国泰海通：东南亚两轮车市场广阔高油价加速渗透

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智通财经APP获悉，国泰海通发布研报称，油价加速上行，成本压力驱动下东南亚地区电摩托及电动自行车有望加速对传统油摩产品渗透，先发布局工厂、渠道及品牌的国产厂商有望受益，推荐爱玛科技(603529.SH)、雅迪控股(01585)。报告中称，东南亚摩托市场大，电摩渗透率低，增量空间可观。据Motorcycles Data，2025年东南亚国家联盟〈(ASEAN)九国摩托车总销量约1500万辆，电动...

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国泰海通：东南亚两轮车市场广阔 高油价加速渗透

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国泰海通：东南亚两轮车市场广阔高油价加速渗透