港股異動 | 重卡股全線上漲 重卡銷量連續11個月創紀錄
格隆匯3月11日丨重卡股全線上漲,中國重汽(3808.HK)漲超3%領漲,中集集團漲超2%,東風集團股份、濰柴動力、中船防務均漲超1%。根據中國汽車流通協會的統計,今年2月份,我國重卡市場銷售各類車型約12.6萬輛,同比爆發式上漲超過200%,已連續第11個月刷新當月銷量紀錄。春節過後,很多地方的新基建項目集中啟動。同時,春節前後民生物流需求提供基本支撐,加上春節期間工業企業停工時間較短,工業產成品運輸需求上升。同時,治理超載、超限也趨於常態化、動態化,這些因素都放大了重卡市場的需求。

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