港股異動 | 中集車輛盤中暴漲逾20% 機構指重卡復甦有望帶動半掛車業務恢復
格隆匯3月1日丨港股中集車輛盤中大漲21.7%,報6.45港元,股價創超10個月新高;A股中集車輛漲6.54%,報11.07元,總市值223億元,股價創近8個月新高。消息面上,2月26日下午,中集車輛國內第一條高端製造LoM產線在營口落成。公司着手建設的“燈塔製造網絡”,致力推動半掛車LTP和LoM的解耦,用第三代半掛車LTP生產中心和LoM製造網絡,來構建半掛車業務在全國統一大市場中的戰略制高點。東方機械錶示,公司燈塔先鋒業務積極推進“燈塔製造網絡”佈局,推動生產中心和外包中心落地,充分釋放產能;繼續擴大與主機廠在新能源專用車方面的聯合開發和市場推廣,把握新能源契機,提升市場份額,擴大公司競爭優勢。隨着重卡復甦在即,有望帶動半掛車業務復甦,其他業務成長性良好,隨着公司產能釋放及跨洋經營優勢逐步體現,預計公司23年淨利潤13億元,對應23年14.5倍PE,向上可見20-25倍PE,彈性空間較大。

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