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福田汽車(600166.SH):明年來看公司預計燃氣車的在重卡市場佔比仍會有提升
格隆匯 12-25 09:10

格隆匯12月25日丨福田汽車(600166.SH)投資者關係活動記錄表顯示,明年來看,公司預計燃氣車的在重卡市場佔比仍會有提升。首先氣價具有一定的週期性,冬季過後會有明顯回落,且供給較為穩定,預計油汽差價會維持在1-2元左右。3月份是重卡市場的旺季,疊加氣價走低,重卡的主戰場很可能轉移到燃氣車上。我們預計2023年國內燃氣重卡的滲透率大概在25%,2024年滲透率將超過30%。

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