YADEA (01585) rose more than 13% during early trading. At the time of writing, the stock was up 9.26%, trading at HK$11.92, with a turnover of HK$440 million. The company previously announced that the group expects to record a net profit of no less than RMB 2.9 billion for the fiscal year ending December 31, 2025, compared to a net profit of RMB 1.27 billion in the same period of 2024. The anticipated increase in profit is primarily attributed to higher sales of electric two-wheelers and an optimized product mix.

Analysts at Guoyuan International noted that the company continues to focus on long-term growth, consistently investing in research and development, particularly in new product innovation and advanced technologies related to core components. At the same time, it has intensified efforts to promote the YADEA brand both domestically and globally, enhancing the competitiveness of its products and its worldwide marketing capabilities.

Recent geopolitical tensions in the Middle East have continued to push oil prices higher. Some analysts suggest that the oil price surge observed in March 2026 could become a pivotal moment for the electrification of two-wheelers in Asia. On March 1, YADEA announced the official completion of the first phase of its smart manufacturing facility located in the新兴 Industrial Zone in Bac Ninh Province, Vietnam. The initial phase involved an investment of over USD 100 million. The plant has an initial designed annual production capacity of 1 million units, with plans to gradually increase this to 2 million units per year in subsequent phases.