【福田汽车：9月份汽车产品总销量55253辆 同比增长6.08%】智通财经10月8日电，福田汽车10月8日发 布9月份各产品产销数据快报，9月份汽车产品总销量55253辆，去年同期为52086辆，同比增长6.08%； 总产量56279辆，去年同期为57627辆。其中，新能源汽车9月销量为8624辆，去年同期为5836辆，同比 增长47.77%；9月产量为9207辆，去年同期为7181辆。 转自：智通财经 ...

格隆汇10月8日｜福田汽车发布9月份各产品产销数据快报，9月份汽车产品总销量55253辆，去年同期为 52086辆，同比增长6.08%；总产量56279辆，去年同期为57627辆。其中，新能源汽车9月销量为8624 辆，去年同期为5836辆，同比增长47.77%；9月产量为9207辆，去年同期为7181辆。 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇9月4日丨福田汽车(600166.SH)公布，8月份销量51375辆，同比增长22.09%；1—8月累计销 量42.48万辆，同比增长11.61%。 ...

Core Insights - Foton Motor (600166) reported its September production and sales data, showing a total sales volume of 55,253 vehicles, up from 52,086 vehicles in the same month last year, representing a year-on-year increase of 6.08% [1] - The total production for September was 56,279 vehicles, slightly down from 57,627 vehicles in the same month last year [1] - The sales of new energy vehicles in September reached 8,624 units, a significant increase from 5,836 units in the same month last year, marking a year-on-year growth of 47.77% [1] - The production of new energy vehicles in September was 9,207 units, compared to 7,181 units in the same month last year [1]

北汽福田汽车股份有限公司 董 事 会 二〇二五年十月八日 证券代码：600166 证券简称：福田汽车 编号：临 2025—077 北汽福田汽车股份有限公司 2025 年 9 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。 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。福戴重型货车 9 月销量 9925 辆，1-9 月累计销量 74965 辆，累计同比 73.90%；福康发动机 9 月销量 15410 台，1-9 月累计销量 133944 台，累计同比 12.98%。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 2025 年 9 月份各产品产销数据快报如下： | | | | | | | 销 量（辆） | | | | | 产 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | ...

北汽福田汽车：公司9月销售汽车55,253辆，去年9月的销量为52,086辆。 ...

Core Viewpoint - The article discusses the recent controversy surrounding the 212 off-road vehicle, which was mistakenly associated with the BAIC Group, highlighting the need for clarity regarding brand ownership and safety concerns in the off-road vehicle market [4][5][8]. Group 1: Incident Overview - A video of a 212 off-road vehicle flipping during a climbing competition went viral, leading to public scrutiny over vehicle safety and quality [4]. - The incident occurred on October 1 during a climbing event in China, with many mistakenly attributing the vehicle to BAIC Group due to its prominent "212" branding [4][5]. Group 2: BAIC Group's Response - In response to the growing public outcry, BAIC Group issued a statement clarifying that the involved vehicle was produced by Beijing Automotive Manufacturing Factory, which is not affiliated with BAIC Group [5][9]. - The statement emphasized that the vehicle is part of a new model set to launch in 2024 and that BAIC Group retains no ownership or rights over it [5][9]. Group 3: Historical Context of the 212 Vehicle - The 212 vehicle, originally developed in 1966 for military purposes, has a storied history but is no longer connected to BAIC Group since the latter divested its stake in 2015 [8]. - Despite the legal separation, BAIC Group allowed the continued use of its trademarks by the manufacturing company, leading to brand confusion [8]. Group 4: Market Dynamics and Safety Concerns - The off-road vehicle market in China is experiencing rapid growth, with a projected market size exceeding 2 trillion yuan and a 70% year-on-year increase in sales, reaching 940,000 units in 2024 [14]. - However, the rise in popularity has been accompanied by safety risks, as highlighted by the recent incident and previous accidents, raising concerns about the safety of off-road activities [14]. Group 5: Background of the Manufacturing Company - The Beijing Automotive Manufacturing Factory is now owned by Shandong Weiqiao New Energy Technology Group, which has been diversifying into the automotive sector after facing challenges in its traditional textile and aluminum businesses [15][18]. - The company has made significant investments in the new energy vehicle sector and aims to establish a strong presence in the automotive market, but faces competition from established players [20][22]. Group 6: Sales Performance of the 212 Model - The newly launched 212 T01 model has seen disappointing sales, with only 8,207 units sold in the first half of 2025, significantly trailing behind competitors like the Tank 300, which sold 27,000 units [20][22]. - The model's performance in the broader SUV market is also underwhelming, ranking 136th in sales during the same period, indicating challenges in gaining market traction [20][22].

Group 1 - The core issue revolves around a video showing a vehicle marked with "212" that overturned while climbing a slope, leading to concerns about vehicle safety and quality [1] - The vehicle in question is not associated with Beijing Automotive Group Co., Ltd. (BAIC Group) or its brand Beijing Off-road, but is a model set to be launched in 2024 by Beijing Automotive Manufacturing Plant Co., Ltd. [1] - BAIC Group clarified that the involved vehicle is produced by Shandong Weiqiao New Energy Automobile Technology Group Co., Ltd., which has no ownership or equity relationship with BAIC Group [1] Group 2 - BAIC Group, established in 1994, is a key player in the Chinese automotive industry, involved in vehicle manufacturing, parts development, automotive services, and financial investments [2] - The company has been listed in the Fortune Global 500 for 13 consecutive years, ranking 201st in 2025 and 5th among Chinese automotive enterprises [2]

Core Viewpoint - The rapid growth in market demand for new energy light trucks has led major manufacturers to increase their investments in this sector, as highlighted by the recent release of the 399th batch of new vehicle announcements by the Ministry of Industry and Information Technology [1] Group 1: New Energy Light Truck Models - A total of 20 new energy light truck chassis were announced by 12 manufacturers in the 399th batch, with Foton and Jiefang leading with three models each [4][5] - Among the 20 models, 18 are pure electric vehicles, maintaining a dominant market position, while Foton and Dele New Energy each submitted one hydrogen fuel cell vehicle chassis [6][28] - Two of the pure electric models support battery swapping, both submitted by SAIC Yujin [6][20] Group 2: Market Competition and New Entrants - The new energy city distribution segment is seeing increased competition, with Xiamen Jinlv entering the market, joining established players like Yutong and Shenzhou [9] - The Xiamen Jinlv model XML1048DEV10 is designed for short-distance transportation, indicating a focus on urban logistics [12][14] Group 3: Product Specifications and Innovations - The Jianghuai HFC1043PKEV1 model features a unique "Kuns" chassis, showcasing innovative design elements that enhance maneuverability and stability [16][19] - SAIC Yujin's models SH1047ZFEVMZYA and SH1047ZFEVMZY9 both support battery swapping, enhancing operational efficiency in urban logistics [20][27] Group 4: Supply Chain Dynamics - Huichuan and CATL are positioned as key winners in the supply chain, with Huichuan's motor products being used in 8 of the new models, showcasing its extensive product line and market acceptance [28][31] - CATL remains a dominant player, with 15 out of the 20 new models equipped with its battery products, indicating its strong market presence and innovation-driven growth strategy [31][33]

Core Viewpoint - North Benz Foton has demonstrated robust growth in sales and diversified its business model, focusing on internationalization, electrification, and intelligent technology, leading to significant performance improvements in various segments [1][5]. Sales Performance - In the first nine months of the year, North Benz Foton's cumulative sales exceeded 480,000 units, marking a year-on-year increase of 10.9%. In September alone, sales surpassed 55,000 units, reflecting a 10.2% growth [1]. - The company achieved a notable increase in heavy truck sales, with over 13,000 units sold in September, representing a year-on-year growth of 137.4% [1]. Business Segments - The overseas market has shown steady expansion, with cumulative sales exceeding 117,000 units [1]. - The new energy vehicle segment has experienced remarkable growth, with sales surpassing 74,000 units, a year-on-year increase of 113.4% [1]. - The heavy truck segment has also performed strongly, with cumulative sales exceeding 103,000 units, reflecting a year-on-year growth of 94.9% [1]. Technological Innovation - North Benz Foton's heavy truck business has benefited from forward-looking technological innovations, such as the Super Powertrain technology, which enhances fuel economy and reliability [2]. - The company has developed a comprehensive product matrix under the Ouman brand, targeting various market segments including express delivery and cold chain logistics [2]. Green Transformation - The commercial vehicle industry in China is accelerating its green transformation, with the penetration rate of new energy vehicles expected to reach 29.89% by August 2025 [2]. - North Benz Foton is actively pursuing its "New Energy 30·50 Strategy" to capitalize on this transition, recently delivering 100 units of the Ouman Starwing new energy tractor in Guizhou [2]. Systematic Support - The company has demonstrated systematic technical support capabilities, with its self-developed "Aiyike" power battery passing rigorous safety tests and achieving industry-leading safety performance [3]. - North Benz Foton has launched the world's first dedicated platform for pure electric light trucks, marking a significant advancement in the transition from traditional fuel to electric vehicles [3]. International Expansion - The company has made significant progress in internationalization, securing orders for 125 heavy trucks in Southeast Asia and completing the delivery of 100 customized school buses in the Middle East [4]. - In Uganda, North Benz Foton has established a local assembly line to enhance its responsiveness to regional market demands [4]. Future Outlook - Analysts believe that North Benz Foton has established a three-dimensional growth model, combining stable growth in traditional business, valuation enhancement in new energy, and expansion in overseas markets [5].