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港股異動丨中國重汽逆勢大升近10% 股價逼近歷史新高 機構料重卡行業迎“戴維斯雙擊”
格隆匯 01-08 15:51
中國重汽(3808.HK)今日逆勢走強,盤中一度大升9.5%至24.2港元,股價創去年10月9日以來約3個月新高,亦逼近歷史最高價25.6港元,市值逼近670億港元。該股近年來持續走強,2023年累升超54%,2024年進一步大升超68%,今年年初以來繼續保持良好開局,遠遠跑贏同期大盤表現。國海證券最新發研報指,重卡行業已走出2021年下半年開始的下行週期,回顧過去5年,行業經受住新冠疫情、供應鏈成本上升、國五庫存消化的負面衝擊,儘管銷量和企業盈利能力出現波動。但相比5年前,新市場的開拓進度、行業規範化、多種技術路線發展,以及企業產品競爭力皆顯著提升。目前行業已經在低位運行3年半左右,國內市場均值向上迴歸,疊加出口市場繼續穩增長,重卡銷量將持續向上復甦。投資者應注意把握拐點向上的戴維斯雙擊機會。該行給予重卡行業“推薦”評級,推薦中國重汽等。(格隆匯)

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