000951 中国重汽
已收盘 02-04 15:00:00
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中国重汽：公司将继续聚焦新能源领域，紧跟市场趋势，持续推动其稳健发展
证券之星 · 25分钟前
中国重汽：公司将继续聚焦新能源领域，紧跟市场趋势，持续推动其稳健发展
中国重汽：公司与控股股东在资产范围等存在差异
证券日报 · 02-03 20:35
中国重汽：公司与控股股东在资产范围等存在差异
中国重汽：公司主要从事重型载重汽车、重型专用车底盘、车桥等汽车配件的制造及销售业务
证券之星 · 02-03 16:24
中国重汽：公司主要从事重型载重汽车、重型专用车底盘、车桥等汽车配件的制造及销售业务
【机构调研记录】富国基金调研中国重汽、东芯股份
证券之星 · 02-03 08:13
【机构调研记录】富国基金调研中国重汽、东芯股份
股市必读：中国重汽（000951）2月2日披露最新机构调研信息
证券之星 · 02-03 01:18
股市必读：中国重汽（000951）2月2日披露最新机构调研信息
中国重汽：2026年公司产品出口保持较好增长态势
南方财经网 · 02-02 18:01
中国重汽：2026年公司产品出口保持较好增长态势
港股异动 | 中国重汽(03808)再涨超5% 25年国内重卡出口再创新高 公司出口业务将成为盈利增长主要驱动力
智通财经 · 01-28
港股异动 | 中国重汽(03808)再涨超5% 25年国内重卡出口再创新高 公司出口业务将成为盈利增长主要驱动力
2025国产轻卡销量格局揭晓：北汽福田领跑，比亚迪成黑马，江淮江铃稳居前列
ITBEAR科技资讯 · 01-28
2025国产轻卡销量格局揭晓：北汽福田领跑，比亚迪成黑马，江淮江铃稳居前列
1月27日中国重汽涨5.50%，中欧红利优享混合A基金重仓该股
证券之星 · 01-27
1月27日中国重汽涨5.50%，中欧红利优享混合A基金重仓该股
电动重卡激增900%，济宁市场为何成为销量黑马
商车邦 · 01-27
电动重卡激增900%，济宁市场为何成为销量黑马
港股异动 | 中国重汽(03808)涨超4% 股价创历史新高 花旗此前上调公司净利润预测
智通财经 · 01-27
港股异动 | 中国重汽(03808)涨超4% 股价创历史新高 花旗此前上调公司净利润预测
重型机械股继续活跃 三一国际涨超6%创新高 中国重汽涨2.2%
格隆汇 · 01-27
重型机械股继续活跃 三一国际涨超6%创新高 中国重汽涨2.2%
【私募调研记录】敦和资管调研中国重汽、潍柴动力等3只个股（附名单）
证券之星 · 01-26
【私募调研记录】敦和资管调研中国重汽、潍柴动力等3只个股（附名单）
中国重汽（000951）披露召开2026年第一次临时股东会通知，1月23日股价上涨0.69%
证券之星 · 01-23
中国重汽（000951）披露召开2026年第一次临时股东会通知，1月23日股价上涨0.69%
中国重汽：2025年重卡销量同比增长27%，在手订单充裕、市场份额稳居行业前列
南方财经网 · 01-23
中国重汽：2025年重卡销量同比增长27%，在手订单充裕、市场份额稳居行业前列
花旗：升中国重汽(03808)目标价至39.4港元 维持“买入”评级
智通财经 · 01-22
花旗：升中国重汽(03808)目标价至39.4港元 维持“买入”评级
中国重汽(03808)股东将股票存入高盛(亚洲)证券 存仓市值24.85亿港元
智通财经 · 01-22
中国重汽(03808)股东将股票存入高盛(亚洲)证券 存仓市值24.85亿港元
港股异动 | 中国重汽(03808)低开后转涨逾5% 25年中国重卡销量达114.5万 公司市前现两宗大手成交
智通财经 · 01-21
港股异动 | 中国重汽(03808)低开后转涨逾5% 25年中国重卡销量达114.5万 公司市前现两宗大手成交
股市必读：中国重汽（000951）1月16日董秘有最新回复
证券之星 · 01-19
股市必读：中国重汽（000951）1月16日董秘有最新回复
中国重汽：新能源重卡销量同比增长超行业平均水平，2025年累计销量达19.56万辆
南方财经网 · 01-12
中国重汽：新能源重卡销量同比增长超行业平均水平，2025年累计销量达19.56万辆
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公司概况
公司名称：
中国重汽集团济南卡车股份有限公司
所属行业：
汽车制造业
上市日期：
1999-11-25
主营业务：
中国重汽集团济南卡车股份有限公司的主营业务是重型载重汽车、重型专用车底盘、车桥等汽车配件的制造及销售业务。公司的主要产品是重型载重汽车、重型专用车底盘、车桥等汽车配件。
发行价格：
3.76
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20:35","pubTimestamp":1770122136,"startTime":"0","endTime":"0","summary":"证券日报网讯2月3日，中国重汽在互动平台回答投资者提问时表示，公司的控股股东为重汽香港公司，其为香港主板红筹上市公司，专营研发及制造重卡、中重卡、轻卡等，及其发动机、驾驶室、车桥、车架及变速箱等关键零部件和总成，以及提供金融服务。公司主要从事重型载重汽车、重型专用车底盘、车桥等汽车配件的制造及销售业务。公司与控股股东在资产范围等存在差异。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602033640344714.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["000951","BK1548","LU0287142896.SGD","SG9999011746.SGD","BK0028","BK0186","BK0264","BK1171","03808","LU0173614495.USD"],"gpt_icon":0},{"id":"2608825344","title":"中国重汽：公司主要从事重型载重汽车、重型专用车底盘、车桥等汽车配件的制造及销售业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2608825344","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608825344?lang=zh_cn&edition=full","pubTime":"2026-02-03 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08:13","pubTimestamp":1770077610,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及2月2日披露的机构调研信息，富国基金近期对2家上市公司进行了调研，相关名单如下：1）中国重汽 调研纪要：2025年我国重卡市场总销量114.5万辆，同比增长27%。2）东芯股份 调研纪要：2025年受益存储涨价，25Q4收入预计环比增长超50%，存储主业实现盈利。旗下最近一年表现最佳的公募基金产品为富国创新科技混合A，最新单位净值为2.95，近一年增长132.15%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020300006737.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SG9999011746.SGD","LU0173614495.USD","BK0186","000951","03808","BK1548","688110","LU0287142896.SGD","BK0214","BK0028","BK1171","BK0264"],"gpt_icon":0},{"id":"2608899815","title":"股市必读：中国重汽（000951）2月2日披露最新机构调研信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2608899815","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608899815?lang=zh_cn&edition=full","pubTime":"2026-02-03 01:18","pubTimestamp":1770052694,"startTime":"0","endTime":"0","summary":"截至2026年2月2日收盘，中国重汽报收于18.55元，下跌2.01%，换手率1.54%，成交量18.08万手，成交额3.39亿元。当日关注点来自交易信息汇总：2月2日主力资金净流出2076.82万元，散户资金净流入1227.62万元。答：车桥公司是公司的控股子公司，公司持有其51%的股权。此外，车桥公司已于2025年底通过高新技术企业认定，将享受相应的税收优惠政策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020300000865.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1171","BK0186","03808","LU0287142896.SGD","BK0264","BK1548","SG9999011746.SGD","BK0028","LU0173614495.USD","000951"],"gpt_icon":0},{"id":"2608857085","title":"中国重汽：2026年公司产品出口保持较好增长态势","url":"https://stock-news.laohu8.com/highlight/detail?id=2608857085","media":"南方财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608857085?lang=zh_cn&edition=full","pubTime":"2026-02-02 18:01","pubTimestamp":1770026519,"startTime":"0","endTime":"0","summary":"南财智讯2月2日电，中国重汽在投资者关系活动中表示，进入2026年，公司产品出口依然保持较好增长态势，市场份额继续位居行业前列；出口区域主要以非洲、东南亚、中亚、中东等重点市场为主，并覆盖了一百五十多个国家与地区，同时在新兴区域不断取得突破。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602023638808135.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1548","BK0186","BK0028","LU0173614495.USD","BK1171","03808","000951","SG9999011746.SGD","BK0264","LU0287142896.SGD"],"gpt_icon":0},{"id":"2606628767","title":"港股异动 | 中国重汽(03808)再涨超5% 25年国内重卡出口再创新高 公司出口业务将成为盈利增长主要驱动力","url":"https://stock-news.laohu8.com/highlight/detail?id=2606628767","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606628767?lang=zh_cn&edition=full","pubTime":"2026-01-28 14:01","pubTimestamp":1769580105,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中国重汽再涨超5%，截至发稿，涨4.67%，报36.32港元，成交额3.71亿港元。瑞银发布研报称，中国重汽出口业务表现强劲，产品结构持续优化，将成为2026年盈利增长的主要驱动力。报告引述公司管理层表述，2025年第四季度中国重汽实现双位数销量按年增长，其中出口占比已超过50%，成为业务主力。基于出口业务的强劲势头，瑞银将中国重汽2026年及2027年营收预测分别上调7%和8%，净利润预测则上调6%和15%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1398431.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0287142896.SGD","BK0186","BK1548","SG9999011746.SGD","LU0173614495.USD","03808","BK0264","BK1171","BK0028","000951"],"gpt_icon":0},{"id":"2606734151","title":"2025国产轻卡销量格局揭晓：北汽福田领跑，比亚迪成黑马，江淮江铃稳居前列","url":"https://stock-news.laohu8.com/highlight/detail?id=2606734151","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606734151?lang=zh_cn&edition=full","pubTime":"2026-01-28 01:44","pubTimestamp":1769535884,"startTime":"0","endTime":"0","summary":"从2025年轻卡年度销量来看，国内10强轻卡厂商格局呈现出多样化特点。2025年1 - 12月，长安轻卡总销量达18.59万辆，同比增长3.36%，展现出稳健的发展态势。2025年度，江淮轻卡累计销量为17.97万辆，同比增长7.42%，在行业竞争中占据一席之地，在轻卡和皮卡方面均为行业主流品牌。2025年，中国重汽轻卡销量达10.82万辆，同比增长率23.84%，在行业中排名第七。2025年1 - 12月，鑫源汽车完成9.09万辆的轻卡销量，同比增长率为2.44%，排名行业第九。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128020920a45d0858&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:37","pubTimestamp":1769503045,"startTime":"0","endTime":"0","summary":"证券之星消息，1月27日中国重汽涨5.50%创60日新高，收盘报18.6元，换手率3.24%，成交量38.03万手，成交额6.93亿元。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共20家，其中持有数量最多的公募基金为中欧基金的中欧红利优享混合A。中欧红利优享混合A目前规模为99.38亿元，最新净值2.3586，较上一交易日上涨1.72%，近一年上涨54.9%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012700027083.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["000951","03808","BK1171","BK0264","LU0287142896.SGD","BK0028","LU0173614495.USD","SG9999011746.SGD","BK1548","BK0186"],"gpt_icon":0},{"id":"2606201496","title":"电动重卡激增900%，济宁市场为何成为销量黑马","url":"https://stock-news.laohu8.com/highlight/detail?id=2606201496","media":"商车邦","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606201496?lang=zh_cn&edition=full","pubTime":"2026-01-27 16:02","pubTimestamp":1769500929,"startTime":"0","endTime":"0","summary":"作为煤炭资源丰富的内河港口枢纽，济宁密集的煤矿、电厂、焦化厂等企业，催生了旺盛的中短途大宗货物运输需求，200公里以内的倒短运输成为市场主流。市场结构上，济宁电动重卡用户以自营车队为主，多数用户选择整车购买纯充车型，且70%为煤贸公司自持车队，货源稳定且规模集中。当前，济宁重点行业电动重卡运力占比已达70%-80%，接近政策目标，但整体市场渗透率仍在20%-22%，后续增长将主要来自中小运输公司置换及大型车队整合。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260127160325a6b20eff&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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中国重汽涨2.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2606276683","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606276683?lang=zh_cn&edition=full","pubTime":"2026-01-27 10:15","pubTimestamp":1769480129,"startTime":"0","endTime":"0","summary":"1月27日，港股重型机械股持续上涨，其中，三一国际盘中涨超6%创新高，并且录得8连涨，中国重汽涨2.2%，第一拖拉机股份涨近2%，中联重科、中国龙工跟涨。里昂研报指出，三一国际持续接获大量矿山设备订单，相比去年约50亿元人民币(下同)的规模，预计到2028年订单规模将增长三倍。其港口设备业务的订单交付比率已创下历史新高，订单能见度已延伸至2027年。","market":"hk","thumbnail":"http://imgcloud.jrjimg.cn/2026/01/cms_20260127101529607.jpg","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2026/01/cms_20260127101529607.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9323888ad80e237e630c3ac660015ef1","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2026/01/27101555329137.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU0287142896.SGD","BK0264","BK0028","LU0173614495.USD","BK0186","BK1505","03808","BK1171","00631","BK1548","000951","SG9999011746.SGD"],"gpt_icon":0},{"id":"2606900261","title":"【私募调研记录】敦和资管调研中国重汽、潍柴动力等3只个股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2606900261","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606900261?lang=zh_cn&edition=full","pubTime":"2026-01-26 08:01","pubTimestamp":1769385669,"startTime":"0","endTime":"0","summary":"根据市场公开信息及1月23日披露的机构调研信息，知名私募敦和资管近期对3家上市公司进行了调研，相关名单如下：1）中国重汽 调研纪要：2025年我国重卡市场总销量114.5万辆，同比增长27%，公司产销保持增长，市场份额稳居行业前列。2025年中国重卡市场销售114.5万辆，同比增长27%，出口增长17.4%，行业呈多元能源发展态势，公司将持续优化产品矩阵，加速新能源布局，深耕海外市场。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2026012600001895.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1808992512.USD","BK0028","BK0187","BK0186","BK1522","SG9999006597.SGD","LU2476274308.USD","BK0183","LU1580142542.USD","BK0175","03808","BK0132","SGXZ49509284.SGD","SGXZ81163826.USD","02338","000338","SG9999001093.SGD","LU1934453819.USD","LU1979443071.USD","SG9999014674.SGD","000951","LU0173614495.USD","BK0264","LU1770034418.SGD","BK0017","LU2148510915.USD","LU1064130708.USD","BK0012","SG9999011746.SGD","BK1548","LU2778985437.USD","BK0188","BK0196","BK1171","LU0287142896.SGD","IE0034224299.USD","SG9999004220.SGD","LU1781817850.SGD","BK0005","LU1064131003.USD"],"gpt_icon":0},{"id":"2605057264","title":"中国重汽（000951）披露召开2026年第一次临时股东会通知，1月23日股价上涨0.69%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605057264","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605057264?lang=zh_cn&edition=full","pubTime":"2026-01-23 22:24","pubTimestamp":1769178260,"startTime":"0","endTime":"0","summary":"截至2026年1月23日收盘，中国重汽报收于17.55元，较前一交易日上涨0.69%，最新总市值为206.19亿元。近日，中国重汽集团济南卡车股份有限公司发布《关于召开公司2026年第一次临时股东会的通知》。公告显示，公司将于2026年2月10日在公司未来科技大厦会议室召开2026年第一次临时股东会，会议由董事会召集，采取现场表决与网络投票相结合方式召开。中小投资者对议案1的表决将单独计票并披露。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012300043123.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0173614495.USD","BK0264","000951","BK1171","LU0287142896.SGD","03808","BK1548","BK0028","SG9999011746.SGD","BK0186"],"gpt_icon":0},{"id":"2605420473","title":"中国重汽：2025年重卡销量同比增长27%，在手订单充裕、市场份额稳居行业前列","url":"https://stock-news.laohu8.com/highlight/detail?id=2605420473","media":"南方财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605420473?lang=zh_cn&edition=full","pubTime":"2026-01-23 17:20","pubTimestamp":1769160003,"startTime":"0","endTime":"0","summary":"南财智讯1月23日电，中国重汽在投资者关系活动中表示，根据第一商用车网数据，2025年我国重卡市场总销量达114.5万辆，同比增长27%；公司总体产销情况较去年同期继续保持良好增长态势，生产经营稳健，在手订单较为充裕，通过持续提升产品竞争力与积极拓展市场，公司市场份额稳居重卡行业前列。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601233628954377.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["SG9999011746.SGD","LU0173614495.USD","BK0186","000951","03808","BK1548","LU0287142896.SGD","BK0028","BK1171","BK0264"],"gpt_icon":0},{"id":"2605468842","title":"花旗：升中国重汽(03808)目标价至39.4港元 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2605468842","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605468842?lang=zh_cn&edition=full","pubTime":"2026-01-22 15:12","pubTimestamp":1769065931,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，花旗发布研报称，基于强劲的基本面、行业前景、利好政策及现金流展望等因素，将中国重汽(03808)2025至2027财年派息率预测分别上调至60%、70%及70%，并将净利润预测上调1%至2%，分别至71亿、83亿及91亿元人民币。花旗将中国重汽目标价由26.4港元上调至39.4港元，维持“买入”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1396077.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03808","000951"],"gpt_icon":0},{"id":"2605091434","title":"中国重汽(03808)股东将股票存入高盛(亚洲)证券 存仓市值24.85亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2605091434","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605091434?lang=zh_cn&edition=full","pubTime":"2026-01-22 08:14","pubTimestamp":1769040856,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，1月21日，中国重汽(03808)股东将股票存入高盛(亚洲)证券，存仓市值24.85亿港元，占比3.00%。美银证券表示，与中国重汽举行了电话会议，管理层方面称，中国重汽全年销量目标30万辆进展顺利。公司正稳步推进2025年销售与利润率目标，并表示2025-2027年间将维持审慎资本支出计划，每年不超过20亿元人民币，重点投入海外生产基地建设(如哈萨克、巴西、印尼)。该行仍看好该公司长期出口扩张的业务故事及稳固的本地市场地位。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1395917.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2750360641.GBP","BK0264","LU1868837136.USD","LU0345770308.USD","LU2265009873.SGD","SG9999011746.SGD","000951","IE00BFXG1179.USD","LU0287142896.SGD","BK0186","LU0251142724.SGD","BK4504","LU2471134796.USD","LU0345770993.USD","LU2237443622.USD","03808","LU1868837300.USD","BK4588","LU1894683348.USD","LU2237443382.USD","BK4516","LU0048573561.USD","LU2237438978.USD","IE0002270589.USD","BK1171","LU2750360997.AUD","LU2237443895.HKD","IE0004086264.USD","LU2237443549.SGD","LU2237443978.SGD","BK4552","LU0096364046.USD","LU0061475181.USD","LU1868836914.USD","161027","LU0251131958.USD","IE00BSNM7G36.USD","IE0034235188.USD","LU1804176565.USD","BK4585","LU1791807156.HKD","BK4127","LU0173614495.USD","IE00B19Z3B42.SGD","BK4550","LU2237443465.HKD","BK4533","LU2471134523.USD","LU1894683264.USD"],"gpt_icon":0},{"id":"2605121405","title":"港股异动 | 中国重汽(03808)低开后转涨逾5% 25年中国重卡销量达114.5万 公司市前现两宗大手成交","url":"https://stock-news.laohu8.com/highlight/detail?id=2605121405","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605121405?lang=zh_cn&edition=full","pubTime":"2026-01-21 10:53","pubTimestamp":1768964003,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中国重汽早盘低开逾5%，开盘后快速转涨，截至发稿，涨3.87%，报31.16港元，成交额24.32亿港元。从累计销量来看，2025年全年，重卡市场累计销售114.49万辆，比上年同期的90.17万辆增长了27%。值得注意的是，中国重汽市前出现2宗大手成交，每股作价27.62元港，共涉及5700万股，涉资15.74亿港元，每股作价较昨日收盘价30港元折让7.93%。据悉，中国重汽H与A股上市公司中国重汽A，简称同为“中国重汽”，但股权架构与资产构成明显不同。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1395462.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02800","BK1548","LU0173614495.USD","000951","BK1171","LU0287142896.SGD","BK0264","03808","BK0028","BK1610","SG9999011746.SGD","BK0186"],"gpt_icon":0},{"id":"2604748659","title":"股市必读：中国重汽（000951）1月16日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2604748659","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604748659?lang=zh_cn&edition=full","pubTime":"2026-01-19 02:35","pubTimestamp":1768761310,"startTime":"0","endTime":"0","summary":"截至2026年1月16日收盘，中国重汽报收于16.66元，下跌0.42%，换手率0.9%，成交量10.52万手，成交额1.75亿元。董秘最新回复投资者： 请问贵公司是否将AI4S应用于汽车设计？公司积极关注并高度重视技术创新，以推动产品竞争力和运营效率的提升。当日关注点来自交易信息汇总：1月16日主力资金净流入1240.34万元，显示主力对个股短期态度积极。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011900000929.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0287142896.SGD","BK0264","BK1171","BK1548","LU0173614495.USD","SG9999011746.SGD","BK0186","000951","BK0028","03808"],"gpt_icon":0},{"id":"2602199511","title":"中国重汽：新能源重卡销量同比增长超行业平均水平，2025年累计销量达19.56万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=2602199511","media":"南方财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602199511?lang=zh_cn&edition=full","pubTime":"2026-01-12 19:17","pubTimestamp":1768216648,"startTime":"0","endTime":"0","summary":"21智讯01月12日电，中国重汽在投资者关系活动中表示，受益于以旧换新补贴政策推动、市场需求释放及电动重卡运营成本优势显现，2025年新能源重卡行业实现快速增长，全年累计销量达19.56万辆，同比增长190%。公司依托集团研发实力，新能源重卡销量增速高于行业平均水平，未来将持续聚焦技术演进与市场趋势，推动业务稳健发展。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601123615952098.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0264","BK0186","399941","03808","BK1548","000941.SH","160640","159875","LU0287142896.SGD","BK0028","000951","LU0173614495.USD","BK1171","SG9999011746.SGD"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1770197091033,"stockEarnings":[{"period":"1week","weight":0.0645},{"period":"1month","weight":0.1716},{"period":"3month","weight":0.0997},{"period":"6month","weight":0.1156},{"period":"1year","weight":0.1125},{"period":"ytd","weight":0.1716}],"compareEarnings":[{"period":"1week","weight":-0.0174},{"period":"1month","weight":0.0249},{"period":"3month","weight":0.0248},{"period":"6month","weight":0.1176},{"period":"1year","weight":0.2514},{"period":"ytd","weight":0.0249}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"中国重汽集团济南卡车股份有限公司","boardCode":"AI0036","boardName":"汽车制造业","stockholders":"43206人(较上一季度增加21.18%)","perCapita":"27192股","listingDate":"1999-11-25","address":"山东省济南市莱芜区莱城大道777号","registeredCapital":"117486万元","survey":" 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