YADEA (01585) saw its shares climb more than 4% during the trading session. At the time of writing, the stock was up 3.49%, trading at HK$13.34, with a turnover of HK$168 million.

The company recently released its annual results for the fiscal year ending December 31, 2025, reporting a net profit attributable to shareholders of RMB 2.912 billion, a year-on-year increase of 128.8%. Bank of Communications International noted that YADEA sold 300,000 two-wheeled vehicles overseas in 2025, accounting for 2% of its total sales. Recent geopolitical uncertainties have driven up oil prices, which is expected to accelerate the shift from fuel-powered motorcycles to electric two-wheelers in Southeast Asia. With the implementation of new national standards and trade-in policies, the industry is entering a new cycle, and YADEA, as a market leader, is well-positioned to benefit. Additionally, its overseas business holds significant promise.

Kaiyuan Securities highlighted that in 2025, supported by enhanced overseas manufacturing capacity and supply chain capabilities, YADEA achieved strong revenue growth in Southeast Asia. In early 2026, the company officially launched its US$100 million smart manufacturing facility in Bac Ninh, Vietnam, with an initial annual production capacity of one million units. The plant will serve as a key manufacturing hub for local demand and exports. Looking ahead to 2026, YADEA is expected to continue expanding its international presence, leveraging its overseas R&D, distribution networks, and manufacturing facilities to drive accelerated growth in overseas sales.