港股異動 | 獲券商看好 中國重汽(3808.HK)續漲逾4%
格隆匯8月4日丨中國重汽(3808.HK)股價繼續回升,現報16.66港元,漲幅4.13%,最新總市值459.98億港元,近5個交易日累計漲約30%。中信證券指,重卡行業銷量由於國六切換短期承壓,但當前基建、物流需求各項指標均處於正常範圍,需求端整體穩定,中長期行業銷量中樞有望提升。當前公司估值處於絕對底部,PE僅5.1倍,EV/EBITDA僅1.0倍,股息率有望達到7%,價值投資思路下具有較高的安全邊際及配置價值。給予目標價22港元,維持“買入”評級。

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