Source Gangtise Investment Research
experts sayscoobydoopinballThe current inventory ratio of gas vehicles has increased from 30% to 50%.scoobydoopinballIn April, the inventory of gas vehicles exceeded 100,000 units, and it is expected that the proportion of gas vehicle inventory will stabilize at around 50% after that. It is estimated that the sales volume of gas-fired heavy trucks will exceed 240,000 units in 2024, with a penetration rate of around 37%. Combined with the ownership, the incremental purchase demand for heavy trucks brought about by the trade-in policy in 2024 may be 200,000 units.
