智通财经APP获悉，中国重汽(03808)午后跌超5%，截至发稿，跌5.1%，报34.64港元，成交额9164.92万港元。
消息面上，根据中汽协数据，2月，我国卡车市场共计销售24.04万辆，环比1月份下降26%，同比下降14%。其中，重型卡车市场销售7.36万辆，环比下降30%，同比下降10%，国泰海通认为，“春节月”是2月重卡批发销量同环比下滑的主要原因，元宵节后销售旺季才会到来。
该行指出，随着2026年重卡“以旧换新”政策确认继续实施，2026年重卡国内销量有望达到76万，同比下滑5.3%。2025年以旧换新政策效果可观，重卡销量基数较高，但国内物流景气度尚可，在2017-21年高置换基数下，预计重卡销量下滑幅度有限。整体看批发销量，2026年有望达到116万台，同比增长1.5%，出口有望维持增长。
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