本文源自：金融界AI电报 港股市场重型机械股走强，其中，中国重汽、三一国际再创历史新高；中国重汽年内累涨超40%，三一 国际年内累涨超52%。 ...

港股市场重型机械股走强，其中，中国重汽、三一国际再创历史新高；中国重汽年内累涨超40%，三一 国际年内累涨超52%。 里昂近日发布研报称，在反内卷政策持续推进等背景下，中国工业板块正出现三大关键推动力，包括矿 业设备需求上升、人形机器人供应链成熟，以及快递行业整合。就核心业务而言，该行预期设备更换周 期将持续，加上电网及可再生能源投资创新高，将推动挖掘机销售增长约10%。一线供应商的海外工厂 已准备就绪，将于下半年启动人形机械人量产；而受锂相关领域强劲及价格上升带动，自动化需求预计 同比复苏约5%。 ...

Group 1 - Demand for products is high, with orders at 登胜药业 scheduled until March, leading to the implementation of a "one product, one strategy" management approach and a dedicated supply guarantee team [1] - 登胜药业 has overcome several core technical challenges, enhancing its competitive edge in the market [1] - 中国重汽集团's 莱芜工厂 has seen a strong start to the year, receiving over 28,600 orders in January alone, indicating robust production and sales [1] Group 2 - The assembly workshop at 中国重汽集团 features the first domestic intelligent flexible production dual-line layout, capable of producing multiple energy vehicle types simultaneously [2] - Automation in the workshop includes 221 robots achieving 100% automation in welding points, and 173 AGV vehicles for precise parts delivery [2] - In the previous year, 中国重汽集团's 莱芜工厂 exceeded a production capacity of 110,000 units, with total vehicle sales surpassing 440,000 units, reflecting a year-on-year increase of 22.5% [2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600686 | 金成汽车 | 17.02 | -1.16% | 25.44万 | 4.37 Z | | 000550 | 江铃汽车 | 17.78 | -0.22% | 4.97万 | 8830.15万 | | 000868 | 安凯客车 | 4.80 | -0.21% | 12.74万 | 6109.18万 | | 600303 | 曙光股份 | 3.23 | 0.00% | - 28.51万 | 9205.87万 | | 000957 | 中通客车 | 11.31 | 0.35% | 11.01万 | 1.24亿 | | 600006 | 东风股份 | 6.87 | 0.73% | 10.86万 | 7451.41万 | | 000800 | 一汽解放 | 6.81 | 0.74% | 12.07万 | 8200.11万 | | 600418 | 江淮汽车 | 52.91 | 0.76% | 41.22万 | 21.67亿 | | 60037 ...

中国重汽豪沃KS近日揭开面纱，以全新造型、宽适座舱和高效节能技术，直指卡友创富痛点。新车不仅拥有媲美战斗机的凌厉设计、堪 比"移动之家"的超大空间，更通过11项降阻技术将风阻系数压至0.45，号称"每公里省下真金白银"。它能否真正点燃市场，成为卡友 们的创富新宠？答案即将揭晓。 谁能5| 凑彻流圈! 谁能成为卡友的创富新宠? 答案即将揭晓! Ω 银川 成都 2 豪沃KS携锋芒之势 即将在全国十城燃擎上市 PART ONE 全新造型 气场拉满 自带大气风范 颜值与气场双在线 一处设计都彰显硬核实力 电 U 国 库 顶盖眉线 战斗机垂直尾翼线条 风窗 贯通式设计,隐藏A柱 前脸腰线 战斗机垂直尾翼线条 X型前脸 强壮、稳重、安全 LED大灯 战斗机造型线性元素 元宝格栅 寓示源源不断财富 - PART TWO 宽适座舱 移动之家 解锁驾乘新体验 豪沃KS以宽境空间 筑就运输征途的温暖港湾 豪沃KS车内内高2150mm、内宽2250mm 搭配1200mm超宽卧铺 柔软面料贴合人体曲线 620mm超宽通道 车内移动、取放物品横跨自如 1200L超大储物空间,生活物资随心收纳。 用心打磨每一处细节,打造高品质驾乘 豪沃 ...

Core Insights - The new energy heavy truck market reached a record high in 2025, with December sales of 34,500 units and total annual sales of 195,600 units, marking a year-on-year increase of 190% [1] - The surge in December sales was largely driven by the impending expiration of the old vehicle replacement policy and the reduction of the new energy vehicle purchase tax starting January 1, 2026, leading to a pre-purchase effect [1] - The January 2026 sales figures indicate a significant drop from December, suggesting that the market may have been overstated due to the previous year's demand being pulled forward [3] Sales Performance - In January 2026, 20,600 new energy heavy trucks were added, representing a 40% month-on-month decline but a 184% year-on-year increase [3] - The January sales were not a true reflection of market demand, as over 50% of the sales were likely carryover from the previous year [3] - The top provinces for new energy heavy truck sales included Shanghai, Shanxi, Guangdong, Hebei, and Xinjiang, with Shanghai leading at over 3,000 units sold in January [4] Company Performance - In January 2026, 15 companies sold over 100 units of new energy heavy trucks, with seven companies exceeding 1,000 units [7] - The top three companies, XCMG, SANY, and Sinotruk, sold over 2,800 units each, with XCMG leading at 2,962 units [9] - Year-on-year growth rates for major companies included 143% for XCMG, 126% for SANY, and 178% for Sinotruk, with several companies achieving over 100% growth [9] Market Share - In January 2026, the market shares of the top four companies were XCMG (14.4%), SANY (14.0%), Sinotruk (13.6%), and Jiefang (11.1%) [12] - The rankings saw some changes compared to December, with JAC returning to the top ten and Sinotruk moving up two positions [12] - The overall market performance indicates that while there are fluctuations, most companies maintained a high level of sales [14]

中国重汽(3808.HK)盘中一度涨超7%，最高报38.36港元刷新上市新高价，总市值一度站上1050亿港元上 方。 ...

2月3日，中国重汽(3808.HK)盘中一度涨超7%，最高报38.36港元刷新上市新高价，总市值一度站上1050亿港元上方。 消息上，2025年，中国商用车行业迎来了一个里程碑——中国重汽以重卡销量突破30万辆的卓越成绩，首次代表中国品牌 跃居全球销量榜首。意味着企业连续四年稳居国内行业第一。这一年，中国重汽交出了一份全面的成绩单。整车销量预计 达45万辆，同比增长25%。 在国内市场，重卡销量预计达15万辆，同比增长33%；新能源领域更是呈现爆发式增长，新能源重卡、轻卡销量预计分别同 比增长230%和390%，在多个细分市场保持领先。海外市场方面，重卡出口超过15万辆，同比增长11%，连续21年保持中国 重卡出口首位。9月份单月出口突破1.5万辆，创下新的历史纪录。企业还积极拓宽出口品类，后市场配件出口销售收入同比 增长53%。 未来随着内销市场回暖、海外出口增长及成本费用管控优化，中国重汽业绩有望保持高速增长，叠加板块景气度回升带动 估值扩张，具备明确的业绩与估值"双击"机会。在多重增长引擎的共同发力下，中国重汽的长期发展前景备受市场期待。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

本文源自：金融界AI电报 港股重型机械股拉升，其中，中国重汽盘中涨超7%再度刷新历史新高，中联重科涨约7%同样刷新阶段 新高，中国龙工涨近5%，三一国际涨3.3%，森松国际涨近2%。 ...

未来随着内销市场回暖、海外出口增长及成本费用管控优化，中国重汽业绩有望保持高速增长，叠加板块景气度回升带动估值扩张，具备明确的业绩与估 值"双击"机会。在多重增长引擎的共同发力下，中国重汽的长期发展前景备受市场期待。 消息上，2025年，中国商用车行业迎来了一个里程碑——中国重汽以重卡销量突破30万辆的卓越成绩，首次代表中国品牌跃居全球销量榜首。意味着企业连 续四年稳居国内行业第一。这一年，中国重汽交出了一份全面的成绩单。整车销量预计达45万辆，同比增长25%。 在国内市场，重卡销量预计达15万辆，同比增长33%；新能源领域更是呈现爆发式增长，新能源重卡、轻卡销量预计分别同比增长230%和390%，在多个细 分市场保持领先。海外市场方面，重卡出口超过15万辆，同比增长11%，连续21年保持中国重卡出口首位。9月份单月出口突破1.5万辆，创下新的历史纪 录。企业还积极拓宽出口品类，后市场配件出口销售收入同比增长53%。 中国重汽(3808.HK)盘中一度涨超7%，最高报38.36港元刷新上市新高价，总市值一度站上1050亿港元上方。 ...