中国重汽涨超4% 9月我国重卡销量同比大涨八成 机构称行业成长空间仍然存在

Core Viewpoint - China National Heavy Duty Truck Group (China National Heavy Truck) shares rose over 4%, reflecting positive market sentiment driven by strong sales data in the heavy truck sector [1] Industry Summary - As of September 2025, the heavy truck market in China sold approximately 105,000 units, marking a month-on-month increase of 15% and a year-on-year surge of about 82% [1] - The heavy truck market has experienced six consecutive months of growth, indicating a robust recovery [1] - The introduction of the "old-for-new" policy for heavy trucks in 2025 is expected to further boost domestic sales [1] - The heavy truck industry still has growth potential, supported by the recovery of domestic demand and continuous growth in exports [1] - The development of natural gas heavy trucks is anticipated to raise industry entry barriers, which may enhance the profitability of leading companies [1]