金吾财讯 | 雅迪控股(01585)股价受压,午后跌幅轻微扩大,截至发稿,报11.09港元,跌幅3.9%,成交额7398.51万港元。新国标正式落地之后,两轮电动行业迎来了短期的阵痛,奥维云网数据显示,2025年11月——新国标落地前的关键窗口期,行业内销出货量仅为221万台,同比下滑28.7%,产销数据大幅跳水。中泰证券发布研报称,电动车行业大众看趋势,高端看成长兑现。2026年预计大众品牌的基数压力最快在Q2减轻;高端品牌全年都有望增长。
金吾财讯 | 雅迪控股(01585)股价受压,午后跌幅轻微扩大,截至发稿,报11.09港元,跌幅3.9%,成交额7398.51万港元。新国标正式落地之后,两轮电动行业迎来了短期的阵痛,奥维云网数据显示,2025年11月——新国标落地前的关键窗口期,行业内销出货量仅为221万台,同比下滑28.7%,产销数据大幅跳水。中泰证券发布研报称,电动车行业大众看趋势,高端看成长兑现。2026年预计大众品牌的基数压力最快在Q2减轻;高端品牌全年都有望增长。
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