异动解读 | 中国重汽盘中大跌5.15%,半年报业绩增长未达市场预期

异动解读
Aug 28

中国重汽(03808)今日盘中大跌5.15%,引发市场关注。该公司昨日发布的2025年中期业绩报告显示,虽然业绩有所增长,但似乎未能满足投资者预期。

根据公司公告,中国重汽2025年上半年实现收入约508.78亿元,同比增长4.21%;公司权益股东应占溢利约34.27亿元,同比增长4.03%。公司宣布派发中期股息每股0.74港元。尽管业绩呈现增长,但增速相对温和,可能未能满足市场对于行业龙头的更高期望。

值得注意的是,公司重卡分部表现相对稳定,总收入442.29亿元,同比上升4.0%,营运溢利率维持在6%。轻卡及其他分部虽然收入有所增加,但营运亏损率扩大至2.4%。这些因素综合可能引发了投资者对公司未来增长潜力的担忧,导致股价下跌。后续市场将继续关注中国重汽在新能源重卡、海外市场拓展等方面的进展,以评估其长期发展前景。

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