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中集車輛AH股齊拉昇 或將受益北美物流裝備市場復甦
格隆匯12月2日丨港A兩地機械股集體走強,其中,中集車輛A漲一度漲超16%,H股一度漲超9%。中國重汽、濰柴動力等跟漲。消息面上,近期美國各大機構紛紛上調了當地半掛車企業Wabash和其他物流裝備製造企業的評級(強烈買入),這與北美物流運輸市場大環境向好的趨勢密不可分。據Technavio數據預測,2021年-2026年,汽車拖車市場將增加49.9億美元,年複合增長率達3.47%。這些數據都充分證明目前北美物流運輸以及半掛車市場正在擺脱疫情的影響,開始全面復甦,北美半掛車市場正處於供不應求的階段。對於半掛車製造和物流運輸裝備製造企業來講,將迎來近年來最好的增長契機。已在美國本地佈局的中集車輛無疑將受益。

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