行情回顾:政策支持、出口助力,板块龙头涨幅领跑。2024Q1,内需与出口数据共振,重卡板块涨幅较多;Q2,以旧换新政策还未落地,内需转弱、贸易扰动增加市场对出口担忧,行情回落明显;Q3,出口季节性淡季,国内政策落地,板块在8 月见底后启动新一轮上涨;Q4,贸易影响落地,国内年底冲量,基本面改善对股价提供较好支撑。分市场看,H 股重卡收益>A 股重卡;个股层面,2024 全年,中国重汽A和H 涨幅...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.