A recent research report by Huatai Securities, coupled with data from the First Commercial Vehicle Network, reveals that wholesale sales of heavy trucks surged to 92,000 units in June 2025, with approximately 64,000 units registered. These figures represent a year-on-year growth of 29% and 36%, respectively, marking the third consecutive month of growth since April. Huatai Securities attributes this growth primarily to the accelerated impact of the nationwide "trade-in" policy.

Looking ahead to the second half of 2025, the research report anticipates that the wholesale volume of the heavy truck industry will grow at an annual rate of approximately 23%. This upward trend is expected to bolster profit margins for industry leaders and the entire supply chain. The report recommends focusing on leading automakers and tire companies that benefit from domestic heavy truck demand and possess large-capacity bases unaffected by European anti-dumping and anti-subsidy investigations.