中国重汽早盘涨超3% 高盛预计明年行业周期将迎来拐点

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18 Dec 2024
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  中国重汽(03808)早盘上涨3.29%,现报21.95港元,成交额2910.48万港元。

  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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