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Research Reports on Investment Opportunities丨SWHY: Aima Technology has a considerable profit growth rate and is rated as "Buy."
SWHY's Research Reports point out that Aima Technology (603529.SH) is one of the leading companies in the electric two-wheeler industry, accelerating its internationalization and digital transformation. The peak replacement period for the new national standard for electric bicycles is approaching, and there is expected to be growth in the incremental market space. It is believed that the new national standard combined with the old-for-new policy will drive the industry into a peak replacement period by 2025, with annual sales of electric two-wheelers expected to remain at a high level of 60 million units from 2025 to 2030, with projected sales of 64.54 million units in 2025 and 61.52 million units in 2030. In the case of electric motorcycles, although policy controls have restricted sales, the essential needs of riders are promoting the penetration of electric light motorcycles into the market, and there is存
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Guotou Securities: The release of the new national standards for electric bicycles is expected to enhance the concentration of the Industry.
The 3C certification switch and the new national standard for electric bicycles made 11 changes, which will help accelerate the concentration of the Industry.
GF SEC: Policies implemented in 2025 are expected to continue boosting domestic demand for home appliances.
The old-for-new policy will be implemented in 2025, with an expansion of categories and an increase in funding scale, which may significantly boost the old-for-new scale next year.