Changes in Hong Kong stocks | Yadi Holdings (01585) rose more than 6% in early trading, the trend of electric two-wheelers replacing oil and motorcycles accelerated in the Southeast Asian market

The Zhitong Finance App learned that Yadi Holdings (01585) rose more than 6% in early trading. As of press release, it rose 5.14% to HK$8.59, with a turnover of HK$66.2811 million.

According to the news, starting in July 2026, the Hanoi pilot center city will restrict the passage of fuel-powered motorcycles for a specific period of time; Indonesia introduced subsidies for electric motorcycles in June, and plans to promote large-scale electrification of fuel-powered motorcycles. The analysis points out that the Southeast Asian oil and motorcycle market space is large, and against the backdrop of rising oil prices, the trend of electric two-wheelers replacing oil motorcycles is expected to accelerate.

According to Guoxin Securities, Yadi has production bases in Indonesia, Vietnam, and Thailand. Yadi's Bac Ninh plant in Vietnam will be put into operation in 2026, with an initial annual production capacity of 1 million units, and plans to gradually increase it to more than 2 million units; in 2025, the company will build a new factory in Indonesia, which will have an annual production capacity of 3 million units; in addition, the company's production base in Thailand will gradually be put into operation. The company will continue to expand its production scale and deepen its sales network in Southeast Asia, and electric two-wheelers are expected to become a new growth point for the company.