智通财经APP获悉，中国重汽(03808)涨超3%，截至发稿，涨3.02%，报18.42港元，成交额1153.38万港元。
消息面上，4月25日，中国重汽与丰田汽车在日本名古屋丰田总部签署战略合作协议。丰田汽车拥有世界领先的氢燃料电池技术，中国重汽是我国商用车行业领军企业，双方联合开发的氢燃料电池牵引车已批量交付市场应用。未来，双方将在氢燃料商用车合作研发、示范运营、推广应用、商业模式创新等领域建立更广泛的合作，携手打造零碳物流产业链新生态。
广发证券指出，国内重卡行业电动化渗透率阶段性天花板保守预测或在30%-40%，乐观预测或在40%-50%。该行认为，当前国内纯电动重卡行业的集中度明显低于国内重卡行业整体的集中度。而且，在国内纯电动重卡行业市占率靠前的徐工集团、三一集团在国内重卡行业的市占率并不靠前。所以，该行预计随着国内重卡行业逐步电动化，国内重卡行业集中度会在中短期呈现出分散化的趋势。考虑到国内重卡行业集中度提升的历史规律，以及国内纯电动重卡行业已经呈现出集中度快速提升的趋势，该行预计长期来看，国内重卡行业还是将走向集中化。
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