Core Viewpoint - In November, China's heavy truck sales reached 113,000 units, marking a year-on-year increase of 65.4%, continuing an eight-month growth trend since April 2023 [1] Industry Summary - The China Association of Automobile Manufacturers (CAAM) reported significant growth in heavy truck sales, indicating strong demand in the market [1] - Predictions for 2024 suggest that domestic heavy truck sales will reach 800,000 units, reflecting a growth rate of 2.6% [1] Company Summary - A sales executive from China National Heavy Duty Truck Group indicated that there is a supply shortage for heavy truck orders, with customers directly visiting factories to expedite orders [1] - Production lines have been operating continuously since October 2024, with some facilities shifting from a single shift to a double shift to meet the high demand [1] - The company is prioritizing core customer needs due to the overwhelming number of orders and limited production capacity [1]
重卡销量八连涨！企业：供不应求，客户进厂催单