YADEA Group Holdings Ltd. (01585) rose more than 5% in trading. At the time of writing, the stock was up 5.6%, trading at HK$12.82, with a turnover of HK$67.53 million. The company is scheduled to hold a board meeting today to approve and release the full-year results for the fiscal year ending December 31, 2025. YADEA had previously announced that the group expects to record a net profit of no less than RMB 2.9 billion for the 2025 fiscal year, compared to a net profit of RMB 1.27 billion for the same period in 2024.

Separately, according to reports, major domestic electric two-wheeler brands, including YADEA, plan to officially increase prices for most of their models starting next month. Industry analysts suggest this move may signal a pause in the prolonged "price war" within the sector, as cost pressures are accelerating downstream transmission.

Furthermore, a Huayuan Securities research report points out that rising oil prices are catalyzing an increase in the penetration rate of electric motorcycles in Southeast Asia, strengthening the "oil-to-electric" transition thesis. In the short term, higher fuel prices are driving a rapid increase in electric motorcycle sales in the region. Reports indicate that sales at some electric motorcycle dealerships in Vietnam increased by 4 to 5 times in March 2026, reinforcing the "oil-to-electric" logic. Long-term, increased policy support and infrastructure development are expected to continue driving the "oil-to-electric" transition in Southeast Asia. The report suggests that leading manufacturers like YADEA are likely to benefit from the strengthening industry thesis, with potential for valuation recovery, and recommends investor attention.