公告显示，重卡分部总收入442.29亿元，同比上升4.0%。重卡分部的营运溢利率为6%，与上年同期持 平。重卡销售136514辆，同比增加9.2%。轻卡及其他分部实现总收入72.52亿元，同比增加7.1%。轻卡 及其他分部营运亏损率为2.4%，较上年同期增加0.5个百分点。集团销售轻卡62816辆，同比增加 10.4%。 消息面上，中国重汽公布中期业绩，收入约508.78亿元，同比增长4.21%；公司权益股东应占溢利约 34.27亿元，同比增长4.03%。中期股息每股0.74港元。公告称，收入上升主要是受益于国内宏观经济稳 中向好及海外重卡市场持续发力，集团抢抓市场机遇，实现产品销量增长。 中国重汽（000951）(03808)绩后跌超4%，截至发稿，跌3.95%，报22.4港元，成交额5300.52万港元。 ...

Group 1 - The continuous rise of stock index futures is attributed to a combination of favorable macroeconomic conditions, supportive policies, and significant capital inflows [1][6] - The domestic GDP growth rate is steady, with a year-on-year increase of 5.4% in the first quarter, indicating ongoing economic recovery [1] - The manufacturing and non-manufacturing PMIs for June are 49.7% and 50.5%, respectively, showing improvements in industry sentiment [1] Group 2 - Government policies are increasingly favorable, with expanded infrastructure investment and a projected issuance of nearly 2 trillion yuan in special bonds in the third quarter [2] - Monetary policy expectations remain accommodative, with potential LPR rate cuts and a forecasted reserve requirement ratio reduction, enhancing market liquidity [2] - Emerging industries such as AI computing power, semiconductor domestic substitution, and new energy vehicles are receiving policy support, driving growth in related sectors [2] Group 3 - There is a significant inflow of foreign capital, with northbound funds accumulating over 50 billion yuan since the beginning of 2025, attracted by the low valuation of the MSCI China index [3] - Domestic institutional investors are also increasing their positions, with public equity fund allocations rising to 85% and insurance funds' equity asset allocation limits raised to 35% [7] Group 4 - Based on the bullish outlook for stock index futures, investors are advised to gradually buy stock index futures or call options during market pullbacks [8]