证券日报网讯1月30日，汉马科技（600375）在互动平台回答投资者提问时表示，公司的醇氢发动机除 道路应用外，还应用于船舶、发电机组、工程机械等非道路领域。 ...

证券之星消息，1月28日商用车板块较上一交易日下跌0.27%，金龙汽车领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。商用车板块个股涨跌见下表： 从资金流向上来看，当日商用车板块主力资金净流出7318.92万元，游资资金净流出1.57亿元，散户资金 净流入2.3亿元。商用车板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600418 江淮汽车 | | 1.96/Z | 6.86% | -1.45 Z | -5.07% | -5105.00万 | -1.79% | | 000550 江铃汽车 | | 772.51万 | 4.81% | 258.16万 | 1.61% | -1030.67万 | -6.42% | | 600066 字通客车 | | 732.82万 | 1.54% | 2916.36万 | 6.14% | -3649.19万 ...

证券之星消息，1月27日商用车板块较上一交易日上涨2.28%，中国重汽领涨。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 000951 | 中国直汽 | 18.60 | 5.50% | 38.03万 | | 6.93亿 | | 600418 | 江淮汽车 | 52.90 | 4.55% | 70.33万 | | 36.82亿 | | 600066 | 宇通客车 | 32.40 | 3.65% | 29.21万 | | 9.44(乙 | | 000957 | 中通客车 | 11.79 | 1.29% | 18.59万 | | 2.17亿 | | 000550 | 江铃汽车 | 18.41 | 0.00% | 7.36万 | | 1.35亿 | | 000800 | 一汽解放 | 6.99 | -0.14% | 16.14万 | | 1.13亿 | | 60 ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [6] Core Insights - The automotive market is experiencing significant negative growth, with retail sales of passenger vehicles dropping by 28% year-on-year in the first half of January 2026, and wholesale sales declining by 35% [1][19] - The report emphasizes the need for supportive policies to stimulate market recovery and highlights the potential for growth in the overseas electric vehicle market due to favorable policies in countries like Canada and Germany [3][4] - The report suggests that the domestic market may rebound following the implementation of supportive policies, which could positively impact leading brands [4] Summary by Sections Market Overview - As of January 1-18, 2026, retail sales of passenger vehicles in China reached 679,000 units, a decrease of 28% compared to the same period last year, while wholesale sales totaled 740,000 units, down 35% year-on-year [1][19] - In the same period, retail sales of new energy vehicles were 312,000 units, reflecting a 16% decline year-on-year, and wholesale sales were 348,000 units, down 23% [1][19] Policy Developments - Canada announced plans to import 49,000 electric vehicles from China, significantly reducing tariffs from 100% to 6.1% [3] - Germany introduced a new subsidy program for electric vehicles, offering up to 6,000 euros to families purchasing new electric cars, effective from January 1, 2026 [3][44] - The UK government has launched a substantial subsidy program for electric trucks, with a total budget of 318 million pounds [48] Investment Opportunities - The report highlights the potential for Chinese new energy vehicles to expand into overseas markets, driven by favorable international policies [4] - It suggests that the recovery of the domestic automotive market could benefit leading brands significantly [4]

证券日报网讯1月23日，汉马科技（600375）在互动平台回答投资者提问时表示，公司关注到海外重卡 需求的高速增长，将继续推动海外市场的发展，深入推进海外市场营销体制改革。 ...

人民财讯1月23日电，据"汉马科技（600375）集团"消息，1月22日，2026汉马醇氢动力绿色生态伙伴大 会在安徽马鞍山举行。大会现场，汉马科技与河南港航集团达成战略合作，与合作伙伴达成200套养殖 渔船醇氢动力系统、18套6000吨散货船醇氢动力系统、8套7200吨散货船醇氢动力系统以及1380套醇氢 动力发电机组战略签约，并发布了1000至15000T醇氢电动船舶动力系统解决方案。 ...

证券之星消息，1月22日商用车板块较上一交易日上涨0.14%，金龙汽车领涨。当日上证指数报收于4122.58，上涨0.14%。深证成指报收于 14327.05，上涨0.5%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600686 | 金龙汽车 | 21.97 | 8.82% | 51.32万 | | 10.87亿 | | 600166 | 福田汽车 | 3.28 | 5.47% | 282.77万 | | 9.08亿 | | 301039 | 中隼车辆 | 9.72 | 2.53% | - 20.11万 | | 1.94亿 | | 000868 | 安凯客车 | 5.05 | 2.02% | 16.63万 | | 8344.34万 | | 000957 | 中通客车 | 12.01 | 1.95% | 26.40万 | | 3.14亿 | | 600303 | 曙光股份 | 3.34 | 1.83% | 18.19万 | | 6029.37万 | ...

沉寂3年，重卡重新站上百万销量。近日，中国汽车工业协会发布2025年全年汽车产销数据，重卡销量达114.5万辆，同比增长27%。而此前的2022年～ 2024年，重卡年销量一直在90万辆徘徊。 销量回暖的背后，新能源重卡正趁势而起。交强险实销数据显示，2025年国内新能源重卡销量达23.11万辆，同比激增182%，新能源重卡渗透率超过 28%。据北斗运营证入网数据，2025年，柴油重卡在重卡市场中占比首次跌破50%，较2024年的市场份额下跌了8个百分点。 2026.01.21 本文字数：1266，阅读时长大约2分钟 作者 |第一财经黄琳 另外，根据2025年7月1日开始实施的《重型商用车燃料消耗限值》，"四阶段"油耗标准再降约15%，对重卡油耗提出了更严格的要求。同时，上海、广州 等多地市还给予新能源重卡配套运营补贴、城市路权优先、高速公路通行费减免等支持，港口、矿山、钢厂等短运输场景成为新能源重卡的"主战场"，一 系列的举措倒逼重卡向新能源转型。 中信证券在报告中表示，重卡新能源化进展如火如荼，趋势明确不可逆。目前，纯电动重卡在短途和特定场景下渗透。国泰海通预计，随着新能源重卡在 经济性与环保方面的优势日 ...

2026.01. 21 本文字数：1266，阅读时长大约2分钟 作者 | 第一财经 黄琳 沉寂3年，重卡重新站上百万销量。近日，中国汽车工业协会发布2025年全年汽车产销数据，重卡销量达114.5万辆，同比增长27%。而此前的2022年～ 2024年，重卡年销量一直在90万辆徘徊。 销量回暖的背后，新能源重卡正趁势而起。交强险实销数据显示，2025年国内新能源重卡销量达23.11万辆，同比激增182%，新能源重卡渗透率超过 28%。据北斗运营证入网数据，2025年，柴油重卡在重卡市场中占比首次跌破50%，较2024年的市场份额下跌了8个百分点。 （注：我们会对线索进行核实。您的隐私将严格保密。） 另外，根据2025年7月1日开始实施的《重型商用车燃料消耗限值》，"四阶段"油耗标准再降约15%，对重卡油耗提出了更严格的要求。同时，上海、广 州等多地市还给予新能源重卡配套运营补贴、城市路权优先、高速公路通行费减免等支持，港口、矿山、钢厂等短运输场景成为新能源重卡的"主战场"， 一系列的举措倒逼重卡向新能源转型。 中信证券在报告中表示，重卡新能源化进展如火如荼，趋势明确不可逆。目前，纯电动重卡在短途和特定场景下渗透 ...

Core Viewpoint - The commercial vehicle sector experienced a slight increase of 0.74% on January 21, with Jianghuai Automobile leading the gains. The Shanghai Composite Index rose by 0.08%, while the Shenzhen Component Index increased by 0.7 [1]. Group 1: Stock Performance - Jianghuai Automobile (600418) closed at 52.45, up by 2.84%, with a trading volume of 618,400 shares and a transaction value of 3.209 billion [1]. - China National Heavy Duty Truck (000951) closed at 17.30, up by 1.35%, with a trading volume of 162,600 shares and a transaction value of 280 million [1]. - Foton Motor (600166) closed at 3.11, up by 1.30%, with a trading volume of 1,453,300 shares and a transaction value of 450 million [1]. - Other notable performances include Zhongtong Bus (000957) at 11.78, up by 0.43%, and Shuguang Co. (600303) at 3.28, up by 0.31% [1]. Group 2: Capital Flow - The commercial vehicle sector saw a net inflow of 417 million from institutional investors, while retail investors experienced a net outflow of 249 million [2]. - Major stocks like Jianghuai Automobile had a net inflow of 274 million from institutional investors, indicating strong institutional interest [3]. - Conversely, stocks like King Long Motor (600686) and China National Heavy Duty Truck (000951) faced significant net outflows from retail investors, suggesting a shift in investor sentiment [3].