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港股异动 | 中国重汽(03808)涨超3% 全年重卡销量23.42万辆领跑行业

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中国重汽(03808)涨超3%,截至发稿,涨3.29%,报16.32港元,成交额1626.13万港元。

消息面上,据第一商用车网,2023年,我国重卡市场以91.1万辆的销量收官,中国重汽交出了23.42万辆的成绩单。全年23.42万辆的销量,让中国重汽在重卡行业稳居冠军宝座,市场份额高达25.7%,相比2022年全年上升了2.1个百分点;其同比47%的累计增幅,跑赢行业整体水平。

此外,中信证券近日指出,在重卡更新替换周期到来+国四淘汰+出口快速增长等因素加持下,重卡行业有望迎来3-5年维度的上行周期,该行对重卡板块进行系统性推荐,并建议关注天然气重卡相关标的。该行持续对重卡板块进行系统推荐,并建议关注天然气重卡核心标的,包括中国重汽等。

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