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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

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

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2116638815?lang=zh_CN&edition=full","thumbnail":"https://img.zhitongcaijing.com/image/20210302/20210302082829_15987.png?x-oss-process=image/format,jpg/quality,Q_80","is_english":false,"pubTime":"2021-03-02 08:25","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2116638815","market":"hk","top_or_hot":-1,"title":"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","media":"智通财经网","content":"<div>\n<p>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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/419872.html\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>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</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 08:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/419872.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/419872.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"000338","symbol_name":"潍柴动力","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/419872.html","article_id":"2116638815","we_media_id":null,"thumbnails":["https://img.zhitongcaijing.com/image/20210302/20210302082829_15987.png?x-oss-process=image/format,jpg/quality,Q_80"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2116638815","pubTimestamp":1614644700,"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"21年重卡行业销量或再次超出市场预期，板块内标的有望继续受益预期差的修复带来的盈利和估值双升。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601162":"天风证券","000338":"潍柴动力","02338":"潍柴动力"},"translate_title":"Tianfeng Securities: The sales volume of heavy truck industry in 21 years may exceed expectations again, and it will continue to benefit from profits and valuation of Shuang Sheng. Weichai Power (02338) is recommended, etc.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601162":1,"000338":1,"02338":1},"content_text":"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个月创了历史单月新高，今年2月份是连续第11个月创历史销量新高；（3）今年7月份重卡将全面切换国六，上半年销量对全年的影响更为重要，因此各家企业的铺货力度较大。对3月和全年的展望：伴随着旺季的到来，3月份重卡销量有望超越历史月度销量记录（去年4月份的19.1万辆）。全年来看，我们维持21年重卡行业销量150万辆的预期。分季度来看，21年Q1由于20年疫情影响下带来的低基数，行业有望同比大幅增长，同时由于7月重卡将全面切换国六，部分Q3的需求或提前在Q2释放，因此行业Q2大概率也保持高景气度。投资建议21年重卡行业销量或再次超出市场预期，板块内标的有望继续受益预期差的修复带来的盈利和估值双升。继续推荐重卡行业龙头潍柴动力(02338)、治理改善的中国重汽A/H(03808)、布局空气悬架的重卡曲轴龙头天润工业、受益国六升级的威孚高科、整车龙头一汽解放。风险提示宏观经济恢复不及预期，物流运输需求下滑风险，运输结构变化风险重点标的推荐数据图表1总量2分类数据(最新分类数据截止到21年1月）3行业相关数据3.1 宏观3.2 工程重卡相关数据3.3 物流重卡相关数据4风险提示宏观经济恢复不及预期，物流运输需求下滑风险，运输结构变化风险（编辑：赵锦彬）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":365021401,"gmtCreate":1614681258303,"gmtModify":1703479777998,"author":{"id":"3541915452655317","authorId":"3541915452655317","name":"MuQiang","avatar":"https://static.tigerbbs.com/56507682bf02e3d4d4736991c94911c4","vip":1,"crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3541915452655317","idStr":"3541915452655317"},"htmlText":"[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","listText":"[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","text":"[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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365021401","repostId":2116638815,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2116638815"}