智通财经APP获悉，中国重汽(03808)涨超3%，截至发稿，涨2.82%，报21.9港元，成交额1581.89万港元。
国泰海通发布研报指出，根据中汽协官方公众号，2025年5月国产重卡批发销量达到8.9万台，同比+13.6%，环比+1.3%；1-5月重卡市场累计销量44.1万台，同比+1.9%，重卡内销超出业界预期。该行认为，2025年1-5月份国内重卡市场在以旧换新政策未完全落地的情况下，销量基本持平，已经呈现了行业周期性触底的特征。
根据方得网，5月重卡市场中中国重汽/陕汽集团/东风公司/一汽解放/福田汽车的市占率分别为27.7%/17.4%/16.7%/15.5%/13.2%，行业CR5为90.5%左右，保持高度集中。该行认为，新能源重卡在初期提升了部分二三梯队厂商份额，但是随着渗透率的提升，更多的购车者还是更加关注品质、维保等长期因素，行业头部企业的优势又开始逐渐显现。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.