证券代码：000800 证券简称：一汽解放 公告编号：2025-055 一汽解放集团股份有限公司 关于公司董事辞职的公告 刘延昌先生在任职期间，恪尽职守、勤勉尽责，公司董事会对刘延昌先生为 公司发展所作出的贡献表示衷心的感谢！ 特此公告。 一汽解放集团股份有限公司 董 事 会 2025 年 8 月 2 日 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"）董事会近日收到公司董事 刘延昌先生的书面辞职报告。刘延昌先生因工作安排原因，申请辞去公司董事和 董事会专门委员会委员的职务，辞职后不再担任公司任何职务。刘延昌先生的辞 职不会导致公司董事会成员低于法定最低人数。根据相关法律法规和《公司章程》 的有关规定，刘延昌先生的辞职报告自送达公司董事会时生效。截至本公告披露 日，刘延昌先生未持有公司股份。 ...

本公司及董事会全体成员保证信息披露的内容真实、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"）于近日收到保荐机构中国 国际金融股份有限公司（以下简称"中金公司"）出具的《关于更换一汽解放集 团股份有限公司持续督导保荐代表人的说明》。中金公司作为公司向特定对象发 行 A 股股票的保荐机构，原指定陈贻亮先生和罗唯女士为公司向特定对象发行 A 股股票持续督导保荐代表人。由于罗唯女士工作调整，不再继续担任公司持续 督导的保荐代表人，为保证持续督导工作的有序进行，中金公司委派岳丛璐女士 （简历见附件）接替罗唯女士继续担任公司持续督导的保荐代表人，履行持续督 导职责，持续督导期至中国证券监督管理委员会和深圳证券交易所规定的持续督 导义务结束为止。 本次变更后，公司向特定对象发行 A 股股票持续督导保荐代表人为陈贻亮 先生和岳丛璐女士。 证券代码：000800 证券简称：一汽解放 公告编号：2025-056 一汽解放集团股份有限公司 关于更换持续督导保荐代表人的公告 公司董事会对罗唯女士担任公司保荐代表人期间所做的工作表示衷心感谢！ 特此公告。 一汽解放集团股份有限公司 董 ...

从资金流向上来看，当日商用车板块主力资金净流入3.16亿元，游资资金净流出2824.19万元，散户资金 净流出2.88亿元。商用车板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600418 江淮汽车 | | 3.12 乙 ﮯ | 8.96% | -6625.70万 | -1.90% | -2.45 Z- | -7.06% | | 600166 | 福田汽车 | 958.05万 | 4.83% | 86.85万 | 0.44% | -1044.90万 | -5.27% | | 600006 | 东风股份 | 583.35万 | 3.22% | -487.16万 | -2.69% | -96.19万 | -0.53% | | 600375 汉马科技 | | 442.76万 | 1.93% | -412.21万 | -1.80% | -30.55万 | -0.13% | | 000800 | ...

天眼查资料显示，一汽解放汽车有限公司，成立于2002年，位于长春市，是一家以从事汽车制造业为主 的企业。企业注册资本1080301.25万人民币。通过天眼查大数据分析，一汽解放汽车有限公司共对外投 资了23家企业，参与招投标项目5000次，财产线索方面有商标信息272条，专利信息5000条，此外企业 还拥有行政许可189个。 金融界2025年8月1日消息，国家知识产权局信息显示，一汽解放汽车有限公司申请一项名为"燃电发动 机老化计算方法、装置、电子设备及存储介质"的专利，公开号CN120409016A，申请日期为2025年04 月。 专利摘要显示，本申请公开一种燃电发动机老化计算方法、装置、电子设备及存储介质，涉及燃电发动 机领域，方法包括，收集燃料电池车辆实际的行驶数据；对收集的数据进行清洗；获取物理模型，并物 理模型参数拟合；物理模型参数拟合包括，将清洗后电流大于怠速点电流的实际数据和电堆初始基准数 据分别带入燃电极化物理模型进行参数拟合；根据参数拟合，获得燃电电流电压性能拟合曲线和初始状 态燃电电流电压性能拟合曲线；根据拟合曲线计算燃电发动机的老化程度；根据燃电发动机的老化程 度，制定减缓燃料电池性能下 ...

Core Viewpoint - The article emphasizes that FAW Jiefang is navigating a competitive commercial vehicle market by focusing on quality over price, successfully transitioning to new energy vehicles, and expanding its international presence [2][6][12]. Group 1: Market Position and Performance - Since 2025, the commercial vehicle industry in China has faced intensified competition and accelerated new energy transitions. FAW Jiefang has achieved impressive results, holding the top market share in various segments including heavy trucks and new energy vehicles [6][14]. - FAW Jiefang's brand value is reported at 145.03 billion yuan, maintaining its position as the leading brand in the commercial vehicle sector for 14 consecutive years [6]. Group 2: Quality Focus - FAW Jiefang's chairman, Li Sheng, highlighted the company's commitment to quality, stating that quality is prioritized over sales volume. The term "quality" was mentioned over 80 times during the media exchange, indicating its significance to the company [8][9]. - The company is currently undergoing a three-year quality improvement initiative, which has already resulted in a 30% reduction in vehicle compensation frequency and a 26.6% decrease in after-sales fault rates [9]. Group 3: Pricing Strategy - FAW Jiefang has adopted a strategy of not participating in price wars, even increasing prices for all models in the first quarter of the year. This approach, while potentially leading to a slight decline in market share, is viewed as a long-term benefit [12][9]. - The company believes that maintaining high quality justifies its pricing strategy, as customers continue to value the brand's reputation for quality [12]. Group 4: New Energy Transition - FAW Jiefang has successfully transitioned to new energy vehicles, with significant growth in market share for new energy heavy trucks and traction vehicles, increasing by 7.67 and 7.89 percentage points respectively [14][16]. - The company has developed a comprehensive strategy for new energy, focusing on product, capacity, and model layouts, and has established partnerships with major players in the energy sector [19][17]. Group 5: International Expansion - FAW Jiefang plans to invest 498 million yuan to establish eight wholly-owned subsidiaries in countries such as Uzbekistan, Indonesia, and Mexico, as part of its "SPRINT 2030" international strategy [20][21]. - Despite a decline in commercial vehicle exports due to the Russian market, FAW Jiefang reported a 60% growth in other overseas markets, indicating strong performance and a positive outlook for future international sales [23][24].

Core Insights - China FAW Group, known as the "cradle of China's automotive industry," has embraced digital transformation, leading to significant improvements in production efficiency and vehicle sales [2][3][4] Group 1: Manufacturing and Technology - The Hongqi Prosperity Factory has achieved a production rate of one electric vehicle every 54 seconds, with an average daily output of approximately 1,000 vehicles since its establishment in 2021 [1] - Automation levels in the factory include a 71.4% automation rate in the stamping production line and 100% automation in the welding line, showcasing advanced manufacturing capabilities [1] - The factory employs an intelligent manufacturing model that integrates industrial internet and automation systems, allowing for self-diagnosis of equipment failures and adaptive production control [1] Group 2: Sales Performance - In the first half of 2025, China FAW's total vehicle sales exceeded 1.571 million units, marking a 6.1% year-on-year increase, while production reached 1.555 million units, up 3.8% [3] - Sales of self-owned brands surpassed 449,800 units, reflecting an 8.5% increase, and new energy vehicle sales skyrocketed by 95.5% to over 145,000 units [3] Group 3: Policy and Industry Context - The automotive industry is a pillar of Changchun's economy, with local policies supporting the digital transformation of manufacturing [3] - The "Changchun Automotive Cluster" was recognized as a national advanced manufacturing cluster in 2022, with a projected output value of 461.1 billion yuan by 2024 [3] - Jilin Province's action plan for 2023-2025 focuses on integrating new information technologies with manufacturing, emphasizing intelligent manufacturing and industrial internet [3][4]

Core Insights - On July 13, 2023, FAW Jiefang Automotive Co., Ltd. launched four smart power domain products, marking significant technological breakthroughs in traditional fuel, new energy, and hydrogen power sectors [1][6]. Group 1: Product Development - The powertrain development of FAW Jiefang can be divided into three stages, with the current focus on creating a smart power domain that aligns with industry trends towards high intelligence, reliability, and low cost [5]. - The newly launched smart power domain is an integrated solution that includes engines, transmissions, drive axles, and intelligent control software [6]. Group 2: New Energy Solutions - FAW Jiefang has established a comprehensive layout for new energy power domain products, including pure electric, hybrid, and hydrogen platforms, with the EE270 product achieving a system efficiency of 92% [6]. - The company has developed full-chain autonomous production capabilities for electric drive and battery systems, along with innovative detection systems for manufacturing quality [6]. Group 3: Market Strategy - FAW Jiefang aims to achieve a revenue target in the billions by transitioning from traditional manufacturing to a "service + green ecosystem" model [6]. - The company has built a high-end customer network covering domestic logistics enterprises and overseas markets, evidenced by partnerships with major companies like TWT and Debang Logistics [7]. Group 4: Corporate Vision - The leadership emphasizes the commitment to building a strong national automotive brand and contributing to the high-quality development of China's automotive industry [7].

Core Insights - FAW Jiefang has launched four smart power domain products, marking significant breakthroughs in traditional fuel, new energy, and hydrogen power technologies [1][2] - The company aims to enhance its powertrain systems, which are crucial for commercial vehicle performance, through a self-research and development approach [1] - FAW Jiefang's smart power domain integrates engine, transmission, drive axle, and intelligent control software into a comprehensive solution [2] Development Stages - The development of FAW Jiefang's powertrain can be divided into three stages: 1. The first stage introduced the Aowei 6DL1 engine, marking the entry into the electronic control era 2. The second stage featured the Aowei 6DM2 engine, achieving fuel efficiency improvements 3. The current third stage focuses on creating a smart power domain to meet industry trends towards high intelligence, reliability, and low cost [1] New Energy Solutions - FAW Jiefang has established a comprehensive layout for new energy power domain products, including pure electric, hybrid, and hydrogen platforms - The EE270 product, part of the pure electric E platform, boasts a system efficiency of 92% and can operate effectively in extreme cold conditions [2] Production Capabilities - The company has developed full-chain autonomous production capabilities for electric drive and battery systems, along with innovative detection and quality assessment systems [2] Market Strategy - FAW Jiefang is focusing on high-end, green, and intelligent development, aiming for a revenue target in the billions and transitioning from traditional manufacturing to a "service + green ecosystem" model [2] Ecosystem and Partnerships - The company is restructuring its aftermarket ecosystem through a digital intelligent platform, enhancing supply, technical support, and channel sharing [3] - FAW Jiefang has established partnerships with major companies like CATL to provide comprehensive new energy solutions [2][3] Customer Network - The company has built a high-end customer network covering core logistics enterprises domestically and internationally, evidenced by partnerships with companies like TWT and Debang Logistics [3] Commitment to National Goals - FAW Jiefang is committed to establishing a strong national automotive brand, focusing on core technology, excellent products, and exceptional service to contribute to the growth of China's automotive industry [3]

Core Viewpoint - FAW Jiefang emphasizes a strategy of "valuing quality over price" in a highly competitive commercial vehicle market, focusing on long-term sustainability rather than short-term sales spikes [6][7]. Group 1: Brand and Market Position - FAW Jiefang has secured eight "industry firsts" in brand value and market share in the first half of the year, reinforcing its leadership position [6]. - The company aims to maintain a balance between channel interests and user benefits through mechanisms like "rebate control and unsold vehicle compensation" [8]. Group 2: Quality and Product Strategy - Quality is deemed the lifeline of the brand, with a target to reduce claims frequency and amounts by 30% annually, achieving a cumulative reduction of over 65% in three years [7]. - FAW Jiefang has not followed industry trends of price cuts, preserving the resale value of over 3 million used vehicles through product upgrades [7]. Group 3: Technological Innovation - The company has reformed its powertrain division to enhance control over core components, establishing a technological barrier that is difficult for competitors to replicate [9]. - FAW Jiefang has launched several new products, including the Eagle series and various smart power domain products, focusing on both hardware and software capabilities [9][10]. Group 4: International Expansion - FAW Jiefang views overseas markets as strategic growth areas, with plans to establish eight wholly-owned subsidiaries abroad, enhancing localized operations [11]. - The company has shifted its approach to international sales, moving from exporting classic domestic models to developing products specifically for global markets [11]. Group 5: Aftermarket and Lifecycle Management - The company has relocated its aftermarket division to focus on remanufacturing for new energy components, aiming to provide comprehensive lifecycle services for its vehicles [11][12]. - FAW Jiefang is committed to ensuring that vehicles remain updated through cloud software systems, extending their operational lifespan [12].

Group 1 - The stock price of FAW Jiefang is reported at 7.12 yuan as of July 30, 2025, with a slight decrease of 0.01 yuan, representing a drop of 0.14% from the previous trading day [1] - FAW Jiefang is a leading enterprise in the commercial vehicle industry in China, specializing in the research, production, and sales of commercial vehicles and core components, including heavy trucks, medium trucks, and light trucks [1] - The company holds a dominant market share, with a terminal market share of 23.2% in the domestic medium and heavy truck market for the first half of the year, maintaining its position as the industry leader [1] Group 2 - FAW Jiefang has accelerated its transition to new energy vehicles, achieving a continuous doubling of sales for three consecutive years [1] - The company is expanding its overseas presence with the establishment of eight wholly-owned subsidiaries, maintaining a leading market share in key markets such as South Africa [1] - FAW Jiefang has signed a strategic cooperation agreement with Telai Electric, collaborating with CATL and the State Grid to develop a charging network [1]