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重卡行业爆出一个超3000辆大单,谁家车?
第一商用车网· 2025-10-10 03:44
Core Insights - The article highlights the successful nationwide promotional event by HOWO Heavy Truck, which took place from September 26 to October 8, resulting in significant order achievements and customer engagement [1][22][24]. Event Overview - HOWO Heavy Truck launched a nationwide event across over 100 cities, providing exclusive purchasing incentives for customers [6][24]. - The event culminated in 326 activities and a total of 3,355 vehicle orders, marking a successful campaign [1][19][32]. Customer Engagement - The event saw enthusiastic participation from customers, with bustling activity at various locations and a strong response to the promotional offers [9][28]. - Customers had the opportunity to experience the quality of HOWO products firsthand and engage in interactive games, enhancing their festive experience [10][29]. Sales Performance - Sales performance across various regions showed a continuous upward trend, with multiple markets reporting impressive order volumes [13][32]. - Each order reflects the trust and expectations customers have in the HOWO brand, indicating strong brand loyalty [32][35].
重汽破2.7万 解放暴增2倍 东风/福田/徐工翻倍涨!9月重卡销10.5万辆 | 光耀评车
第一商用车网· 2025-10-10 03:44
Core Viewpoint - The heavy truck industry in China experienced significant growth in September 2025, with sales reaching approximately 105,000 units, marking an 82% year-on-year increase, driven by policies promoting the replacement of old trucks and a seasonal uptick in demand [1][3][5]. Group 1: Market Performance - In September 2025, the heavy truck market sold about 105,000 units, a 15% month-on-month increase and an 82% year-on-year increase from 58,000 units [3][5]. - The heavy truck market has seen six consecutive months of growth, with an average growth rate of 39% over the past six months [3]. - Cumulatively, from January to September 2025, the heavy truck market sales exceeded 820,000 units, representing a 20% year-on-year growth [3][22]. Group 2: Factors Driving Growth - The surge in sales is attributed to a low base from the previous year, a seasonal increase in demand for freight transport, and government policies encouraging the replacement of older trucks [5][6]. - The export of heavy trucks has also shown steady growth, with September exports expected to rise by approximately 6% year-on-year [5]. Group 3: Segment Performance - The terminal sales of heavy trucks in September showed a rapid year-on-year growth of about 96% and a month-on-month increase of around 27% [6]. - Sales of natural gas heavy trucks (气卡) in September saw a significant recovery, with a year-on-year increase of nearly 140% [6]. - Sales of electric heavy trucks (电卡) reached a record high in September, with terminal sales exceeding 22,000 units, representing a year-on-year increase of 185% [9]. Group 4: Company Performance - China National Heavy Duty Truck Group (中国重汽) sold approximately 27,000 heavy trucks in September, maintaining the industry lead with a 63% year-on-year increase [13]. - FAW Jiefang (一汽解放) achieved a remarkable 200% year-on-year increase in September sales, totaling over 21,000 units [14]. - Dongfeng Motor Corporation (东风公司) sold about 16,500 heavy trucks in September, with a year-on-year growth of 116% [14]. - Other companies like Foton (北汽福田) and XCMG (徐工) also reported significant sales increases of 137% and 133% respectively in September [18][20]. Group 5: Future Outlook - The heavy truck industry is projected to exceed 1 million units in annual sales if the average monthly sales in the last quarter reach 93,000 units [22].
解放/重汽/三一等148款新能源重卡申报 399批公示有哪些看点?| 头条
第一商用车网· 2025-10-09 07:30
Core Viewpoint - The article discusses the recent developments in the domestic heavy truck market, particularly focusing on the new energy sector, as various brands prepare for the traditional sales peak in September and October. The Ministry of Industry and Information Technology released the 399th batch of new product announcements, highlighting a total of 148 new energy heavy truck models submitted for approval, indicating a strong trend towards electrification in the industry [1][2]. Summary by Sections New Energy Heavy Trucks Overview - A total of 148 new energy heavy truck models were announced in the 399th batch, with a slight decrease of one model compared to the previous batch [1]. - The majority of the submissions were for charging heavy trucks, accounting for 73.65% (109 models), followed by battery swap trucks (17 models), fuel cell trucks (15 models), and plug-in hybrid trucks (7 models) [2][3]. Breakdown of Charging Heavy Trucks - Among the 109 charging heavy trucks, the most common configuration was the 4×2 model with 69 submissions, followed by 8×4 (23 models) and 6×4 (17 models) [2]. Conventional Heavy Trucks - In the 399th batch, 53 conventional heavy truck models were submitted, a decrease of 7% from the previous batch. The most common type was the new energy tractor with 26 models [6]. Notable Submissions by Major Brands - China National Heavy Duty Truck Group submitted 16 models, including 9 charging trucks, 4 battery swap trucks, and 3 fuel cell trucks [11]. - FAW Jiefang submitted 3 new 4×2 charging trucks, all equipped with a peak power of 171 kW [21]. - SANY Group submitted 6 new models, including 3 charging trucks, 1 battery swap truck, and 2 fuel cell trucks, with the highest power reaching 748 horsepower [23][25]. Other Brands' Submissions - Several other brands, including Yuchai, Dongfeng, and Shaanxi Automobile, also submitted new energy heavy trucks, with Dongfeng submitting 10 models, including 7 charging trucks and 2 fuel cell trucks [42][56]. - The article highlights the competitive landscape as various brands accelerate their new energy heavy truck offerings, indicating a robust market response to the growing demand for electrification in the heavy truck sector [33][58].
交车20辆并签单58辆!重汽黄河H7杀进合肥市场
第一商用车网· 2025-10-09 07:30
Core Viewpoint - The event "Driving the Yellow River, Winning the Future" marks a significant milestone for China National Heavy Duty Truck Corporation (CNHTC) in deepening its presence in the East China market and supporting logistics upgrades in the Yangtze River Delta region [1]. Group 1: Product Features and Benefits - The Yellow River H7 truck, leveraging over 60 years of heavy-duty truck manufacturing experience, addresses key challenges in cost, efficiency, and reliability for logistics companies with its core values of "extreme, intelligent, and profitable" [3]. - The H7 model features a racing-level aerodynamic design and is equipped with a WP15NG engine, integrated transmission, and efficient axles, achieving fuel consumption of 2-3 kg per 100 km, which helps logistics companies reduce operational costs [5]. - The H7's cabin has received "national-level" CN95 health cabin 5A certification, providing a spacious and comfortable driving experience that alleviates fatigue during long drives, and includes an industry-first L2+ level human-machine interaction system to enhance operational efficiency [6]. Group 2: Strategic Partnerships and Market Impact - A strategic cooperation signing ceremony took place during the event, marking a new phase of collaboration between CNHTC and leading local logistics companies in Anhui, aimed at upgrading regional logistics transportation equipment [8]. - User representatives highlighted the low fuel consumption and comfort of the Yellow River H7, which is comparable to imported vehicles, indicating a positive impact on operational costs and driver satisfaction [8]. - The deployment of the first batch of 20 Yellow River H7 trucks, along with two strategic partnerships, is expected to inject new momentum into Hefei's logistics network, enhancing connectivity across the Yangtze River Delta and beyond [10].
港股中国重汽涨超4%
Mei Ri Jing Ji Xin Wen· 2025-10-09 02:45
Group 1 - The stock of China National Heavy Duty Truck Group (03808.HK) increased by over 4% on October 9, reaching a price of 24.32 HKD [1] - The trading volume for the stock was 24.1759 million HKD at the time of reporting [1]
港股异动 | 中国重汽(03808)涨超4% 9月我国重卡销量同比大涨八成 机构称行业成长空间仍然存在
智通财经网· 2025-10-09 02:26
Core Viewpoint - China National Heavy Duty Truck Group (China National Heavy Duty Truck) shares rose over 4%, reaching HKD 24.32, with a trading volume of HKD 24.1759 million, indicating positive market sentiment towards the company [1] Industry Summary - As of September 2025, the heavy truck market in China is expected to sell approximately 105,000 units (wholesale, including exports and new energy), representing a month-on-month increase of 15% and a year-on-year growth of about 82% [1] - The heavy truck market has experienced six consecutive months of growth, reflecting a recovery in economic conditions [1] - Guotai Junan Securities suggests that with the economic recovery and the introduction of the "old-for-new" policy for heavy trucks in 2025, domestic heavy truck sales are likely to gradually rebound [1] - The growth potential in the heavy truck industry remains, driven by domestic market recovery and continuous growth in exports [1] - The development of natural gas heavy trucks is expected to raise industry entry barriers, which may enhance the profitability of leading companies [1]
中国重汽(03808) - 截至2025年9月30日止股份发行人的证券变动月报表
2025-10-07 23:40
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年9月30日 | 狀態: 新提交 | | --- | --- | --- | | 致:香港交易及結算所有限公司 | | | | 公司名稱: | 中国重汽(香港)有限公司 | | | 呈交日期: | 2025年10月8日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 (A). 股份期權(根據發行人的股份期權計劃) 不適用 第 3 頁 共 10 頁 v 1.1.1 (B). 承諾發行發行人股份的權證 不適用 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03808 | 說明 | 普通股 | | | | | | | | 已發行股份(不包括庫存股份)數目 | | 庫存股份數目 | | 已發行股份總數 | | ...
中国重汽(03808) - 截至2025年6月30日止6个月的中期股息及关账日期和记录日期(修改)
2025-09-29 23:50
EF002 免責聲明 | 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因 | | --- | --- | | | 股票發行人現金股息(可選擇貨幣)公告 | | 發行人名稱 | 中國重汽(香港)有限公司 | | 股份代號 | 03808 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至2025年6月30日止6個月的中期股息及關賬日期和記錄日期 (修改) | | 公告日期 | 2025年9月30日 | | 公告狀態 | 更新公告 | | 更新/撤回理由 | 人民幣股息選擇截止日期修訂 | | 股息信息 | | | 股息類型 | 中期(半年期) | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.74 HKD | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | ...
中国重汽(03808) - 2025年人民币中期股息选择表格
2025-09-29 23:38
Sinotruk (Hong Kong) Limited 中 國 重 汽( 香 港 )有 限 公 司 (Incorporated in Hong Kong with limited liability) (於香港註冊成立的有限公司) (Stock Code 股份代號: 03808) THIS DOCUMENT IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION 此乃要件 請即處理 2025 RMB Interim Dividend Election Form 2025年人民幣中期股息選擇表格 THE INTERIM DIVIDEND FOR THE SIX MONTHS ENDED 30 JUNE 2025 (THE "2025 INTERIM DIVIDEND") OF EITHER HK$0.74 OR RMB0.68 PER ORDINARY SHARE OF THE COMPANY WILL BE DISTRIBUTED. THIS FORM IS FOR SHAREHOLDER(S) WHO ELECT(S) THE RECEIPT OF THE 2 ...
中国重汽(03808) - 致非登记持有人之通知函件和回条 - 刊发2025年中期报告
2025-09-29 23:37
Sinotruk (Hong Kong) Limited 中 國 重 汽( 香 港 )有 限 公 司 (Incorporated in Hong Kong with limited liability) (於香港註冊成立的有限公司) (Stock Code 股份代號: 03808) NOTIFICATION LETTER 30 September 2025 Dear non-registered holder(s), Notification of Publication of Corporation Communication of the following document(s): 2025 Interim Report Please be informed that both the English and Chinese versions of the above corporate communication are now available on the Company's website at www.sinotruk.com (the "Website Version") and the ...