金吾财讯 | 雅迪控股(01585)股价发力，截至发稿，涨6.72%，报13.66港元，成交额6351万港元。消息面上，花旗表示，在内地电动单车新国标下，仅商业用途电动单车须安装北斗导行。该行料代工商进入门槛上升，在约200间代工商中，逾半将因新规被淘汰。该行续指，雅迪控股有信心令产品达标，受惠于减少铅酸蓄电池重量的研发，预计5月开始测试新产品，并在8月底开售，预期销售不受新规生效影响。花旗上调对公司今明两年净利润预测20%及18%，目标价由15.2港元上调至16.1港元，维持“买入”评级。华泰证券表示，随着新国标的正式发布，两轮车生产企业与经销商逐步有序安排生产与进货节奏。该行认为新国标与国家以旧换新补贴有望带动新车消费需求，同时行业管理与要求趋严利好头部企业，市场集中度有望进一步提升，建议关注头部两轮车企业；新国标与国补均利好铅酸电池在两轮车市场的应用，带来铅酸电池需求增量，建议关注头部铅酸电池企业。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.