证券代码：600166 证券简称：福田汽车 编号：临 2024—059 北汽福田汽车股份有限公司 关于拟对参股公司债权展期的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、债权展期事项概述 1、债权展期基本情况 公司董事会 2021 年 4 月审议通过了以所持长沙普罗科环境装备有限责任公司（以 下简称"长沙普罗科"）100%股权及河北雷萨重型工程机械有限责任公司（以下简称 "河北雷萨"）49%股权置入雷萨股份的事项，长沙普罗科及河北雷萨对公司的欠款金 额合计 11.82 亿元由雷萨股份全部承接，并约定于 2021 年至 2025 年分四年还清，河 北雷萨和长沙普罗科分别对雷萨股份承接的债务清偿承担连带保证责任。 1 为了支持雷萨股份有限公司（以下简称"雷萨股份"）健康可持续发展，降低其现 金流压力，助力北汽福田汽车股份有限公司（以下简称"公司"）专用车业务发展， 公司拟将对雷萨股份 47,254.29 万元债权（2024 年-2025 年到期）进行展期，展 期期限从 2025 年至 2027 年。 本 ...

证券代码：600166 证券简称：福田汽车 编号：临 2024—054 北汽福田汽车股份有限公司 2024 年 7 月份各产品产销数据快报 | | 产品类型 | | | | 销 量（辆） | | | | | 产 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本月数 | 去年同 | 本年累计 | 去年累计 | 累计同比 | 本月数量 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | | | | | 量 | 期 | | | 增减 | | | | | 增减 | | | 货 | 中重型货车（含福戴） | 6987 | 7663 | 61138 | 71260 | -14.20% | 4496 | 4884 | 66211 | 64169 | 3.18% | | | 车 商用 | 轻型货车 | 27928 | 28397 | 243389 | 236201 | 3.04% | 32297 | 29595 | 239112 | 225633 | 5.97% | ...

Investment Rating - The report assigns an "Outperform" rating to the company [1][5]. Core Views - Foton Motor is a leading player in the commercial vehicle sector in China, with a market share of 15.7% and sales of 631,000 units in 2023, maintaining its position as the industry leader [4]. - The company is expected to benefit from the recovery trend in the heavy truck market over the next 2-3 years [4]. - Foton is actively expanding its presence in overseas markets, with a projected export of 80,000 units in the first half of 2024, representing a year-on-year growth of approximately 30% [4]. Financial Summary - The company reported revenue of 56.1 billion yuan and a net profit of 910 million yuan in 2023, with a gross margin of 11.4% [4]. - Revenue projections for 2024, 2025, and 2026 are 64.5 billion yuan, 71.9 billion yuan, and 77 billion yuan, respectively, with net profits expected to be 1.2 billion yuan, 1.6 billion yuan, and 1.8 billion yuan [5][11]. - The earnings per share (EPS) forecast for 2024, 2025, and 2026 is 0.15 yuan, 0.20 yuan, and 0.22 yuan, respectively [5][11]. Business Segmentation - The revenue growth rates for different segments from 2024 to 2026 are projected as follows: - Light trucks: 20%/15%/10% [8]. - Engines: 15%/10%/5% [8]. - Medium and heavy trucks: 10%/10%/5% [8]. - Light passenger vehicles: 15%/10%/5% [8]. - Buses: 15%/10%/5% [8]. Valuation - The report uses a price-to-earnings (P/E) method for valuation, suggesting a reasonable value range of 2.87 to 3.17 yuan based on a P/E ratio of 19-21 for 2024 [5][10].

Group 1: Intelligent Driving Promotion - The company has fully applied L0-L2 level intelligent driving functions across various products due to regulatory requirements, demand upgrades, technological maturity, and cost reductions after localization [2] - The company actively participates in intelligent network trials and demonstrations in various scenarios, including logistics and highways [2] - Core technologies such as intelligent driving algorithms and operation platforms are being developed [2] Group 2: L4 Autonomous Bus Project - The L4 level autonomous bus project in Beijing is a collaboration between the company, Beijing Public Transport Group, and other partners [2] - The project has deployed two autonomous buses that have accumulated over 10,000 kilometers in operation and are currently in passenger testing [2] Group 3: New Energy Light Truck Market - The new energy light truck market is expected to grow due to strengthened environmental policies, technological advancements, and improved charging infrastructure [3] - In the first half of 2024, approximately 120,000 new energy light trucks were sold, representing a 53% year-on-year increase and a market penetration rate of 13% [3] - The expected annual penetration rate for new energy light trucks is projected to be between 12% and 14% [3] Group 4: Overseas Export Performance - In the first half of 2024, the company exported about 80,000 vehicles, a 30% increase year-on-year, with a market share of 17% [3] - The primary export markets include Central and South America, as well as Southeast Asia [3] Group 5: R&D Investment - The company invested 2.251 billion yuan in R&D in 2023, accounting for 4% of total revenue, which is considered high in the industry [3] - Key areas of investment include new energy, light truck platforms, and new product development [3] - The company plans to maintain saturated R&D investment focusing on intelligent networking, new energy, hybrid power, lightweight technology, and automatic transmission technology [3] Group 6: Investor Relations Activity - The investor relations activities included targeted research, roadshows, and one-on-one communications [2] - The company ensured accurate and timely information disclosure during the investor engagement process [4]

Group 1: Export Performance - In the first half of the year, the company exported approximately 8,000 vehicles, representing a year-on-year growth of 64.5%, accounting for half of the total vehicle sales [2] - The light truck industry (including the company's vehicles) exported about 210,000 units in the first half of the year, with a year-on-year growth of 38% [3] Group 2: Intelligent Driving Development - The company is currently in the demonstration operation phase of its autonomous driving program, having established necessary core technology reserves for intelligent networking [2] - In 2023, the company obtained the first conditional autonomous driving highway testing license in China [2] - The company’s high-level hydrogen fuel autonomous heavy trucks are set to be applied in demonstration scenarios on the Beijing-Tianjin-Tanggu highway in 2024, marking an important practice in cross-regional high-level autonomous driving [2] Group 3: Market Strategy - The company focuses on deep development of its base markets and continuous empowerment, while also developing new first-level channels in developed markets and high-potential regions [2] - The growth in exports is driven by favorable policies for light trucks in countries like Mexico, Saudi Arabia, and Algeria, alongside the company's competitive product offerings [3]

Sales Performance - In the first half of 2024, the company sold 300,000 vehicles, with overseas exports reaching 79,000 units, a year-on-year increase of approximately 30% [2] - New energy vehicle sales for the same period were around 20,000 units, showing a growth of over 22%, particularly in the heavy-duty new energy truck segment, which saw sales of about 2,400 units, up over 360% [2] Marketing Strategy - The company is focusing on building a new marketing ecosystem centered around customer needs, implementing ten major marketing transformations, including establishing a strategic dealer system and a new distribution model [3] - The company aims to enhance its total cost of ownership (TCO) integrated solutions to meet customer lifecycle value demands [2] Electric Vehicle Trends - The penetration rate of new energy light trucks reached approximately 11% from January to May 2024, indicating rapid market growth [3] - The company views the electrification trend in light trucks positively, citing advantages in operational costs and lifecycle costs compared to traditional fuel vehicles [3] Dividend and Share Buyback Policies - The company had a history of active dividends before 2017, with payout ratios exceeding 30%, and the highest over 50%. However, recent negative retained earnings have prevented dividends [3] - From 2019 to 2023, the company repurchased approximately 279 million shares, with 94.94 million shares canceled and 97.45 million shares allocated for employee stock plans [3]

证券代码：600166 证券简称：福田汽车 编号：临 2024—053 北汽福田汽车股份有限公司 关于年度担保计划范围内担保进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 2024 年 6 月，公司为经销商提供的担保金额 10 亿元（回购责任），截至 6 月 底已实际为其提供的担保余额 52.85 亿元。 二、被担保人基本情况 被担保方为经销商,公司对其提供的担保（回购责任）都是属于公司主营业务相关 的，且均在年度股东大会授权范围内。 一、担保情况概述 公司董事会于 2024 年 1 月 10 日、股东大会于 2024 年 1 月 26 日审议通过了《关 于 2024 年度向非关联方提供担保计划的议案》、《关于 2024 年度向关联方提供关联担 保计划的议案》，公司对全资子（孙）公司的总担保额度不超过 41 亿元，公司对控股 子（孙）公司的总担保额度不超过 12.1 亿元，公司对参股子公司的总担保额度不超过 0.46 亿元，公司（含子公司）对产业链上下游企业及终端客户的担保额度不超过 34.8 亿元 ...

Summary of Conference Call Company or Industry Involved - No specific company or industry mentioned in the provided content Core Points and Arguments - No core points or arguments provided in the content Other Important but Possibly Overlooked Content - The content only includes a brief introduction to the meeting without any substantive information or data Overall, the provided content does not contain any relevant information regarding a specific company or industry, nor does it present any key points or arguments.

Group 1: Research and Development - Foton Motor has established a global layout with 16 technology innovation R&D centers and 2 overseas R&D centers, focusing on four core areas: new energy technology, intelligent networking technology, energy-saving technology, and lightweight technology [2] - The annual R&D investment is 2.251 billion CNY, accounting for approximately 4% of operating revenue [2] Group 2: Export and Sales Performance - In 2024, Foton aims to export 150,000 vehicles, targeting a year-on-year sales growth of 15% [3] - From January to May 2024, Foton's vehicle exports reached 64,000 units, representing a year-on-year increase of 28.4% [3] - The company has established over 1,000 overseas distribution points and 1,200 service outlets across 130 countries and regions [2] Group 3: Market Trends and Projections - The AMT penetration rate in the commercial vehicle sector was approximately 24% in 2023, with an expected increase to over 30% in 2024 [3] - Foton's heavy-duty truck AMT penetration rate reached 65% in the first five months of 2024, exceeding the industry average by 33 percentage points [3] Group 4: Product Development and Innovation - Foton has developed multiple hybrid models, including the Ouman Zhilan HS1 light truck and various hybrid heavy-duty trucks, with the Foton Hybrid System (FHS) officially launched in December 2023 [3] - The company has been a pioneer in automatic driving technology, launching its first autonomous truck in 2016 and achieving significant milestones in autonomous driving applications [5]

注：1.本表为销售快报数据，具体数据以定期报告数据为准。2.福田戴姆勒与福田康明斯是 50：50 的合资公司。福戴中重型货车 6 月销量 4253 辆，1-6 月累计销 量 30690 辆，累计同比-20.96%；福康发动机 6 月销量 11585 台，1-6 月累计销量 83708 台，累计同比-14.73%。3.新能源汽车包括纯电动汽车、氢燃料电池汽车、 插电式混合动力汽车。4.商用车数据含非完整车辆，轻型货车数据含微型货车。 北汽福田汽车股份有限公司 董 事 会 二〇二四年七月七日 证券代码：600166 证券简称：福田汽车 编号：临 2024—052 北汽福田汽车股份有限公司 2024 年 6 月份各产品产销数据快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 | | | 产品类型 | | | | 销 量（辆） | | | | | 产 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...