异动解读|中国重汽盘中下跌3.23%,重卡板块集体走弱叠加8月行业销量同比转负

行情直击
7 hours ago

9月16日,中国重汽(03808)盘中下跌3.23%,报39.54港元,成交额2625.62万港元。公司所在的建筑机械与重型卡车板块集体承压,潍柴动力跌3.95%、三一重工跌5.28%、三一国际跌2.88%、中联重科跌2.31%。

消息面上,据近期调研纪要披露,8月我国重卡市场共计销售约8.6万辆,同比下降6%,行业单月增速年内首次转负;新能源重卡8月新增2.2万辆,环比下降23%,显示短期需求动能有所放缓。尽管公司截至8月累计销量增幅仍优于行业,出口销量超总销量一半,且多家机构近期上调目标价至49至57港元区间,但前期利好或已部分反映在股价中,叠加板块整体回调,短期承压明显。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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