Core Viewpoint - Foton Motor achieved a strong start in January 2026 with sales of 56,000 vehicles, marking an 11% year-on-year increase, and is expected to see a significant rise in net profit for 2025, projected at approximately 1.33 billion yuan, a staggering increase of 1551% [1][2]. Group 1: January Sales Performance - In January 2026, Foton Motor sold 55,600 vehicles, including 7,813 new energy vehicles, which represents a 10.07% year-on-year growth, leading the industry [2][8]. - Heavy-duty truck sales reached 14,600 units, showing an impressive 86% increase year-on-year, while light-duty truck sales were 36,400 units, reflecting stable growth [5][8]. - The sales performance in January indicates a strong potential to meet the ambitious targets set for the "15th Five-Year Plan," including 200,000 new energy vehicles and 200,000 exports [2][8]. Group 2: Strategic Goals and Market Position - Foton Motor aims for a 50% penetration rate of new energy vehicles and a 30% share of overseas markets by the end of the "15th Five-Year Plan," supported by its "three comprehensive strategies" of internationalization, new energy, and intelligence [8][12]. - In 2025, Foton Motor's truck segment sold nearly 600,000 units, a 6.5% increase, serving as a key driver for overall sales growth [5][10]. - The company plans to establish over 10 industrial bases in various countries, including Thailand and Brazil, to enhance its global market presence and product competitiveness [10][12]. Group 3: New Energy Vehicle Growth - Foton's new energy products saw significant sales in January, with the launch of various models and successful partnerships, indicating a robust market demand [7][8]. - The company is focusing on a multi-technology approach, including fuel, electric, hybrid, and hydrogen fuel technologies, to cover all market scenarios [8][10]. - The sales of new energy vehicles in January, along with the growth in overseas markets, demonstrate Foton's commitment to achieving its strategic goals [8][10].

证券代码：600166 证券简称：福田汽车 编号：临2026一008 ■ 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2026年1月销量11405辆，2026年累计销量11405辆，累计同比69.14%；福康发动 机2026年1月销量14737台，2026年累计销量14737台，累计同比-7.10%。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 北汽福田汽车股份有限公司 2026年1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。 北汽福田汽车股份有限公司2026年1月份各产品产销数据快报如下： 董 事 会 二〇二六年二月四日 ...

| | | | | | 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） | 15307 | 10449 | 15307 | 10449 | 46.49% | 19377 | 10900 | 19377 | 10900 | 77.77% | | | 车 | 轻型货车 | 36394 | 36359 | 36394 | 36359 | 0.10% | 44159 | 38842 | 44159 | 38842 | 13.69% | | | 商用 | 大型客车 | 232 | 145 | 232 | 145 | 60.00% | 201 | 154 | 201 | 154 | ...

智通财经APP讯，福田汽车(600166.SH)公告，于2026年1月份，公司汽车产品合计销量55553辆，其中 新能源汽车7813辆;合计产量67126辆，其中新能源汽车8582辆。 ...

智通财经APP讯，福田汽车(600166.SH)公告，于2026年1月份，公司汽车产品合计销量55553辆，其中 新能源汽车7813辆;合计产量67126辆，其中新能源汽车8582辆。 ...

福田汽车公告，2026年1月汽车产品销量55553辆、产量67126辆，累计同比增减10.99%、24.41%；其中 新能源汽车销量7813辆，累计同比增减10.07%；中重型货车销量15307辆，轻型货车销量36394辆；发 动机产品销量25487台，累计同比增减9.66%；福戴重型货车11405辆，累计同比69.14%；福康发动机 14737台，累计同比-7.10%。 ...

Core Viewpoint - The automotive industry is facing significant profitability challenges, with many companies reporting losses for 2025, particularly in the passenger vehicle sector, while some commercial vehicle manufacturers show improved profitability [1][10]. Passenger Vehicle Companies - Among the seven passenger vehicle companies, only SAIC Motor and Great Wall Motors are expected to be profitable in 2025, with SAIC Motor projecting a net profit of approximately 9 billion to 11 billion yuan, a substantial increase of 438% to 558% compared to 2024 [3][4]. - Great Wall Motors anticipates a net profit of about 9.912 billion yuan for 2025, representing a decline of 21.71% from 2024 [4]. - Other companies like Haima, Zotye, and GAC Group are expected to incur losses, with GAC Group projecting a net loss of 8 billion to 9 billion yuan, a drastic drop of 1071% to 1193% compared to the previous year [5][6]. Commercial Vehicle Companies - The commercial vehicle sector shows a more favorable outlook, with five out of eight companies expected to be profitable in 2025 [1][7]. - Beiqi Foton is projected to achieve a net profit of approximately 1.33 billion yuan, a significant increase of 1551% compared to 2024 [8][9]. - Other companies like Xiamen Jinlong and Zhongtong Bus also expect profit growth, driven by increased sales in overseas markets [9]. Industry Trends and Challenges - The overall automotive industry is experiencing pressure on profitability, with a sales profit margin of only 4.1%, significantly lower than the average of 5.9% for downstream industrial enterprises [12]. - The industry is facing rising costs, particularly in raw materials, which are squeezing profit margins [12]. - A shift towards a "value war" rather than a price war is emerging, as companies seek to maintain brand value and reasonable profits [13]. - The automotive service market is expected to become a crucial profit pool, potentially matching the manufacturing sector by 2030, highlighting the need for companies to diversify their revenue streams [13][14].

细看各地政府工作报告，汽车业作为支柱性产业被频频提及。从技术创新到消费升级，从产业生态到海 外市场，多地提出的发展规划，为"十五五"时期汽车产业高质量发展指明方向。 编前：日前，2026年地方两会陆续召开。2026年对于各地而言，不仅要谋划好全年重点目标任务， 更要对未来5年发展谋篇布局，绘制好"十五五"发展新蓝图。 亮眼的成绩背后，工业依然是经济增长的关键支撑，汽车产业更是在其中发挥着工业经济稳增长的"压 舱石"作用。以安徽为例，2025年，安徽累计生产汽车368.65万辆、新能源汽车179.41万辆，在全国占比 分别达10.68％和10.79％，年度产量首次升至全国第一。在出口上，安徽全年出口汽车122.8万辆，同比 增长28.7％，成为国内首个汽车年出口量突破百万辆的省份。河南2025年不仅实现新能源汽车75.4万辆 的产量，汽车用锂离子动力电池更是同比大增184％。重庆则在政府工作报告中专门提及新央企中国长 安汽车集团落户重庆，2025年新能源汽车产量达129.6万辆。 进入2026年，面对错综复杂的内外部环境，"稳增长、稳预期"依然是各地发展主基调。北京提出，2026 年北京市GDP预计增长5％左右 ...

证券之星消息，2月4日商用车板块较上一交易日上涨0.55%，福田汽车领涨。当日上证指数报收于4102.2，上涨0.85%。深证成指报收于 14156.27，上涨0.21%。商用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600166 | 福昌汽车 | 3.13 | 4.33% | 237.39万 | | 7.29亿 | | 000800 | 一汽解放 | 6.98 | 2.50% | 25.65万 | | - 1.79亿 | | 301039 | 中隼车辆 | 10.17 | 2.42% | 20.64万 | | 2.09亿 | | 600303 | 曙光股份 | 3.30 | 2.17% | 30.06万 | | 9885.07万 | | 000957 | 中通客车 | 11.53 | 1.95% | 12.86万 | | 1.47亿 | | 600375 | 汉马科技 | 6.09 | 1.50% | 24.22万 | | 1.47亿 | | 60 ...

经历了2025年底的"疯狂冲量"后，2026年第一个月的重卡市场呈现出批发走强、零售走弱的发展态势。 1月重卡销量同比上涨4成，市场分化明显 根据第一商用车网最新掌握的数据，2026年1月份，我国重卡市场共计销售约10.1万辆（批发口径，包含出口和新能源），环比2025 年12月基本持平，比上年同期的7.22万辆大幅增长约40%。超10万辆的月销量，也为2026年的重卡市场开了一个好头。 2020-2026年我国重卡市场销量月度走势图（单位：辆） 2026年重卡行业能实现同比大涨的主要原因，其实是主要厂家争"开门红"使然。 首先，1月份国内终端销量表现欠佳（预计不到4万辆，同比约为 -5%—10%），新能源重卡终端销量更是预计环比下降超过80%。这 背后反映出的是重卡市场透支以及春节前的购车需求走弱；但批发仍在增长，核心驱动力是重卡厂家确保2026年"开门红"、鼓舞公司 上下以及产业链合作伙伴信心的营销策略。同时，批发"开门红"也有助于经销体系提前铺货，为传统春节后的销售旺季到来做好准备。 其次，2025年末重卡行业有部分批发销量"结转"到2026年一季度，也在一定程度上推高了1月份的重卡批发销量。受2025 ...