智通财经APP获悉，雅迪控股(01585)午后涨近4%，截至发稿，涨3.95%，报12.62港元，成交额7795.37万港元。
瑞银发表研报指，雅迪控股管理层对2025年给出了较为乐观的指引，预计出货量将较2024年的1300万辆增长20%-40%，达到1600-1800万辆；盈利能力方面，目标为每辆车净利润170元人民币，而2024年为100元、2023年为160元。同时，鉴于新国标即将发布，且许多省市在2025年延长了以旧换新补贴计划并简化申请流程，雅迪预计2025年行业销量将达5500-6000万辆，同比增长10%-20%。
瑞银表示，预计雅迪2025财年收入为369.56亿元人民币，2026财年为387.95亿元人民币。维持对雅迪的“买入”评级，预计其未来股票回报率可达18.2%，显示出瑞银对雅迪在应对挑战、实现增长方面仍抱有信心，认为其具有一定的投资潜力。
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