重卡高质量发展

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中信证券:重卡“淡季不淡”,有望实现高质量发展
news flash· 2025-07-29 00:38
Core Viewpoint - The heavy truck market is expected to experience a "non-dull off-season" in 2025, with a projected total sales volume of approximately 1.05 million units, representing a year-on-year increase of 16% [1] Summary by Category Sales Forecast - Total heavy truck sales for 2025 are estimated at around 1.05 million units, with domestic sales expected to reach approximately 730,000 units, reflecting a year-on-year growth of 20% [1] - Export sales are projected to be about 320,000 units, showing a year-on-year increase of 10% [1] Industry Outlook - The industry is anticipated to achieve high-quality growth driven by both domestic and international demand [1] - The profitability of leading companies in the heavy truck sector is expected to continue improving [1]