[Brokerage Focus] CMB International expects the Fuel Cell Energy heavy truck Industry may迎来 a turning point in 2026-2027.

Jinwu Financial News | Zhao Yin International stated that Fuel Cell Energy is mainly applied in China within the Commercial Vehicle sector, especially heavy-duty trucks. The bank believes that the explosion in the Fuel Cell Energy Industry may first occur in the heavy-duty truck sector. According to the bank's estimation comparing the total lifecycle costs of heavy-duty trucks with different power sources, by 2026, the overall ownership cost of Fuel Cell heavy-duty trucks will become comparable to that of diesel heavy-duty trucks within three years. This cost competitiveness may signal a turning point for the Industry, and the core of achieving this investment return cycle is the hydrogen pricing and supporting infrastructure capability. In the medium to long term of 5-10 years, the bank predicts that the unit price of Fuel Cell systems will decrease by nearly 75%.

Jinwu Financial News23:06 ET

The cumulative sales of multi-cylinder diesel engines from January to November reached 3.6455 million units, with market performance being weak and the year-on-year decline continuing to widen.

In November 2024, a total of 0.3296 million multi-cylinder diesel engines were sold in our country, a month-on-month increase of 13.98% and a year-on-year decrease of 7.11%.

Zhitong FinanceDec 15 18:23 ET

Weichai Power (000338.SZ): A comprehensive layout in the field of power generation engines, which can be widely applied in Datacenter, public utilities, and other segmented markets.

Gelonghui reported on December 12 that Weichai Power (000338.SZ) stated on the investor interaction platform that the company has made a comprehensive layout in the power generation engine products, which can be widely applied in sectors such as Datacenter and public utilities. The full range of products has significant Global competitiveness, especially achieving a strategic breakthrough in the high-end market, driving increases in related Business revenue and profit contributions. Due to the diversification of the company's sectors, the profit contribution from power generation engine products has not yet reached the individual disclosure standard, thank you for your understanding.

Gelonghui FinanceDec 12 03:04 ET

Weichai Energizes Global Markets Through Strategic Partnerships and Innovation

PR NewswireDec 11 03:14 ET

Huachuang Securities: In November, autos continued to be hot sellers, bullish on the sales growth of new energy fund in 2024 and 2025.

In August 2024, the overall demand before the subsidy increase did not meet expectations, and the base is not high. Looking at 2025 from a macro perspective, domestic demand is expected to improve, electric vehicles may continue to benefit, and it is expected that in 2025, the wholesale volume of new energy passenger vehicles will reach 15.28 million units, increasing by 26%, with a penetration rate of 53%, which is an increase of 7.1 percentage points.

Zhitong FinanceDec 10 00:37 ET

Fuel cell energy and hydrogen internal combustion engines are advancing in parallel, with the application of hydrogen energy accelerating on the end-user side due to frequent bullish policies.

① The CA6HV3 hydrogen engine, independently developed by faw jiefang group, has been released as the first domestic heavy-duty commercial vehicle hydrogen engine with direct injection. ② At this stage, many hydrogen internal combustion engine products still have shortcomings such as "low thermal efficiency."

cls.cnDec 6 02:09 ET