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CICC: The auto market will be prosperous in 2024, and the continuation of trade-in for new vehicles is expected to support domestic demand in 2025.
The old-for-new policy in 2025 is expected to support the annual domestic demand for Passenger Vehicles.
Is Sinotruk (Hong Kong) Limited's (HKG:3808) Recent Stock Performance Influenced By Its Fundamentals In Any Way?
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.
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.
Soochow Brokerage Commercial Vehicle 2025 Investment Strategy: Dividend Preference.
The current sales in the heavy truck Industry are difficult to sustain, but the stock price has a safety margin; the bus Sector experiences a dual resonance of domestic and foreign demand, with leading companies concentrated, and a bullish outlook for the continued expansion of the Industry in 2025.