【海通证券：预计2025年国产重卡销量为102.6万台，同比增长13%】金十数据3月21日讯，日前，交通运输部、国家发展改革委和财政部发布《关于实施老旧营运货车报废更新的通知》。海通证券研报称，此次政策通过直接资金补贴刺激老旧货车报废更新，有望显著拉动2025年重卡置换需求。随着经济恢复以及2025年重卡“以旧换新”政策的推出，国产重卡销量有望逐渐回升，预计2025年销量为102.6万台，同比增长13%。近年来，国产新能源重卡技术逐渐成熟，成本快速下降，预计国内新能源渗透率有比较大的提升空间，预计2025年渗透率将达到15%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.