Group 1 - The commercial vehicle sector experienced a decline of 1.18% on December 8, with Yutong Bus leading the drop [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] - Key stocks in the commercial vehicle sector showed varied performance, with Shuguang Co. increasing by 1.46% and Yutong Bus decreasing by 2.06% [3] Group 2 - The net outflow of main funds in the commercial vehicle sector was 254 million yuan, while retail investors saw a net inflow of 136 million yuan [3][4] - Individual stock fund flows indicated that major stocks like FAW Jiefang and Jiangling Motors experienced significant net outflows from main funds [4] - The trading volume and turnover for various stocks in the sector varied, with Jianghuai Automobile having a turnover of 1.649 billion yuan [1][3]

Core Viewpoint - Foton Motor's sales data for November 2025 shows a significant increase in various vehicle categories, particularly in medium and heavy trucks and new energy vehicles, indicating strong market performance and growth potential for the company [1][4]. Group 1: November Sales Performance - In November 2025, Foton Motor sold a total of 55,325 vehicles, a decrease of 11.03% compared to the same month last year [2]. - Medium and heavy trucks (including Foton Daimler) saw sales of 14,033 units, a remarkable increase of 90.51% year-on-year [2]. - Light trucks sold 37,021 units, while large buses sold 245 units, reflecting a year-on-year increase of 25.00% [2]. - Medium buses experienced a growth of 20.88%, with sales reaching 492 units [2]. - Sales of new energy vehicles reached 9,753 units, marking a year-on-year growth of 33.73% [2]. Group 2: Year-to-Date Sales Performance - From January to November 2025, Foton Motor's cumulative sales reached 592,001 vehicles, an increase of 7.45% compared to the same period last year [4]. - Cumulative sales of medium and heavy trucks totaled 139,787 units, reflecting a significant year-on-year increase of 56.04% [4]. - Cumulative sales of medium buses increased by 69.66%, totaling 2,981 units [4]. - New energy vehicle sales for the year reached 92,092 units, showing a substantial year-on-year growth of 89.08% [4].

Core Viewpoint - The report provides a summary of the production and sales data for November 2025 from Beiqi Foton Motor Co., Ltd, highlighting significant year-on-year growth in sales figures for various products [1] Group 1: Sales Data Overview - Foton Daimler heavy trucks sold 10,529 units in November, with a cumulative sales total of 96,303 units from January to November, representing a year-on-year increase of 83.49% [1] - Foton Cummins engines recorded sales of 25,644 units in November, with a cumulative total of 175,247 units sold from January to November, reflecting a year-on-year growth of 22.31% [1] Group 2: Product Categories - The report categorizes new energy vehicles, which include pure electric vehicles, hydrogen fuel cell vehicles, and plug-in hybrid vehicles, although specific sales figures for these categories are not detailed [1] - Commercial vehicle data includes incomplete vehicles, while light truck data encompasses micro trucks, indicating a broad range of vehicle types included in the sales figures [1]

1.【特斯拉计划2027年将日本电动车充电端口增至1000个】据报道，特斯拉将在2027年前把日本的 电动车充电端口数量增加40%，达到1000个，充电网络将从主要城市向其他地区扩展。报道称，特 斯拉在日本的充电站数量也将从目前的138座，增至180至200座。（搜狐） 2.【福田汽车：2025年11月 公司汽车产品合计销量55325辆】福田汽车公告称，2025年11月，公 司汽车产品合计销量55325辆，本年累计销量592001辆，累计同比增7.45%；产量62201辆，本年 累计产量601441辆，累计同比增8.99%。其中，新能源汽车销量9753辆，本年累计销量92092辆， 累计同比增89.08%；产量9205辆，本年累计产量94746辆，累计同比增87.20%。发动机产品本月 销量34083辆，本年累计销量252485辆，累计同比增5.99%；产量30761辆，本年累计产量 266320辆，累计同比增11.70%。（新浪财经） 3.【13.49万元起售，星途ET5上市】近日，星途ET5正式上市，新车共2款配置，官方指导价14.49 万-15.99万元，超级置换价13.49万-14.99万元。新车采用 ...

北京商报讯（记者 刘晓梦）12月7日，福田汽车发布的数据显示，今年11月销量为5.5万辆。其中，新能 源汽车销量为9753辆。 ...

证券代码：600166 证券简称：福田汽车 编号：临 2025—087 北汽福田汽车股份有限公司 2025 年 11 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。 | | | | | | 销 | 量（辆） | | | | 产 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 产品类型 | | 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） | 14033 7366 | 139787 | 89585 | 56.04% | 16226 | 3231 | 139355 | 86338 | 61.41% | | | | 车 轻型货车 | | 37021 50164 | 4 ...

福田汽车公告称，2025年11月，公司汽车产品合计销量55325辆，本年累计销量592001辆，累计同比增 7.45%；产量62201辆，本年累计产量601441辆，累计同比增8.99%。其中，新能源汽车销量9753辆，本 年累计销量92092辆，累计同比增89.08%；产量9205辆，本年累计产量94746辆，累计同比增87.20%。 发动机产品本月销量34083辆，本年累计销量252485辆，累计同比增5.99%；产量30761辆，本年累计产 量266320辆，累计同比增11.70%。 ...

证券代码：600166 证券简称：福田汽车 编号：临 2025—086 北汽福田汽车股份有限公司 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。 北汽福田汽车股份有限公司（以下简称"公司"）第五期员工持股计划所持有的公司股 票已全部处置完毕。根据《关于上市公司实施员工持股计划试点的指导意见》《上海证券交 易所上市公司自律监管指引第 1 号——规范运作》等规定，现将相关情况公告如下： 一、第五期员工持股计划的基本情况 公司分别于 2020 年 8 月 12 日经董事会、2020 年 9 月 25 日经 2020 年第六次临时股东 大会审议通过了《关于<北汽福田汽车股份有限公司员工持股计划（草案）>及其摘要的议 案》等相关议案；于 2022 年 10 月 13 日经董事会审议通过了《关于<北汽福田汽车股份有 限公司第五期员工持股计划>的议案》，具体内容详见公司于上海证券交易所网站 （www.sse.com.cn）及《中国证券报》《上海证券报》《证券日报》披露的相关公告（公告 编号：临 2020-093、2020-115、2022-1 ...

12月4日，由来自山东、安徽两大国内物流龙头企业组成的大客户团走进玉柴，现场签下 700台牵引车动力大单。 该批700台签约车辆均为福田欧曼高端燃气牵引车，全部搭载玉柴引领市场的YCK14N、 YCK15N大马力燃气牵引车动力。这不仅是客户对玉柴产品"省气、可靠、强劲"特性的充 分认可，更是对玉柴提供的一体化解决方案与持续价值创造能力的高度肯定。客户坦言，这 不是简单的买卖，而是基于共同发展愿景的战略绑定。玉柴展现的产品底气与全生命周期服 务能力，使我们坚信我们选对了长期合作伙伴。 本次大规模签约既是市场对玉柴可靠产品与优质服务的品质背书，也是玉柴与福田欧曼长期 深度战略合作的成果。双方从前端技术融合开发到后端市场服务网络的无缝衔接，构建了强 大的"黄金价值链"，为客户提供了远超单一产品维度的综合竞争优势，成为赢得市场与客 户信赖的关键基石。 ● 重汽超2.5万 解放涨8成 东风增7成 徐工暴涨1.5倍！11月重卡破10万 | 光耀评车 ● 500辆签约 100辆交付 重卡市场又爆大单！ ● 解放斩单6000辆 重汽/奇瑞/零一千辆订单不断 11月重卡市场战绩大起底！| 头条 ● 跑冷链怎么选车？解放J6F冷 ...

Core Viewpoint - In November 2025, the sales of new energy heavy trucks and traction vehicles reached record highs, with significant year-on-year growth, indicating a robust market trend in the new energy commercial vehicle sector [1][4][22]. Group 1: Sales Performance - In November 2025, new energy traction vehicles sold 19,800 units, marking a year-on-year increase of 185% and a month-on-month increase of 48% [4][5]. - The total sales of new energy heavy trucks reached 24,000 units in November, reflecting a year-on-year increase of 176% [1]. - Cumulatively, from January to November 2025, new energy traction vehicle sales reached 129,600 units, representing a year-on-year increase of 230% [15]. Group 2: Market Dynamics - All 31 provincial-level administrative regions in China reported new energy traction vehicle sales in November, with 24 regions exceeding 100 units sold [6]. - The top-selling regions included Shanghai with over 3,000 units and Shanxi with over 2,000 units sold [6]. - The market for new energy traction vehicles has maintained strong momentum since 2025, with significant sales growth across various provinces [6][7]. Group 3: Company Performance - The leading companies in new energy traction vehicle sales for November included Jiefang with 3,313 units and Xugong with 3,236 units, both achieving substantial year-on-year growth [9][11]. - Notably, companies like Xugong, Heavy Truck, and Shaanxi Automobile saw year-on-year increases of 250%, 276%, and 220% respectively [13]. - Cumulatively, Jiefang and Xugong have each surpassed 20,000 units in sales, with figures of 21,500 and 20,600 units respectively [15][17]. Group 4: Market Share - The market share of the top five companies in new energy traction vehicles exceeds 10%, with Jiefang at 16.60% and Xugong at 15.93% [20]. - The overall market dynamics indicate that the leading companies are not only increasing their sales but also enhancing their market presence significantly [20]. Group 5: Future Outlook - The strong sales performance in November suggests that the new energy traction vehicle market may continue to grow in December 2025, potentially achieving even higher sales and growth rates [22].