瑞信-中国重型卡车行业:加速基础设施刺激的需求见底
Upgrade China heavy-duty truck sector on sales growth from 3Q22. We estimate China heavy-duty truck (HDT) sales to increase 62%/10%/5% YoY in 2H22/2023/2024 after 12 months of sharp decline of ~60% YoY. We revise our China HDT sales estimatesto 0.97m