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。Jinwu Financial News | The Hang Seng Index closed at 19883 on Monday (23rd), up 162 points, or 0.82%. The market traded 127.3 billion yuan a day. The national index rose 69.97 points, or 0.98%, to 7213. The index rose 13 points, or 0.31%, to 4,457 points. Under the WeChat store theme, Weimeng (02013) surged 96% last Thursday and May, then fell by more than 10% earlier, falling 3.5% throughout the day, closing at 2.48 yuan;
The Dow closed at 42,906 points on Monday (23rd), up 66 points, or 0.16%; the index rose 0.73% to 5974 points; and the NASDAQ rose 0.98% to 19764 points. Among blockbuster stocks, Nvidia (Nvidia) and Meta closed up 3.7% and 2.5%, respectively. Huida was the strongest performing Dow component. Qualcomm (Qualcomm) won the chip technology licensing lawsuit, and its stock price rose 3.5%, while the stock price of the British chip design company ARM, which lost the lawsuit, fell 4%. On the first day, MicroStrategy, which was part of the NASDAQ 100 Index, announced that it would absorb another $0.561 billion worth of Bitcoin in the past week, and its stock price fell 8.8%. The founding family of department store Nordstrom announced a privatization plan involving about $6.25 billion in cash, and the stock price fell 1.6%. Walmart slipped 2.1%, the biggest decline in the Dow. The Asia-Pacific stock market moved individually this morning (24th). The Nikkei 225 Index now reports 39,148 points, down 12 points, or 0.03%. The South Korea Composite Index is currently at 2,436 points, down 5 points or 0.22%. The Christmas holidays are approaching, and market trading is weak.
Market Focus: Sinotruk (03808)
Recently, the State Council's State-owned Assets Administration Commission issued “Certain Opinions on Improving and Strengthening the Market Value Management of Listed Companies Controlled by Central Enterprises”, which also mentioned the market value management of listed companies by central enterprises, and the trend of specially-valued concept stocks in Hong Kong stocks picked up. As a leading enterprise in the heavy truck industry, Sinotruk deserves attention. As technology continues to advance and market demand continues to grow, new energy heavy trucks will achieve alternative sales performance in more fields. Looking at the domestic NEV heavy truck market sales volume in November was 0.0101 million vehicles, an increase of 117% over the previous year. From January to November this year, the cumulative sales volume of the domestic NEV heavy truck market reached 0.0668 million vehicles, an increase of 143% over the previous year. The NEV heavy truck market is still growing rapidly. According to the Group's performance data for the first half of the year, the sales volume and penetration rate of new energy heavy trucks continued to rise. Sales volume increased by 141.6% year-on-year, and the penetration rate was about 9.4%, stabilizing its leading position. The market share and overall profit level of Sinotruk products have steadily increased. Target price is $28, stop loss price is $20.
(The author is a licensed person from the Securities Regulatory Commission and the author does not hold the above shares)
Author: Dr. Tang Sheng-hing, Chairman of the Hong Kong Association of Equities Analysts