金吾财讯 | 摘要：花旗研究提供了中国电动重型卡车（E-HDT）市场的最新更新。报告显示，10月份E-HDT交付量环比增长4.6%，达到8250辆，同比增长138.1%。今年前10个月的销量达到56800辆，同比增长142.6%。徐工机械（XCMG）在10月份的市场份额环比增长3.6个百分点，达到19.1%，而三一重工（SANY）和一汽解放（FAW-Jiefang）的市场份额分别下降4.6和0.3个百分点。核心观点：1.10月份E-HDT交付量环比增长4.6%，同比增长138.1%。2.今年前10个月E-HDT销量同比增长142.6%。3.徐工机械（XCMG）市场份额环比增长3.6个百分点，达到19.1%。4.三一重工（SANY）和一汽解放（FAW-Jiefang）市场份额分别下降4.6和0.3个百分点。5.按能源类型划分，10月份BEV-HDT销量环比增长1.2%，而FCEV/HEV-HDT环比增长78.2%和200%。6.今年前10个月，BEV-HDT销量同比增长151.2%，HEV增长72.3%，FCEV增长61.5%。7.预计10月份E-HDT电池安装量同比增长159.8%，环比增长4.6%。8.今年前10个月E-HDT电池安装量同比增长164.6%。9.10月份E-HDT电池成本环比增长0.4%，至每辆车8.41万元人民币，同比下降27.9%。
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