证券代码：000800 证券简称：一汽解放 公告编号：2025-074 一汽解放集团股份有限公司 关于参加中国第一汽车集团有限公司控股上市公司 2025 年 三季度集体业绩说明会的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一汽解放集团股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日 在巨潮资讯网（http://www.cninfo.com.cn/）披露了《2025 年第三季度报告》。 为了便于广大投资者更全面深入地了解公司情况，根据中国第一汽车集团有限公 司（以下简称"中国一汽"）的统一安排，公司将于 2025 年 11 月 21 日参加中 国一汽控股上市公司集体业绩说明会，与投资者进行沟通和交流，广泛听取投资 者的意见和建议。 一、会议安排 1、会议时间：2025 年 11 月 21 日（星期五）下午 15:00-16:00 2、召开方式：网络远程的方式 3、出席人员：董事会秘书王建勋先生。（如有特殊情况，参与人员会有调整） 二、投资者参与方式 投资者可通过登录全景网"投资者关系互动平台"（http://ir.p5w.net ...

据天眼查APP显示，一汽解放集团股份有限公司成立于1997年06月10日，注册资本492128.0975万人民 币。（数据宝） 证券时报·数据宝统计显示，一汽解放今日收盘价为7.44元，上涨0.68%，日换手率为0.84%，成交额为 3.11亿元，全天主力资金净流出139.59万元，近5日该股累计上涨1.64%，近5日资金合计净流出1820.05 万元。 两融数据显示，该股最新融资余额为6.70亿元，近5日减少2430.04万元，降幅为3.50%。 机构评级来看，近5日共有1家机构给予该股评级，预计目标价最高的是国泰海通证券，11月10日国泰海 通证券发布的研报预计公司目标价为8.34元。 一汽解放11月14日大宗交易平台出现一笔成交，成交量1000.00万股，成交金额7370.00万元，大宗交易 成交价为7.37元，相对今日收盘价折价0.94%。该笔交易的买方营业部为机构专用，卖方营业部为光大 证券股份有限公司长春解放大路证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为1.10亿元。 11月14日一汽解放大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 ...

Market Overview - The commercial vehicle sector experienced a decline of 0.8% on November 14, with Jinlong Automobile leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Among the commercial vehicle stocks, Zhongji Vehicles saw a significant increase of 4.49%, closing at 10.24 [1] - Other notable performances include: - FAW Jiefang: +0.68% at 7.44 - Jiangling Motors: unchanged at 19.56 - Dongfeng Motor: unchanged at 7.90 - Yutong Bus: -0.29% at 31.43 - Foton Motor: -0.34% at 2.95 [1][2] Trading Volume and Capital Flow - The commercial vehicle sector had a net outflow of 301 million yuan from institutional investors, while retail investors saw a net inflow of 283 million yuan [2] - The trading volume for Zhongji Vehicles was 392,600 shares, with a transaction value of 405 million yuan [1] Individual Stock Capital Flow - Dongfeng Motor had a net inflow of 4.04 million yuan from institutional investors, while it faced a net outflow of 13.47 million yuan from speculative funds [3] - FAW Jiefang experienced a net inflow of 2.29 million yuan from institutional investors, but a net outflow of 16.28 million yuan from retail investors [3] - Ankai Bus saw a significant net outflow of 21.14 million yuan from institutional investors, despite a net inflow of 9.48 million yuan from retail investors [3]

Core Viewpoint - The sales of China's new energy heavy truck market are expected to exceed 200,000 units in 2025, with October sales reaching a record high of 20,100 units, marking a year-on-year increase of 144% [1][4][6]. Sales Performance - In October 2025, the domestic new energy heavy truck market sold 20,100 units, a decrease of 17% month-on-month but a significant increase of 144% year-on-year [3][4]. - Cumulatively, from January to October 2025, the new energy heavy truck sales reached 157,900 units, representing a year-on-year growth of 178% [19][22]. Market Trends - The new energy heavy truck market has shown consistent growth, with 33 consecutive months of year-on-year increases, and has outperformed the overall heavy truck market for 29 months [6][8]. - The penetration rate of new energy heavy trucks in the overall heavy truck market reached 24.69% from January to October 2025, significantly higher than the previous year's 11.93% [8][19]. Company Performance - In October 2025, 15 companies sold over 100 units, with 12 companies exceeding 300 units and 5 companies surpassing 2,000 units [10][15]. - The top three companies in sales for October were XCMG with 3,453 units, SANY with 3,030 units, and FAW Jiefang with 2,693 units [12][15]. Market Share - In October 2025, the market shares of the top five companies were XCMG (17.19%), SANY (15.08%), FAW Jiefang (13.41%), Sinotruk (12.54%), and Shaanxi Automobile (10.44%) [15]. - The cumulative market share of the top ten companies reached 92.38%, with the top five accounting for 66.65% [15]. Future Outlook - The expectation for the new energy heavy truck market in 2025 is to maintain high sales levels, with an average monthly sales target of over 21,000 units in the last two months to ensure the annual target is met [6][24].

Core Insights - The visit of the customer delegation from Indonesia to FAW Jiefang in Changchun highlights the company's commitment to expanding its presence in the Southeast Asian commercial vehicle market, particularly in Indonesia, which is a key strategic point for FAW Jiefang's overseas strategy [1][5]. Group 1: Customer Engagement and Experience - The customer delegation, consisting of 147 members, visited FAW Jiefang's J7 intelligent manufacturing plant and the Changchun Super Factory, showcasing the company's achievements in intelligent manufacturing and high-quality products [1][3]. - Representatives from logistics, infrastructure, and mining sectors shared positive experiences regarding the quality, pricing support, and service of Jiefang trucks, reinforcing their commitment to deepen cooperation with FAW Jiefang [5]. Group 2: Market Strategy and Growth - FAW Jiefang has established a comprehensive sales and service network across major cities and project areas in Indonesia, ensuring efficient after-sales response through pre-positioned spare parts resources [5]. - The company has achieved significant sales growth in Indonesia, with a fourfold increase projected from 2023 to 2025, demonstrating a strong development momentum in the market [5]. - FAW Jiefang is recognized as the Chinese brand with the most comprehensive licensing certifications in Indonesia, leading in the high-power tractor segment and covering the entire range of non-road vehicles [5]. Group 3: Orders and Future Collaboration - During the visit, both parties signed intention orders for over 350 units, injecting new momentum into future cooperation [7].

Core Viewpoint - The stock of FAW Jiefang has shown a slight increase recently, with a year-to-date decline, indicating potential volatility in the market [1][2]. Group 1: Stock Performance - As of November 14, FAW Jiefang's stock price increased by 2.03% to 7.54 CNY per share, with a trading volume of 54.30 million CNY and a turnover rate of 0.15%, resulting in a total market capitalization of 37.11 billion CNY [1]. - Year-to-date, FAW Jiefang's stock has decreased by 7.48%, but it has seen a 3.01% increase over the last five trading days, an 8.18% increase over the last 20 days, and an 8.02% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, FAW Jiefang reported a revenue of 43.996 billion CNY, a year-on-year decrease of 2.52%, while the net profit attributable to shareholders was 372 million CNY, reflecting a year-on-year increase of 2.34% [2]. - The company has distributed a total of 10.055 billion CNY in dividends since its A-share listing, with 940 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for FAW Jiefang reached 82,000, an increase of 4.65% from the previous period, while the average number of circulating shares per person decreased by 4.44% to 60,035 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 35.54 million shares, a decrease of 2.57 million shares from the previous period, while E Fund CSI 300 ETF is a new entrant with 12.11 million shares [3].

Group 1 - The commercial vehicle sector increased by 0.72% on November 13, with King Long Automobile leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] - The top 10 gainers in the commercial vehicle sector included King Long Automobile, which rose by 10.01% to a closing price of 16.60 [1] Group 2 - The net inflow of main funds in the commercial vehicle sector was 47.90 million yuan, while retail investors saw a net inflow of 13.99 million yuan [1] - The top stocks by trading volume included King Long Automobile with 569,400 shares traded and a transaction value of 9.22 million yuan [1] - The overall trading activity showed a mixed trend with main funds flowing in while speculative funds experienced a net outflow of 61.90 million yuan [1]

Core Viewpoint - The commercial vehicle market in China has shown a fluctuating trend in 2025, with a notable increase in sales during the latter part of the year, achieving a cumulative sales volume of over 3 million units by September, reflecting a net increase of over 220,000 units compared to the previous year [1]. Sales Performance - In October 2025, the commercial vehicle market sold 360,700 units, representing a month-on-month decrease of 2% but a year-on-year increase of 21%. The growth rate compared to the previous month narrowed by 9 percentage points [4][5]. - The cumulative sales from January to October 2025 reached 3,478,700 units, marking a year-on-year growth of 9%, with an increase of nearly 290,000 units compared to the same period last year [9][17]. Market Share and Rankings - In October 2025, the top ten companies in the commercial vehicle market accounted for a combined market share of 76.19%, with the top five companies exceeding 50% [15]. - Foton led the sales with 56,100 units, followed by China National Heavy Duty Truck with 38,500 units, and Changan with 33,300 units [11][13]. Competitive Landscape - The competitive landscape remains intense, with small differences in market share among neighboring companies. For instance, the market share difference between Jianghuai and Jiangling was only 0.06% [25]. - The rankings of the top ten companies remained stable, with Jianghuai moving up three positions to seventh place [16]. Cumulative Sales by Company - Foton's cumulative sales exceeded 500,000 units, reaching 530,800 units, while China National Heavy Duty Truck, Dongfeng, and Changan all surpassed 300,000 units [19][23]. - The growth rates of major companies varied, with China National Heavy Duty Truck, Shaanxi Automobile, and SAIC Maxus showing significant increases of 25%, 20%, and 28% respectively [19].

Core Viewpoint - Company is committed to optimizing resources and planning layout across various sectors based on overall development strategy and business realities [2] Group 1 - Company responded to investor inquiries on November 12 regarding its strategic direction [2]

Core Viewpoint - The company emphasizes the importance of market value management and has established a comprehensive system to maintain its value through various strategies [1] Group 1: Market Value Management - The company has a well-established market value management system overseen by the board of directors, integrating operational optimization and investor communication [1] - The company actively engages with the capital market through regular investor meetings and proactive roadshows to communicate its operational status and development strategy, enhancing transparency [1] Group 2: Profit Distribution and Future Plans - The company is committed to profit distribution as a means to continuously reward shareholders [1] - The company plans to deepen reforms and improve management levels to enhance performance, aiming for its market value to accurately reflect its intrinsic value [1]