金吾财讯 | 雅迪控股(01585)股价走低，午后于低位反复，截至发稿，下跌4.6%，报每股12.69港元，成交额1.89亿港元。消息面上，雅迪、爱玛、台铃、九号等头部品牌自2026年4月1日起集体上调产品售价，新一轮涨价幅度普遍在100到300元之间，其中雅迪全系出厂价上调300元以上。涨价主要受上游铝、铜、塑料粒子及电池原材料碳酸锂价格大幅攀升推动，叠加4月1日起新国标补充条款实施带来的安全配置成本增加，以及一季度促销政策集中收尾。另据市场媒体走访深圳、杭州等市多家电动自行车门店报道称，随着国家补贴政策不再覆盖电动自行车品类，叠加上游原材料及整车出厂价上涨，终端市场出现明显的“价涨量跌”。
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