金吾财讯 | 中国重汽(03808)盘初走高，截止发稿，报44.28港元，涨幅4.44%，成交额2509万港元。消息面上，2026年3月，中国重汽新能源重卡销量达2604辆，同比增长99%，摘得国内新能源重卡单月销量冠军。
国海证券认为公司正迎来“内需周期反转”、“出口结构升级”、“盈利质量跃迁”的三重驱动，其强周期属性正叠加显著的成长性， 有望开启新一轮价值重估。
华创证券表示，3月重卡内需、天然气表现超预期，出口延续优秀表现，继续看好重卡链。潍柴业绩会上对AIDC叙事非常乐观、重汽持续受益于出口高景气、继续重点推荐。
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