港股異動 | 中國重汽漲逾4% 券商指明年重卡銷量有望創新高
格隆匯12月5日丨中國重汽(3808.HK)收漲4.21%,報13.86港元,成交額5951萬港元,總市值382.7億港元。濰柴動力H股漲2.47%,報14.12港元。華西證券指,根據第一商用車網數據,2019年11月我國重卡行業銷量約9.4萬輛,同比增長5.3%,環比增長3.0%;2019年1-11月重卡行業累計銷量107.4萬輛,同比增長0.8%。此前,財政部提前下達2020年部分新增專項債務限額,同時國務院發佈《關於加強固定資產投資項目資本金管理的通知》,港口、沿海及內河航運項目最低資本金比例由25%調整為20%專項債與社會資金雙管齊下,穩經濟預期強化,工程車需求有望迎來拐點。預計2020年是重點區域淘汰100萬輛中重型柴油貨車的截止年,國三重卡有望加速淘汰。需求與政策共振,明年重卡銷量有望創新高。

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