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福田汽車(600166.SH):樂觀預計商用車市場明年會有8%-10%左右的增長
格隆匯 12-18 08:44

格隆匯12月18日丨福田汽車(600166.SH)投資者關係活動記錄表顯示,1-11月份商用車市場已達到366.59萬輛,預計今年整體銷量在400萬輛左右。我們判斷明年商用車市場會比今年好。從宏觀經濟來看,消費將持續向好;政策端,國家萬億國債預計會在明年上半年對商用車形成良好的支撐;能源端,新能源與天然氣會為行業帶來結構性增長。樂觀預計商用車市場明年會有8%-10%左右的增長,市場總量會在430萬到440萬輛之間。

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