印度的拖拉机销售量每年增长0-2%, 直至2028年,
India's tractor sales to grow 0-2% annually through 2028 due to El Niño risks, but strong replacement demand and low penetration support long-term growth.
印度拖拉机的销售预计将缓慢增长,从2026年到2028年,年增长率为0-2%,因为根据汇丰银行的一份报告,人们担心与厄尔尼诺现象有关的季风较弱,这可能减少农业收入和农村需求。
India's tractor sales are expected to grow slowly, at 0-2% annually from 2026 to 2028, due to concerns over a weak monsoon linked to El Niño, which could reduce farm income and rural demand, according to an HSBC report.
虽然厄尔尼诺历来通过干扰降雨减少拖拉机销售量,但目前的储油层水平高于平均水平24%,为Kharif作物播种提供了支持。
While El Niño historically lowers tractor sales by disrupting rainfall, current reservoir levels are 24% above average, supporting Kharif crop sowing.
随着2009-2014年期间的拖拉机到达报废期,替代需求(现在占销售额的45%)预计将保持强劲。
Replacement demand, now 45% of sales, is expected to remain strong as tractors from the 2009–2014 period reach end-of-life.
尽管面临近期挑战,但由于拖拉机渗透率低——只有7%的地块和47%的合格大农场有拖拉机,因此长期增长仍很可能。
Despite near-term challenges, long-term growth remains likely due to low tractor penetration—only 7% of land parcels and 47% of eligible large farms have tractors.