The Zhitong Finance App learned that Yadi Holdings (01585) rose nearly 6% in the afternoon. As of press release, it had risen 3.99% to HK$13.54, with a turnover of HK$108 million.
CITIC Construction Investment pointed out that from the demand side, although demand in the two-wheeler industry has been affected by factors such as “national mining” since the beginning of '24 and has been suppressed in the short term, it is expected that the exchange measures in Jiangsu, Tianjin, and other cities after mid-April may significantly boost industry demand. At the same time, the “trade-in” policy has not yet been implemented, and the effects of related policies will follow, and it is expected that it will also give a significant boost to industry demand.
From the supply-side perspective, under stricter policy-level supervision and a long-term stricter regulatory environment, the cost of non-compliant manufacturers and “black workshops” has increased dramatically, and the living space has been reduced, leading brands will be able to make better use of their competitive advantages. There is more room to increase domestic market share, and the pace of share growth will also accelerate.