智通财经APP获悉，雅迪控股(01585)涨近4%，截至发稿，涨3.72%，报13.38港元，成交额1.54亿港元。
消息面上，广发证券指出，两轮车行业短期将受益新政与补贴落地，长期需求仍有提升空间。短期来看，19 年《新国标》修订加速了存量换新，带动行业增长与集中度提升。24 年《新国标》迎来新一轮修订，行业监管更加严格，且配合旧换新补贴，有望带动新一轮存量车加速换新与行业集中度提升。
长期来看，国内市场C端和B端需求均有提升空间。海外市场目前仍是蓝海，在补贴和禁摩政策等因素推动下，市场有望快速发展。国联证券此前表示，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。
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