脫碳導致中型和重型 (MHD) 卡車價值鏈發生巨大變化

擺脫內燃機 (ICE) 是卡車製造史上最大的改變。脫碳不僅是大規模生產或監管，還會從根本顛覆現有的成熟產業。這些變化可能會波及整個產業的價值鏈。

本報告評估了脫碳和電氣化運動對全球中型和重型 (MDH) 卡車行業的主要利益相關者（製造商、卡車車隊和經銷商）的影響，並評估了當今行業商業模式的影響。考慮未來是否可行。

目錄

介紹

背景狀況

推薦

中型和重型（MHD）卡車行業的脫碳和電氣化將導致收入嚴重短缺

OEM售後市場收入預計將大幅下降

卡車車隊可降低成本，但燃油附加費收入將下降

售後市場收入損失：經銷商受創最嚴重

向電氣化過渡的連貫計畫：MHD 卡車產業的策略重點

OEM 需要在中期內為網路提供支持

OEM 需要考慮內部分銷

貨運業對新商業模式的需求

Moving away from the internal combustion engine (ICE) is the biggest change that the truck manufacturing industry will likely ever experience. More so than mass production or regulation, decarbonization takes an established and mature industry and turns it on its head. These changes will reverberate along the entire industry value chain.

This report assesses the impact of decarbonization and electrification on the

medium and heavy duty (MHD) truck value chain for three specific stakeholder groups-OEMs, truck fleets, and dealers-and considers the viability of the current industry business model moving forward.

Table of Contents

Spark

Context

Recommendation

Decarbonizing and Electrifying the MHD Trucking Industry Will Create Significant Revenue Shortfalls

OEMs Will See Substantial Reductions in Aftermarket Revenues

Truck Fleets Will Save on Costs but Lose Fuel Surcharge Revenues

Dealers Will Be the Hardest Hit by Aftermarket Revenue Losses

A Coherent Plan for the Transition to Electrification Is a Strategic Priority for the MHD Trucking Industry

OEMs May Have to Offer Support to the Network in the Medium Term

OEMs May Need to Consider Taking Distribution In-House

The Trucking Industry Needs a New Business Model

List of Figures

PACCAR: Contribution to Revenue by Segment, Industrial Business

PACCAR: Contribution to Gross Margin by Segment, Industrial Business

Werner: Supplies and Maintenance Costs as a Percentage of Revenue

Werner: Fuel Surcharge as a Percentage of Revenue vs. Operating Ratio

Werner: Fuel Surcharge vs. Supplies and Maintenance as a Percentage of Revenue

Rush: Revenue and Gross Margin Comparisons