证券代码：600166 证券简称：福田汽车 编号：临 2025—038 上述担保均在年度股东大会授权范围内。 北汽福田汽车股份有限公司 关于年度担保计划范围内担保进展的公告 一、担保情况概述 公司董事会于 2025 年 3 月 12 日、股东大会于 2025 年 3 月 28 日审议通过了《关 于 2025 年度向非关联方提供担保计划的议案》《关于 2025 年度向关联方提供关联担保 计划的议案》，公司对全资子（孙）公司的总担保额度不超过 63 亿元，公司对控股子 （孙）公司的总担保额度不超过16.6亿元，公司对参股子公司的总担保额度不超过 1.05 亿元，公司（含子公司）对产业链上下游企业及终端客户的担保额度不超过 53.9 亿元、 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。 根据上海证券交易所最新修订的对外担保格式指引等相关披露要求，公司对 年度担保计划范围内的担保进展情况进行月度汇总披露。 被担保人名称及是否为上市公司关联人 北京安鹏中融汽车新零售科技有限公司下属子公司北京中车信融融资租赁有 限公司（以下简称"中车信 ...

Industry Insights - Foton Motor is upgrading its strategy in Brazil, marking a new phase in its globalization efforts in the Latin American market with the launch of its factory in São Paulo [1] - The factory covers an area of 197,000 square meters and has an annual production capacity of 5,000 units, with an initial phase capacity of 2,000 units, capable of producing various vehicle types including medium and light trucks, and plans to expand to heavy trucks and pickups in the future [4] Product Analysis - As of April 28, 2025, Anhui Province has implemented a policy for the scrapping and updating of old operating trucks, while Zhejiang Province has released guidelines for subsidy applications [5] - Jiangsu and Shanghai have not yet published specific policies for old operating trucks but have issued notifications supporting the scrapping and updating of eligible vehicles [5] Sales Forecast - The heavy truck sales in Anhui Province for 2024 are projected at 25,000 units, a year-on-year decline of 5.9%, with a notable increase in sales in the last quarter following policy implementation [10] - By the end of 2024, the total replacement base in the Yangtze River Delta region is expected to reach 212,000 units, with a significant portion being heavy trucks [13] - The light commercial vehicle market is expected to see stable growth in 2025, with an estimated total sales of 2.82 million units, reflecting a year-on-year increase of 3.5% [17]

根据各家重卡企业提供的销售数据，今年4月，我国重卡市场销售各类车型约9万辆（批发统计口径，包含出口和新能源车辆），同比增长8％，比上年同 期净增约8000辆。今年1～4月，国内重卡市场累计销量35.5万辆，与上年同期基本持平。 01 5家企业销量破万辆 在重卡市场月度销量"排位赛"中，有5家企业月销破万辆。其中，中国重汽以约2.3万辆的销量位居首位；另外，同比增速跑赢市场大盘的企业有东风公 司、福田汽车和徐工汽车。 具体来看，4月，中国重汽销售各类重卡约2.3万辆，同比下降2%，位居行业第一；1～4月，中国重汽累计销量约9.72万辆，同比下降2.79％，市场占有率 为27.4％。一汽解放4月销售重卡约1.7万辆，同比下降6％，排名第二；1～4月，一汽解放累计销量7.1万辆，同比下降8.11％，市场占有率为19.9％。4 月，东风公司（包括东风商用车、东风柳汽乘龙、东风华神等）销售重卡约1.5万辆，同比增长39％，排名行业第三；今年1~4月，东风公司累计销售重卡 约5.45万辆，同比下降11.75％，市场占有率为15.3％。陕汽集团4月销售重卡约1.45万辆，与上年同期基本持平，位居行业第四；1～4月，陕汽集团 ...

Core Viewpoint - Foton Motor's 2024 annual report reveals a significant decline in revenue and profit, with total revenue at 47.698 billion yuan, down 14.97% year-on-year, and net profit attributable to shareholders at 80.5428 million yuan, down 91.14% year-on-year [2] Financial Performance - The company has reported a cumulative loss of over 14.451 billion yuan in net profit excluding non-recurring items from 2015 to 2024, with eight consecutive years of losses from 2015 to 2022 [3] - Foton Motor's stock price has decreased by over 13% since 2015 [3] Dividend Policy - Foton Motor will not distribute profits or increase share capital from reserves for the 2024 fiscal year, marking the seventh consecutive year without cash dividends [2] - The company's retained earnings are negative, with a deficit of 4.538 billion yuan as of the end of Q1 this year, indicating challenges in future cash dividend distributions [2] Asset Structure - As of the end of Q1, the company's debt-to-asset ratio reached 74.44%, with a ratio of 70.5% after excluding advance receipts, both figures returning to historically high levels [6] - The company announced plans to subscribe for shares in Beiqi Blue Valley New Energy Technology Co., Ltd. for an amount not exceeding 2.5 billion yuan, raising concerns among investors about the source of funding and the company's profitability [6] Strategic Initiatives - Foton Motor stated that the share subscription aims to accelerate the transformation of commercial vehicles towards new energy and intelligence, mitigating cyclical risks in the commercial vehicle industry and allowing the company to benefit from the growth of the new energy passenger vehicle market [6]

Core Insights - Beiqi Foton's vehicle sales reached nearly 55,000 units in April, marking a year-on-year increase of 21.63%, with new energy vehicle sales at 8,193 units, up 202.88% [1][3] - The company experienced significant growth in heavy trucks and export business, with respective year-on-year increases of 120.83% and 11.36% [1] Group 1: New Energy Growth - Beiqi Foton's strong growth in new energy vehicles highlights its precise grasp of the new energy segment, driven by a combination of "policy + product + scenario" strategies [3] - The Foton Auman series has received carbon footprint quantification labels, making it one of the first heavy truck models in the commercial vehicle industry to achieve this [3] Group 2: Heavy Truck Business - In April, Beiqi Foton sold nearly 12,000 heavy trucks, a year-on-year increase of approximately 121%, leading the industry's overall recovery [3] - The growth is attributed to a dual-driven strategy of "technology upgrades + scenario deepening," with innovations in the Auman Galaxy series enhancing user experience through digital services [3] Group 3: International Expansion - Beiqi Foton's overseas sales exceeded 14,000 units in April, continuing a strong momentum from the first quarter, where cumulative overseas sales surpassed 40,000 units [3] - The company secured significant orders in Australia and Turkey, demonstrating its ability to navigate challenges posed by U.S. tariff policies [3] Group 4: Latin America Market - Beiqi Foton has established over 400 service outlets in Latin America and has launched its first locally produced light truck in Brazil, marking a significant milestone [4] - The company is transitioning from traditional trade exports to a model focused on local R&D and regional manufacturing, enhancing its presence in key markets like Mexico and Argentina [4] Group 5: ESG Initiatives - Beiqi Foton released its first ESG report, aiming to reduce carbon emissions by approximately 13,000 tons by 2024, a 17.71% reduction from the baseline year [4] - The company has set ambitious carbon neutrality goals, targeting peak carbon emissions by 2028 and full carbon neutrality across its value chain by 2050 [4] Group 6: Future Strategy - Beiqi Foton plans to implement the "New Energy 30·50 Strategy," aiming for over 50% of its sales to be from new energy vehicles by 2030 and to become a global leader in green transportation by 2050 [5] - The strategy focuses on enhancing self-research capabilities and developing key technologies to solidify its position in the new energy vehicle market [5]

Group 1 - The 27th China Beijing International Technology Industry Expo opened on May 8 at the National Convention Center, showcasing the achievements of BAIC Group as a representative of intelligent manufacturing in the capital [1] - The exhibited models include three major self-owned brands: Arcfox, Beijing Off-road, and Xiangjie, featuring the new concept car Arcfox 77° with a coupe design and advanced seating modes [3] - The Arcfox Alpha S5 is equipped with CATL's Shenxing battery, achieving a CLTC range of 708 kilometers, with a 15-minute charge providing an additional 525 kilometers of range [3] Group 2 - The Beijing Off-road BJ40 extended version has a comprehensive range of 1200 kilometers, while the Xiangjie S9 extended version has a CLTC range of 1355 kilometers and a WLTC fuel consumption of 5.93L/100km [3] - The technology exhibition area highlighted two chassis platforms: the Beijing Off-road super extended platform with modular design and intelligent energy management, and the fully decoupled skateboard electric platform featuring CTC battery integration technology [5] - BAIC Group, as a "chain master" enterprise in Beijing's automotive industry, has invested in over 200 industry chain companies, focusing on key areas such as smart hardware and chips, with over 100 specialized enterprises nurtured [6] Group 3 - In 2023, BAIC Group's R&D investment intensity reached 3.3%, with over 25,000 patent applications filed, indicating a strong commitment to innovation [6] - The company aims to strengthen research and development in new energy and intelligent technology, promoting collaborative innovation in the Beijing-Tianjin-Hebei automotive industry chain [6]

Group 1 - Yitong Century won a bid for a communication engineering construction service project from China Mobile, with a total bid amount of 228 million yuan (including tax) [1] - Zhiyuan New Energy plans to repurchase shares worth between 33 million and 66 million yuan, with a maximum repurchase price of 22.00 yuan per share [1] - GAC Group reported April automobile sales of 116,400 units, a year-on-year decrease of 12.66% [2] - JAC Motors reported April automobile sales of 30,764 units, a year-on-year decrease of 3.55% [3] Group 2 - Fosun Pharma's subsidiary received FDA approval for a clinical trial of a live biotherapeutic product aimed at treating androgenetic alopecia [4] - Liangxin Co. obtained multiple patent certificates, including 2 invention patents and 32 utility model patents [5] - Sainuo Medical's two products received medical device registration certificates in Mexico and Ecuador [5] - Huayu Pharmaceutical's two products received marketing approvals in France and Spain [6] Group 3 - Shengnong Development reported April sales revenue of 1.533 billion yuan, a year-on-year increase of 0.68% [6] - Hasi Lian's potassium chloride and sodium chloride injection passed the consistency evaluation [7] - Shapuaisi received approval for a supplemental application for levofloxacin eye drops [9] - Tianyu Biological reported April sales revenue of 59.32 million yuan from pig sales [10] Group 4 - *ST Weihai was pre-awarded a project worth 108 million yuan [12] - Luoniushan reported April sales revenue of 125 million yuan from pig sales, a year-on-year increase of 12.72% [13] - Minhe Co. reported April sales revenue of 68.30 million yuan from chick sales, a year-on-year increase of 0.51% [14] Group 5 - Double Ring Technology's application for a specific stock issuance was approved by the Shenzhen Stock Exchange [15] - Hualu Hengsheng plans to repurchase shares worth between 200 million and 300 million yuan [16] - Baolong Technology plans to repurchase shares worth between 100 million and 200 million yuan [17] Group 6 - Huasheng Technology's subsidiary plans to sell shares of a company for 200 million yuan [24] - *ST Gengxing's controlling shareholder plans to increase holdings worth between 30 million and 60 million yuan [25] - Ruihuatai's shareholder plans to reduce holdings by up to 1% of the company's shares [26] Group 7 - Foton Motor reported April commercial vehicle sales of 54,816 units, a year-on-year increase of 21.63% [20] - China Merchants Bank plans to invest 15 billion yuan to establish a financial asset investment company [22] - Jinchengxin plans to invest approximately 231 million USD in the Alacran copper-gold-silver mine project [23] Group 8 - Zhongji United's controlling shareholder plans to reduce holdings by up to 2% of the company's shares [30] - Ningbo Huaxiang signed a strategic cooperation agreement to strengthen collaboration in various areas [31] - SMIC reported a net profit of 1.356 billion yuan for Q1 2025, a year-on-year increase of 166.5% [32] Group 9 - FAW Fuwi received a project notification to develop seat products for a luxury brand, with a total sales amount expected to be 1.39 billion yuan [33] - Huakang Clean won a bid for a purification project worth 64.425 million yuan [34] - Lihua Co. reported April sales revenue of 1.125 billion yuan from chicken sales [35]

Core Viewpoint - The report provides a summary of the production and sales data for various vehicle types from Beiqi Foton Motor Co., Ltd. for April 2025, highlighting significant growth in certain segments, particularly in new energy vehicles [1]. Sales and Production Data Summary - Heavy-duty trucks (including Foton Daimler) sold 12,649 units in April 2025, a 58.56% increase from 7,991 units in April 2024, with cumulative sales reaching 48,156 units, up 27.68% from 37,717 units [1]. - Light-duty trucks sold 37,904 units in April 2025, a 15.99% increase from 32,683 units in April 2024, with cumulative sales of 160,313 units, reflecting a 12.04% increase from 143,089 units [1]. - Large buses experienced a decline, with 217 units sold in April 2025, down 35.23% from 335 units in April 2024, and cumulative sales of 994 units, down 19.25% from 1,231 units [1]. - Medium buses sold 44 units in April 2025, a 74.86% decrease from 175 units in April 2024, with cumulative sales of 242 units, down 66.20% from 716 units [1]. - Light passenger vehicles sold 3,089 units in April 2025, a 15.77% decrease from 3,667 units in April 2024, with cumulative sales of 12,721 units, down 22.49% from 16,413 units [1]. - Passenger cars saw a significant increase, with 913 units sold in April 2025, up 408.84% from 215 units in April 2024, and cumulative sales of 2,605 units, up 181.01% from 927 units [1]. New Energy Vehicles - New energy vehicles sold 8,193 units in April 2025, a substantial increase of 203.06% from 2,705 units in April 2024, with cumulative sales of 33,755 units, up 180.66% from 12,027 units [1]. Engine Products - Engine products (including Foton Cummins) reported sales of 25,157 units in April 2025, a 15.00% increase from 21,775 units in April 2024, with cumulative sales of 92,724 units, a slight increase of 0.27% from 92,471 units [1].

北汽福田汽车股份有限公司 2025 年 4 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 | 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） | 12649 | 7991 | 48156 | 37717 | 27.68% | 7853 | 5216 | 51833 | 44849 | 15.57% | | | 车 | 轻型货车 | 37904 | 32683 | 160313 | 143089 | 12.04% | 38905 | 31621 | 162001 | 136832 | 18.39% | | | 商用 | 大型客车 | 217 | 335 | 994 | ...

Core Viewpoint - Beijing Off-road has launched the BJ40 Extended Range Red Rabbit Edition at a promotional price of 299,800 yuan, showcasing significant upgrades in aesthetics, performance, and safety [1][3]. Group 1: Product Launch and Features - The BJ40 Extended Range has achieved an order ratio exceeding 75% since its launch [3]. - The vehicle features a 40.3 kWh lithium-ion battery and an 82-liter fuel tank, with a theoretical combined range of 1,200 kilometers [3]. - Real-world testing showed a range of 972 kilometers under challenging conditions, with other tests indicating total ranges exceeding 1,000 kilometers [3]. Group 2: Safety and Design - The BJ40 Extended Range includes a built-in metal roll cage and a one-piece frame design, enhancing safety by absorbing impact during collisions [3]. - The vehicle's construction utilizes high-strength and ultra-high-strength steel, making it 3-5 times stronger than ordinary steel [3]. Group 3: Future Plans - Over the next three years, Beijing Off-road plans to launch six major products to lead the extended range market [5]. - The company aims to create a diverse product matrix to meet various user needs and enhance the overall user experience [5].