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中集車輛(1839.HK)暴漲近30% 北美半掛車市場開始全面復甦
格隆匯12月2日丨全球半掛車龍頭中集車輛港股午後拉昇一度暴漲近30%報6.9港元,A股上午已封漲停板(漲20%)報13.73元,最新總市值281億人民幣。有數據顯示,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。中集車輛三季報顯示,2021年前三季度,集團於北美市場的半掛車業務收入同比增長8.6%。受益於北美市場本地化產線的優化以及迅速激增的市場需求,北美冷藏半掛車銷量同比大幅增長178.5%。

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