港股异动 | 潍柴动力(02338)涨超4% 行业景气度持续回升 天然气重卡发动机驱动公司业绩高增长
潍柴动力(02338)涨超4%，截至发稿，涨3.24%，报14.02港元，成交额1.91亿港元。
消息面上，据上证报，业内人士指出，从同比数据来看，我国重卡市场销量已经连续9个月取得两位数以上的增幅，其中7个月同比增幅超过五成，可以明显感觉到重卡市场在复苏。潍柴动力表示，2023年1至9月，受国内经济逐步复苏、出口市场表现亮眼等利好推动，我国重卡行业迎来向上拐点，步入景气度上升通道。
长江证券近日指出，重卡行业销量持续高景气，天然气重卡发动机驱动公司业绩高增长，各项业务市占率持续提升。展望未来，重卡行业持续复苏，万亿国债政策有望成新催化剂，公司发动机市占率提升、收购雷沃并表增厚业绩、各项新业务陆续落地、海外业务持续恢复，整体经营持续向上。
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