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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

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我只能好巧你推的股票我都买了 每股极光 A股柴维动力</p></body></html>","htmlText":"<html><head></head><body><p><span><span>[开心]</span></span> 我只能好巧你推的股票我都买了 每股极光 A股柴维动力</p></body></html>","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","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/365021401","repostId":2116638815,"repostType":2,"repost":{"id":"2116638815","kind":"highlight","pubTimestamp":1614644700,"share":"https://www.laohu8.com/m/news/2116638815?lang=&edition=full","pubTime":"2021-03-02 08:25","market":"hk","language":"zh","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","url":"https://stock-news.laohu8.com/highlight/detail?id=2116638815","media":"智通财经网","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。","content":"<html><body><article> <p><strong>本文源自 微信公众号“风研汽车”。</strong></p><p><strong>事件</strong></p><p>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。</p><p><strong>点评</strong></p><p><strong>2月重卡行业销量同比大增，符合市场预期：</strong></p><p>（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；</p><p>（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；</p><p>（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。</p><p><strong>对3月和全年的展望：</strong></p><p>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）。</p><p>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。</p><p><strong>投资建议</strong></p><p>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<strong><a href=\"https://laohu8.com/S/000338\">潍柴动力</a>(02338)</strong>、治理改善的<strong><a href=\"https://laohu8.com/S/000951\">中国重汽</a>A/H(03808)</strong>、布局空气悬架的重卡曲轴龙头<strong><a href=\"https://laohu8.com/S/002283\">天润工业</a></strong>、受益国六升级的<strong><a href=\"https://laohu8.com/S/000581\">威孚高科</a></strong>、整车龙头<strong><a href=\"https://laohu8.com/S/000800\">一汽解放</a></strong>。</p><p><strong>风险提示</strong></p><p>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</p><p><strong>重点标的推荐</strong></p><p><strong><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644721731076.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644721731076.png\"/></strong></p><p><strong>数据图表</strong></p><p><strong>1</strong><strong>总量</strong></p><p><strong><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644738891536.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644738891536.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644742852177.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644742852177.png\"/></strong></p><p><strong>2</strong><strong>分类数据</strong></p><p>(最新分类数据截止到21年1月）</p><p><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644784283595.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644784283595.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644787109419.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644787109419.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644790986290.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644790986290.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644793216532.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644793216532.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644796310401.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644796310401.png\"/></p><p><strong>3</strong><strong>行业相关数据</strong></p><p><strong>3.1 宏观</strong></p><p><strong><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644820346976.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644820346976.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644823525490.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644823525490.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644826377292.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644826377292.png\"/></strong></p><p><strong>3.2 工程重卡相关数据</strong></p><p><strong><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644842618903.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644842618903.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644846244394.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644846244394.png\"/></strong></p><p><strong>3.3 物流重卡相关数据</strong></p><p><strong><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644859679368.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644859679368.png\"/></strong></p><p><strong>4</strong><strong>风险提示</strong></p><p>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</p><p>（编辑：赵锦彬）</p> </article></body></html>","source":"highlight_zhitongcaijin","collect":0,"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 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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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20210302/20210302082829_15987.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"601162":"天风证券","000338":"潍柴动力","02338":"潍柴动力"},"source_url":"http://www.zhitongcaijing.com/content/detail/419872.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2116638815","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）","news_type":1},"isVote":1,"tweetType":1,"viewCount":3131,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["JG"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":53,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/365021401"}