经过认证并标注认证标志后，方可出厂、销售、进口或者在其他经营活动中使用。认证委托人可自愿提前实施。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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