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Hexun Investment Advisor Guo Zhen: Industry Experience / Zhang Xue Motorcycle Theme Overview
On April 1, Hexun Investment Consulting’s Guo Zhen said that Zhang Xueji won the two-match WSPK championship round-to-round, directly taking the heat for domestic motorcycles to the ceiling. The hot-selling z×500r orders are booked out through the end of May. For the z乘8200r, you have to wait until June or July to pick up the car. Sales at the terminals are booming, the supply chain immediately takes off on the A-share market, and related companies directly post limit-ups. The entire motorcycle industry chain is collectively celebrating—what’s even more intense is that the 2026 World Cup will kick off on June 11. The Suzhou Super (苏超) starts in April, and Guangzhou is also taking the lead in coordinating the Greater Bay Area’s bid to host the World Cup. In addition, the State Council has set the tone that by 2030 the total size of the sports industry will exceed 7 trillion. With policy, events, and best-selling products hitting at the same time with three arrows fired in unison, the sports sector is about to see a surge. The entire chain from sports lottery, venues, and media to beer and snacks will benefit. Domestic motorcycles are upgrading from mere commuting tools to a national-trend, high-end track, and valuations are completely being rebuilt.
(Editor: Zhao Yanping HF094)