福田汽車(600166.SH):2024年公司輕卡增量主要來自新能源、混動、AMT、皮卡新產品及出口
格隆匯1月26日丨福田汽車(600166.SH)近日在接待機構投資者調研時表示,公司固有的輕卡的龍頭地位,有規模經濟優勢;另一方面是福田堅持走合規路線,公司輕卡的藍牌法規新產品導入和轉型早,在過渡期之前,公司做到了80%左右的切換力度,這也是對公司後續輕卡上量的一個比較大的促進因素。輕卡行業內,公司主導高端化、差異化、合規化、場景化,2023年推出了全新混動輕卡和AMT輕卡,混動輕卡2023年實現2100台左右銷量,目標市場市佔率45.64%位列第一;AMT輕卡實現銷量3600台左右,目標市場佔有率達86.3%。2024年公司輕卡增量主要來自新能源、混動、AMT、皮卡新產品及出口。
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