港股異動 | 中國重汽(3808.HK)一度拉昇超10%破頂 市值逾720億港元
格隆匯2月2日丨中國重汽(3808.HK)一度急漲超10%,報26.25港元創歷史新高價,成交額放大至1.4億港元,總市值超720億港元。2020年,公司重卡銷量約29.4萬輛,同比+54%;市場份額約18.1%,同比+1.9pcts,市佔率顯著提升。2020Q4公司重卡已連續三個月位居行業第一。MAN發動機的配套率大幅提升,中信證券預計將與濰柴發動機形成顯著協同效應。此外,公司輕卡業務快速恢復,市佔率快速提升,且輕卡行業具有超預期的可能。予公司目標價40港元,維持“買入”評級。預計2021年重卡銷量約130萬輛,維持高景氣區間。

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