智通财经APP获悉，重卡概念股延续跌势，截至发稿，中国重汽(03808)跌5.23%，报40.62港元；潍柴动力(02338)跌4.34%，报31.32港元。
消息面上，近期，受中东地缘局势影响，国际油价维持高位震荡。数据显示，对于高度依赖公路运输的快递行业而言，燃油成本占干线运输成本的30%-40%。一辆年跑7万公里的重卡，仅第一季度的油价上涨就使其加油成本增加数万元。
招商证券指出，油价飙升对重卡行业形成显著的定性与定量冲击。宏观通胀与高油价环境下，重卡整体购车需求面临显著的下行压力。能源结构上，高油价加速行业向新能源与天然气重卡转型。柴油重卡需求受挤压，而天然气重卡凭借油气价差优势销量快速反弹；纯电动重卡全生命周期成本 TCO 优势凸显，会倒逼产业链加速电动化。
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