【文/观察者网 潘昱辰 编辑/高莘】6月10日晚，中国一汽、东风汽车、广汽集团、赛力斯集团等汽车企业 陆续发布承诺：对供应商账期不超过60天。 中国一汽表示，近期，工信部、国资委等国家部委就保障产业链供应链稳定、促进汽车产业高质量发展 作出一系列部署要求，中国一汽坚决贯彻落实，持续优化内部采购与财务结算流程，以实际行动维护市 场经济秩序健康稳定。一是完善机制，强化执行。明确付款期限和支付方式，将"60天付款"作为所属单 位付款期限要求，加强资金监督和过程管理。二是优化流程，提升效率。加强采购、财务等部门内部协 同，进一步精简审批环节，确保付款流程畅通无阻。三是技术赋能，精准管控。充分利用数字化云工作 台，实现对合同执行、发票匹配、付款申请等全流程节点的实时监控，确保每一笔应付款项按期支付。 广汽集团强调，广汽一直以来坚持为顾客提供高安全、高品质的产品与服务；供应链体系的健康发展是 保障产品高安全、高品质的基础。为此，广汽集团将一如既往，坚持以不超过60天的供应商账期，保障 供应链资金高效周转，携手上下游伙伴，共同促进行业高质量发展。 东风汽车表示，6月10日，为深入贯彻落实国家政策精神，助力中小企业健康发展， ...

证券代码：000800 证券简称：一汽解放 公告编号：2025-051 一汽解放集团股份有限公司 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。 特别提示： 一汽解放集团股份有限公司（以下简称"公司"）2024年年度利润分配方 案为：公司以4,922,371,176股为基数，向全体股东每10股派发现金红利0.50 元（含税），派发金额为246,118,558.80元（含税），剩余未分配利润结转下一 会计年度。2024年度不进行公积金转增股本。若在利润分配方案实施前公司总 股本因股权激励计划发生变动的，则依照未来实施利润分配方案时股权登记日 登记在册的总股本为基数，向全体股东每10股派发现金红利0.50元（含税）， 具体金额以实际派发时为准。 自分配方案披露至实施期间，由于公司办理股权激励回购注销事宜，回购 注销股数为1,090,201股，公司股本总额发生变化，由4,922,371,176股变更为 数 ， 向 全 体 股 东 每 10 股 派 发 现 金 红 利 0.50 元 （ 含 税 ）， 派 发 金 额 为 公司2024年年度权益分派方案已获2025年4月 ...

证券代码：000800 证券简称：一汽解放 公告编号：2025-051 一汽解放集团股份有限公司 2024年年度权益分派实施公告 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。 公司2024年年度权益分派方案已获2025年4月18日召开的2024年度股东 大会审议通过，现将权益分派事宜公告如下： 一、股东大会审议通过利润分配方案情况 1、公司2024年年度利润分配方案已获2025年4月18日召开的2024年度股 东大会审议通过。具体分配方案为：公司以4,922,371,176股为基数，向全体股 东每10股派发现金红利0.50元（含税），派发金额为246,118,558.80元（含税）， 剩余未分配利润结转下一会计年度。2024年度不进行公积金转增股本。若在利 润分配方案实施前公司总股本因股权激励计划发生变动的，则依照未来实施利润 分配方案时股权登记日登记在册的总股本为基数，向全体股东每10股派发现金 1 特别提示： 一汽解放集团股份有限公司（以下简称"公司"）2024年年度利润分配方 案为：公司以4,922,371,176股为基数，向全体股东每10股派发现金红 ...

Core Viewpoint - The domestic commercial vehicle market in China has entered a stage of stock competition, prompting companies to focus on overseas markets for growth opportunities. Major truck manufacturers are accelerating their international strategies, particularly with significant developments expected by 2025 [1][2]. Group 1: Company Strategies and Achievements - FAW Jiefang aims to achieve global sales of over 500,000 units by 2030, with 180,000 units from overseas markets, representing over one-third of total sales [2][4]. - In 2025, FAW Jiefang has made significant progress in overseas markets, including signing contracts for 500 units in Vietnam and 10,000 units in the Philippines [4][6]. - China National Heavy Duty Truck Group (CNHTC) has maintained its position as the top exporter of heavy trucks in China for 20 consecutive years, with a record export of 135,000 heavy trucks in 2024 [7][9]. - Foton Motor has launched a localized manufacturing project in Brazil, with an annual production capacity of 5,000 units, and reported a 180% year-on-year increase in sales in Brazil in Q1 2025 [12][13]. - Dongfeng Group plans to establish a company in Indonesia and aims to export 40,000 commercial vehicles by 2025, focusing on localized operations and market penetration [18][19]. Group 2: New Entrants and Market Expansion - New entrants like DeepWay, SuBao, Proton, and WeiDu are also prioritizing overseas market expansion, with significant investments and partnerships established in various regions [25][26]. - SuBao is investing 350 million yuan in an overseas manufacturing base, expected to be operational by the end of 2025, to provide localized solutions for Europe and the Middle East [26]. - WeiDu Technology secured a 36 million CAD order for long-range electric heavy trucks in Canada, marking its entry into a new international market [28]. - Proton Automotive has initiated its first exports of hydrogen fuel heavy trucks to Australia, expanding its footprint in the renewable energy vehicle sector [30]. - DeepWay has made strides in Southeast Asia, signing multiple dealer agreements and securing orders in Singapore, Thailand, and Malaysia [32][34]. Group 3: Market Trends and Future Outlook - The ongoing globalization trend presents both opportunities and challenges for Chinese truck manufacturers, emphasizing the importance of overseas market strategies for future growth [26][35]. - The competitive landscape is expected to evolve, with Chinese companies likely to feature prominently in the global truck manufacturing sector by 2030 [36].

证券代码：000800 证券简称：一汽解放 公告编号：2025-050 一汽解放集团股份有限公司 关于部分限制性股票回购注销完成的公告 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。 特别提示： 1、一汽解放集团股份有限公司（以下简称"公司"）本次回购注销限制性股票 涉及激励对象30名，回购注销的限制性股票数量共计1,090,201股，占回购注销前公 司总股本的0.0221%。 2、截止本公告披露日，公司已在中国证券登记结算有限责任公司深圳分公司办 理完成上述限制性股票的回购注销手续。本次回购注销完成后，公司总股本由 4,922,371,176股减少至4,921,280,975股。 3、本次限制性股票回购注销事宜符合法律、行政法规、部门规章、规范性文件、 公司章程、《一汽解放集团股份有限公司限制性股票激励计划（草案）》（以下简 称"《限制性股票激励计划（草案）》"）等的相关规定。 公司已于2025年3月28日分别召开第十届董事会第二十四次会议和第十届监事 会第二十次会议，审议通过了《关于第一期限制性股票激励计划预留授予的第三个 解除限售期解除限售条件未成就暨回 ...

Core Viewpoint - In May, the "Heavy Truck First Influence Index" experienced a decline, with a total score of 2152, down 3.8% month-on-month and 14.6% year-on-year, indicating a cautious market response from major manufacturers amid changing market conditions and new policies [4][7]. Group 1: Brand Performance - FAW Jiefang maintained its leading position with a score of 510, supported by significant events in traditional and new energy sectors [7][8]. - China National Heavy Duty Truck Group scored 389, with a net profit of 310 million yuan in Q1 2025, up 13.26% year-on-year, and a market share of 28.3% [12]. - Dongfeng Liuqi Chenglong ranked third with a score of 301, achieving notable marketing success and a record high ranking [14]. Group 2: Key Events - FAW Jiefang secured the title of the best-selling new energy heavy truck in April with 2443 units sold and announced a significant financing deal for smart driving technology [8][19]. - China National Heavy Duty Truck Group introduced a new leadership team, signaling potential strategic changes [12]. - Dongfeng Liuqi Chenglong launched a new energy heavy truck solution and delivered 1000 units to YTO Express, marking a significant partnership [14][16]. Group 3: Market Trends - The overall decline in the Heavy Truck First Influence Index was attributed to the impact of holidays and cautious market behavior following the introduction of scrapping and updating subsidy policies [4][23]. - The introduction of new products was limited, with Shaanxi Automobile launching a 720-horsepower natural gas heavy truck, highlighting a focus on high-performance vehicles [19][21].

Core Viewpoint - The article highlights the successful delivery of 50 JH6 new energy vehicles by FAW Jiefang to Guangxi Panchi Supply Chain Co., showcasing the company's commitment to the new energy vehicle market and its strategic alignment with national goals [2][14]. Group 1: Market Performance - FAW Jiefang achieved a market share of 15.8% in the new energy tractor market from January to May 2025, leading the industry and reflecting strong market recognition of its technological capabilities [2]. - The event in Nanning marked a significant milestone in the green logistics ecosystem, emphasizing the importance of collaboration with local users to create a sustainable future [14]. Group 2: Product and Service Innovation - FAW Jiefang has developed a comprehensive ecosystem covering research and development, infrastructure, and services, offering customized new energy vehicles that meet diverse market demands [5]. - The company has introduced flexible solutions such as battery leasing and vehicle leasing, along with 24/7 safety management services, to address customer pain points related to vehicle purchase and operation [5]. Group 3: Commitment to Quality and Customer Focus - FAW Jiefang emphasizes a customer-centric approach, providing high-quality products and services to support users in their business endeavors [8][14]. - The signing of new contracts during the event demonstrated customers' strong confidence in FAW Jiefang's new energy products, reinforcing the company's commitment to innovation and service excellence [10][14].

近年来，菲律宾经济增速居东南亚前列，电商市场保持年增长超20%的态势，物流需求快速攀 升。作为一个由7000多个岛屿组成的国家，高效而可靠的运输网络对保障商品流通至关重 要。 本次交付的36台虎V轻卡快递专用车，均基于一汽解放自主研发平台打造，搭载高效动力总 成，经过高温、高湿、多雨等极端环境测试。针对热带气候，工程师专门强化了散热系统；针 对岛屿道路碎石较多、坡道较陡的特点，又对底盘通过性进行了优化调整，确保车辆在"高可 靠性、高经济性、低维护成本"方面具备显著优势。 本次一汽解放同J&T EXPRESS PH的合作，是继墨西哥、泰国合作后的第三次合作，不仅是 对一汽解放产品超低油耗等优势的认可，也是双方共同开拓菲律宾快递物流新蓝海的关键一 步。未来，一汽解放与J&T Express PH将成立"一汽解放与J&T车辆技术组"，针对快递轻量 化、大容量、长续航需求开发专属车型，并共享智能车队管理系统，共同打造菲律宾智慧物 流。 近日，一汽解放在菲律宾QSJ工厂向J&T Express PH交付首批36台虎V轻卡快递专用车。本 次一汽解放同J&T Express PH的合作标志着一汽解放重磅进军菲律宾快递物流市 ...

Core Insights - The trend of "oil and electricity at the same price" is leading to a rapid penetration of electric hybrid vehicles into the 100,000 yuan price range, making it one of the most competitive segments in the domestic automotive market by 2025 [1][2] - The introduction of models like the First Automobile Works (FAW) Bestune Yuyi 07 and Haval's second-generation Haval Xiaolong MAX at competitive prices is drawing significant attention from the industry [1][3] - The market for plug-in hybrid electric vehicles (PHEVs) is expanding, with over 15 new models launched in the 100,000 yuan segment since January 2025, indicating a shift in consumer preferences towards hybrid technology [1][9] Market Dynamics - The 100,000 yuan price segment is no longer a stronghold for traditional fuel vehicles but is becoming a battleground for electric hybrid models, reflecting the cost control capabilities of domestic brands [1][2] - J.D. Power's report indicates that the proportion of PHEV users has increased by 9 percentage points to 41.5% since 2025, showcasing growing acceptance of hybrid technology among consumers [2] - The demand for higher electric range, lower fuel consumption, and advanced technology features is becoming central to consumer preferences in the 100,000 yuan market [2][3] Competitive Landscape - Major brands are launching competitively priced hybrid models with advanced features that were previously reserved for mid-to-high-end vehicles, such as intelligent cockpit systems and driving assistance functions [3][4] - The introduction of models like the Bestune Yuyi 07, Haval Xiaolong MAX, and Hongqi HS3 PHEV demonstrates the competitive strategies of leading brands to capture market share [3][8] - The automotive industry is experiencing a transformation, with a focus on platform technology and cost reduction, leading to a reshaping of the 100,000 yuan PHEV market [4][5] Future Outlook - The PHEV market is expected to see significant growth, with predictions that the proportion of PHEVs in the new energy vehicle segment could reach 60% in the coming years [9] - FAW's strategy to focus on new energy vehicles and the restructuring of its product lineup indicates a commitment to capturing a larger share of the hybrid market [7][8] - The competitive landscape will require brands to have sharp market insights and the ability to address consumer pain points effectively [6][7]

中经记者 陈燕南 北京报道 《五部门关于开展2025年新能源汽车下乡活动的通知》（以下简称"《通知》"）显示，选取满足乡村地 区使用需求、口碑好、质量可靠的新能源车型，开展展览展示、试乘驾驶等活动。 据了解，今年车型目录中共有124款车型，相比之下，2020—2024年分别为60款、52款、70款、69款、 99款。除了数量进一步扩大，车型种类也更丰富。不仅有常见的家用车型，还包括越野车、商用车，以 及皮卡、轻卡等适合农村使用场景的车型，价格从几万元到几十万元不等，为农村消费者提供了更广泛 的选择空间。 值得关注的是，此次进入目录的车企也数量更多，一汽、理想、长城、一汽丰田、郑州日产、北汽福 田、潍柴新能源商用车等都涵盖在内。 广州眺远营销咨询公司总监高承飞则对记者表示，此次新能源汽车下乡活动，车型数量大幅增加至124 款，这不仅为消费者提供了更丰富的选择，也体现了新能源汽车市场的日益成熟和多元化。 "相比以往，此次下乡活动更注重车型的适配性，针对农村及三四线城市的路况、使用场景和消费者需 求，筛选出更多适合的车型，如小型SUV、微型电动车等，这些车型在续航、空间和价格上更具优势， 能够更好地满足农村消费者日 ...