智通财经APP获悉，高盛发布研究报告称，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。潍柴动力(02338)为该行应对周期性拐点的首选股票，并提供正向倾斜的风险回报，料潍柴自8月中旬开始较中国重汽(03808)表现不佳的情况，将于未来得到扭转。
高盛认为，由于中国卡车电气化加速，降低进入壁垒，成本曲线趋于平缓，从而引发新的竞争，至于中国重卡行业利润率的结构性恶化并未反映出来。高盛将潍柴H股目标价定于14.6港元，首予“买入”评级;同时将重汽H股目标价定于17.3港元，给予“沽售”评级。
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