Core Viewpoint - Weichai Power (000338) anticipates that the domestic sales of natural gas heavy trucks will reach 47,000 units in Q1 2025, with a penetration rate of 31% [1] Group 1: Industry Insights - The future supply-demand balance is expected to support natural gas prices in a stable and reasonable range, enhancing the application scenarios for natural gas heavy trucks due to their low-carbon and economic advantages [1] - The penetration rate of natural gas heavy trucks is projected to continue increasing [1] Group 2: Company Strategy - The company possesses strong R&D capabilities and technical accumulation, which will help it lead in the market share of natural gas heavy truck engines [1] - A recent notice from the Ministry of Transport on March 18 regarding the "old-for-new" policy will provide subsidies for natural gas heavy trucks, further boosting the demand for gas vehicle replacements [1] - The company will continue to drive industry upgrades through product innovation and aims to further enhance its market share [1]
潍柴动力:预计天燃气重卡渗透率将持续走高 公司将持续推进市场份额进一步提升