节点:下游(终端消费/应用)位置:下游情绪:利空参考度:4/10


今年1-5月,中国重型卡车(含底盘及牵引车)销量为53.8万辆,同比增长22.0%。数据来源于中国汽车行业信息服务平台cvworld.cn发布的初步统计。

5月单月,中国重型卡车销量为10.3万辆,环比下降12.0%,同比增长16.0%,..25%和4月的33%有所放缓。5月销量同比增长受销售旺季影响,同时主要重卡厂商通过降价来降低库存水平。此外,中东地缘政治危机对5月重卡出口产生了负面影响。

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