报告要点：商用车持续增长，链上企业基本面稳固根据中汽协发布数据，2026 年1 月我国商用车克服传统“淡季”影响，实现开门红。市场销售35.87 万辆，同比增长23%。细分市场方面，重卡销量10.5 万辆，同比增长46%；新能源商用车销量同比增长62%，渗透率持续提升；商用车出口继续高位运行，同比增长23.6%。商用车增长驱动因素包括“两新”政策推动、老旧营运货车报废更新、新能源商用车持续渗透以及...
Source Link报告要点：商用车持续增长，链上企业基本面稳固根据中汽协发布数据，2026 年1 月我国商用车克服传统“淡季”影响，实现开门红。市场销售35.87 万辆，同比增长23%。细分市场方面，重卡销量10.5 万辆，同比增长46%；新能源商用车销量同比增长62%，渗透率持续提升；商用车出口继续高位运行，同比增长23.6%。商用车增长驱动因素包括“两新”政策推动、老旧营运货车报废更新、新能源商用车持续渗透以及...
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