HK Stock Market Move | YADEA (01585) rose more than 4%, with strong year-on-year growth in Southeast Asia revenue. Institutions are optimistic about the company's accelerated progress in overseas business.

YADEA (01585) rose by over 4%, rising by 4.03% as of the time of drafting, to HK $13.41, with a trading volume of HK $1.44 billion. On the news front, recently, YADEA announced its annual performance ending on December 31, 2025, with a net profit attributable to shareholders of 2.912 billion yuan, a year-on-year increase of 128.8%. BOCOM INTL pointed out that the company's overseas sales of two-wheeled vehicles reached 300,000 units in 2025, accounting for 2% of total sales. Recent geopolitical uncertainties have led to an increase in oil prices, which are helping Southeast Asia transition from fuel motorcycles to electric two-wheeled vehicles. With the implementation of the new national standard and the promotion of the old-for-new policy, the industry is entering a new cycle, and it is expected that the company, as a leading player in the industry, will benefit; meanwhile, overseas business prospects are promising. Open source securities pointed out that in 2025, with the support of the company's increased overseas manufacturing capacity and supply chain capabilities, revenue from Southeast Asia achieved strong year-on-year growth. In early 2026, the company officially opened its intelligent manufacturing factory in Bac Ninh, Vietnam, with an investment of US $100 million, with initial annual production capacity of one million units, serving as a key manufacturing hub to support local demand and exports. Looking ahead to 2026, it is expected that the company will continue to expand its international business footprint, leveraging its overseas research and development, distribution networks, and manufacturing facilities, driving accelerated growth in export revenue.