监管不确定性增加可能刺激混合復兴

为实现《巴黎协定》的目标，中型和重型卡车（MDHD）领域的脱碳已经催生了许多技术。虽然这些技术的长期可行性越来越清晰，但混合动力车的作用却很少被讨论。目前的发展，例如潜在的监管变化和即将推出的几款增程式电动车（EREV），表明现在是重新评估混合动力车可为市场提供的价值的好时机。

本报告研究了中型和重型卡车（MDHD）市场，并涵盖了欧洲和北美公路上 MDHD 技术的现状、欧洲和北美的监管环境以及混合动力的前景。

目录

背景

本报告涵盖以下内容：

• 欧洲和北美的公路 MDHD 技术现状
• 欧洲和北美未来的监管轨迹
• 监管变化对现有 MDHD 价值链的影响

建议

Guidehouse Insights 建议如下：

• 利害关係人应意识到当前监管环境的流动性。
• 利害关係人需要考虑北美市场可能放宽管制
• 利害关係人需要对混合动力车的潜在商业化保持警惕
• 利害关係人应该牢记，技术疲劳在塑造 MDHD 轨道方面发挥了一定作用

设计

Decarbonizing the medium and heavy duty (MDHD) truck sector to meet the Paris Accords goals has spawned numerous technologies, both competing and complementary. While these technologies' long-term viability is becoming clearer, the role of hybrids has remained largely undiscussed. Current developments, such as potential regulatory changes and the imminent launch of several extended range EVs (EREVs), suggest that now may be a good time to revisit the value that hybridization offers the market.

Table of Contents

Context

This report covers the following:

• The technological landscape for MDHD on-highway vehicles in Europe and North America
• The future regulatory trajectory in Europe and North America
• The impact of any regulatory change upon the existing MDHD value chain

Recommendations

Guidehouse Insights recommends the following:

• Stakeholders should remain aware of increasing fluidity in the current regulatory environment.
• Stakeholders should consider the potential for regulatory softening in the North American market.
• Stakeholders should be wary of the commercialization potential of hybrids.
• Stakeholders should remember that technology fatigue has a history in shaping MDHD truck

Design.