Core Viewpoint - The new energy heavy truck market in China has experienced rapid growth since 2025, with significant increases in sales, particularly for new energy tractors, which have outpaced overall market growth [1][2][4]. Sales Performance - In June 2025, 12,000 new energy tractors were added, marking a year-on-year increase of 306% and a month-on-month increase of 21% [4][5]. - The sales figures for June indicate that the new energy tractor market continues to thrive, with a monthly sales increase of over 2,000 units compared to May [5][6]. - A total of 30 provincial-level administrative regions reported new energy tractor sales in June, with Shanghai leading at nearly 3,000 units [5][7]. Cumulative Sales Data - By the end of June 2025, cumulative sales of new energy tractors exceeded 51,800 units, reflecting a year-on-year increase of 276% [15][16]. - Among manufacturers, Jiefang, SANY, and XCMG have each sold over 7,500 units, leading the market [15][16]. Market Share and Competition - The top five companies in the new energy tractor market, including Jiefang, SANY, and XCMG, hold market shares exceeding 10%, with Jiefang at 16.52% [21][19]. - The competitive landscape is intense, with frequent changes in rankings among manufacturers, indicating a dynamic market environment [23]. Monthly Sales Rankings - In June, Jiefang led the sales with 2,127 units, followed by SANY and XCMG with 1,886 and 1,657 units, respectively [10][11]. - Nine out of the top ten manufacturers achieved year-on-year sales growth, with several companies experiencing significant increases [13][19]. Future Outlook - The growth trend in the new energy tractor market is expected to continue, with anticipation for further increases in July [23].

Group 1 - Shengde Xintai won a bid for a thermal power steel pipe project worth approximately 217 million yuan, accounting for 8.15% of its audited revenue for 2024 [1] - High-speed Electric's subsidiary won a project for the Shanghai-Nanjing-Hefei high-speed railway, with a bid amount of 71.76 million yuan [1] - Cangge Mining's subsidiary received a construction permit for a lithium-boron mining project, with a construction area of 106,900 square meters [2] Group 2 - China Electric Power Construction signed a mining transportation project contract in Guinea worth approximately 5.063 billion yuan, with a total duration of about 72 months [3] - Guobang Pharmaceutical's subsidiary completed the registration of an equity investment fund focusing on strategic emerging industries [4] - Deshi Co. obtained two invention patents related to oil and gas field development [5][26] Group 3 - Xue Tian Salt Industry expects a significant decrease in net profit for the first half of 2025, projecting a decline of 76.34% to 80.29% [6] - Rundu Co. received a drug registration certificate for moxifloxacin hydrochloride tablets, used for treating various bacterial infections [7] - China Nuclear Power reported a 15.65% increase in power generation in the first half of the year, with nuclear power generation up by 12.01% [8] Group 4 - Suqian Liansheng obtained two invention patents related to wastewater treatment methods [9] - Boshi Co. signed a 109 million yuan operation and maintenance service contract for solid product packaging [11] - *ST Sailong's subsidiary received a drug registration certificate for torasemide injection, used for various medical conditions [13] Group 5 - North Bay Port reported a 10.95% increase in cargo throughput for the first half of 2025, with container throughput also showing growth [14] - Kaiwei Te expects a revenue increase of 56.17% to 90.87% for the first half of 2025 [15] - Wankai New Materials plans to reduce production and conduct maintenance on 60,000 tons of PET capacity, affecting overall performance [16] Group 6 - Haiwang Bio's HW130 injection successfully completed Phase I clinical trials, showing good safety and tolerability [19] - Zhenai Meijia received a total of 22.8 million yuan in compensation for land acquisition, which will significantly impact its 2025 performance [20] - Changyuan Electric reported a 23.58% decrease in power generation in June, with a notable decline in thermal power generation [21] Group 7 - Shouxiangu's subsidiary completed the registration of two health food products [22] - Kailun Co. announced the resignation of its deputy general manager and board secretary [23] - Xibu Muye reported a 2.15% year-on-year increase in fresh milk production in June [24] Group 8 - Deshi Co. obtained two invention patents related to oil and gas field development [26] - Jingwei Huikai plans to acquire a 12.44% stake in Nuo Si Micro for 149 million yuan [27] - Electric Alloy completed the registration of its subsidiary in Mexico [29] Group 9 - Meinuohua expects a net profit increase of 142.84% to 174.52% for the first half of 2025 [30] - Guizhou Moutai repurchased approximately 3.38 million shares, accounting for 0.2692% of its total share capital [31][32] - Warner Pharmaceutical received approval for the listing application of a raw material drug for treating respiratory diseases [34] Group 10 - Yuan Dong Bio's independent director is under investigation for serious violations [35] - Dash Intelligent signed a contract for a smart project worth 11.88 million yuan [36] - Dayou Energy plans to transfer 586,500 tons of coal production capacity replacement indicators [37] Group 11 - Foton Motor reported a 150.96% increase in new energy vehicle sales in the first half of 2025 [39] - Renfu Pharmaceutical's shareholder plans to increase its stake by 1% to 2% [40] - Zongshen Power expects a net profit increase of 70% to 100% for the first half of 2025 [42] Group 12 - Yingboer plans to sell its wholly-owned subsidiary for 239 million yuan [44] - Changan Automobile reported a 1.59% increase in total vehicle sales in the first half of 2025 [46] - Fulian Precision signed a cooperation framework agreement with Sichuan Development Longmang [48] Group 13 - Nengte Technology plans to repurchase shares worth 300 million to 500 million yuan [50] - Longsoft Technology's controlling shareholder donated 3.43% of the company's shares [51] - Data Port's shareholders plan to reduce their holdings by up to 2% [52]

北汽福田在产品布局上堪称全方位、多层次。今年以来，其新能源新品导入速度及迭代频率不断加快，成为行业新能源化的先行军。尤其是在新能源重卡领 域，欧曼银河9底部换电、星翼侧挂纯电/背挂换电等产品组合的推出，有力地拉动了欧曼新能源销量的快速增长。上半年，新能源重卡以300.6%的增速领跑 行业，重卡出口同比增长135.7%。欧曼银河系列更是以"让中国重卡重新定义世界标准"为目标，通过打造差异化产品矩阵，实现了公路、工程场景全覆盖， 国内外市场全覆盖，以及油、电、氢、气、混全能源覆盖。该系列产品可适应未来5—10年国内外法规标准要求，满足未来全球高效物流升级需求，为行业 发展树立了新的标杆。 【环球网科技综合报道】2025年，商用车行业正深陷一场波澜壮阔的绿色变革浪潮之中。随着绿色物流与高效运输需求的与日俱增，以及全国多地积极推进 氢能高速路网的铺设，新能源商用车的发展迎来了前所未有的机遇与挑战。在这场激烈的变革中，北汽福田凭借技术研发的深厚底蕴、产品落地的迅猛速度 以及市场反应的高度灵敏度，在新能源赛道上展现出体系化的强大进攻态势，成为行业瞩目的焦点。 上半年，北汽福田交出了一份令人瞩目的成绩单。其整体销量超过32 ...

Core Viewpoint - The sales and production data for June 2025 from Beiqi Foton Motor Co., Ltd. indicates a mixed performance across different vehicle categories, with significant growth in new energy vehicles while traditional vehicle segments show varied results [1]. Sales and Production Data Summary - Heavy-duty trucks (including Foday) sold 11,816 units in June, a 64.5% increase from 7,183 units year-on-year, with cumulative sales reaching 72,246 units, up 33.42% from 54,151 units last year [1]. - Light-duty trucks sold 36,376 units in June, a decrease of 5.7% from 37,590 units year-on-year, with cumulative sales of 229,499 units, reflecting a 6.52% increase from 215,461 units last year [1]. - Large buses saw a significant decline, with sales of 169 units in June, down 72.6% from 617 units year-on-year, and cumulative sales of 1,352 units, down 35.65% from 2,101 units last year [1]. - Medium buses sold 356 units in June, an increase of 183.3% from 126 units year-on-year, with cumulative sales of 962 units, up 2.67% from 937 units last year [1]. - Light passenger vehicles sold 3,578 units in June, a decrease of 15.0% from 4,209 units year-on-year, with cumulative sales of 19,616 units, down 24.64% from 26,030 units last year [1]. - Passenger cars sold 529 units in June, a 68.7% increase from 314 units year-on-year, with cumulative sales of 3,784 units, up 149.77% from 1,515 units last year [1]. - Total sales for all vehicle types reached 52,824 units in June, a 5.6% increase from 50,039 units year-on-year, with cumulative sales of 327,459 units, up 9.08% from 300,195 units last year [1]. - New energy vehicles sold 8,290 units in June, a 90.7% increase from 4,344 units year-on-year, with cumulative sales of 50,142 units, up 150.96% from 19,980 units last year [1]. - Engine products (including Fokang) sold 20,638 units in June, a slight decrease of 0.2% from 20,204 units year-on-year, with cumulative sales of 133,845 units, down 0.38% from 134,350 units last year [1].

6月份，重卡销量同比环比全面上涨，以9.4万辆、同比大增32%收官，可谓是大超预期。在 这个上半年的最后一个月份里，各家主流企业取得的成绩如何？跑赢"大盘"的企业多吗？ 请看第一商用车网带来的分析报道。 6月重卡"狂飙"9.4万辆，批发、终端全面上涨 根据第一商用车网最新掌握的数据，2025年6月份，我国重卡市场共计销售约9.4万辆（批发 口径，包含出口和新能源），环比今年5月上涨6%，比上年同期的7.14万辆上涨约32%。这 是重卡市场自今年4月份以来的同比三连涨，且涨幅逐月扩大——4月份销量同比增长6.5%， 5月份同比增长13.6%，6月份销量扩大至32%。而且，这也是重卡市场连续两个月实现环比 上升！ 9.4万辆放在最近几年来看，高于2022年6月（5.5万辆）、2023年6月（8.6万辆）和2024 年6月销量（7.1万辆），可以说是大超预期。累计来看，今年1-6月，我国重卡市场累计销量 约为53.53万辆，同比增长约6%。 作为"传统淡季"的6月份，重卡销量同比环比全面上涨、实现市场"大逆转"的首要原因，无疑 是环保政策。截止到5月底，几乎所有省市自治区的货车以旧换新细则都已完成落地，对重卡 新车 ...

Key Points - Jiangnan Water received a stake increase from Lianan Life Insurance, reaching 5.03% of total shares [3] - Yingboer plans to transfer 100% equity of Zhuhai Dingyuan for 239 million yuan to optimize asset structure [4] - Chengbang Co. warns that its stock price fluctuations are not aligned with its fundamentals, as it has seen five consecutive trading days of price increases [6] - Weimais intends to invest 190 million yuan into its subsidiary for a new electric drive assembly project [7] - Fosun Pharma's subsidiary received EU GMP certification for its production facilities, indicating compliance with EU standards [8] - Jingwei Huikai plans to acquire an additional 12.44% stake in Nosi Micro, increasing its control in the semiconductor sector [9] - ST Tongmai will remove its delisting risk warning starting July 4, while continuing other risk warnings [10] - ST Modern seeks to apply for the removal of other risk warnings but will maintain delisting risk warnings [11] - Luxshare Precision is planning to issue H-shares for listing on the Hong Kong Stock Exchange [12] - Hainan Highway intends to purchase a 51% stake in Hainan Jiaokong Petrochemical, which will become a subsidiary [13] - Jucheng Co. plans to transfer 1.25% of its shares through a price inquiry [14] Performance Highlights - Foton Motor reported a 150.96% year-on-year increase in new energy vehicle sales for the first half of the year [15] - Jiangling Motors achieved a total vehicle sales of 172,700 units in the first half, up 8.15% year-on-year [16] - Changan Automobile's sales reached 1.3553 million units in the first half, with new energy vehicle sales growing by 49.05% [17] - Meinuohua expects a net profit increase of 142.84% to 174.52% for the first half of the year [18] - Jihong Co. anticipates a net profit increase of 55% to 65% for the first half of the year [19] - Nanjing Business Travel expects a net profit decrease of 67.4% to 78.27% for the first half of the year [20] - Madi Technology forecasts a net profit of 25 million to 27 million yuan, marking a turnaround from losses in the previous year [21] Major Contracts - Dash Intelligent signed a contract for an intelligent project worth 11.88 million yuan [22] - Jinyi Industrial won a bid for a 335 million yuan intercity railway materials procurement project [23] - Sichuan Road and Bridge signed a construction contract worth approximately 11.596 billion yuan [24] - Fulian Precision signed a cooperation framework agreement with Chuanfa Longmang for lithium battery material projects [26] Share Buybacks - Kweichow Moutai repurchased 72,000 shares in June, totaling 1.02 billion yuan [27] - Feiwo Technology plans to repurchase shares worth 25 million to 50 million yuan [28] - Nengte Technology intends to repurchase shares worth 300 million to 500 million yuan for capital reduction [29] - CATL has repurchased 6.641 million A-shares for a total of 1.551 billion yuan [30] Shareholding Changes - Renfu Pharmaceutical's shareholder plans to increase its stake by 1% to 2% [31] - Sanwei Xinan's shareholder intends to reduce its stake by up to 2% [33] - Data Port's shareholders plan to reduce their stakes by up to 2% [34] - Zhuzhou Design's controlling shareholders plan to reduce their stakes by up to 3% [35] - Tianji Co.'s controlling shareholders plan to reduce their stakes by up to 3% [36] - Anjisi's shareholders plan to reduce their stakes by up to 4% [37] Financing Activities - CITIC Securities received approval to issue up to 20 billion yuan in perpetual subordinated bonds [39]

Corporate Announcements - Jiangnan Water received a stake increase from Lian'an Life, reaching 5.03% of total shares [3] - Yingboer plans to transfer 100% equity of Zhuhai Dingyuan for 239 million yuan to optimize asset structure [4] - Chengbang Co. experienced a five-day stock price surge, diverging from its fundamentals, with a warning about market risks [5] - Weimais intends to invest 190 million yuan in its subsidiary for a new electric drive assembly project, expected to take 12 months [6] - Fosun Pharma's subsidiary received EU GMP certification for its production facilities, marking a significant compliance achievement [7] Performance Highlights - Foton Motor reported a 150.96% year-on-year increase in new energy vehicle sales for the first half of the year, totaling 50,142 units [9] - Meinuohua expects a net profit increase of 142.84% to 174.52% for the first half of 2025, driven by revenue growth and improved gross margins [10] - Madi Technology anticipates a net profit of 25 to 27 million yuan for the first half of 2025, marking a turnaround from a loss of 76.33 million yuan in the previous year [11] Major Contracts - Dash Intelligent signed a contract for an intelligent project worth 11.88 million yuan, representing 0.37% of its 2024 revenue [13] - Jinyi Industrial won a bid for a 335 million yuan materials procurement project for the Nanjing-Huaian intercity railway [14] Share Buybacks - Kweichow Moutai repurchased 72,000 shares in June, totaling 1.02 billion yuan, with a cumulative buyback of 3.38 million shares amounting to 5.202 billion yuan [16] - Feiwo Technology plans to repurchase shares worth 25 to 50 million yuan for equity incentives, with a maximum price of 43.44 yuan per share [17] Shareholding Changes - Renfu Pharmaceutical's shareholder,招商生科, plans to increase its stake by 1% to 2% within six months, with a price cap of 25.53 yuan per share [19] Financing Activities - CITIC Securities received approval to issue up to 20 billion yuan in perpetual subordinated bonds [21]

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 6 月销量 7919 辆，1-6 月累计销量 47976 辆，累计同比 56.32%；福康发动机 6 月销量 14238 台，1-6 月累计销量 90996 台，累计同比 8.71%。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 二〇二五年七月二日 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 2025 年 6 月份各产品产销数据快报如下： | | | | | | 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 ...

福田汽车（600166）公告，2025年6月新能源汽车销量为8290辆，去年同期为4344辆。1-6月累计销量达 5.01万辆，去年同期约2万辆。 ...

Group 1 - The Moroccan automotive market is transitioning towards electric vehicles (EVs) due to the arrival of Tesla, influx of Chinese brands, and the rise of hybrid vehicles, but faces challenges related to infrastructure and logistics maturity [1] - Currently, Morocco has approximately 1,500 charging stations, with only 10% being DC fast chargers, while most are AC chargers that take 4 to 8 hours to charge [1] - The Moroccan government offers VAT exemptions for EV sales but has not introduced purchase subsidies or other direct financial incentives, making EVs less affordable for average households [1] Group 2 - Chinese automotive brands, previously viewed as technologically inferior, are reshaping their image in Morocco with companies like BYD, Geely, and Changan offering competitive hybrid and electric products [2] - The demand for new vehicles in Morocco is growing, with new vehicle registrations expected to increase by 36% by May 2025 compared to the previous year, driven by a booming tourism sector [2] - Despite the growth in new vehicle registrations, traditional fuel vehicles still dominate the market, accounting for approximately 75% of the total [2]