Core Insights - Hanma Technology announced that total vehicle sales reached 1,220 units and total production was 1,208 units in September 2025 [1] - For the first nine months of the year, cumulative vehicle sales amounted to 9,452 units, representing a year-on-year increase of 48.52% [1] - The production and sales of electric medium and heavy trucks increased by 116.58% and 114.98% year-on-year, respectively [1] Summary by Category - **Sales Performance** - Total vehicle sales for September 2025 were 1,220 units [1] - Cumulative vehicle sales from January to September reached 9,452 units, showing a growth of 48.52% year-on-year [1] - **Production Performance** - Total vehicle production in September 2025 was 1,208 units [1] - The production of electric medium and heavy trucks saw a significant increase of 116.58% year-on-year [1] - **Electric Vehicle Segment** - Sales of electric medium and heavy trucks increased by 114.98% year-on-year [1]

汉马科技集团股份有限公司 证券代码：600375 证券简称：汉马科技 公告编号：临 2025－058 汉马科技集团股份有限公司 2025 年 9 月份产销快报公告 注：本表为产销快报数据，具体数据以公司定期报告数据为准。 特此公告。 汉马科技集团股份有限公司董事会 2025 年 10 月 10 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个别及连带责任。 汉马科技集团股份有限公司 2025 年 9 月份产销数据快报如下： （单位：辆） | 类别 | 产品名称 | | 月度数据 | | | 年度数据 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本月 | 上年 | 同比 | 本年 | 上年同 | 同比 | | | | 数量 | 同期 | 增减 | 累计 | 期累计 | 增减 | | | 货车 （含非完整车辆） | 1,208 | 1,003 | 20.44% | 9,329 | 6,211 | 50.20% | | 产量 | 其中：电动中重卡 | 1,049 ...

Core Insights - Hanma Technology announced a production target of 1,208 trucks (including incomplete vehicles) for September 2025, representing a year-on-year change of -20.44% in production and a sales target of 1,220 trucks, reflecting a year-on-year change of -19.02% [1] Production and Sales Breakdown - Electric medium and heavy-duty trucks are projected to have a production of 1,049 units, showing a significant year-on-year increase of 61.63%, with sales expected to reach 1,068 units, marking a year-on-year increase of 51.92% [1] - Chassis assemblies are expected to have a production of 37 units, indicating a substantial year-on-year decrease of 77.44%, with sales also at 37 units, reflecting a year-on-year decline of 81.31% [1] - Alcohol-hydrogen power systems are projected to have a production of 384 units, with a year-on-year increase of 7.26%, and sales expected to be 415 units, showing a year-on-year increase of 16.25% [1]

Core Insights - The commercial vehicle sector experienced a 0.81% increase on September 30, with Dongfeng Motor leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Commercial Vehicle Sector Performance - Dongfeng Motor (600006) closed at 8.06, with a rise of 6.05% and a trading volume of 1.23 million shares, amounting to a transaction value of 972 million [1] - Other notable performers included: - Zhongjun Vehicles (301039) at 9.61, up 1.69% [1] - Shuguang Co. (600303) at 3.91, up 1.56% [1] - Jianghuai Automobile (600418) at 53.90, up 1.51% [1] - The sector saw a net inflow of 248 million in main funds, while retail investors experienced a net outflow of 206 million [3][4] Fund Flow Analysis - Main funds showed significant net inflows in several companies: - Dongfeng Motor: 218 million, accounting for 22.41% of the total [4] - Yutong Bus (600066): 93.02 million, 17.44% [4] - Jianghuai Automobile: 58.23 million, 1.77% [4] - Retail investors showed net outflows in various companies, with notable outflows from: - Yutong Bus: 6.89 million, -12.93% [4] - Jiangling Motors: 14.95 million, -11.50% [4] - China National Heavy Duty Truck (000951): 15.97 million, -9.42% [4]

Core Viewpoint - The announcement details the progress of a lawsuit involving Hanma Technology Group Co., Ltd.'s marketing subsidiary against Shandong Anma Automobile Sales Co., Ltd. regarding a contract dispute, with a total claim amount of approximately RMB 16.79 million [3][5]. Group 1: Case Overview - The lawsuit is currently in the stage of termination of execution [2]. - The marketing subsidiary of Hanma Technology is the applicant for execution in the case [2]. - The lawsuit involves a claim for payment of RMB 16,788,122.44 and penalties from Shandong Anma and its guarantors [3]. Group 2: Execution Status - As of the date of the announcement, the marketing subsidiary has recovered RMB 3,512,360.00 from the lawsuit [4][6]. - The court has issued an execution ruling, confirming that the initial judgment has legal effect, but the defendants have not fulfilled their obligations [6][7]. - The execution procedure has been terminated, but the applicant can apply for resumption if the defendants have recoverable assets [7]. Group 3: Financial Impact - The company is currently unable to estimate the impact of this case on its current or future profits [4][7]. - The company will monitor the case's progress and will handle accounting in accordance with relevant standards [4][7].

Group 1 - Hanma Technology Group Co., Ltd. recently announced the progress of a lawsuit involving its marketing subsidiary, revealing that a contract dispute lawsuit has been concluded [1] - The marketing subsidiary of Hanma Technology signed a dealership agreement with Shandong Anma Automobile Sales Co., Ltd., which failed to pay the vehicle purchase price as per the contract [1] - On November 19, 2023, Hanma Technology filed a lawsuit in the People's Court of Yushanqu, Ma'anshan City, Anhui Province, against Shandong Anma and its guarantors, seeking payment of RMB 16,788,122.44 and late fees calculated at an annual interest rate of 5.175% from February 1, 2024, until the payment is made [1] Group 2 - As of the announcement date, the case has executed a recovery of RMB 3,512,360.00, approximately 3.51 million [1] - The court has issued an execution ruling, terminating the execution procedure due to the absence of other executable assets from the defendants [1] - Hanma Technology is unable to estimate the impact of this lawsuit's conclusion on the company's current or future profits but will monitor the situation closely and comply with accounting standards for any necessary adjustments [2]

Core Viewpoint - The commercial vehicle sector experienced a rise of 1.22% on September 29, with Hanma Technology leading the gains. The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1]. Group 1: Market Performance - The commercial vehicle sector saw significant individual stock movements, with Hanma Technology closing at 8.05, up 5.23%, and a trading volume of 963,600 shares, amounting to 773 million yuan [1]. - Other notable performers included Zhongshun Vehicles, which rose 5.00% to 9.45, and Jianghuai Automobile, which increased by 2.85% to 53.10 [1]. - The overall trading volume for the commercial vehicle sector was substantial, with Jianghuai Automobile achieving a transaction value of 3.016 billion yuan [1]. Group 2: Fund Flow Analysis - The commercial vehicle sector experienced a net inflow of 239 million yuan from institutional investors, while retail investors saw a net outflow of 38.64 million yuan [3][4]. - Jianghuai Automobile attracted the highest net inflow from institutional investors at 185 million yuan, while Zhongshun Vehicles had a net inflow of 22.17 million yuan [4]. - Conversely, Yutong Bus faced a net outflow of 35.65 million yuan from retail investors, indicating a shift in investor sentiment [4].

汉马科技集团股份有限公司 证券代码：600375 证券简称：汉马科技 编号：临 2025－057 汉马科技集团股份有限公司 关于公司营销分公司诉讼事项进展的公告 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个别及连带责任。 一、案件的基本情况 重要内容提示： ●案件所处的诉讼阶段：终结执行。 ●上市公司营销分公司所处的当事人地位：申请执行人（一审原告）。 ●涉及诉讼事项金额： 汉马科技集团股份有限公司营销分公司（以下简称"公司营销分公司"）起 诉山东安马汽车销售有限公司（以下简称"山东安马"）等合同纠纷：山东安马、 韩玉才、夏本军、苏洁、黄业丽支付公司营销分公司货款人民币 16,788,122.44 元及违约金（自 2024 年 2 月 1 日起，以 16,788,122.44 元为基数，按年利率 5.175% 标准计算至款项实际付清之日止）；案件受理费 61,265.00 元，保全费 5,000.00 元，由山东安马、韩玉才、夏本军、苏洁、黄业丽共同负担。 自一审判决至本公告日，公司营销分公司诉山东安马案已执行回款 3,512,36 ...

Core Viewpoint - The "摘帽" concept has shown a positive performance with a 0.97% increase, ranking second among concept sectors, indicating a potential investment opportunity in this area [1][2]. Market Performance - As of September 26, the "摘帽" concept saw 26 stocks rise, with 中嘉博创 and 曙光股份 hitting the daily limit, while stocks like 汉马科技 and 凯撒旅业 experienced notable declines [1][2]. - The top gainers within the "摘帽" concept included 有棵树 (up 8.70%), 天创时尚 (up 6.85%), and 理工导航 (up 6.32%) [1][2]. Capital Flow - The "摘帽" concept attracted a net inflow of 326 million yuan from main funds, with 24 stocks receiving net inflows, and five stocks exceeding 50 million yuan in net inflow [2][3]. - 同洲电子 led the net inflow with 158 million yuan, followed by 盛屯矿业 and 汇金股份 with 142 million yuan and 141 million yuan, respectively [2][3]. Stock Performance Metrics - The stocks with the highest net inflow ratios included 曙光股份 (42.04%), 中嘉博创 (38.06%), and 天创时尚 (15.61%) [3]. - The top stocks by net inflow and their respective performance included: - 同洲电子: 5.52% increase, 12.63% turnover rate, 157.73 million yuan net inflow [3]. - 盛屯矿业: 5.35% increase, 9.12% turnover rate, 141.97 million yuan net inflow [3]. - 曙光股份: 9.97% increase, 7.43% turnover rate, 80.03 million yuan net inflow [3].

Market Overview - The commercial vehicle sector experienced a decline of 1.28% on September 26, with Hanma Technology leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable stock performances included: - Shuguang Co., Ltd. (600303) rose by 9.97% to a closing price of 3.86, with a trading volume of 501,900 shares and a turnover of 190 million yuan [1] - Hanma Technology (600375) fell by 6.13% to a closing price of 7.65, with a trading volume of 1,389,300 shares and a turnover of 1.12 billion yuan [2] - Jianghuai Automobile (600418) decreased by 2.27% to 51.63, with a turnover of 401.7 million yuan [2] Capital Flow - The commercial vehicle sector saw a net outflow of 291 million yuan from institutional investors, while retail investors contributed a net inflow of 234 million yuan [2] - The capital flow for specific stocks included: - Shuguang Co., Ltd. had a net inflow of 82.08 million yuan from institutional investors, but a net outflow of 35.01 million yuan from speculative funds [3] - Zhongtong Bus (000957) experienced a net inflow of 12.51 million yuan from institutional investors [3]