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港股異動 | 重卡股高開 1月重卡銷量同比增長逾五成
格隆匯 02-02 09:25
格隆匯2月2日丨重卡股高開,濰柴動力(2338.HK)、東風集團股份、中國重汽均漲超2%。根據第一商用車網的數據,預計2021年1月,我國重卡市場銷售各類車型18萬輛,同比增長54%。從2020年4月到2021年1月,我國重卡市場已經連續第十個月刷新當月銷量紀錄。業內人士表示,在政策支持淘汰更新、治超、經濟回暖需求提升等多種因素推動下,預計2021年重卡市場將保持較高景氣度,相關產業鏈將持續受益。天風證券亦指,1月重卡銷量超市場預期,證實了去年4季度行業景氣度並未降低。該行維持2021年重卡行業銷量150萬輛的預期,推薦濰柴動力等。

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