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Shareholders Would Enjoy A Repeat Of Yadea Group Holdings' (HKG:1585) Recent Growth In Returns
Guolian Securities: How do you view the changes in sales volume and pattern of the two-wheeler industry in 2025?
At the current moment, there is a bullish outlook on investment opportunities in the two-wheeled vehicle sector. The turning point for leading operations has already emerged, and exceptional operating performance is expected in 2025.
[Brokerage Focus] UBS Group indicates weak demand for electric two-wheeled vehicles in the second half of the year. Bullish on Yadi benefiting from national standard upgrades and the trade-in policy, among others.
Jinwu Financial News | UBS Group indicated that they recently visited several electric two-wheeler companies and believe that demand is weak in the second half of the year, mainly because the national standards implemented on November 1 came quite suddenly (without a transition period), leading to supply constraints throughout the value chain. In addition, strict regulations have made dealers cautious in their purchasing decisions, making them reluctant to stock up. So far, their trade-in policies have not been effectively implemented. As a result, a positive shift in industry sales growth may not occur until the first half of 2025. The firm notes that related enterprises are awaiting the release of new national standard policies, which are expected in 2024.
Hong Kong stock concept tracking | Shenzhen relaxes conditions for electric bicycle trade-in subsidies, with a noticeable increase in electric two-wheeler sales in 2024 (including concept stocks).
CICC Securities research estimates that the full-year sales volume in 2024 may exceed 70 million units.
Top Key Executive Jinggui Dong, Yadea Group Holdings Ltd.'s (HKG:1585) Largest Shareholder Sees Value of Holdings Go Down 7.6% After Recent Drop
[Hong Kong Stock Connect] yadea (01585) rose 4.36% in early trading, with institutions stating it is expected to seize opportunities in overseas markets.
Jinwu Financial News | yadea (01585) strengthened at the beginning of trading, as of the time of this report, up 4.36%, priced at 14.36 HKD, with a transaction volume of 46.05 million HKD. In terms of news, gf sec pointed out that the motorcycle industry will benefit in the short term from new policies and subsidies, and there is still room for long-term demand growth. In the short term, the 2019 revision of the "New National Standard" accelerated the replacement of existing stock, driving industry growth and concentration improvements. The 2024 "New National Standard" will usher in a new round of revisions, with stricter industry regulations and in conjunction with old-for-new subsidies, expected to lead to a new round of accelerated replacement of stock vehicles and increased industry concentration. The bank continues to state that the company's competition.
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