港股異動 | 中國重汽漲逾5% 機構料今年重卡銷量小幅增長明年產銷破歷史高點
格隆匯12月2日丨中國重汽(3808.HK)現漲5.14%,報13.9港元,暫成交2893.9萬港元,最新總市值383.8億港元。渤海證券研報指,上月27日財政部提前下達了2020年部分新增專項債務限額1萬億元,佔2019年當年新增專項債務限額2.15萬億元的47%。認為政府進一步通過增加專項債、降低資本金比例等措施加碼基建,同時疊加減税降費、定向降準等逆週期政策措施使得宏觀經濟具備較強的韌性,有助於穩定重卡整體需求;預計今年全年重卡銷量有望實現小幅增長,明年在基建加碼、地產投資具備韌性的背景下,重卡產銷或有望突破歷史高點。
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