港股異動 | 中集車輛(1839.HK)盤中漲超7% 獲機構扎堆調研
格隆匯12月20日丨中集車輛(1839.HK)午後一度漲超7%,現報6.48港元,漲幅回落至3.7%,總市值131億港元。公司在12月15日接受43家機構單位調研。公司在混凝土攪拌車品類已經連續多年中國銷量第一;公司還是國內城市渣土車委託改裝業務先行者,位居行業前列。公司在北美、歐洲都有本地化工廠佈局。隨着卡車司機缺口減少以及北美本地電商物流運輸需求的提升,明年北美半掛車市場有進一步反彈的可能性。公司又稱,在專用車上裝方面,公司積極開拓市場,加大新能源專用車研發力度,推動與主機廠的聯合發展戰略。

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