當(dāng)前觀察：重卡行業(yè)出海趨勢(shì)強(qiáng)勁，中國重汽與其他車企積極跟進(jìn)，海外市場(chǎng)或迎增長高潮

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根據(jù)最近的機(jī)構(gòu)研究報(bào)告，為您總結(jié)相關(guān)行業(yè)的投資要點(diǎn)，供參考：首先，自主品牌重卡的出海趨勢(shì)強(qiáng)勁，代表企業(yè)如中國重汽(000951)已經(jīng)看到了顯著的銷售增長。預(yù)計(jì)在2-3年期間，重卡出海的數(shù)量可能突破30萬量級(jí)，并在3-5年期間在東南亞，南美，中東等市場(chǎng)上翻倍。其次，車企角度看，中國重汽是市場(chǎng)龍頭，未來有望充分受益。與此同時(shí)，其他企業(yè)如陜汽、解放、東風(fēng)等也在迅速跟進(jìn)，出口持續(xù)向上。報(bào)告還指出，海外重卡市場(chǎng)分三個(gè)梯隊(duì)，第二梯隊(duì)為自主品牌重卡出海的核心市場(chǎng)。非洲，獨(dú)聯(lián)體，東南亞，拉美等是潛在的目標(biāo)市場(chǎng)，可以通過驅(qū)動(dòng)戴姆勒、沃爾沃、帕卡、斯堪尼亞等品牌的份額來開拓市場(chǎng)。再者，全球重卡的龍頭企業(yè)發(fā)展復(fù)盤顯示，技術(shù)是關(guān)鍵，收購則是一個(gè)有效的市場(chǎng)開拓手段。報(bào)告進(jìn)一步指出，自主品牌全球市場(chǎng)的量與價(jià)都有所上升的可能性。其中需要注意的風(fēng)險(xiǎn)端包括全球地緣政治波動(dòng)超預(yù)期，國內(nèi)經(jīng)濟(jì)復(fù)蘇速度低于預(yù)期，以及柴油價(jià)格的上漲幅度超預(yù)期。以下是將內(nèi)容轉(zhuǎn)換為html格式：

Accordingtorecentinstitutionalresearchreports,Ihavesummarisedtheinvestmentpointsintherelatedindustriesforyourreference:
Firstly,thetrendofindependentbrandheavytruckgoingoverseasisstrong,withrepresentativecompaniessuchasChinaheavytruckseeingsignificantsalesgrowth.Itisexpectedthatthenumberofheavytrucksgoingoverseasmaybreakthrough300,000in2-3yearsanddoublein3-5yearsinmarketssuchasSoutheastAsia,SouthAmerica,andtheMiddleEast.
Fromtheperspectiveofthevehicleindustry,ChinaHeavyTruckisthemarketleaderandisexpectedtobenefitfullyinthefuture.Atthesametime,othercompaniessuchasShaanxiAuto,Jiefang,Dongfeng,etc.arealsocatchinguprapidly,andexportscontinuetorise.
Thereportalsopointedoutthattheoverseasheavytruckmarketisdividedintothreeechelons,andthesecondechelonisthecoremarketforindependentbrandheavytruckstogooverseas.Africa,theCommonwealthofIndependentStates,SoutheastAsia,andLatinAmericaarepotentialtargetmarketsthatcanbedevelopedbydrivingthesharesofbrandssuchasDaimler,Volvo,Paccar,andScania.
Furthermore,theglobalheavytruckleader"sdevelopmentreviewshowsthattechnologyisthekey,andacquisitionisaneffectivemarketdevelopmentmethod.Thereportfurtherpointedoutthatthequantityandpriceoftheglobalmarketofindependentbrandsmaybothrise.
Potentialrisksincludetheunexpectedgeopoliticalfluctuationsglobally,theslowerrecoveryofthedomesticeconomythanexpected,andtheexceedingexpectedriseinthepriceofdiesel.

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