智通财经APP获悉，中国重汽(03808)现跌超4%，截至发稿，跌4.04%，报21.35港元，成交额4232.2万港元。
消息面上，第一商用车网公布10月重卡市场销量数据。10月我国重卡行业销量约6.3万辆（批发口径，包含出口和新能源），环比上涨9%，同比下滑22%，减少了约1.8万辆。1-10月，我国重卡市场销售各类车型约74.6万辆，累计降幅扩大至5%。
东吴证券指出，10月天然气重卡下滑+以旧换新政策尚未起效等因素拖累下，内销表现较弱。该行指出，江苏/安徽等部分国三车保有量大省以旧换新政策实际落地在10月中旬，11-12月将集中报废换新，10月即为景气底部。预计11月销量有望达5.5w+，同环比分别增长13%/增长23%及以上。
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