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港股異動 | 中國重汽漲逾6% 機構指年內重卡銷量將再創新高
格隆匯 11-05 11:00
格隆匯11月5日丨中國重汽(3808.HK)延續近期強勢再度上行,現報13.9港元,漲幅6.11%,暫成交6094.9萬港元,最新總市值383.8億港元。濰柴動力(2338.HK)續漲2.78%,報14.06港元。

招商證券指,10月重卡銷量約9萬輛,同比增長12.4%;1-10月累計銷量約98萬輛,已超過去年銷量;全年重卡銷量將再創新高,預判全年銷量116萬左右。目前數據顯示重汽、濰柴的排產大超市場預期,部分月份排產已達歷史最高點,同時年底訂單需求充沛(專項債落地、限國三地區擴大、LNG性價比凸顯提振採購、十一前限產導致需求後移、春節提前導致需求前移等)供銷兩旺。板塊確認高景氣度有望複製年初行情。推薦中國重汽、濰柴動力。
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