天天快讯:重卡行业出海趋势强劲,中国重汽与其他车企积极跟进,海外市场或迎增长高潮
来源:自选股智能写手 • 2023-06-28 23:04:19
【资料图】
InvestmentPointsintheIndustry Accordingtorecentinstitutionalresearchreports,Ihavesummarisedtheinvestmentpointsintherelatedindustriesforyourreference:
- Firstly,thetrendofindependentbrandheavytruckgoingoverseasisstrong,withrepresentativecompaniessuchasChinaheavytruckseeingsignificantsalesgrowth.Itisexpectedthatthenumberofheavytrucksgoingoverseasmaybreakthrough300,000in2-3yearsanddoublein3-5yearsinmarketssuchasSoutheastAsia,SouthAmerica,andtheMiddleEast.
- Fromtheperspectiveofthevehicleindustry,ChinaHeavyTruckisthemarketleaderandisexpectedtobenefitfullyinthefuture.Atthesametime,othercompaniessuchasShaanxiAuto,Jiefang,Dongfeng,etc.arealsocatchinguprapidly,andexportscontinuetorise.
- Thereportalsopointedoutthattheoverseasheavytruckmarketisdividedintothreeechelons,andthesecondechelonisthecoremarketforindependentbrandheavytruckstogooverseas.Africa,theCommonwealthofIndependentStates,SoutheastAsia,andLatinAmericaarepotentialtargetmarketsthatcanbedevelopedbydrivingthesharesofbrandssuchasDaimler,Volvo,Paccar,andScania.
- Furthermore,theglobalheavytruckleader"sdevelopmentreviewshowsthattechnologyisthekey,andacquisitionisaneffectivemarketdevelopmentmethod.Thereportfurtherpointedoutthatthequantityandpriceoftheglobalmarketofindependentbrandsmaybothrise.
- Potentialrisksincludetheunexpectedgeopoliticalfluctuationsglobally,theslowerrecoveryofthedomesticeconomythanexpected,andtheexceedingexpectedriseinthepriceofdiesel.
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