The heavy truck industry is accelerating its recovery, with the performance of four heavy truck concept stocks expected to increase.
After experiencing a downturn in the industry, there are clear signs of recovery in the Chinese heavy truck market in 2025. Data from the First Commercial Vehicle Network shows that from January to June this year, the cumulative sales of heavy trucks in China were approximately 539,200, a year-on-year increase of about 7%. In June, the bulk sales of heavy trucks were 92,000 units, with actual registrations at 64,000 units, an increase of 29% and 36% respectively compared to the same period last year, achieving a month-on-month "three consecutive increases" since April. It is widely believed within the industry that the continuous growth in heavy truck sales is mainly driven by the accelerating effects of the "trade-in for new" policy. According to Data Treasure statistics, there are 15 A-share companies involved in the heavy truck business in the stock market. Since the beginning of this year, companies such as Huichuan Technology, CIMC Vehicles, Sinotruk, Weichai Power, and Foton Motor have all been surveyed by institutions more than 10 times. So far, only 6 heavy truck concept stocks have announced their performance forecasts for the first half of 2025. Based on the lower limit of the forecasted net profit, it is estimated that Blue Sea Huateng, Foton Motor, Terex, and Wanliyang will achieve year-on-year net profit growth, with estimated growth rates exceeding 45%.
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