智通财经APP获悉，重卡概念股早盘普跌，截至发稿，潍柴动力(02338)跌10.91%，报13.88港元；东风集团股份(00489)跌10.03%，报2.69港元；庆铃汽车股份(01122)跌7.81%，报0.59港元；中国重汽(03808)跌2.43%，报24.05港元。
消息面上，根据第一商用车网初步掌握的数据，2024年9月份，我国重卡市场销售约5.8万辆左右(批发口径，包含出口和新能源)，环比8月份下滑7%，比上年同期的8.57万辆下滑32%，减少了约2.8万辆。累计来看，2024年1-9月，我国重卡市场销售各类车型约68.3万辆，累计增速转负(1-8月累计增速是0.68%)。
小摩此前指出，政府近期推出一连串措施以提振经济，超出了市场预期。该行指，政府推出有助增长的行动，但是热潮过后，最终的政策效果仍存在不确定性，建议投资者增持质量较好的工业资本货物公司，尤其是具强劲负债表及现金产出能力。
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