雅迪控股(01585)今日盘中大涨7.5%,成为市场关注焦点。分析指出,这主要得益于行业新国标《电动自行车安全技术规范》(GB 17761-2024)的正式落地。
该新国标提高了对代工商的准入门槛,要求商业用途电动单车必须安装北斗导航系统、减轻铅酸电池重量等。有分析预计,目前约200家代工商中,超过一半将因无法达标而被淘汰。
作为行业龙头,雅迪控股表示有信心令产品达到新标准。公司正进行研发并预计在8月底开售符合新规的新产品,预期其销售将不受新国标生效影响。分析指出,新国标的实施将利好龙头企业凭借合规和产品迭代能力拓展市场份额,是推动雅迪控股今日大涨的主因。
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