Summary of the Conference Call Industry or Company Involved - The conference call pertains to the **Jilin Province listed companies** and their efforts to enhance investor confidence and communication through an online collective reception day event in 2025 [1][10]. Core Points and Arguments - The event is organized by the **Jilin Securities Industry Association** in collaboration with **Shenzhen Panorama Network Co., Ltd.**, aimed at improving the intellectual level of listed companies in the Jilin region and establishing a good communication mechanism between companies and investors [1][10]. - High-level executives from various listed companies, including chairpersons, general managers, financial directors, and board secretaries, participated in the online interaction with investors, addressing concerns regarding the **2024 annual reports**, risk prevention, investor protection, and sustainable development [1][10]. - The event utilized internet virtual space for face-to-face communication, allowing investors to gain a comprehensive understanding of the participating companies [3][10]. - A total of **872 questions** were answered by company representatives during the event, indicating a strong interaction between listed companies and investors [10]. Other Important but Possibly Overlooked Content - The event emphasized the importance of maintaining open channels for communication between listed companies and investors, encouraging ongoing dialogue beyond the event [10]. - The initiative reflects a broader trend in the industry towards enhancing transparency and responsiveness to investor inquiries, which is crucial for building trust and confidence in the market [1][10].

Summary of the Conference Call Industry or Company Involved - The conference call pertains to the **Jilin Province listed companies** and their efforts to enhance investor confidence and communication through an online collective reception day event in 2025 [1][10]. Core Points and Arguments - The event is organized by the **Jilin Securities Industry Association** in collaboration with **Shenzhen Panorama Network Co., Ltd.**, aimed at improving the intellectual level of listed companies in the Jilin region and establishing a good communication mechanism between companies and investors [1][10]. - High-level executives from various listed companies, including chairpersons, general managers, financial directors, and board secretaries, participated in the online interaction with investors, addressing concerns regarding the **2024 annual reports**, risk prevention, investor protection, and sustainable development [1][10]. - The event facilitated a total of **872 questions** answered by company representatives, showcasing effective interaction between listed companies and investors [10]. Other Important but Possibly Overlooked Content - The event utilized multiple channels for real-time reporting, including video live streaming, text reporting, and on-site images, to ensure comprehensive coverage and engagement [1]. - The ongoing communication channels will remain open for investors to continue raising their concerns through the **Panorama Network** platform, indicating a commitment from Jilin listed companies to address investor information needs promptly [10].

Summary of the Conference Call Industry or Company Involved - The conference call pertains to the **Jilin Province listed companies** and their efforts to enhance investor confidence through an online collective reception day event in 2025 [1][10]. Core Points and Arguments - The event is organized by the **Jilin Securities Industry Association** in collaboration with **Shenzhen Panorama Network Co., Ltd.**, aimed at improving the intellectual level of listed companies in Jilin and establishing a good communication mechanism between companies and investors [1][10]. - High-level executives from various listed companies, including chairpersons, general managers, financial directors, and board secretaries, participated in the online interaction with investors, addressing concerns regarding the **2024 annual reports**, risk prevention, investor protection, and sustainable development [1][10]. - The event utilized internet virtual space for face-to-face communication, allowing investors to gain a comprehensive understanding of the participating companies [3][10]. - A total of **872 questions** were answered by company representatives during the event, indicating a strong interaction between listed companies and investors [10]. Other Important but Possibly Overlooked Content - The event emphasizes the importance of maintaining open channels for communication between listed companies and investors, suggesting that the interaction will continue beyond the event through platforms like **Panorama Network** [10]. - The initiative reflects a broader trend in the industry towards enhancing transparency and responsiveness to investor inquiries, which is crucial for building trust and confidence in the market [1][10].

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Views - The company reported a significant decline in Q3 2024 performance, with total revenue of 9.53 billion yuan, down 36.9% year-on-year and 42.7% quarter-on-quarter. The net profit attributable to shareholders was a loss of 115 million yuan, compared to profits of 310 million yuan in Q2 2024 and 11 million yuan in Q3 2023 [2] - Heavy-duty truck sales decreased in line with industry trends, with a total of 43,000 units sold in Q3 2024, representing a year-on-year decline of 24.68% and a quarter-on-quarter decline of 7.9%. The average selling price (ASP) for heavy-duty trucks was estimated at 223,000 yuan, down 31.5% year-on-year and 23.9% quarter-on-quarter, influenced by a decrease in the proportion of high-value natural gas trucks and intense industry competition [2][4] - The company's gross margin improved slightly to 7.2% in Q3 2024, showing a quarter-on-quarter increase, indicating initial success in cost reduction efforts. However, the expense ratio rose to 12.7%, driven by a significant drop in revenue [3] Summary by Sections Financial Performance - Q3 2024 revenue was 9.53 billion yuan, with a year-on-year decrease of 36.9% and a quarter-on-quarter decrease of 42.7%. The net profit attributable to shareholders was a loss of 115 million yuan, with a significant drop in both revenue and gross profit [2][4] - The company has adjusted its profit forecasts for 2024-2026, with net profit estimates revised down to 724 million yuan for 2024, 1.599 billion yuan for 2025, and 2.414 billion yuan for 2026. Corresponding EPS estimates are 0.16 yuan, 0.35 yuan, and 0.52 yuan, with P/E ratios of 49.4, 22.35, and 14.8 respectively [5] Market Position and Future Outlook - The company is expected to benefit from cost control measures and potential recovery in the industry. The establishment of an international trade company is anticipated to contribute positively to future profits through export business [4] - The company has a notable presence in the new energy sector, with a market share of 14.7% in electric heavy-duty trucks, and plans to increase investment in this area following a successful capital increase [4]

证券时报e公司讯，一汽解放10月29日在与机构投资者的电话会议上表示，解放国际已于8月16日正式完 成工商注册，9月已完成相关账户开立等手续，目前正在走相关部门审批流程，待相关部门批复后即可 运营。 另外，天然气重卡近两年增速较高，从需求结构看，今年前三季度天然气重卡的占比在30%以上，其间 随着油气价差的波动，天然气重卡占比会有所波动，但总体相对平稳。 随着天然气供给越来越充足，预计近两年天然气重卡市场不会有太大波动。 ...

编号：2024-011 证券代码：000800 证券简称：一汽解放 一汽解放集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------|-----------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券时报记者 韩忠楠10月29日，一汽解放(000800)披露公告称，拟以现金交易方式向中国第一汽车股份 有限公司出售其所持一汽财务有限公司（下称"一汽财务"）21.8393%股权，交易价格为49.24亿元，构 成上市公司重大资产出售。 公告显示，本次交易完成后，一汽解放的总资产和归属于母公司股东的所有者权益有所提升；归属于母 公司股东的净利润有所下降。 同时，交易完成后，一汽解放将回笼资金，可以优化上市公司资产结构，提高偿债能力和资产流动性， 增强可持续发展能力。 对于本次重大资产出售，政策导向是一汽解放出售一汽财务公司股权的重要因素。 作为企业集团的"内部银行"，近年来，财务公司的规范化运营、风险化解能力受到监管部门格外关注。 2024年4月，国家金融监督管理总局发布《关于促进企业集团财务公司规范健康发展提升监管质效的指 导意见》，引导财务公司回归本源、专注主业，不应成为企业集团的营利中心。 同时，国家也在鼓励上市公司通过并购重组的方式提高上市公司质量。 2024年4月，国务院印发《国务院关于加强监管防范风险推动资本市场高质量发展的若干意见》，鼓励 上市公司聚焦主业，综合运用并购重组、股权激励等方式提高发 ...

一汽解放集团股份有限公司 董事会关于本次交易采取的保密措施及保密制度的说明 一汽解放集团股份有限公司（以下简称"上市公司"或"公司"）拟以非公 开协议转让的方式将持有的一汽财务有限公司 21.8393%股权出售给中国第一 汽车股份有限公司（以下简称"本次交易"）。 根据《上市公司重大资产重组管理办法》的有关规定，本次交易构成重大资 产重组，现公司就本次交易采取的保密措施及保密制度说明如下： 一、公司与交易对方就本次交易事宜进行初步磋商时，采取了必要且充分的 保密措施，严格限定相关敏感信息的知悉范围，做好内幕信息知情人员的登记。 二、在本次交易的过程中，通过交易进程备忘录的形式，记载了筹划过程重 要环节的进展情况，包括商议相关方案、形成相关意向的具体时间、地点、参与 机构和人员、商议和决议内容等。 三、公司与各交易相关方沟通时，均告知内幕信息知情人员严格遵守保密制 度，履行保密义务，在内幕信息依法披露前，不得公开或泄露内幕信息，不得利 用内幕信息买卖公司股票。 四、公司与相关中介机构均签署了保密协议，明确了各方的保密内容、保密 期限及违约责任。 五、公司按照有关规定，编制了重大资产重组交易进程备忘录及内幕信息知 ...

一汽解放集团股份有限公司 （一）符合国家产业政策和有关环境保护、土地管理、反垄断、外商投资、对 外投资等法律和行政法规的规定； （二）不会导致公司不符合股票上市条件； （三）重大资产重组所涉及的资产定价公允，不存在损害上市公司和股东合法 权益的情形； （四）重大资产重组所涉及的资产权属清晰，资产过户或者转移不存在法律障 碍，相关债权债务处理合法； （五）有利于公司增强持续经营能力，不存在可能导致公司重组后主要资产为 现金或者无具体经营业务的情形； 董事会关于本次交易符合《上市公司重大资产重组管理办法》 第十一条规定的说明 一汽解放集团股份有限公司（以下简称"上市公司"或"公司"）拟以非公开 协议转让的方式将持有的一汽财务有限公司 21.8393%股权出售给中国第一汽车 股份有限公司（以下简称"本次交易"）。 根据中国证监会关于上市公司重大资产重组的相关规定，公司董事会对本次 交易是否符合《上市公司重大资产重组管理办法》第十一条进行审慎判断，并做出 说明如下： （六）有利于公司在业务、资产、财务、人员、机构等方面与实际控制人及其 关联人保持独立，符合中国证监会关于上市公司独立性的相关规定； （七）有利于公司形成 ...

一汽解放集团股份有限公司 董事会关于本次交易前十二个月内购买、出售资产情况的说明 一汽解放集团股份有限公司（以下简称"上市公司"或"公司"）拟以非公 开协议转让的方式将持有的一汽财务有限公司 21.8393%股权出售给中国第一 汽车股份有限公司（以下简称"本次交易"）。 一汽解放集团股份有限公司 董 事 会 2024 年 10 月 25 日 根据《上市公司重大资产重组管理办法》第十四条的有关规定："上市公司 在十二个月内连续对同一或者相关资产进行购买、出售的，以其累计数分别计算 相应数额。已按照本办法的规定编制并披露重大资产重组报告书的资产交易行为， 无须纳入累计计算的范围。中国证监会对本办法第十三条第一款规定的重大资产 重组的累计期限和范围另有规定的，从其规定。交易标的资产属于同一交易方所 有或者控制，或者属于相同或者相近的业务范围，或者中国证监会认定的其他情 形下，可以认定为同一或者相关资产。" 经自查确认，在审议本次交易方案的董事会召开日前 12 个月内公司不存在 购买、出售同一交易方所有或者控制的资产，亦不存在购买、出售与本次交易标 的资产同一或相关资产的情况。 特此说明。 ...