金吾财讯 | 雅迪控股(01585)震荡走强，截至发稿，涨6.11%，报12.5港元，成交额2.02亿港元。消息面上，日前深圳市政府宣布对电动自行车以旧换新补贴政策进行重大调整，旨在扩大活动覆盖范围并简化消费者申请流程。长江证券指出，2024年电动两轮车销量明显增长。截至2024年9月23日，我国电动两轮车年销售量已突破5400万辆大关。长江证券研究预计，2024年全年销量或将超过7000万辆。海通证券指出，目前雅迪、爱玛多厂进入电动自行车企业白名单，监管背书意义较大。且头部品牌知名度更高、资金优势更强，此次以旧换新有望充分受益。瑞银认为雅迪将从2025年的电动两轮车国家标准升级、以旧换新政策以及行业集中度的提高中受益。更多的增长机会取决于其在海外市场突破的能力。该行维持“买入”评级，目标价为16港元。
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