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江淮/重汽/东风争前二 远程暴涨672% 上半年中卡销6万辆谁夺冠?| 头条
第一商用车网· 2025-07-16 02:28
Core Viewpoint - The medium truck market in China has experienced a significant decline, with a cumulative sales drop of 15% in the first half of 2025, and a year-on-year decrease of 30% in June, marking the fourth consecutive month of decline [1][22]. Sales Performance - In June 2025, the medium truck market sold 10,100 units, representing a month-on-month increase of 31% but a year-on-year decrease of 30% [4][10]. - Cumulatively, from January to June 2025, the medium truck market sold 59,500 units, which is approximately 10,600 units less than the same period last year [6][20]. Market Trends - The medium truck market has shown a fluctuating trend over the past five years, with June 2025 sales being the second lowest in this period [6]. - The market has experienced a pattern of increase and decrease, with notable sales peaks and troughs in June of previous years [6]. Company Performance - In June 2025, among the top ten companies in the medium truck market, five experienced sales growth while five saw declines [11]. - Leading companies such as Heavy Truck, Qingling, BYD, Shaanxi Automobile, and Yuchai reported significant year-on-year growth rates of 66%, 12%, 105%, 263%, and 443% respectively [11]. - Conversely, some companies faced severe declines, with one company experiencing a 75% drop in sales [11]. Market Share - In June 2025, the top ten companies held a combined market share of 98.13%, with the top five companies accounting for 81.56% [14]. - The leading company, Jiefang, sold 3,818 units, capturing a market share of 37.96% [14]. - The cumulative market shares for the first half of 2025 showed that Jiefang, Jianghuai, Dongfeng, and Heavy Truck each held over 10% of the market [20]. Future Outlook - The medium truck market is currently facing challenges, with questions surrounding when it will regain growth and whether there is potential for a turnaround in 2025 [22].
福田汽车20250715
2025-07-16 00:55
福田汽车 20250715 摘要 福田汽车明确新能源、重卡和海外市场为三大核心战略,并积极推进营 销变革,包括以客户为中心的转型和新能源专网的建立,有效提升了市 场竞争力。 公司通过线上直播等创新销售模式降低获客成本,并针对大客户、组织 客户和平台客户的需求改进直销策略,同时计划未来两三年内将海外人 员扩展至 5,000 人,以全面开拓海外市场。 福田汽车推行强矩阵式管理和"销交服"铁三角团队模式,增强协同效 应,激发营销活力,并持续推进零部件降本工作,包括提高自制率和与 供应商协同降价。 后市场业务对福田汽车利润贡献逐年增加,上半年接近 40%,预计未来 可能达到公司总利润的一半左右,主要包括配件销售、车联网系统、卡 友配服务及二手车全价值链运营等。 2025 年上半年,福田汽车重卡市占率提升 4.7 个百分点,达到 67,000 台,与第四名差距显著缩小,表明全员营销战略显著提高了销售效率, 同时期间费用率也有所下降。 Q&A 福田汽车在 2025 年上半年的业绩表现如何? 2025 年上半年,福田汽车的市占率达到 15.26%,同比去年上升了 0.8 个百 分点。根据中西协的数据,在前十名中,有五家企业 ...
福田汽车上半年净利预增近九成;宝马牵手Momenta共研智驾系统丨汽车早参
Mei Ri Jing Ji Xin Wen· 2025-07-15 23:03
Group 1: Foton Motor's Performance - Foton Motor expects a significant increase in net profit for the first half of 2025, projected at 777 million yuan, representing a year-on-year growth of approximately 87.5% [1] - The growth is attributed to multiple factors, including a focus on commercial vehicles, strong overseas performance, innovative marketing models, and ongoing cost reduction efforts across the value chain [1] - This performance forecast reflects Foton's sustained competitiveness in the commercial vehicle sector and the effectiveness of its global market strategy, potentially enhancing investor confidence and positively impacting the entire commercial vehicle industry [1] Group 2: BMW and Momenta Collaboration - BMW announced a partnership with Momenta to develop a new generation of intelligent driving assistance systems tailored for the Chinese market, utilizing AI technology [2] - This collaboration aims to integrate BMW's philosophy with local technological advancements, supporting BMW's strategy of "in China, for China" [2] - The new intelligent driving system is expected to enhance BMW's technological capabilities and improve the competitiveness of its domestic models, influencing the automotive industry's shift towards smart and electronic solutions [2] Group 3: GAC Group's Strategic Shift - GAC Group's chairman acknowledged a previous misjudgment regarding the market for range-extended and plug-in hybrid vehicles, leading to a strategic pivot in their product lineup [3] - The company plans to introduce multiple range-extended and plug-in hybrid models starting this year, recognizing the persistent consumer anxiety regarding charging infrastructure [3] - This shift may reshape GAC's new energy product matrix and reinforce the industry's consensus on a dual development model of "pure electric + hybrid," attracting attention to the related technology supply chain [3] Group 4: Mercedes-Benz's Electric Vehicle Launch - Mercedes-Benz announced that its all-electric CLA model will be launched in the fall of this year, featuring a locally developed navigation assistance system tailored to Chinese driving conditions [4] - This move highlights the company's accelerated electrification strategy in China and its commitment to localizing technology solutions [4] - The introduction of the electric CLA, equipped with a system designed for local road conditions, is expected to enhance its competitiveness in the high-end electric vehicle market and boost interest in the smart driving technology supply chain [4]
福田汽车: 2025年第六次临时股东大会会议资料
Zheng Quan Zhi Xing· 2025-07-15 16:14
北汽福田汽车股份有限公司 股票简称:福田汽车 股票代码:600166 目 录 议案一、《关于追加2025年度向关联方提供关联担保计划额度的议案》 议案一: 北汽福田汽车股份有限公司 关于追加 2025 年度向关联方提供关联担保计划额度的议案 各位股东: 本议案已于 2025 年 7 月 10 日经北汽福田汽车股份有限公司(以下简称"公 司")董事会、监事会审议通过。公司独立董事召开了专门会议,全体独立董事一 致同意将该议案提交董事会审议,并发表了同意该议案的审核意见。现就本议案 向公司股东大会做汇报。 时股东大会审议批准了《关于 2025 年度向关联方提供关联担保计划的议案》,同 意自 2025 年 1 月 1 日—2025 年 12 月 31 日(如遇到国资审批等因素,授权期间 延长至新一期年度担保计划经股东大会批准之日止)为安鹏中融及下属子公司提 供不超过 71.2 亿元的担保总额,最高担保余额不超 47.9 亿元,安鹏中融及下属 子公司需要对福田汽车对其承担的担保责任,同时提供反担保措施。 额)12.78 亿元,可用担保额度为 58.4182 亿元。 (二)追加关联担保额度概述 由于安鹏中融及其下属子公 ...
“中国制造”反转:从被质疑到五星压阵欧洲
汽车商业评论· 2025-07-15 13:55
撰文 / 张霖郁 编辑 / 张 南 设计 / 柴文静 欧洲于当地时间7月9日公布了最新碰撞结果。 28款新车参与了此次碰撞,其中13辆为中国品牌,这一数字是自2020年来中国进入EURO NCAP(European New Car Assessment Programme,欧洲新车 测试)名单最多的一次。 这13款车主要包括奇瑞、吉利、上汽名爵、中国一汽红旗、比亚迪、岚图以及极星品牌,奇瑞共有4款车型,其中为海外市场特定的OMODA品牌和捷 途(Jaecoo)品牌;吉利控股分别是吉利品牌、极氪、领克以及极星。比亚迪这次评测是一款车型。 其余15款车型,分别是美系福特Tourneo Courier、特斯拉Model 3、韩系现代INSTER、起亚EV3,剩下的就是欧洲本土品牌大众集团旗下大众品牌两款 车型以及西雅特Cupra Terramar、奥迪 A6 e-tron等。 除了福特、现代和大众品牌旗下各一款车型评级为4星,其他车型为5星。 中国品牌方面,除了奇瑞瑞虎7和瑞虎8仅拿到碰撞4星外,其余车型均达到5星评级。 某种程度上,这是一个正面信号,不仅验证了中国汽车在安全性能上的显著进步,也暗示了中国车企整体出 ...
6月乘用车零售同比+18%,尚界汽车发布首款车型预热海报
Great Wall Securities· 2025-07-15 10:48
Investment Rating - The automotive industry is rated as "Neutral" for the next six months, indicating expected performance in line with the market [53]. Core Insights - In June, retail sales of passenger vehicles increased by 18.1% year-on-year, with new energy vehicles seeing a growth of 30% [4][44]. - The automotive sector experienced a decline of 0.41% from July 7 to July 11, 2025, underperforming the CSI 300 index by 1.23 percentage points [10][44]. - The overall PE-TTM for the automotive industry as of July 11 is 25.83, down by 0.12 from the previous week [11][44]. Summary by Sections Market Overview - The automotive sector's performance from July 7 to July 11 showed a decline across various segments, with the passenger vehicle segment down by 1.43% and commercial vehicles down by 0.99% [10][44]. - The automotive services sector, however, increased by 3.13%, outperforming the CSI 300 index [10][44]. Valuation Levels - As of July 11, the PE-TTM for passenger vehicles is 25.11, for commercial vehicles is 36.01, and for automotive parts is 24.33 [11][44]. - The passenger vehicle segment saw a decrease of 0.37% in valuation, while the automotive parts segment increased slightly by 0.02% [11][44]. New Models and Industry News - 尚界汽车 has released a teaser for its first SUV model, which is expected to launch in the fall of 2025 [3][44]. - A total of 29 new and updated vehicle models were launched during the week of July 7 to July 11 [40][41]. Sales Performance - In June, the total retail sales of passenger vehicles reached 2.084 million units, marking an 18.1% increase year-on-year [7][44]. - Cumulative retail sales for the first half of the year reached 10.901 million units, up 10.8% compared to the same period last year [7][44].
福田汽车(600166) - 2025年第六次临时股东大会会议资料
2025-07-15 09:30
北汽福田汽车股份有限公司 2025 年第六次临时股东大会会议资料 股票简称:福田汽车 股票代码:600166 2025 年 7 月·北京 1 目 录 议案一、《关于追加2025年度向关联方提供关联担保计划额度的议案》 2 议案一: 北汽福田汽车股份有限公司 关于追加 2025 年度向关联方提供关联担保计划额度的议案 各位股东: 本议案已于 2025 年 7 月 10 日经北汽福田汽车股份有限公司(以下简称"公 司")董事会、监事会审议通过。公司独立董事召开了专门会议,全体独立董事一 致同意将该议案提交董事会审议,并发表了同意该议案的审核意见。现就本议案 向公司股东大会做汇报。 同时,为满足上市公司对外担保的监管要求,有效控制福田汽车对外担保风 险,2025 年继续实施公司为控股股东、实际控制人及其关联方提供的担保,控股 股东、实际控制人及其关联方应当提供反担保的政策。即安鹏中融及下属子公司 需要对福田汽车对其承担的担保责任,同时提供反担保措施。 安鹏中融及下属子公司为公司控股股东北京汽车集团有限公司直接控制的公 司,因此,依照《规则》第 6.3.3(二)的规定,安鹏中融及下属子公司为公司 关联方。本公司为安鹏 ...
远程超1.5万 福田暴涨389% 江淮/跃进争前三 上半年新能源轻卡销7.3万辆 | 头条
第一商用车网· 2025-07-15 07:05
自2025年3月份起,我国新能源轻卡销量已连续三个月破万辆,其中4月份创造了史上最高单 月销量(1.56万辆)。 这一纪录仅保持了两个月,2025年6月份,新能源轻卡月销量纪录再创新高。 | | 177 | 销量 | 同比增长 月度份额 | | | --- | --- | --- | --- | --- | | 01 | 远程新能源商用车 3309 | | 158% | 19.97% | | 02 | 福岡汽车 | 2924 | 379% | 17.65% | | 03 | 江淮汽车 | 1916 | 291% | 11.56% | | 04 | 上汽跃进 | 1385 | 277% | 8.36% | | 05 | 陕汽集团 | 920 | 72% | 5.55% | | 06 | 中国国语 | 723 | 83% | 4.36% | | 07 | 浙江飞碟 | 686 | 357% | 4.14% | | 08 | 潍柴新能源 | 649 | 69% | 3.92% | | 09 | 比亚迪 | 607 | 192% | 3.66% | | 10 | 徐工汽车 | 539 | 152% | 3.25% | ...
福田汽车上半年或净利7.8亿暴涨88%!海外表现如何?
第一商用车网· 2025-07-15 07:05
7月14日,北汽福田汽车股份有限公司发布2025年半年度业绩预增公告, 预计公司 上半年业 绩实现大幅增长。公告显示, 2025年1月1日至6月30日期间,福田汽车预计实现归属于母公 司所有者的净利润约77660万元。与上年同期的41417.12万元相比,增加了36243万元,同 比增幅约87.5%。非经常性损益预计约为24655万元,扣非后归属于母公司所有者的净利润 约为53005万元,较上年同期的30451.73万元增加22,553万元,同比增幅约74.1%。 对于本次业绩大幅增长的原因,福田汽车在公告中总结了四大核心驱动因素: 第一,继续聚焦商用车主业发展,销量实现32.75万台,同比增长9.08%; 第二,公司坚定不移贯彻国际化战略,聚焦核心国家和地区,海外业务上半年实现销量7.85万 台,盈利同比提升; 第三,着眼营销模式创新,积极拓展后市场业务,打造利润新增长点; 第四,持续推动全价值链降本增效,报告期内期间费用率同比下降;上述因素提升了公司的经 营质量,促进公司在本报告期内利润平稳增长。 福田汽车在公告中特别提醒,本次业绩预告相关数据未经会计师事务所审计,敬请广大投资者 理性投资,注意投资风险。 ...
7月15日早间重要公告一览
Xi Niu Cai Jing· 2025-07-15 03:54
Group 1 - CITIC Construction Investment expects a net profit of 4.43 billion to 4.57 billion yuan for the first half of 2025, representing a year-on-year increase of 55%-60% [1] - New Hope anticipates a net profit of 680 million to 780 million yuan for the first half of 2025, recovering from a loss of 1.217 billion yuan in the same period last year [2] - Foton Motor forecasts a net profit of approximately 777 million yuan for the first half of 2025, marking an increase of about 87.5% year-on-year [7] Group 2 - North New Road and Bridge expects a net loss of 70 million to 85 million yuan for the first half of 2025 [2] - Nanwei Co. anticipates a net loss of 12 million to 16 million yuan for the first half of 2025 [3] - Hanhua Technology projects a net loss of 45 million to 60 million yuan for the first half of 2025, widening the loss by 11.42%-18.10% compared to the previous year [6] Group 3 - Songlin Technology expects a net profit of 90 million to 95 million yuan for the first half of 2025, a decrease of 57.06%-59.32% year-on-year [4] - Fuchun Environmental Protection anticipates a net profit of 178 million to 207 million yuan for the first half of 2025, representing a year-on-year increase of 80%-110% [18] - Ansteel Group forecasts a net loss of 1.144 billion yuan for the first half of 2025, a reduction in loss of approximately 57.46% compared to the previous year [20][22] Group 4 - China Wuyi expects a net loss of 80 million to 104 million yuan for the first half of 2025, a significant decline compared to the previous year [28] - Meikailong anticipates a net loss of 1.59 billion to 1.92 billion yuan for the first half of 2025 [26] - Aijian Group projects a net profit of 140 million yuan for the first half of 2025, a decrease of 33.26% year-on-year [27]