智通财经APP获悉，雅迪控股(01585)再涨超6%，截至发稿，涨6.29%，报13.68港元，成交额1.82亿港元。
消息面上，雅迪控股发布中期业绩，该集团取得收入191.86亿元人民币，同比增加33.11%；公司拥有人应占利润16.49亿元，同比增加59.5%。美银证券发布研报称，公司期内销量同比增长38%，受惠于以旧换新补贴政策及渠道补库存需求。毛利率19.6%，按年升1.6个百分点。净利润按年增长60%，符合先前业绩预告。该行相信公司将持续扩大市场份额。
交银国际指出，新国标将于今年9月1日正式实施，行业进入新周期，预计公司作为行业龙头，技术、渠道、产品力加持下有望受益。此外雅迪在出海方面领先同行，公司预计2027年其海外销量规模有望实现突破。考虑到新国标实施后及高端产品占比提升，上调公司2025-2027年收入预测及净利润预测。目标价由19.84港元至22.63港元。考虑到内销“新国标”利好，及海外销售前景良好，看好公司中长期发展，维持“买入”。
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.