智通财经APP获悉，中国重汽(03808)涨超3%，截至发稿，涨3.75%，报23.5港元，成交额5888.38万港元。
消息面上，东吴证券发布研报称，11月重卡终端销量5.7万辆，同环比分别为+16.9%/+27.8%，略超该行预期。11月重卡出口销量2.3万辆，同环比分别为+9.5%/+0.5%，略超预期。 预计12月销量有望达7万台及以上，同环比分别+13%/+23%及以上。该行指出，国三政策效果显现，年底反弹如期到来。24Q4重卡板块投资优选低估值+内需弹性标的，低估值+出口强α标的中国重汽H。
中泰国际指出，当前国内国四及以下排放标准的重卡保有量较高，以旧换新政策的实施有望进一步激发市场的增量需求。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。预计2024-2025年公司收入965.9 亿和1,059.1 亿元，净利润60.7亿和69.3亿元。公司维持派息率50%，股息率约为5%-6%，属于高息股标的。
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