广发证券：两轮车行业核心竞争要素转为“产品升级” 推荐爱玛科技(603529.SH)等龙头

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智通财经APP获悉，广发证券发布研报称，两轮车行业的核心竞争要素从“价格竞争”到“产品升级”，竞争态势从“全行业充分竞争”到“龙头集中”。当前两轮车龙头雅迪、爱玛、九号股价相比25年高点明显回调，市场对于新国标切换对行业需求压力有充分预期。当前雅迪、爱玛、九号形成的龙头竞争优势并没有被充分定价，这需要通过持续的市场份额提升和稳健业绩增长催化估值上行。推荐雅迪控股(01585)、九号公司WD(...

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