智通财经APP获悉，中国重汽(03808)午后涨超5%，截至发稿，涨5.13%，报22.12港元，成交额1.37亿港元。
消息面上，据第一商用车网数据，8月重卡批发销量达到约8.7万辆，同比大增约40%，环比7月上涨2%，仅次于2020年8月的13万辆，是近八年来同期的第二高位。开源证券认为，终端重卡销量在行业传统淡季的 8 月份的同比增速约 50%，体现了重卡销量受政策催化的敏感性，充分体现“以旧换新”政策对重卡销量的显著拉动作用.随着金九银十的到来，以及年底政策申请时间逐步紧迫，销量将有望迎来下一波小高潮。
中信建投指出，目前重卡补贴政策在全国范围内基本落地完毕，Q3终端需求有望继续扩张，释放批发端销量弹性，叠加上年基数偏低，同比增速有望进一步上行。全年来看补贴有望撬动10-15万台增量，行业年销或可达100-105万台，实现双位数增长；重汽A在海外市场借助重汽国际公司的完善网络布局以及高效战略突破，出口有望维持较高水平。整体看，中国重汽作为行业龙头，Q3内销、出口有望共振向上，实现业绩、估值双提升。
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