上半年，电动两轮车行业迎来高光时刻。九号公司营收暴涨76%，利润翻倍。行业龙头爱玛与雅迪同样表现亮眼，营收增长均超20%，利润增速分别达到27.6%和60%。主要是受以旧换新补贴政策刺激。因此尽管业绩重回20%以上的增速，但可惜是“预支”的，市场需求有所提前，我们预期未来年份可能国内销量可能不会再有明显的增长，明年我们预期在新国标严格执行下，小厂商3C认证难度大，出清会加快，龙头集中度有望继续提升...
Source Link上半年，电动两轮车行业迎来高光时刻。九号公司营收暴涨76%，利润翻倍。行业龙头爱玛与雅迪同样表现亮眼，营收增长均超20%，利润增速分别达到27.6%和60%。主要是受以旧换新补贴政策刺激。因此尽管业绩重回20%以上的增速，但可惜是“预支”的，市场需求有所提前，我们预期未来年份可能国内销量可能不会再有明显的增长，明年我们预期在新国标严格执行下，小厂商3C认证难度大，出清会加快，龙头集中度有望继续提升...
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