内容概要：两轮电动自行车以其便捷、快速、性价比高的特点，成为了普通市民短途出行的重要交通工 具，拥有庞大的消费群。发展至今，中国已成为全球最大的电动自行车生产和消费国。2025年国内累计 生产电动自行车4708.4万辆。在政策规范化、消费需求升级、产品技术迭代等因素的推动下，国内电动 自行车产量有望维持稳步增长趋势，到2026年我国电动自行车产量或将增长至4965.5万辆。 上市企业：雅迪控股[01585]、爱玛科技[603529]、新日股份[603787] 相关企业：台铃科技股份有限公司、小刀科技股份有限公司、小牛电动车、北京牛电科技有限责任公 司、立马车业集团有限公司、浙江绿佳车业有限公司 关键词：两轮电动自行车行业发展历程、两轮电动自行车行业相关政策、两轮电动自行车行业产业链、 两轮电动自行车行业产量、两轮电动自行车市场竞争格局、两轮电动自行车行业发展趋势 一、两轮电动自行车行业定义及生产基地分布 电动自行车（Electricbicycle），是指以蓄电池作为辅助能源，在普通自行车的基础上安装了电机、控制 器、蓄电池、转把、闸把等操纵部件和显示仪表系统的交通工具。两轮电动自行车（新国标）是具备脚 踏骑行 ...

Group 1 - The stock price of Xinri Co., Ltd. (603787) has been active recently, rising for seven consecutive trading days with a cumulative increase of 8.25%, closing at 13.65 yuan on February 11 [1] - Over the past five days, the main capital has shown a net outflow of 10.598 million yuan, although Hai Fudong Fund's CSI 2000 Enhanced Strategy ETF holds 22,400 shares, with a floating profit of approximately 23,300 yuan during this period [1] - The stock price is above the middle band of the Bollinger Bands (13.49 yuan), and the KDJ indicator has entered the overbought zone (J line at 116.29), with a short-term focus on the 20-day resistance level of 14.37 yuan [1] Group 2 - The new national standard for electric bicycles has been fully implemented, accelerating the industry's transformation, with over 1.65 million new compliant models launched since the ban on old standard vehicles on December 1, 2025 [1] - Major brands like Xinri and Yadi have 3-6 compliant models available in stores, and the China Bicycle Association predicts that the production of new standard vehicles will reach 7.55 million by the end of the first quarter of 2026, indicating a continuous increase in supply capacity [1] - However, market sentiment remains cautious due to the winter off-season and demand exhaustion [1] Group 3 - The company announced an earnings forecast on January 26, 2026, expecting a net profit attributable to shareholders of 46.13 million to 57.66 million yuan for 2025, representing a year-on-year increase of 80% to 125% [2] - The growth is primarily driven by improved product competitiveness and increased sales, although the low base effect in 2024 should be noted [2] - For the first three quarters of 2025, the company reported revenue of 3.574 billion yuan and a net profit of 116 million yuan, both showing year-on-year increases [2]

证券代码：603787 证券简称：新日股份 公告编号：2026-007 近日，浙江新日已完成上述股权转让的工商变更登记手续，变更完成后，公司持 有浙江新日 20%的股权，浙江新日不再纳入公司合并报表范围。 特此公告。 江苏新日电动车股份有限公司董事会 2026 年 2 月 10 日 江苏新日电动车股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、交易概述 江苏新日电动车股份有限公司（以下简称"公司"）于 2026 年 1 月 5 日召开了第 七届董事会第五次会议、于 2026 年 1 月 22 日召开了 2026 年第一次临时股东会，审议 通过了《关于拟转让全资子公司 80%股权并签署股权转让协议的议案》，同意公司将 全资子公司浙江新日电动车有限公司（以下简称"浙江新日"）80%股权转让给浙江鑫 日新材料有限公司，并签署《股权转让协议》，同时，授权董事长在法律、法规允许的 范围内，签署必要的配套文件并办理股权变更登记等相关手续。具体内容详见公司于 2026 年 1 月 6 日、2026 年 1 月 23 日和 ...

Market Overview - On February 4, the motorcycle and other sectors rose by 0.92%, with Chuanfeng Power leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Stock Performance - Chuanfeng Power (603129) closed at 258.07, with a gain of 2.25% and a trading volume of 16,400 shares, amounting to a transaction value of 420 million [1] - Aima Technology (603529) closed at 29.35, up 1.98%, with a trading volume of 62,800 shares and a transaction value of 183 million [1] - Other notable stocks include: - TaoTao Vehicle (301345) at 221.00, up 1.58% [1] - Zhonglu Co. (600818) at 9.90, up 1.33% [1] - Jiuqi Co. (300994) at 16.85, up 0.96% [1] Capital Flow - The motorcycle and other sectors experienced a net outflow of 7.6091 million from main funds, while retail funds saw a net outflow of 46.5012 million [2] - Speculative funds had a net inflow of 54.1103 million [2] Individual Stock Capital Flow - TaoTao Vehicle (301345) had a main fund net inflow of 37.0876 million, with a retail net outflow of 50.4477 million [3] - Chuanfeng Power (603129) saw a main fund net inflow of 6.0441 million, with a retail net outflow of 10.9097 million [3] - Aima Technology (603529) had a main fund net inflow of 5.5853 million, but a retail net inflow of 3.6145 million [3]

二、交易进展情况 近日，公司与浙江鑫日新材料有限公司签署了股权转让协议，公司已收到非经营性往来款9,311.18万元 和股权转让价款4,551.06万元。公司将持续关注本次交易后续进展情况，并根据相关规定及时履行信息 披露义务。 江苏新日电动车股份有限公司 关于出售全资子公司80%股权的进展公 告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、交易概述 江苏新日电动车股份有限公司（以下简称"公司"）于2026年1月5日召开了第七届董事会第五次会议、于 2026年1月22日召开了2026年第一次临时股东会，审议通过了《关于拟转让全资子公司80%股权并签署 股权转让协议的议案》，同意公司将全资子公司浙江新日电动车有限公司80%股权转让给浙江鑫日新材 料有限公司，并签署《股权转让协议》，同时，授权董事长在法律、法规允许的范围内，签署必要的配 套文件并办理股权变更登记等相关手续。具体内容详见公司于2026年1月6日和2026年1月23日在上海证 券交易所网站（www.sse.com.cn）披露的《关于出售全资子公司80%股权的公 ...

江苏新日电动车股份有限公司 关于出售全资子公司 80%股权的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 近日，公司与浙江鑫日新材料有限公司签署了股权转让协议，公司已收到非经营 性往来款 9,311.18 万元和股权转让价款 4,551.06 万元。公司将持续关注本次交易后 续进展情况，并根据相关规定及时履行信息披露义务。 证券代码：603787 证券简称：新日股份 公告编号：2026-006 一、交易概述 江苏新日电动车股份有限公司（以下简称"公司"）于 2026 年 1 月 5 日召开了第 七届董事会第五次会议、于 2026 年 1 月 22 日召开了 2026 年第一次临时股东会，审议 通过了《关于拟转让全资子公司 80%股权并签署股权转让协议的议案》，同意公司将 全资子公司浙江新日电动车有限公司 80%股权转让给浙江鑫日新材料有限公司，并签 署《股权转让协议》，同时，授权董事长在法律、法规允许的范围内，签署必要的配套 文件并办理股权变更登记等相关手续。具体内容详见公司于 2026 年 1 月 6 日和 20 ...

Core Viewpoint - The motorcycle and other sectors experienced a rise of 1.51% on February 3, with New Day Co., Ltd. leading the gains. The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1]. Group 1: Market Performance - The motorcycle and other sectors saw significant individual stock movements, with New Day Co., Ltd. closing at 13.17, up 4.44%, and a trading volume of 54,700 shares, amounting to 70.49 million yuan [1]. - Other notable performers included Spring Power with a closing price of 252.38, up 3.45%, and a trading volume of 19,900 shares, totaling 495 million yuan [1]. - The overall trading volume for the motorcycle and other sectors indicated a strong market interest, with total transactions reflecting active trading [1]. Group 2: Capital Flow - The motorcycle and other sectors experienced a net inflow of 177,000 yuan from main funds, while retail investors saw a net outflow of 7.78 million yuan [2]. - The main funds showed a significant interest in TaoTao Vehicle, with a net inflow of 50.81 million yuan, representing 8.94% of the total [3]. - Conversely, New Day Co., Ltd. experienced a net outflow of 546,910 yuan from retail investors, indicating mixed sentiment among different investor classes [3].

上市公司：钱江摩托（000913），信隆健康（002105），征和工业（003033），久祺股份（300994）， 林海股份（600099），上海凤凰（600679），中路股份（600818），力帆科技（601777），春风动力 （603129），爱玛科技（603529），隆鑫通用（603766），永安行（603776），新日股份（603787）， 绿通科技（301322），涛涛车业（301345），华洋赛车（834058） 相关报告：智研咨询发布的《2026-2032年中国摩托车行业市场全景评估及发展策略分析报告》 根据中国汽车工业(摩托车)产销快讯数据显示：2025年12月江苏新日电动车股份有限公司摩托车产量为 34970辆，同比增长57.9%，销量为22065辆，同比增长15.36%，产销率为63.1%，积压12905辆；2025年 1-12月江苏新日电动车股份有限公司摩托车产量为276139辆，产量累计同比增长1.8%，2025年1-12月江 苏新日电动车股份有限公司销量为262942辆，销量累计同比下滑1.79%。 近一年江苏新日电动车股份有限公司摩托车产销情况统计图 数据来源：中国汽车工业(摩托车 ...

Group 1 - The motorcycle and other sectors experienced a decline of 1.6% on January 29, with Zhenghe Industrial leading the drop [1][2] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Key stocks in the motorcycle sector showed mixed performance, with Qianjiang Motorcycle up by 1.89% and Zhenghe Industrial down by 5.33% [1][2] Group 2 - The net capital outflow from the motorcycle and other sectors was 165 million yuan, while retail investors saw a net inflow of 131 million yuan [2][3] - Major stocks like Aima Technology and New Day Shares had significant retail inflows, with New Day Shares seeing a retail net inflow of 950.27 million yuan [3] - The capital flow data indicates that institutional investors were net sellers in several stocks, including New Day Shares and Qianjiang Motorcycle [3]

Group 1 - The motorcycle and other sectors experienced a slight increase of 0.1% on January 27, with Longxin General leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up by 0.18%, while the Shenzhen Component Index closed at 14329.91, up by 0.09% [1] - Key stocks in the motorcycle sector showed varied performance, with Jiangti General rising by 3.23% and Xinlong Health increasing by 0.83% [1] Group 2 - The motorcycle and other sectors saw a net outflow of 20.82 million yuan from main funds, while retail investors contributed a net inflow of 3.25 million yuan [2] - Among individual stocks, Chuncheng Power had a significant net inflow of 28.71 million yuan from main funds, while Xinri Co. experienced a net outflow of 33.22 million yuan from retail investors [3] - The overall trading volume and turnover in the motorcycle sector reflected mixed investor sentiment, with some stocks like Chuncheng Power and Xinlong Health attracting positive attention [3]