港股異動丨中國重汽升近3%創逾3個月新高 較年內低點反彈超32% 市值站上640億
中國重汽(3808.HK)盤中一度升2.88%至23.25港元,股價創3月20日以來逾3個月新高,市值重回640億港元上方。該股曾於4月8日盤中觸及17.58港元創年內新低,後股價震盪回升,迄今約2個半月已累計反彈超32%。該股2023年累升超54%,2024年累升近70%,今年股價探底回升目前已抹去年內全部跌幅,有望延續升勢。銀河證券發研報指,以舊換新政策支持、新能源汽車下鄉、年底新能源車免徵購置税政策到期三重政策利好支撐內需,全年乘用車市場銷量預計同比增長6.7%。“智駕平權”帶來單車成本與算力、數據、算法研發投入增加,對車企的成本管控、研發投入能力要求進一步上升,新能源市場份額向頭部3—5名主機廠繼續集中。國泰海通亦指,5月國產重卡銷量8.9萬台,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。該行認為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。該行推測國產重卡銷量有望逐漸回升,預計2025年銷量為106萬台,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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