8月重卡行业洞察:重卡行业高景气度持续

财通证券
Sep 02

事件:根据第一商用车网初步掌握的数据,2025 年8 月份,我国重卡市场共计销售8.4 万辆左右(批发口径,包含出口和新能源),环比今年7 月微降1%,比上年同期的6.25 万辆上涨约35%。环保政策带动重卡行业保持高景气度,出口表现超预期:今年3 月18日三部委发布“关于实施老旧营运货车报废更新的通知”,对国三、国四排放标准营运货车报废和更新实施差别化补贴。截止到5 月底,大部分省市自治区的货车...

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