智通财经APP获悉,雅迪控股(01585)涨近3%,截至发稿,涨2.74%,报12.76港元,成交额2551.4万港元。
花旗发布研究报告称,与雅迪控股管理层举行电话会议,其后上调对公司今明两年净利润预测20%及18%。报告引述雅迪称,公司有信心令产品达新国标,受惠于减少铅酸蓄电池重量的研发,预计5月开始测试新产品,并在8月底开售,预期销售不受新规生效影响。雅迪又指,受影响车款为使用大量塑料部件的大型电动单车,估计分销商在新规生效前促销,但造成的预早购买将有限。
值得一提的是,中信证券指出,1月13日,《电动自行车安全技术规范》(GB 17761—2024)即两轮车行业新国标正式稿落地,该行认为,行业政策导向已十分清晰,伴随新国标的具体细则出台,顶层设计业已完成,龙头企业将会凭借其在合规和产品迭代能力的优势,加速推进拓展市场份额。
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