从潍柴动力财报,看中国重卡“价值战”替代“价格战”

格隆汇
31 Mar

2025年以来,中国重卡行业迎来多重利好共振,景气度显著回升的态势已现端倪。这一趋势既得益于制造业和建筑业的协同复苏,也受益于政策红利释放与产业技术变革的双重驱动。从宏观环境看,制造业PMI连续两月站上荣枯线,1-2月均值达49.65%,总体好于2024年,其中装备制造业PMI普遍突破53%高位,显示工业生产动能强劲。与之形成呼应的是,建筑业PMI在节后快速回升至52.7%,土木工程指数更突破...

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