港股異動丨中國重汽收漲3.52% 股價創近3個月新高 機構料國產重卡銷量有望逐漸回升
中國重汽(3808.HK)今日收漲3.52%報22.05港元,股價創4月1日以來近3個月新高,市值重回600億港元上方。國泰海通發研報稱,5月國產重卡銷量8.9萬臺,同比增長13.6%,環比增長1.3%。以舊換新邊際帶動的銷量,有望提升重卡鏈企業盈利能力。該行認爲,2025年1-5月份國內重卡市場在以舊換新政策未完全落地的情況下,銷量基本持平,已經呈現了行業週期性觸底的特徵。後續以舊換新政策落地後,產業鏈銷量提升,邊際利潤有望逐漸顯現。據此該行推測:國產重卡銷量有望逐漸回升,預計2025年銷量爲106萬臺,同比增長16%;重卡行業的成長空間仍然存在,具體體現在國內的景氣度修復,以及出口的持續成長。(格隆匯)

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