脱碳导致中型和重型 (MHD) 卡车价值链发生巨大变化

摆脱内燃机 (ICE) 是卡车製造史上最大的改变。脱碳不仅是大规模生产或监管，还会从根本颠覆现有的成熟产业。这些变化可能会波及整个产业的价值链。

本报告评估了脱碳和电气化运动对全球中型和重型 (MDH) 卡车行业的主要利益相关者（製造商、卡车车队和经销商）的影响，并评估了当今行业商业模式的影响。考虑未来是否可行。

目录

介绍

背景状况

推荐

中型和重型（MHD）卡车行业的脱碳和电气化将导致收入严重短缺

OEM售后市场收入预计将大幅下降

卡车车队可降低成本，但燃油附加费收入将下降

售后市场收入损失：经销商受创最严重

向电气化过渡的连贯计画：MHD 卡车产业的策略重点

OEM 需要在中期内为网路提供支持

OEM 需要考虑内部分销

货运业对新商业模式的需求

Moving away from the internal combustion engine (ICE) is the biggest change that the truck manufacturing industry will likely ever experience. More so than mass production or regulation, decarbonization takes an established and mature industry and turns it on its head. These changes will reverberate along the entire industry value chain.

This report assesses the impact of decarbonization and electrification on the

medium and heavy duty (MHD) truck value chain for three specific stakeholder groups-OEMs, truck fleets, and dealers-and considers the viability of the current industry business model moving forward.

Table of Contents

Spark

Context

Recommendation

Decarbonizing and Electrifying the MHD Trucking Industry Will Create Significant Revenue Shortfalls

OEMs Will See Substantial Reductions in Aftermarket Revenues

Truck Fleets Will Save on Costs but Lose Fuel Surcharge Revenues

Dealers Will Be the Hardest Hit by Aftermarket Revenue Losses

A Coherent Plan for the Transition to Electrification Is a Strategic Priority for the MHD Trucking Industry

OEMs May Have to Offer Support to the Network in the Medium Term

OEMs May Need to Consider Taking Distribution In-House

The Trucking Industry Needs a New Business Model

List of Figures

PACCAR: Contribution to Revenue by Segment, Industrial Business

PACCAR: Contribution to Gross Margin by Segment, Industrial Business

Werner: Supplies and Maintenance Costs as a Percentage of Revenue

Werner: Fuel Surcharge as a Percentage of Revenue vs. Operating Ratio

Werner: Fuel Surcharge vs. Supplies and Maintenance as a Percentage of Revenue

Rush: Revenue and Gross Margin Comparisons