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A股異動丨宇通客車(600066.SH)漲約4% 8月強勢復甦 創全年銷量新高
格隆匯 09-08 10:47
格隆匯9月8日丨宇通客車(600066.SH)漲約4%,報15.45元,總市值342億元。公司此前發佈公告,8月公司銷售客車4828輛,創全年銷量新高,環比大幅上漲52.02%,同比小幅下滑9.74%。安信證券隨後發佈研報稱,下半年客車行業進入旺季,需求全面恢復,新能源市場化程度提高,疊加去年同期基數低,9月公司銷量環比有望持平,同比預計轉正,第三季度單季度銷量預計同比下滑25%左右,維持增持-A評級。中泰證券研報稱,當前我國城市化水平仍處於較低水平,隨着整體規劃調控完善、基礎設施建設加快以及軌道交通發展的推動,我國城市公交需求將持續提升,為大中客提供長期成長性。

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