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福田汽車(600166.SH):充換電重卡電池重量較大,經濟性較弱
格隆匯 08-04 08:09

格隆匯8月4日丨福田汽車(600166.SH)近期在接待機構投資者調研時表示,重卡主要應用於長途幹線物流場景,而目前新能源重卡(充換電)更多的應用於短途封閉場景,長途場景應用較少;充換電重卡電池重量較大,經濟性較弱;公司判斷未來應用在長途幹線物流場景的新能源重卡更偏向於氫燃料,但目前市場中氫燃料重卡製造成本高,需求量小,需要相關產業鏈的扶持才能逐步發展起來。

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