【华泰证券:看好环卫电动化提速带来的业绩增量】华泰证券研报称,环卫电动化趋势加速,全面电动化、大气十条和设备更新等政策考核催化,试点城市和重点区域渗透率目标80%。全国新能源环卫车渗透率由2021年3.9%快速提升至2024年13.5%,且2024年下半年以来明显加速,四季度渗透率已达21.1%。新能源环卫车市场集中度高,2024年CR5(业务规模前五名公司所占市场份额)达69.4%。看好环卫电动化提速带来的业绩增量,推荐新能源市占率较高、具备技术和市场优势的相关企业。

金融界
17 Feb
华泰证券研报称,环卫电动化趋势加速,全面电动化、大气十条和设备更新等政策考核催化,试点城市和重点区域渗透率目标80%。全国新能源环卫车渗透率由2021年3.9%快速提升至2024年13.5%,且2024年下半年以来明显加速,四季度渗透率已达21.1%。新能源环卫车市场集中度高,2024年CR5(业务规模前五名公司所占市场份额)达69.4%。看好环卫电动化提速带来的业绩增量,推荐新能源市占率较高、具备技术和市场优势的相关企业。

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