智通财经APP获悉，重卡概念股今日回暖，截至发稿，潍柴动力(02338)涨7.06%，报14.56港元；中国重汽(03808)涨6.31%，报18.86港元；中集集团(02039)涨3.4%，报4.56港元；东风集团股份(00489)涨2.91%，报3.89港元。
消息面上，根据第一商用车网最新掌握的数据，2025年3月份，我国重卡市场共计销售约10.7万辆，环比2025年2月上涨32%，比上年同期的11.6万辆下降约8%。累计来看，2025年1-3月，我国重卡市场累计销量约为26.1万辆，同比降幅为4%。招商证券指出，今年中国重卡受到国四报废补贴带动，行业或温和复苏至高单位数增长，预计增长6%至10%，达约95万至100万辆。
国泰海通证券则表示，2025年3月重卡销量较弱。但我们认为后续随着国四重卡以旧换新政策的逐渐落地、潜在的天然气重卡被列入以旧换新范围，以及基数更大的国五重卡陆续进入置换期，国内重卡销量有望迎来新一轮回升。继续推荐重卡链潍柴动力、中国重汽。
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