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[Hong Kong Stock Connect] YADEA (01585) rose 4.81% in early trading. UBS Group stated that it benefits from the old-for-new replacement policy and the increase in Industry concentration.
Kingwo Financial News | YADEA (01585) strengthened at the beginning of the session. As of the time of reporting, it rose 4.81%, reaching 13.5 Hong Kong dollars, with a transaction volume of 72.52 million Hong Kong dollars. In terms of news, CSC pointed out that following a series of policy releases since April, the two-wheeled vehicle Sector entered a phase where policy expectations and real fundamentals are intertwined, affecting stock prices. As we move into 2025, under the backdrop of changes in industry policies and standard transitions, this characteristic is likely to persist. Therefore, it will be particularly important to reasonably deduce the changes in the industry's real fundamentals and market expectations next year based on the existing policy framework.
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
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