港股異動 | 重卡股普漲 5月我國重卡銷售同比增長62%
格隆匯6月3日丨重卡股普漲,濰柴動力(2338.HK)漲超4%,東風集團股份(0489.HK)漲超3%,中集集團漲超1%,中國重汽、中船防務跟漲。根據第一商用車網公佈的數據,5月,我國重卡市場預計銷售各類車型17.5萬輛左右,環比下滑8.5%,同比增長62%。今年1月-5月,重卡市場累計銷售超過64萬輛,累計同比增長16%。中信證券汽車行業分析師表示,近期,重卡市場維持高景氣度,主要由於高速公路在2月-5月免費通行,刺激物流車需求;同時,疫情期間積攢的訂單陸續釋放,重卡車企始終處於產能緊俏;此外,國三柴油重卡的提前淘汰助推重卡更新替換。

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