HK Stock Market Move | YADEA (01585) rises more than 5% before earnings: plans to raise prices for electric two-wheelers next month with multiple brands. Rising oil prices are driving the increase in electric motorcycle penetration rates in Southeast Asia.

YADEA (01585) rose more than 5%, rising to 5.6% at the time of the press release, reporting 12.82 Hong Kong dollars, with a turnover of 67.5265 million Hong Kong dollars. On the news front, YADEA is planning to hold a board meeting today to approve the full-year performance of the company and its subsidiaries for the year ending December 31, 2025, as well as its release. YADEA previously announced that the group expects a net profit of not less than RMB 2.9 billion for the year 2025, while the net profit for the same period in 2024 was RMB 1.27 billion. According to Blue Whale Technology, it has exclusively learned from multiple informed sources that domestic mainstream electric two-wheeler brands such as Yadi plan to officially raise prices for most of their models starting next month. Industry analysts believe that this move may signal the end of the long-standing "price war" in the industry, with cost pressures accelerating downstream transmission. In addition, a research report from Huayuan Securities pointed out that the rise in oil prices has catalyzed the increase in the penetration rate of electric motorcycles in Southeast Asia, strengthening the logic of "switching from oil to electricity." In the short term, the rise in fuel prices has catalyzed a rapid increase in electric motorcycle sales in Southeast Asia. According to Deep Blue Finance, in March 26, sales at some Vietnam electric motorcycle stores increased 4-5 times, reinforcing the logic of "switching from oil to electricity." In the long term, with increased policy and infrastructure support, the process of "switching from oil to electricity" in Southeast Asia is expected to continue. The research firm believes that leading manufacturers such as YADEA are expected to benefit from the strengthening industry logic, with valuation potential recovery, and recommends paying attention to them.