Electric trucks are the vehicles that take power from the pack of batteries for propulsion. Government of various countries is setting stringent emission regulations, which in turn are propelling the adoption of electric trucks by the fleet owners. In addition, electric trucks are noise free, zero emission, and efficient mode of transportation with lower maintenance cost, which in turn make them the preferred choice for the fleet owners. Further, government is also taking initiative to provide sufficient charging infrastructure for the electric trucks to facilitate smooth operation in future. Electric truck market is segmented based on propulsion, vehicle type, range, and region. Based on propulsion, the market is classified into battery electric truck, hybrid electric truck, plug-in hybrid electric truck, and fuelcell electric truck. Based in vehicle type, it is categorized into light-duty electric truck, medium-duty electric truck, and heavy-duty electric truck. Based on Range, the market is divided into 0-150 miles, 151-300 miles, and 300 miles above. Based on region, the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

特斯拉产业链投资机会将逐步进入第二阶段，即特斯拉的创新车型制造设计引领的新趋势带来的机会。通过与苹果产业链的比较，我们认为特斯拉产业链机会的第一阶段（特斯拉高销量预期推动产业链上涨）进入中后期，后续特斯拉销量，以及产业链标的业绩超预期将会催化相关产业链标的再上涨。