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福田汽車(600166.SH):受LNG重卡滲透率提升較快影響,帶動整個商用車的氣體機產品上行
格隆匯 12-18 08:46

格隆匯12月18日丨福田汽車(600166.SH)投資者關係活動記錄表顯示,受LNG重卡滲透率提升較快影響,帶動整個商用車的氣體機產品上行。在富氣區域,氣體機產品的使用成本更低,CNG輕卡的使用成本大約為0.5元/公里,在運輸效率可觀的情況下,預計一年內可以回收新增購置成本。明年氣價低位、油價高位還將持續,氣體機產品的成本優勢會進一步擴大。目前CNG輕卡市場的滲透率只有2%左右,與重卡LNG相比還有巨大的提升空間。如產品資源足夠豐富,預計明年CNG輕卡銷量將繼續增長。

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