异动解读 | 大行科工上市首日盘中大涨5.27%,折叠自行车龙头引发投资热潮

异动解读
Sep 15, 2025

周一盘中,新上市的大行科工(02543.HK)股价大涨5.27%,引发市场广泛关注。作为中国内地最大的折叠自行车公司,大行科工的强劲表现反映了投资者对其市场地位和增长前景的看好。

据悉,大行科工于近期在港交所成功上市。公司在2024年按折叠自行车零售量及零售额计算均位居中国内地市场首位,市场份额高达36.5%。公司业绩表现亮眼,2024年营业收入达4.51亿元,同比增长50%,净利润增长同样强劲。

分析人士指出,大行科工的成功上市和股价走强反映了"骑行热"带来的新消费趋势。随着疫情后户外活动的复苏,中高端自行车逐渐成为兴趣型新消费的代表。预计2024-2029年全球自行车市场规模的年复合增长率将达11.8%,其中折叠自行车市场增速更快。大行科工作为行业龙头,有望持续受益于这一趋势。

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