小牛电动（NIU）今日盘中大涨5.53%，引发市场关注。此次上涨主要受到公司业绩超预期及行业利好因素的推动。
小牛电动近期公布的业绩报告显示，2024年公司全球整车销量达92.43万辆，营收32.88亿元，较上年增长24%。其中第四季度表现尤为亮眼，整车销量22.66万辆，同比增长64.9%，收入同比增长71.1%至8.19亿元，创单季增速新高。虽然公司仍未实现盈利，但亏损已大幅收窄，2024年全年净亏损为1.932亿元。
此外，行业政策利好也为小牛电动的增长提供了支持。国内多地政府推行以旧换新政策，电动两轮车供需双改善。电动自行车新国标的修订发布提高了行业准入门槛，有利于提升行业集中度。小牛电动CEO李彦表示，公司对2025年保持产品吸引力充满信心，预计2025年全年整车销量将达到130万辆至160万辆之间。这些积极因素共同推动了投资者对小牛电动未来发展的信心，促使其股价上涨。
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