金吾财讯 | 华泰证券表示，6月11日，交通运输部、国家发展改革委等十一部门联合印发《推动新能源重卡规模化应用实施方案》（以下简称《方案》），明确提出到2030年，新能源重卡销量渗透率达到40%，保有量突破160万辆，占比达到约20%。该机构认为，《方案》文件是国内首次针对重卡这一高能耗、高电池量细分领域提出全国性量化目标，并将充换电等基础设施建设纳入整体规划，实现多场景、多技术协同推进，利好国内动力电池及绿氢产业链。关注动力电池和氢能产业链两大投资机遇：1.动力电池：受益于国内商用车与海外乘用车电动化共振。2.氢能：随着燃料电池重卡进入规模化推广阶段，产业链中项目运营商及电解槽环节有望同步受益。
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