重卡行业加速回暖 4只重卡概念股业绩预增

Group 1 - The Chinese heavy truck market is showing significant signs of recovery in 2025 after experiencing a downturn, with cumulative sales of approximately 539,200 units in the first half of the year, representing a year-on-year increase of about 7% [1] - In June 2025, heavy truck sales reached 92,000 units, with actual registrations at 64,000 units, marking year-on-year growth of 29% and 36% respectively, achieving a continuous monthly increase since April [1] - The sustained growth in heavy truck sales is primarily driven by the accelerated effects of the "old-for-new" policy [1] Group 2 - There are 15 companies in the A-share market involved in the heavy truck business, with several companies such as Huichuan Technology, CIMC Vehicles, China National Heavy Duty Truck Group, Weichai Power, and Foton Motor receiving over 10 institutional research visits this year [1] - As of now, only six heavy truck concept stocks have released their half-year performance forecasts for 2025, with companies like Blue Ocean Huateng, Foton Motor, Teruid, and Wanliyang expected to achieve a year-on-year net profit growth exceeding 45% based on the lower limit of their profit forecasts [1]