智通财经APP获悉，雅迪控股(01585)早盘涨超6%。截至发稿，涨5.14%，报8.59港元，成交额6628.11万港元。
消息面上，2026年7月起，河内试点中心城区分时段限制燃油摩托通行；印尼自6月推出电摩购车补贴，计划推进大规模燃油摩托电动化改造。分析指出，东南亚油摩市场空间大，油价高涨背景下，电动两轮车替代油摩趋势有望提速。
国信证券指出，雅迪在印尼、越南、泰国均设有生产基地，2026年雅迪越南北宁工厂投产，初期年产能100万台，并逐步规划提升至200万台以上；2025年公司在印尼新建工厂，建成后将拥有300万台年产能；此外公司在泰国的生产基地也逐步投产。公司将持续扩大东南亚生产规模、深化销售网络，电动两轮车出海有望成为公司的新增长点。
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.