麦肯锡：2026年竞逐快车道：欧洲卡车行业未来洞察报告（英文版）

The rules of the road are changing fast for Europe’s truck industry. The transition to new zeroemission (ZE) powertrain technologies is rewriting the market and challenging the established playing field. At the same time, new value pools with opportunities in autonomous trucking require investments, while new levels of speed and productivity are accessible through AI and the rewiring of business processes. The disruptions will affect more than established truck manufacturers and fleet operato