【行业研究报告】交运设备-重卡行业11月跟踪月报：内销与出口共振，景气度持续向好

批发销量/万辆7.28.111.18.88.99.88.59.210.610.611.390.2115.6
Yoy-25.5%36.1%-3.7%6.5%13.6%37.1%45.6%46.7%82.9%60.0%65.4%-1.0%28.1%
Yoy-25.5%36.1%-3.7%6.5%13.6%37.1%45.6%46.7%82.9%60.0%65.4%-1.0%28.1%
环比-14.3%12.7%37.0%-21.4%1.3%10.2%-13.3%7.9%15.2%0.6%6.6%
终端销量/万辆3.44.87.26.96.36.96.46.78.37.07.760.380.0
Yoy-0.5%81.9%-4.4%5.9%17.6%47.0%38.3%65.6%91.5%56.6%34.3%-1.7%32.9%
环比-51.4%42.9%49.1%-4.3%-8.2%9.7%-7.2%3.7%25.0%-15.9%9.6%
出口销量/万辆2.42.32.82.62.72.92.72.73.13.33.329.033.8
Yoy-7.2%-4.6%12.3%0.8%-6.4%23.8%25.4%15.3%28.1%43.8%44.0%5.2%16.1%
环比4.3%-5.9%22.7%-7.2%3.5%10.5%-7.5%0.8%15.2%4.8%0.7%
渠道库存1.501.071.20-0.67-0.08-0.06-0.64-0.23-0.910.320.340.92-