花旗发表研究报告，对雅迪控股(01585.HK) 展开90日上行催化观察，料其2025上半年批发量达870万至880万台电动单车，符合市场预期，估算首五个月批发量接近700万台。为反映规模经济更佳、产品组合改善、产品线精简以及经营开支效率提高，该行料其上半年每单位净利润为180元至185元人民币(下同)，令公司上半年净利润达15.7亿元至16.3亿元，按年增52%至58%。
该行料国家对电动二轮车制造商的额外要求将会淘汰小型制造商，令大型制造商有机会在明年起获得更大市场份额，规模相当于700万至800万台，而雅迪作为行业龙头料将会受惠最多。予“买入”评级，目标价22.5港元。(ss/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-04 16:25。)
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