中金：旺季电自销量或回暖油价上涨有望刺激海外电摩需求

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智通财经APP获悉，中金发布研报称，1-2月国内电动两轮车内需承压，主要系电动自行车国标切换、以旧换新补贴退出的影响，电动摩托车销量或相对稳健。往前展望，预计在补库需求、旺季销量和新品上市的共同带动下，26Q2行业销量有望回暖。海外方面，油价上涨以来，河内和胡志明市的电动摩托车销量大幅增长。电摩售价与相近排量的油摩已基本接近，油价上涨有望进一步强化电摩使用经济性的优势；若配合产品、基建、渠道发力，...

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中金：旺季电自销量或回暖 油价上涨有望刺激海外电摩需求

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中金：旺季电自销量或回暖油价上涨有望刺激海外电摩需求