天风证券：21年重卡行业销量或再超预期，继续受益盈利及估值双升，推荐潍柴动力(02338)等

智通财经网2021-03-02

本文源自微信公众号“风研汽车”。事件根据第一商用车网数据，2月重卡行业预计销量超过11万辆，同比大幅增长约200%，符合市场预期。点评2月重卡行业销量同比大增，符合市场预期：（1）去年2月由于疫情影响，重卡行业产销基本上都接近停滞的状态，销量基数很低，只有3.8万辆的销量；（2）从去年4月份以来，重卡行业需求一直很旺盛，社会物流运输需求持续增长，截止到今年1月份，行业已经连续10个月创了历史单月...

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MuQiang
2021-03-02
MuQiang
[开心] 我只能好巧你推的股票我都买了每股极光 A股柴维动力

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