智通财经APP获悉，中国重汽(03808)再涨超3%，截至发稿，涨2.71%，报22.7港元，成交额6160.25万港元。
国海证券发布研报称，当前是重卡高质量发展新阶段的前期，也是新一轮上行周期的开始。行业已走出2021年下半年开始的下行周期。国内市场新增需求具备强韧性，更新需求向上均值回归，出口市场稳定增长三重逻辑下，该行预计2024年全年重卡批发销量或与2023年基本相当；2024-2026年重卡行业复合增速为10%左右。
东吴证券指出，11月重卡批发销量6.8万辆，同环比分别为-3.7%/+3.2%。11月重卡终端销量5.7万辆，同环比分别为+16.9%/+27.8%，略超预期。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。行业总库存-1.8万辆，当前行业总库存12.5万辆。 国三政策效果显现，年底反弹如期到来。当前以旧换新政策效果持续显现，预计12月重卡销量有望达7万台及以上，同环比分别+13%/+23%及以上。
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