格隆汇3月28日|昨日大涨近12%的小牛电动(NIU.US)盘前续涨超3%,开盘有望再度刷新阶段新高。消息上,瑞银日前发布研报称,认为中国两轮车,尤其是电动两轮车,是一个出口增长机遇。预计2026年实现本地化生产后,电动两轮车出口将加速,有望实现重新估值。2024年,小牛电动净增900家门店,并计划到2025年底再新增1000-1500家门店,使门店总数达到5000家。从长期来看,小牛电动看好中国高端电动两轮车市场。(格隆汇)
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