福田汽車(600166.SH):總體看2024年重卡市場預計需求在105-110萬左右,同比上升約15%
格隆匯3月5日丨福田汽車(600166.SH)投資者關係活動記錄表顯示,2024年內外部形勢總體向好,雙碳戰略+路權政策驅動等因素帶動中重卡市場需求穩步恢復。總體看2024年重卡市場預計需求在105-110萬左右,同比上升約15%。2024年天然氣供需趨於平衡、寬鬆,基礎設施完善,保供能力、加註便捷性提高。綜合來看,2024年供應形勢進一步寬鬆,油氣價差仍是驅動氣車上量的主要因素,燃氣車優勢仍存,滲透率有望持續升高。
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