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China Merchants: The trade-in policy for old vehicles to new ones will include National IV heavy trucks in 2025, which is expected to boost domestic demand in the Industry.
Currently, the number of Euro IV vehicles in operation in the freight market is significantly higher than that of Euro III vehicles. Therefore, after expanding the subsidy range in 2025, the potential demand for replacing new vehicles is expected to double compared to last year, further stimulating the elasticity of domestic demand in the heavy truck Industry.
Ping An Securities: The policy for replacing old Autos with new ones is clear, and the stimulating effect will exceed that of 2024.
The impact of policies on auto sales in 2025 will be stronger than in 2024, combined with the Electric Vehicles purchase tax policy, there is a bullish sentiment regarding the stimulating effects of multiple overlapping policies on Electric Vehicles.
Hong Kong stocks activity | SINOTRUK (03808) rises over 3% again, a new round of upward cycle for heavy trucks may begin, and the new demand in the domestic market shows strong resilience.
SINOTRUK (03808) rose over 3% again, as of the time of writing, it increased by 2.71%, priced at 22.7 Hong Kong dollars, with a transaction volume of 61.6025 million Hong Kong dollars.
Sinotruk Jinan TruckLtd (SZSE:000951) Shareholders Have Earned a 32% Return Over the Last Year
Sealand Securities: The heavy truck market is expected to reach an upward turning point in 2025, and heavy truck companies may welcome a "Davis Double-Click."
The domestic market is reverting to the mean upwards, combined with the export market continuing to grow steadily, heavy truck sales will continue to rebound.
China Galaxy Securities: The promotion and popularization of autonomous driving shows that the concentration of leading car manufacturers continues to increase.
Looking towards 2025, advanced intelligent driving will enter a period of accelerated popularization, with 'Asia Vets equality' bringing accelerated supply-side product iteration.
Why We're Not Concerned About Sinotruk Jinan Truck Co.,Ltd.'s (SZSE:000951) Share Price
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