近日，国务院国资委发布《关于改进和加强中央企业控股上市公司市值管理工作的若干意见》，再提央企上市公司市值管理，港股中特估概念股走势回暖。中国重汽作为重卡行业龙头企业值得关注。随着技术的不断进步和市场需求的持续增长，新能源重卡将在更多领域实现替代销量表现来看，11月国内新能源重卡市场销量为1.01万辆，同比增长117%。今年1-11月国内新能源重卡市场累计销量达6.68万辆，同比增长143%，新能源重卡市场目前仍处于快速增长阶段。集团上半年业绩数据显示，其新能源重卡销量和渗透率持续上升，销量同比增长141.6%，渗透率约9.4%，企稳龙头地位。中国重汽产品的市场占有率及整体盈利水平均实现稳步提升。目标价$28，止蚀价$20。Kingu Financial News | The Hang Seng Index closed at 19,883 on Monday (23rd), up 162 points or 0.82%. The total market turnover for the day was 127.3 billion HKD. The National Index rose 69.97 points or 0.98%, closing at 7,213. The Tech Index increased by 13 points or 0.31%, closing at 4,457 points. Under the WeChat small store theme, Weimeng (02013) surged by 96% last Thursday and Friday, and after initially rising by over 10% in the early session, it fell back, closing down 3.5% at 2.48 HKD;
The Dow closed at 42,906 points on Monday (23rd), climbing 66 points or 0.16%; the S&P 500 rose 0.73%, closing at 5,974 points; the Nasdaq increased by 0.98%, closing at 19,764 points. Among major stocks, Nvidia and Meta closed up 3.7% and 2.5% respectively, with Nvidia being the strongest performer in the Dow components. Qualcomm won a lawsuit regarding chip technology licensing, causing its stock price to rise by 3.5%, while the UK chip design company ARM, which lost the suit, saw its stock price drop by 4%. MicroStrategy, which recently joined the Nasdaq 100 index, announced it purchased an additional $0.561 billion worth of Bitcoin last week, leading its stock price to decline by 8.8%. The founding family of department store Nordstrom announced a privatization plan involving approximately $6.25 billion in cash, causing its stock price to fall by 1.6%. Walmart dropped by 2.1%, making it the Dow component with the largest decline. Asian-Pacific stock markets showed mixed performance this morning (24th), with the Nikkei 225 Index currently at 39,148 points, down 12 points or 0.03%. The South Korean SSE Conglomerates Index is currently at 2,436 points, down 5 points or 0.22%. With the Christmas holiday approaching, market trading is weak.
Market focus: Sinotruk (03808)
Recently, the State-owned Assets Supervision and Administration Commission of the State Council issued several opinions on improving and strengthening the value management of centrally-owned enterprises listed companies, further emphasizing the value management of central enterprises' listed companies, which has led to a warming trend in the concept stocks on the Hong Kong Stock Exchange. SINOTRUK, as a leading enterprise in the heavy truck industry, is worth paying attention to. With continuous technological advancements and sustained market demand growth, New energy heavy trucks are expected to achieve more sales substitutions. Domestically, the sales volume of New energy heavy trucks in November was 10,100 units, representing a year-on-year growth of 117%. From January to November this year, the cumulative sales of New energy heavy trucks in the domestic market reached 66,800 units, with a year-on-year growth of 143%. The New energy heavy truck market is still in a rapid growth phase. The group's performance data for the first half of the year shows that its sales volume and penetration rate of New energy heavy trucks have continued to rise, with a year-on-year growth of 141.6% and a penetration rate of about 9.4%, solidifying its leading position. The market share and overall profitability levels of SINOTRUK's products have steadily improved. Target Price $28, Stop Loss Price $20.
(The author is a licensed person of the China Securities Regulatory Commission and does not hold any of the above stocks.)
Author: Dr. Tang Shengxing, Chairman of the Hong Kong Stock Analysts Association.