港股異動 | 重卡股高開 2月重卡銷量暴漲2倍
格隆匯3月2日丨重卡股高開,濰柴動力(2338.HK)漲超5%,東風集團股份漲超1%。據第一商用車網,2021年2月,我國重卡市場預計銷售各類車型超過11萬輛,同比大幅增長約200%。這個月度數值也再度刷新了重卡市場2月份銷量的歷史紀錄,比上一個歷史紀錄——2017年2月(8.64萬輛)多出了2萬多輛。同時,這也是重卡市場連續第11個月刷新紀錄——從2020年4月直到2021年2月,重卡市場每個月的銷量都刷新了當月銷量紀錄,創造月度銷量的新高。高盛曾發報吿指,調升濰柴動力2020年至2023年盈利預測最多15%,上調目標價55%至32.5港元,評級維持“買入”。

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