行业近况2H25 以来中国重卡月度出口数量跃上新台阶。评论2025 年重卡出口高增，2026 年势头有望延续。参考海关总署，2025 年重卡出口同比+12.5%至37.1 万辆，分地区来看，对非洲、东南亚、中东、拉美、中亚出口14.9/9.6/4.5/2.9/2.7 万辆，分别同比+60%/+47%/+54%/+27%/+51%，分别对整体出口占比40%/26%/12%/8%/7%。我们认为，越南...
Source Link行业近况2H25 以来中国重卡月度出口数量跃上新台阶。评论2025 年重卡出口高增，2026 年势头有望延续。参考海关总署，2025 年重卡出口同比+12.5%至37.1 万辆，分地区来看，对非洲、东南亚、中东、拉美、中亚出口14.9/9.6/4.5/2.9/2.7 万辆，分别同比+60%/+47%/+54%/+27%/+51%，分别对整体出口占比40%/26%/12%/8%/7%。我们认为，越南...
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