金吾财讯 | 交银国际表示，重卡方面，政策红利释放与新能源渗透加速。预计2026年中国内地重卡销量(含出口)约110万辆，同比增5%，下半年好于上半年。若报废更新政策延续或升级，销量或超基准情景。看好中国重汽(03808/买入)：燃油车存量更新中优势释放+估值吸引；潍柴动力(02338/买入)：数据中心及大缸径发动机国产替代加速+AI数据中心需求爆发+MTU外资订单饱满。
金吾财讯 | 交银国际表示，重卡方面，政策红利释放与新能源渗透加速。预计2026年中国内地重卡销量(含出口)约110万辆，同比增5%，下半年好于上半年。若报废更新政策延续或升级，销量或超基准情景。看好中国重汽(03808/买入)：燃油车存量更新中优势释放+估值吸引；潍柴动力(02338/买入)：数据中心及大缸径发动机国产替代加速+AI数据中心需求爆发+MTU外资订单饱满。
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