印度的卡车工业由于船队老化、运费上涨、利润增加、销售预测提高而需求增加。 India's truck industry sees rising demand due to aging fleets, higher freight rates, and improved profits, boosting sales forecasts.

印度的中型和重型商用汽车工业正在进入一个新的周期,诺穆拉预测26财政年度年同比增长8%,27财政年度年同比增长10%,其驱动因素是运费率上升、运营商利润提高、全球通商成本效率提高、卡车平均车龄高达10年左右,刺激了更替需求,特别是在27-28财政年度,而强劲的现金流动正在增加人们对新采购的信心。 The Indian medium and heavy commercial vehicle industry is entering a new upcycle, with Nomura forecasting 8% year-on-year growth in FY26 and 10% in FY27, driven by rising freight rates, improved operator profitability, GST cost efficiencies, and a high average truck age of about 10 years boosting replacement demand, particularly in FY27–28, while strong cash flows are increasing confidence in new purchases.