智通财经APP获悉，中国重汽(03808)涨超3%，截至发稿，涨3.53%，报22港元，成交额1759.55万港元。
中泰国际发布研报称，2025年国内经济稳步复苏，从而增加对物流运输的需求。2023年至今物流业景气指数也始终位于50%枯荣线以上，反映行业较高景气度。预计未来物流类重卡仍将成为新增销量的主力来源。该行表示，重卡行业正处于复苏初期，叠加出海机遇，预计2024-2025年公司重卡销量同比上升7.7%和7.4%，高于行业增速。
高盛表示，对2025年中国国内卡车周期持审慎乐观态度，料2025年卡车需求同比增长7%；2024年则同比跌10%。高盛预计，明年年中或明年下半年将出现周期性拐点。若卡车置换政策的范围延长或可能扩大，则可能会有进一步的上涨空间。
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