您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [Jefferies]:全球卡车追踪4月数据 - 发现报告

全球卡车追踪4月数据

交运设备 2025-05-22 Jefferies 表情帝
报告封面

Aug-24Sep-24Oct-24Nov-24 Dec-24 Jan-250.10.10.10.10.00.00.00.2-0.30.1-0.2-0.1-0.1-0.10.0-0.1-17%0%-5%-11%-16%-7%-10%-7%-9%2%1%1%21%13%43%27%-1%-6%1%2%-3%-3%-2%-1%-14%-18%-14%-12%14%7%13%14%-17%-20%-15%-6%2%-1%1%-6%Aug-24Sep-24Oct-24Nov-24 Dec-24 Jan-250.1-0.10.00.00.00.0-0.1-0.1-0.9-0.80.1-0.1-0.2-0.20.3-0.4-1%-1%2%0%-58%3%9%-15%-21%-23%-23%-23%-2%2%3%1%Aug-24Sep-24Oct-24Nov-24 Dec-24 Jan-250.00.60.10.2-0.10.10.00.01.00.20.00.1-0.80.00.00.027%32%29%11%36%61%41%31%36%18%4%16%8%6%3%2% 0.00.10.10.0-0.11.80.00.940%-5%-15%-8%-3%-12%43%-12%3%0%0%1%-11%-7%17%17%-12%-17%-5%-9%0.1-0.1-0.1-0.1-0.10.00.00.03%1%-17%-14%-17%-18%4%3%0.10.00.00.00.00.00.00.011%15%29%1%8%-2%1%3% Feb-25Mar-25Apr-250.0-0.7-0.20.1-0.3-0.1-0.4-0.10.10.1-0.30.0-35%-6%-48%-21%-17%-24%-13%-10%-16%-33%-32%-46%-2%-1%0%2%2%1%-5%-6%1%19%15%22%-9%-16%-22%-11%5%3%Feb-25Mar-25Apr-250.00.3-0.10.00.3-0.14.1-0.8-0.41.1-0.2-0.5-3%1%0%-21%-17%-17%-15%-2%1%-1%4%0%Feb-25Mar-25Apr-250.0-1.10.00.0-0.40.1-1.00.00.40.00.00.57%-5%-7%18%4%-5%-5%-4%-11%-4%2%-5% Michael Aspinall * | Equity Analyst+44 (0) 20 7029 8431 | maspinall@jefferies.comPhilippe Houchois ^ | Equity Analyst44 (0) 20 7029 8983 | philippe.houchois@jefferies.comStephen Volkmann, CFA ‡ | Equity Analyst(212) 284-2031 | svolkmann@jefferies.comOwen Paterson * | Equity Analyst+44 (0)20 7548 4745 | opaterson@jefferies.comKiara Asinobi * | Equity Associate+44 (0)20 7548 4542 | kasinobi@jefferies.com Analyst Certification:I, Michael Aspinall, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.I, Philippe Houchois, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.I, Stephen Volkmann, CFA, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies)and subject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendationsor views expressed in this research report.I, Owen Paterson, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.I, Kiara Asinobi, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.Registration of non-US analysts:Michael Aspinall is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/qualified as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore maynot be subject to the FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held bya research analyst.Registration of non-US analysts:Philippe Houchois is employed by Jefferies GmbH, a non-US affiliate of Jefferies LLC and is not registered/qualified as aresearch analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore may not be subject tothe FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held by a research analyst.Registration of non-US analysts:Owen Paterson is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/qualified as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore maynot be subject to the FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held bya research analyst.Registration of non-US analysts:Kiara Asinobi is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/qualified as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore maynot be subject to the FINRA Rule 2241 and restrictions on communications with a subject company, publ