汉马科技集团股份有限公司 2025 年 8 月份产销快报公告 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 2025－051 （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） | 1,102 | 704 | 56.53% | 8,121 | 5,208 | 55.93% | | 产量 | 其中：电动中重卡 | 1,022 | 515 | 98.45% | 6,293 | 2,741 | 129.59% | | | 底盘总成 | - | 138 | -100.00% | 232 | 1,601 | -85.51% | | | 醇氢动力系统 | 253 | 368 | -31.25% | 1,856 | 2,735 | -32.14% | | 销量 | 货车 （含非 ...

Group 1 - The commercial vehicle sector increased by 0.54% on September 1, with Jiangling Motors leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] - Jiangling Motors' stock price rose by 4.69% to 21.67, with a trading volume of 155,200 shares and a transaction value of 332 million yuan [1] Group 2 - The commercial vehicle sector experienced a net outflow of 260 million yuan from institutional investors, while retail investors saw a net inflow of 154 million yuan [2] - Yutong Bus had a net inflow of 48.89 million yuan from institutional investors, but a net outflow of 6.81 million yuan from speculative funds [3] - Foton Motor saw a net inflow of 8.75 million yuan from institutional investors, while retail investors had a net outflow of 12.02 million yuan [3]

Core Viewpoint - The commercial vehicle industry in China is experiencing significant personnel changes among major companies, including China Changan Automobile, FAW Jiefang, Dongfeng Commercial Vehicle, and others, as they prepare for the upcoming sales peak in September and October [1][24]. Group 1: Personnel Changes - In August, several major companies in the commercial vehicle sector, such as FAW Jiefang, Dongfeng Commercial Vehicle, and China Changan Automobile, underwent key executive changes [1]. - China Changan Automobile Group was officially established as a central enterprise, with a new leadership team announced, including Zhu Huarong as the Party Secretary and Chairman [3]. - Changan Kaicheng, the commercial vehicle subsidiary of China Changan, appointed a new president, Dong Chenrui, who has 23 years of experience in the commercial vehicle sector [3]. - FAW Jiefang announced the resignation of board member Liu Yanchang and subsequently elected Qiao Youlin as a non-independent director [4][5]. - Dongfeng Commercial Vehicle made changes in its marketing department, appointing new leaders for various roles [7]. - Anhui Jianghuai Automobile Group announced a delay in the election of its new board of directors, extending the current board's term [9][10]. - Xiamen King Long United Automotive Industry Group appointed a new vice president and financial director, while also adding a new board member [12][13][14][15]. - Hanma Technology reported the resignation of its executive vice president, Fan Ruirui, due to personal reasons [17][18]. - Anhui Ankai Automobile announced the resignation of its securities affairs representative, Zhao Baojun, who will not hold any company shares [20][21]. Group 2: Industry Context - The personnel changes in August reflect a transitional phase in the commercial vehicle industry, linking the previous month's adjustments with the initial setup of the new central enterprise [24]. - These changes are aimed at optimizing management teams in preparation for the traditional sales peak in the upcoming months [24].

Market Overview - The commercial vehicle sector increased by 0.84% on August 28, with Shuguang Co. leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Individual Stock Performance - Shuguang Co. (600303) closed at 3.84, up 3.23% with a trading volume of 633,800 shares and a turnover of 240 million yuan [1] - Jianghuai Automobile (600418) closed at 51.19, up 2.34% with a trading volume of 733,100 shares and a turnover of 3.714 billion yuan [1] - Zhongshun Vehicles (301039) closed at 9.03, up 1.12% with a trading volume of 217,300 shares and a turnover of 19.4 million yuan [1] - Foton Motor (600166) closed at 2.74, up 0.37% with a trading volume of 1,409,800 shares and a turnover of 384 million yuan [1] - Yutong Bus (600066) closed at 27.35, up 0.22% with a trading volume of 118,100 shares and a turnover of 322 million yuan [1] - Other notable performances include FAW Jiefang (000800) at 7.14, up 0.14%, and Ankai Bus (000868) at 5.84, unchanged [1] Fund Flow Analysis - The commercial vehicle sector experienced a net outflow of 270 million yuan from institutional investors, while retail investors saw a net inflow of 247 million yuan [2] - The overall fund flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Detailed Fund Flow by Stock - Jianghuai Automobile saw a net inflow of 29.0692 million yuan from institutional investors, but a net outflow of 47.1443 million yuan from speculative funds [3] - Shuguang Co. experienced a net outflow of 7.9935 million yuan from institutional investors, while speculative funds contributed a net inflow of 17.2662 million yuan [3] - China National Heavy Duty Truck (000951) had a significant net outflow of 36.9903 million yuan from institutional investors, but a net inflow of 38.2937 million yuan from speculative funds [3]

Market Overview - The commercial vehicle sector experienced a decline of 3.75% on August 27, with Jianghuai Automobile leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - Jianghuai Automobile (600418) closed at 50.02, down 6.29% with a trading volume of 1.0853 million shares and a transaction value of 561.3 million yuan [1] - Other notable declines included: - Shuguang Co. (600303) down 4.12% to 3.72 with a transaction value of 222 million yuan [1] - Dongfeng Motor (600006) down 3.67% to 7.62 with a transaction value of 827 million yuan [1] - Ankai Bus (000868) down 3.15% to 5.84 with a transaction value of 143 million yuan [1] Capital Flow Analysis - The commercial vehicle sector saw a net outflow of 1.197 billion yuan from institutional investors, while retail investors contributed a net inflow of 788 million yuan [1] - Specific stock capital flows included: - Yutong Bus (600066) with a net inflow of 37.46 million yuan from institutional investors [2] - JMC (000550) with a net outflow of 4.28 million yuan from institutional investors [2] - Ankai Bus (000868) had a significant retail net inflow of 18.78 million yuan despite a net outflow from institutional investors [2]

Market Overview - The commercial vehicle sector increased by 0.77% on August 26, with Shuguang Co. leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Shuguang Co. (600303) closed at 3.88, up 5.15% with a trading volume of 822,400 shares and a turnover of 321 million yuan [1] - Jianghuai Automobile (600418) closed at 53.38, up 1.71% with a trading volume of 925,700 shares and a turnover of 4.961 billion yuan [1] - Zhongtong Bus (000957) closed at 11.57, up 1.58% with a trading volume of 256,500 shares and a turnover of 29.5 million yuan [1] - Other notable performances include JMC (000550) up 1.54%, Ankai Bus (000868) up 1.34%, and Hanma Technology (600375) up 1.29% [1] Capital Flow - The commercial vehicle sector saw a net inflow of 267 million yuan from institutional investors, while retail investors experienced a net outflow of 176 million yuan [2][3] - The main capital inflow was observed in Jianghuai Automobile with 488 million yuan, while retail investors withdrew 360 million yuan [3] - Hanma Technology also saw a net inflow of 27.9432 million yuan from institutional investors, but retail investors withdrew 18.5206 million yuan [3]

金融界消息 截至2025年8月25日收盘，汉马科技（600375）报收于6.95元，下跌0.29%，换手率3.03%， 成交量32.93万手，成交金额2.29亿元。 天眼查商业履历信息显示，汉马科技集团股份有限公司，成立于1999年，位于马鞍山市，是一家以从事 汽车制造业为主的企业。企业注册资本65431.4844万人民币，实缴资本55574.0597万人民币。公司法定 代表人为范现军。 通过天眼查大数据分析，汉马科技集团股份有限公司共对外投资了7家企业，参与招投标项目58次，知 识产权方面有商标信息17条，专利信息213条，此外企业还拥有行政许可16个。 来源：金融界 资金流向方面，今日主力资金净流出2415.11万元，占比成交额10.57%。其中，超大单净流出938.58万 元、占成交额4.11%，大单净流出1476.52万元、占成交额6.46%，中单净流出流入247.29万元、占成交 额1.08%，小单净流入2167.82万元、占成交额9.49%。 汉马科技最新一期业绩显示，截至2025中报，公司营业总收入28.47亿元、同比增长50.03%，归属净利 润2772.83万元，同比增长118.18%，扣非 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600006 | 东风股份 | 8.28 | -2.36% | 187.25万 | | 15.77亿 | | 000550 | 江铃汽车 | 20.72 | -0.43% | 6.68万 | | 1.38亿 | | 600686 | 金龙汽车 | 12.73 | -0.31% | 22.90万 | | 2.91亿 | | 600375 | 汉马科技 | 6.95 | -0.29% | - 32.93万 | | 2.29亿 | | 600303 | 曙光股份 | 3.69 | -0.27% | 19.31万 | | 7104.70万 | | 000868 | 安凯客车 | 5.95 | -0.17% | 23.24万 | | 1.38亿 | | 000957 | 中通客车 | 11.39 | 0.18% | 21.86万 | | 2.48(Z | | 000800 | 一汽解放 | 7.30 | 0.27% | 46.42万 | | ...

Market Performance - The commercial vehicle sector increased by 2.66% on August 22, with Dongfeng Motor leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Dongfeng Motor (600006) closed at 8.48, up 6.94% with a trading volume of 1.6073 million shares and a transaction value of 1.338 billion [1] - Jianghuai Automobile (600418) closed at 52.20, up 6.29% with a trading volume of 1.1598 million shares [1] - Other notable stocks include Ankai Bus (000868) at 5.96, up 0.85%, and Foton Motor (600166) at 2.76, up 0.73% [1] Capital Flow - The commercial vehicle sector saw a net inflow of 473 million in main funds, while retail funds experienced a net outflow of 510 million [2] - Retail investors contributed a net inflow of 36.997 million [2] Individual Stock Capital Flow - Jianghuai Automobile (600418) had a main fund net inflow of 427 million, but a retail net outflow of 33.638 million [3] - Dongfeng Motor (600006) experienced a main fund net inflow of 119 million, with retail investors withdrawing 57.4602 million [3] - Zhongtong Bus (000957) had a main fund net inflow of 14.5613 million, while retail investors withdrew 7.7159 million [3]

Core Viewpoint - Hanma Technology Group Co., Ltd. has shown significant growth in sales and revenue in the first half of 2025, indicating a recovery in the heavy truck market and a successful transition towards new energy vehicles [1][3]. Financial Performance - In the first half of 2025, Hanma Technology sold a total of 6,225 trucks, a year-on-year increase of 55.47% - Electric medium and heavy trucks accounted for 4,434 units sold, up 130.46% from the previous year - The company achieved operating revenue of 284,721.90 million yuan, a growth of 50.03% compared to the same period last year - The net profit attributable to shareholders was 27,728,253.03 yuan, marking a turnaround from a loss in the previous year [1][2]. Market Dynamics - The domestic heavy truck market is experiencing a recovery, with intensified competition - Hanma Technology is advancing its "alcohol-hydrogen + electric" technology development strategy to adapt to the changing market landscape [3]. Competitive Advantages - **Independent R&D Technology Platform**: The company emphasizes technology introduction and independent innovation, collaborating with universities and international firms to enhance its technological capabilities [5]. - **Complete Industry Chain**: Hanma Technology integrates heavy truck chassis, complete vehicles, and specialized vehicle production, along with core component manufacturing, creating a comprehensive industry chain for electric and methanol heavy trucks [6]. - **Robust Marketing and After-Sales Service Network**: The company has established effective marketing channels and a comprehensive after-sales service network to enhance customer satisfaction [7]. - **Brand Strength**: Hanma Technology owns two well-known brands, Xingma Special Vehicles and Hualing Heavy Trucks, which are recognized in the market and supported by strong promotional efforts [8]. - **Talent Advantage**: The company adopts a talent-centric approach, offering competitive policies and a conducive environment to attract skilled professionals [10]. - **Management Excellence**: Hanma Technology has developed a comprehensive management system that integrates various operational aspects, ensuring efficiency and quality control [11].