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港股異動 | 重卡股普漲 2月重卡銷售同比增長逾2倍
格隆匯 03-12 09:51
格隆匯3月12日丨重卡股普漲,中國重汽(3808.HK)漲超3%,濰柴動力漲超2%,中集集團、中船防務跟漲。中國汽車工業協會發布2021年2月份我國汽車市場最新統計的產銷數據,2月份,重型貨車銷售11.8萬輛,環比下降35.7%,同比增長214.9%;1-2月,重型貨車銷售30.1萬輛,同比增長95.5%。有分析指出,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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