海通证券：天然气重卡有望推动重卡行业更新带动头部企业盈利能力提升

每日经济新闻07-24 08:27

每经AI快讯，海通证券研报指出，在大规模设备更新政策的推动下，天然气重卡作为使用成本较低的设备，有望推动重卡行业更新。预计2024/2025年国产重卡销量分别为105/121万台，同比分别增长15%/15%。重卡行业的成长空间仍然存在，具体体现在国内的景气度修复，以及出口的持续成长。此外随着天然气重卡的发展，行业门槛提升有望带动头部企业盈利能力提升。每日经济新闻

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海通证券：天然气重卡有望推动重卡行业更新 带动头部企业盈利能力提升

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海通证券：天然气重卡有望推动重卡行业更新带动头部企业盈利能力提升