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- calzcalz
  ·2021-03-20
  [得意]
  1,033 评论
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- calzcalz
  ·2021-03-19
  yikes
  非常抱歉，此主贴已删除
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- calzcalz
  ·2021-03-19
  great
  非常抱歉，此主贴已删除
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- calzcalz
  ·2021-03-19
  [惊讶]
  Watch Tesla, Nikola and these other stocks as change comes for a trucking market worth $1.5 trillion, says UBS<blockquote>瑞银表示，随着价值1.5万亿美元的卡车运输市场发生变化，请关注特斯拉、尼古拉和其他股票</blockquote>
  UBS likes infrastructure, battery, and fueling companies, which it believes will enjoy the most tail
  Watch Tesla, Nikola and these other stocks as change comes for a trucking market worth $1.5 trillion, says UBS<blockquote>瑞银表示，随着价值1.5万亿美元的卡车运输市场发生变化，请关注特斯拉、尼古拉和其他股票</blockquote>
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- calzcalz
  ·2021-03-19
  tiger brokers!!!!
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15:03","market":"hk","language":"en","title":"Watch Tesla, Nikola and these other stocks as change comes for a trucking market worth $1.5 trillion, says UBS<blockquote>瑞银表示，随着价值1.5万亿美元的卡车运输市场发生变化，请关注特斯拉、尼古拉和其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2120193789","media":"MarketWatch","summary":"UBS likes infrastructure, battery, and fueling companies, which it believes will enjoy the most tail","content":"<p>UBS likes infrastructure, battery, and fueling companies, which it believes will enjoy the most tailwind in the zero-emission trucking race</p><p><blockquote>瑞银看好基础设施、电池和燃料公司，认为这些公司将在零排放卡车运输竞赛中受益最大</blockquote></p><p> Massive disruption is hurtling down the highway toward a $1.5 trillion global trucking market, as legacy manufacturers and new entrants alike grapple for pole position in a race for dominance in zero-emissions trucks.</p><p><blockquote>随着传统制造商和新进入者在零排放卡车主导地位的竞赛中争夺领先地位，大规模的颠覆正在冲向价值1.5万亿美元的全球卡车运输市场。</blockquote></p><p> Electric vehicles have sped into the attention of investors in the last year, as stocks like Tesla,Nikola,NIO,XPeng,Li Auto,and BYD&nbsp;roared higher. And that is for good reason: electric vehicles will have penetrated 100% of the global car market by 2040, according to UBS.By just 2025, the Swiss bank expects two players — Tesla and Volkswagen— to have already emerged as the world’s top EV sellers, delivering around 1.2 million cars each as soon as next year.</p><p><blockquote>去年，随着特斯拉、尼古拉、蔚来、小鹏汽车、理想汽车和比亚迪等股票飙升，电动汽车迅速引起了投资者的关注。这是有充分理由的：根据瑞银的数据，到2040年，电动汽车将100%渗透到全球汽车市场。这家瑞士银行预计，到2025年，特斯拉和大众这两家公司将成为全球最大的电动汽车销售商，最快明年各交付约120万辆汽车。</blockquote></p><p> But vehicle emissions concern more than just cars. There are bigger things that move.</p><p><blockquote>但是汽车排放不仅仅涉及汽车。有更大的东西在移动。</blockquote></p><p> Amid changing regulations and technological innovation, both battery-electric and hydrogen-fuel-cell alternatives to internal combustion engines are emerging to disrupt the global trucking market, estimated by UBS to be worth $1.5 trillion.</p><p><blockquote>在不断变化的法规和技术创新中，内燃机的电池电动和氢燃料电池替代品正在兴起，扰乱了全球卡车运输市场，瑞银估计该市场的价值为1.5万亿美元。</blockquote></p><p> The Swiss bank expects zero-emissions vehicles, or ZEVs, to eventually displace trucks powered by internal combustion engines, with the pace of change accelerating rapidly compared with three years ago as new entrants join the fray.</p><p><blockquote>这家瑞士银行预计，零排放汽车（ZEV）最终将取代内燃机驱动的卡车，随着新进入者加入竞争，与三年前相比，变革的步伐将迅速加快。</blockquote></p><p> In a report published on Wednesday with the contribution of 21 analysts, UBS said it expects&nbsp;most of the trucking market to be shared among battery-electric vehicles and fuel-cell electric vehicles, which are powered by hydrogen. Renewable natural gas could also play a smaller role in the market, the analysts said.</p><p><blockquote>瑞银在周三发布的一份有21名分析师参与的报告中表示，预计大部分卡车运输市场将由纯电动汽车和由氢驱动的燃料电池电动汽车共享。分析师表示，可再生天然气在市场上的作用也可能较小。</blockquote></p><p> The main driving force is global emissions regulations, but the economics of both battery and fuel-cell ZEVs are also highly-competitive. UBS projects that heavy-duty trucks powered by batteries or fuel cells will be more cost effective than diesel by 2030, including the cost of infrastructure. However, input supply remains a challenge, with global shortages in battery cells expected by 2025, according to UBS, and the green hydrogen industry still young.</p><p><blockquote>主要驱动力是全球排放法规，但电池和燃料电池ZEV的经济性也极具竞争力。瑞银预计，到2030年，由电池或燃料电池驱动的重型卡车将比柴油更具成本效益，包括基础设施成本。然而，根据瑞银的数据，投入供应仍然是一个挑战，预计到2025年全球电池将出现短缺，而绿色氢行业仍然年轻。</blockquote></p><p> UBS predicts that 30% of heavy-duty truck sales in North America, Europe, and China will come from ZEVs by 2030, with ZEV trucks making up 40% to 60% of medium-duty sales across these regions.</p><p><blockquote>瑞银预测，到2030年，北美、欧洲和中国重型卡车销量的30%将来自ZEV，其中ZEV卡车占这些地区中型卡车销量的40%至60%。</blockquote></p><p> If Tesla’s targets are taken at face value, then its heavy-duty, battery-electric Semi truck will be a “superior alternative” to internal combustion engines by 2025, UBS said.</p><p><blockquote>瑞银表示，如果从表面上看特斯拉的目标，那么到2025年，其重型电池电动半挂卡车将成为内燃机的“卓越替代品”。</blockquote></p><p> In fact, to the extent that Tesla can hold on to a lead in battery innovation, analysts at the Swiss bank believe the American company “may have a built-in advantage” over legacy heavy-duty truck manufacturers relying on third parties to supply batteries.</p><p><blockquote>事实上，就特斯拉能够在电池创新方面保持领先地位而言，这家瑞士银行的分析师认为，与依赖第三方供应电池的传统重型卡车制造商相比，这家美国公司“可能具有内在优势”。</blockquote></p><p> Conventional truck and engine manufacturers are expected to fight hard to retain control, including through new offerings and partnerships, but UBS expects them “to lose at least some share” of the market. Incumbent manufacturers face the “biggest headwind” in this changing space, the bank said.</p><p><blockquote>预计传统卡车和发动机制造商将努力保持控制权，包括通过新产品和合作伙伴关系，但瑞银预计他们“至少会失去一些市场份额”。该行表示，在这个不断变化的领域，现有制造商面临着“最大的阻力”。</blockquote></p><p> In medium-duty trucks, new entrants like Rivian, Lion, and Chanje are establishing a presence and will be key challengers. These companies are currently privately held, but could go public through an initial public offering or merger with a blank-check, special-purpose acquisition corporation.</p><p><blockquote>在中型卡车领域，Rivian、Lion和Chanje等新进入者正在建立影响力，并将成为主要挑战者。这些公司目前是私人控股的，但可以通过首次公开募股或与空白支票、特殊目的收购公司合并上市。</blockquote></p><p> As for heavy-duty trucks and engines, expect Tesla, Nikola, and Hyliion&nbsp;to dominate if they are able to execute on their respective visions, UBS said, though incumbents like Toyota&nbsp;and Hyundai&nbsp;are also expanding globally. The analysts noted that both battery-electric and fuel-cell offerings from new entrants are still in development and could fall short of targets for both weight and range.</p><p><blockquote>瑞银表示，至于重型卡车和发动机，如果特斯拉、尼古拉和Hyliion能够实现各自的愿景，预计它们将占据主导地位，尽管丰田和现代等现有企业也在全球扩张。分析师指出，新进入者的电池电动和燃料电池产品仍在开发中，可能无法达到重量和续航里程的目标。</blockquote></p><p> In UBS’ model, all of the following conventional truck and engine manufacturers are expected to lose market share by 2030: Cummins,Daimler,Volvo— which owns Mack Trucks — and Traton,which is majority-owned by Volkswagen and is expected to complete its acquisition of NavistarNAV,in mid-2021.</p><p><blockquote>在瑞银的模型中，以下所有传统卡车和发动机制造商预计到2030年都将失去市场份额：康明斯、戴姆勒、沃尔沃（拥有Mack Trucks）以及Traton（大众汽车持有多数股权，预计将完成收购）2021年中期收购NavistarNAV。</blockquote></p><p> In this battle among truck makers, UBS expects infrastructure, battery, and fueling companies to rise above the fray and enjoy the most tailwind. These groups of stocks make up their favorite picks. The Swiss bank is watching power infrastructure company Quanta Services&nbsp;and chemicals and battery groups like Albemarle,LG Chem,and Contemporary Amperex Technology Co. Limited (CATL).</p><p><blockquote>在卡车制造商之间的这场战斗中，瑞银预计基础设施、电池和燃料公司将脱颖而出，享受最大的顺风。这些股票组构成了他们最喜欢的选择。这家瑞士银行正在关注电力基础设施公司广达服务以及雅宝、LG化学和宁德时代新能源科技有限公司（CATL）等化学品和电池集团。</blockquote></p><p> <b>More of UBS’ most- and least-preferred stock picks from the report are outlined in the chart below:</b></p><p><blockquote><b>下图概述了瑞银在报告中挑选的更多最受欢迎和最不受欢迎的股票：</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/d4ec75240663b66b51d0eb6fe1507573\" tg-width=\"1260\" tg-height=\"701\"></p><p><blockquote></blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Watch Tesla, Nikola and these other stocks as change comes for a trucking market worth $1.5 trillion, says UBS<blockquote>瑞银表示，随着价值1.5万亿美元的卡车运输市场发生变化，请关注特斯拉、尼古拉和其他股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWatch Tesla, Nikola and these other stocks as change comes for a trucking market worth $1.5 trillion, says UBS<blockquote>瑞银表示，随着价值1.5万亿美元的卡车运输市场发生变化，请关注特斯拉、尼古拉和其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-03-19 15:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>UBS likes infrastructure, battery, and fueling companies, which it believes will enjoy the most tailwind in the zero-emission trucking race</p><p><blockquote>瑞银看好基础设施、电池和燃料公司，认为这些公司将在零排放卡车运输竞赛中受益最大</blockquote></p><p> Massive disruption is hurtling down the highway toward a $1.5 trillion global trucking market, as legacy manufacturers and new entrants alike grapple for pole position in a race for dominance in zero-emissions trucks.</p><p><blockquote>随着传统制造商和新进入者在零排放卡车主导地位的竞赛中争夺领先地位，大规模的颠覆正在冲向价值1.5万亿美元的全球卡车运输市场。</blockquote></p><p> Electric vehicles have sped into the attention of investors in the last year, as stocks like Tesla,Nikola,NIO,XPeng,Li Auto,and BYD&nbsp;roared higher. And that is for good reason: electric vehicles will have penetrated 100% of the global car market by 2040, according to UBS.By just 2025, the Swiss bank expects two players — Tesla and Volkswagen— to have already emerged as the world’s top EV sellers, delivering around 1.2 million cars each as soon as next year.</p><p><blockquote>去年，随着特斯拉、尼古拉、蔚来、小鹏汽车、理想汽车和比亚迪等股票飙升，电动汽车迅速引起了投资者的关注。这是有充分理由的：根据瑞银的数据，到2040年，电动汽车将100%渗透到全球汽车市场。这家瑞士银行预计，到2025年，特斯拉和大众这两家公司将成为全球最大的电动汽车销售商，最快明年各交付约120万辆汽车。</blockquote></p><p> But vehicle emissions concern more than just cars. There are bigger things that move.</p><p><blockquote>但是汽车排放不仅仅涉及汽车。有更大的东西在移动。</blockquote></p><p> Amid changing regulations and technological innovation, both battery-electric and hydrogen-fuel-cell alternatives to internal combustion engines are emerging to disrupt the global trucking market, estimated by UBS to be worth $1.5 trillion.</p><p><blockquote>在不断变化的法规和技术创新中，内燃机的电池电动和氢燃料电池替代品正在兴起，扰乱了全球卡车运输市场，瑞银估计该市场的价值为1.5万亿美元。</blockquote></p><p> The Swiss bank expects zero-emissions vehicles, or ZEVs, to eventually displace trucks powered by internal combustion engines, with the pace of change accelerating rapidly compared with three years ago as new entrants join the fray.</p><p><blockquote>这家瑞士银行预计，零排放汽车（ZEV）最终将取代内燃机驱动的卡车，随着新进入者加入竞争，与三年前相比，变革的步伐将迅速加快。</blockquote></p><p> In a report published on Wednesday with the contribution of 21 analysts, UBS said it expects&nbsp;most of the trucking market to be shared among battery-electric vehicles and fuel-cell electric vehicles, which are powered by hydrogen. Renewable natural gas could also play a smaller role in the market, the analysts said.</p><p><blockquote>瑞银在周三发布的一份有21名分析师参与的报告中表示，预计大部分卡车运输市场将由纯电动汽车和由氢驱动的燃料电池电动汽车共享。分析师表示，可再生天然气在市场上的作用也可能较小。</blockquote></p><p> The main driving force is global emissions regulations, but the economics of both battery and fuel-cell ZEVs are also highly-competitive. UBS projects that heavy-duty trucks powered by batteries or fuel cells will be more cost effective than diesel by 2030, including the cost of infrastructure. However, input supply remains a challenge, with global shortages in battery cells expected by 2025, according to UBS, and the green hydrogen industry still young.</p><p><blockquote>主要驱动力是全球排放法规，但电池和燃料电池ZEV的经济性也极具竞争力。瑞银预计，到2030年，由电池或燃料电池驱动的重型卡车将比柴油更具成本效益，包括基础设施成本。然而，根据瑞银的数据，投入供应仍然是一个挑战，预计到2025年全球电池将出现短缺，而绿色氢行业仍然年轻。</blockquote></p><p> UBS predicts that 30% of heavy-duty truck sales in North America, Europe, and China will come from ZEVs by 2030, with ZEV trucks making up 40% to 60% of medium-duty sales across these regions.</p><p><blockquote>瑞银预测，到2030年，北美、欧洲和中国重型卡车销量的30%将来自ZEV，其中ZEV卡车占这些地区中型卡车销量的40%至60%。</blockquote></p><p> If Tesla’s targets are taken at face value, then its heavy-duty, battery-electric Semi truck will be a “superior alternative” to internal combustion engines by 2025, UBS said.</p><p><blockquote>瑞银表示，如果从表面上看特斯拉的目标，那么到2025年，其重型电池电动半挂卡车将成为内燃机的“卓越替代品”。</blockquote></p><p> In fact, to the extent that Tesla can hold on to a lead in battery innovation, analysts at the Swiss bank believe the American company “may have a built-in advantage” over legacy heavy-duty truck manufacturers relying on third parties to supply batteries.</p><p><blockquote>事实上，就特斯拉能够在电池创新方面保持领先地位而言，这家瑞士银行的分析师认为，与依赖第三方供应电池的传统重型卡车制造商相比，这家美国公司“可能具有内在优势”。</blockquote></p><p> Conventional truck and engine manufacturers are expected to fight hard to retain control, including through new offerings and partnerships, but UBS expects them “to lose at least some share” of the market. Incumbent manufacturers face the “biggest headwind” in this changing space, the bank said.</p><p><blockquote>预计传统卡车和发动机制造商将努力保持控制权，包括通过新产品和合作伙伴关系，但瑞银预计他们“至少会失去一些市场份额”。该行表示，在这个不断变化的领域，现有制造商面临着“最大的阻力”。</blockquote></p><p> In medium-duty trucks, new entrants like Rivian, Lion, and Chanje are establishing a presence and will be key challengers. These companies are currently privately held, but could go public through an initial public offering or merger with a blank-check, special-purpose acquisition corporation.</p><p><blockquote>在中型卡车领域，Rivian、Lion和Chanje等新进入者正在建立影响力，并将成为主要挑战者。这些公司目前是私人控股的，但可以通过首次公开募股或与空白支票、特殊目的收购公司合并上市。</blockquote></p><p> As for heavy-duty trucks and engines, expect Tesla, Nikola, and Hyliion&nbsp;to dominate if they are able to execute on their respective visions, UBS said, though incumbents like Toyota&nbsp;and Hyundai&nbsp;are also expanding globally. The analysts noted that both battery-electric and fuel-cell offerings from new entrants are still in development and could fall short of targets for both weight and range.</p><p><blockquote>瑞银表示，至于重型卡车和发动机，如果特斯拉、尼古拉和Hyliion能够实现各自的愿景，预计它们将占据主导地位，尽管丰田和现代等现有企业也在全球扩张。分析师指出，新进入者的电池电动和燃料电池产品仍在开发中，可能无法达到重量和续航里程的目标。</blockquote></p><p> In UBS’ model, all of the following conventional truck and engine manufacturers are expected to lose market share by 2030: Cummins,Daimler,Volvo— which owns Mack Trucks — and Traton,which is majority-owned by Volkswagen and is expected to complete its acquisition of NavistarNAV,in mid-2021.</p><p><blockquote>在瑞银的模型中，以下所有传统卡车和发动机制造商预计到2030年都将失去市场份额：康明斯、戴姆勒、沃尔沃（拥有Mack Trucks）以及Traton（大众汽车持有多数股权，预计将完成收购）2021年中期收购NavistarNAV。</blockquote></p><p> In this battle among truck makers, UBS expects infrastructure, battery, and fueling companies to rise above the fray and enjoy the most tailwind. These groups of stocks make up their favorite picks. The Swiss bank is watching power infrastructure company Quanta Services&nbsp;and chemicals and battery groups like Albemarle,LG Chem,and Contemporary Amperex Technology Co. Limited (CATL).</p><p><blockquote>在卡车制造商之间的这场战斗中，瑞银预计基础设施、电池和燃料公司将脱颖而出，享受最大的顺风。这些股票组构成了他们最喜欢的选择。这家瑞士银行正在关注电力基础设施公司广达服务以及雅宝、LG化学和宁德时代新能源科技有限公司（CATL）等化学品和电池集团。</blockquote></p><p> <b>More of UBS’ most- and least-preferred stock picks from the report are outlined in the chart below:</b></p><p><blockquote><b>下图概述了瑞银在报告中挑选的更多最受欢迎和最不受欢迎的股票：</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/d4ec75240663b66b51d0eb6fe1507573\" tg-width=\"1260\" tg-height=\"701\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/watch-tesla-nikola-and-these-other-stocks-as-change-comes-for-a-trucking-market-worth-1-5-trillion-says-ubs-11616099185?mod=mw_latestnews\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300750":"宁德时代","PWR":"广达公司","NIO":"蔚来","ALB":"美国雅保","01211":"比亚迪股份","CMI":"康明斯","LI":"理想汽车","002594":"比亚迪","DMLRY":"Mercedes Benz Group AG","TSLA":"特斯拉","TM":"丰田汽车","USB":"美国合众银行","NAV":"纳威司达","HYMLY":"Hyundai Motor Co., Ltd.","HYLN":"Hyliion Holdings Corp.","XPEV":"小鹏汽车"},"source_url":"https://www.marketwatch.com/story/watch-tesla-nikola-and-these-other-stocks-as-change-comes-for-a-trucking-market-worth-1-5-trillion-says-ubs-11616099185?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2120193789","content_text":"UBS likes infrastructure, battery, and fueling companies, which it believes will enjoy the most tailwind in the zero-emission trucking race\nMassive disruption is hurtling down the highway toward a $1.5 trillion global trucking market, as legacy manufacturers and new entrants alike grapple for pole position in a race for dominance in zero-emissions trucks.\nElectric vehicles have sped into the attention of investors in the last year, as stocks like Tesla,Nikola,NIO,XPeng,Li Auto,and BYD roared higher. And that is for good reason: electric vehicles will have penetrated 100% of the global car market by 2040, according to UBS.By just 2025, the Swiss bank expects two players — Tesla and Volkswagen— to have already emerged as the world’s top EV sellers, delivering around 1.2 million cars each as soon as next year.\nBut vehicle emissions concern more than just cars. There are bigger things that move.\nAmid changing regulations and technological innovation, both battery-electric and hydrogen-fuel-cell alternatives to internal combustion engines are emerging to disrupt the global trucking market, estimated by UBS to be worth $1.5 trillion.\nThe Swiss bank expects zero-emissions vehicles, or ZEVs, to eventually displace trucks powered by internal combustion engines, with the pace of change accelerating rapidly compared with three years ago as new entrants join the fray.\nIn a report published on Wednesday with the contribution of 21 analysts, UBS said it expects most of the trucking market to be shared among battery-electric vehicles and fuel-cell electric vehicles, which are powered by hydrogen. Renewable natural gas could also play a smaller role in the market, the analysts said.\nThe main driving force is global emissions regulations, but the economics of both battery and fuel-cell ZEVs are also highly-competitive. UBS projects that heavy-duty trucks powered by batteries or fuel cells will be more cost effective than diesel by 2030, including the cost of infrastructure. However, input supply remains a challenge, with global shortages in battery cells expected by 2025, according to UBS, and the green hydrogen industry still young.\nUBS predicts that 30% of heavy-duty truck sales in North America, Europe, and China will come from ZEVs by 2030, with ZEV trucks making up 40% to 60% of medium-duty sales across these regions.\nIf Tesla’s targets are taken at face value, then its heavy-duty, battery-electric Semi truck will be a “superior alternative” to internal combustion engines by 2025, UBS said.\nIn fact, to the extent that Tesla can hold on to a lead in battery innovation, analysts at the Swiss bank believe the American company “may have a built-in advantage” over legacy heavy-duty truck manufacturers relying on third parties to supply batteries.\nConventional truck and engine manufacturers are expected to fight hard to retain control, including through new offerings and partnerships, but UBS expects them “to lose at least some share” of the market. Incumbent manufacturers face the “biggest headwind” in this changing space, the bank said.\nIn medium-duty trucks, new entrants like Rivian, Lion, and Chanje are establishing a presence and will be key challengers. These companies are currently privately held, but could go public through an initial public offering or merger with a blank-check, special-purpose acquisition corporation.\nAs for heavy-duty trucks and engines, expect Tesla, Nikola, and Hyliion to dominate if they are able to execute on their respective visions, UBS said, though incumbents like Toyota and Hyundai are also expanding globally. The analysts noted that both battery-electric and fuel-cell offerings from new entrants are still in development and could fall short of targets for both weight and range.\nIn UBS’ model, all of the following conventional truck and engine manufacturers are expected to lose market share by 2030: Cummins,Daimler,Volvo— which owns Mack Trucks — and Traton,which is majority-owned by Volkswagen and is expected to complete its acquisition of NavistarNAV,in mid-2021.\nIn this battle among truck makers, UBS expects infrastructure, battery, and fueling companies to rise above the fray and enjoy the most tailwind. These groups of stocks make up their favorite picks. The Swiss bank is watching power infrastructure company Quanta Services and chemicals and battery groups like Albemarle,LG Chem,and Contemporary Amperex Technology Co. Limited (CATL).\nMore of UBS’ most- and least-preferred stock picks from the report are outlined in the chart below:","news_type":1,"symbols_score_info":{"300750":0.9,"TSLA":0.9,"PWR":0.9,"HYMLY":0.9,"NIO":0.9,"ALB":0.9,"NKLA":0.9,"XPEV":0.9,"LI":0.9,"TM":0.9,"002594":0.9,"01211":0.9,"HYLN":0.9,"USB":0.9,"CMI":0.9,"NAV":0.9,"DMLRY":0.9}},"isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350063684,"gmtCreate":1616139451948,"gmtModify":1634527042455,"author":{"id":"3578999002762864","authorId":"3578999002762864","name":"calz","avatar":"https://static.tigerbbs.com/2319e0c4d3c4d447d315ef57e4597e5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578999002762864","idStr":"3578999002762864"},"themes":[],"htmlText":"tiger brokers!!!!","listText":"tiger brokers!!!!","text":"tiger brokers!!!!","images":[{"img":"https://static.tigerbbs.com/38dc5c2dc46cec7ac50acfad7f9f8c49","width":"750","height":"1324"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350063684","isVote":1,"tweetType":1,"viewCount":2688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}