智通财经APP获悉，雅迪控股(01585)涨超3%，截至发稿，涨3.31%，报13.12港元，成交额6082.15万港元。
华泰证券发布研报称，今年上半年以旧换新政策的刺激带来高增，据商务部，1-5月电动自行车以旧换新达650万辆。短期内资金安排等因素影响下，部分地区该政策或有阶段性调整，随着新资金到位，其持续性可期。后续叠加目标为规范行业发展的新国标9月1日开始实施，有望共同推动市场份额不断向头部企业聚集，公司作为龙头企业有望充分受益于行业政策红利。
中信证券指出，当前，考虑到电动两轮车行业即将进入传统旺季，叠加8月底新国标主机厂过渡期到期，预期行业景气度将持续向上。此外，行业龙头企业上半年的盈利能力提升不断得到验证，支撑该行此前对于行业ASP和盈利弹性更优于销量指标的判断。
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