截至发稿，中国重汽市值为200亿元。 每经头条（nbdtoutiao）——5年增长33倍，这类新险种卖爆了，身边很多人都需要，30多家险企蜂拥而 入⋯⋯ （记者 王晓波） 每经AI快讯，中国重汽（SZ 000951，收盘价：16.99元）发布公告称，2025年9月26日，中国重汽接受 广发证券等投资者调研，公司董事会秘书张欣等人参与接待，并回答了投资者提出的问题。 2025年1至6月份，中国重汽的营业收入构成为：汽车制造业占比100.0%。 ...

Group 1: Production and Sales Performance - In the first eight months of 2025, China's heavy truck market cumulative sales reached 71.1 thousand units, representing a year-on-year growth of approximately 14% [2] - In August alone, the heavy truck market sold about 8.7 thousand units, showing a month-on-month increase of 2% and a year-on-year increase of approximately 39% [2] - The company has maintained a growth trend in production and sales compared to the same period last year, with a relatively full order book since the third quarter [2] Group 2: New Energy Heavy Truck Development - In the first eight months of 2025, cumulative sales of new energy heavy trucks reached 113.7 thousand units, with a year-on-year growth of 180% [3] - The company's sales of new energy heavy trucks have outpaced the industry growth rate [3] - The new energy heavy truck sector is experiencing rapid development, driven by policy support and technological innovation [3] Group 3: Subsidiary Business Overview - The axle company is a subsidiary in which the company holds a 51% stake, providing products to the group's vehicle manufacturing units, ensuring stable market demand and revenue [3] - The aftermarket company, a wholly-owned subsidiary, focuses on truck aftermarket services, including parts, oil products, and after-sales services [3] Group 4: Accounts Receivable Management - The company's accounts receivable increased year-on-year due to a 14.1% rise in sales in the first half of 2025, which correspondingly increased accounts receivable [3] - The company plans to implement a comprehensive management approach to control accounts receivable, including pre-approval, process management, and post-monitoring [4] Group 5: Inventory Management - The company emphasizes inventory control, maintaining a healthy and manageable inventory level through continuous internal process optimization [5][6] - Future strategies will focus on dynamic and lean inventory management to ensure market supply while optimizing inventory structure for high-quality development [6]

Market Overview - The commercial vehicle sector experienced a decline of 1.28% on September 26, with Hanma Technology leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable stock performances included: - Shuguang Co., Ltd. (600303) rose by 9.97% to a closing price of 3.86, with a trading volume of 501,900 shares and a turnover of 190 million yuan [1] - Hanma Technology (600375) fell by 6.13% to a closing price of 7.65, with a trading volume of 1,389,300 shares and a turnover of 1.12 billion yuan [2] - Jianghuai Automobile (600418) decreased by 2.27% to 51.63, with a turnover of 401.7 million yuan [2] Capital Flow - The commercial vehicle sector saw a net outflow of 291 million yuan from institutional investors, while retail investors contributed a net inflow of 234 million yuan [2] - The capital flow for specific stocks included: - Shuguang Co., Ltd. had a net inflow of 82.08 million yuan from institutional investors, but a net outflow of 35.01 million yuan from speculative funds [3] - Zhongtong Bus (000957) experienced a net inflow of 12.51 million yuan from institutional investors [3]

中国重汽集团济南卡车股份有限公司 公司临时公告 证券代码：000951 股票简称：中国重汽 编号：2025-53 中国重汽集团济南卡车股份有限公司 关于选举职工董事的公告 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。 中国重汽集团济南卡车股份有限公司（以下简称"公司"）为完善 公司治理结构，根据《中华人民共和国公司法》等有关规定，于 2025 年 9 月 25 日召开公司职工代表大会。经与会职工代表认真审议并表 决，同意选举王军先生为公司第九届董事会职工董事（简历见附件）， 其任期至公司第九届董事会任期届满之日止。 王军，男，汉族，1975 年 1 月出生，中共党员，本科学历，经济师。曾任 泰安五岳公司总经理、公司首席营销官（CMO）、销售部副总经理、威海商用车 公司董事长、济南商用车销售部总经理等职。现任公司党委委员，公司销售部总 经理。2023 年 7 月任本公司董事。 王军先生与公司控股股东及实际控制人不存在关联关系，与其他持有公司 5%以上股份的股东、公司其他董事、监事、高级管理人员不存在关联关系，未 持有本公司股票，未受过中国证监会及其他有关部门的 ...

中国重汽集团济南卡车股份有限公司发布公告称，为完善公司治理结构，于9月25日召开职工代表大 会，选举王军为公司第九届董事会职工董事，任期至第九届董事会任期届满。王军1975年1月出生，现 任公司党委委员、销售部总经理，2023年7月任本公司董事。其具备任职资格，不存在不得担任董事的 情形，任职后董事会成员数量不变，符合相关法规要求。 ...

Group 1 - The core viewpoint emphasizes the importance of integrating party building with employee services, leading to the creation of the "Flag Red·Warm Employees" party brand, which aims to enhance employee welfare and support the company's high-quality development [3][48]. - The company has implemented a structured approach to party education and activities, ensuring that every party member becomes a strong representative of the organization, thereby strengthening the overall party structure [4][48]. - The organization has been recognized as an excellent unit for promoting the study of the spirit of the 20th National Congress of the Communist Party of China, showcasing its commitment to ideological education [8]. Group 2 - The company is actively promoting a culture of labor and craftsmanship, aiming to cultivate a strong workforce by implementing a three-tiered training mechanism for skilled workers [19][29]. - Various competitions and skill training programs are being organized to enhance employee skills, with a focus on practical training and competitive excellence [23][29]. - The establishment of the "China National Heavy Duty Truck Craftsman Academy" serves as a key platform for employee training and skill enhancement, further solidifying the company's commitment to workforce development [35]. Group 3 - The company is dedicated to improving employee welfare through various initiatives, including seasonal care programs and support for special groups, ensuring a safe and comfortable working environment [43][48]. - A diverse range of cultural and sports activities is being organized to enhance employee engagement and satisfaction, fostering a sense of belonging and community within the workforce [44][48]. - The ongoing efforts to deepen the "Flag Red·Warm Employees" brand construction aim to strengthen the integration of party building with business operations, driving continuous progress and development for the company [48].

Core Viewpoint - The sales of new energy heavy trucks, particularly charging heavy trucks, have shown significant growth, with charging heavy trucks achieving record monthly sales and maintaining a high market share in the new energy heavy truck segment [1][4][32]. Sales Performance - In August 2025, the domestic new energy heavy truck market sold a total of 17,800 units, marking a 182% year-on-year increase and a 7% month-on-month increase [4]. - Charging heavy trucks accounted for 98.66% of the total sales, with 12,000 units sold in August, representing a 246% year-on-year increase and a 6% month-on-month increase [4][15]. - Charging heavy trucks have achieved a remarkable 20 consecutive months of doubling sales, outperforming the overall new energy heavy truck market for 24 consecutive months [32]. Market Share and Competition - As of August 2025, the cumulative sales of charging heavy trucks reached 75,900 units, a 230% increase compared to the same period last year [18][20]. - The top three companies in the charging heavy truck market are SANY, XCMG, and FAW Jiefang, with market shares of 21.04%, 16.25%, and 15.07% respectively [22]. - The competition among the top players is intense, with SANY leading in sales, followed closely by Jiefang and XCMG, all exceeding 9,000 units sold [26]. Segment Analysis - The charging heavy truck segment is primarily composed of traction trucks and dump trucks, which accounted for 69.68% and 13.07% of sales respectively [10][23]. - The sales of charging traction trucks have increased by 331%, significantly outpacing the overall market growth [23]. - Charging dump trucks, while showing a 112% increase, have not performed as strongly as traction trucks, indicating a disparity in growth rates within the segment [28]. Geographic Distribution - By August 2025, charging heavy trucks have been registered in all 31 provincial-level administrative regions in China, with 313 cities having registered charging heavy trucks [12]. - Major cities such as Shanghai, Shenzhen, and Chengdu have seen significant registration numbers, with 11 cities exceeding 1,000 units [12]. Future Outlook - The remarkable growth trajectory of charging heavy trucks raises questions about whether this trend can be sustained in the final months of 2025 [32].

Core Insights - The domestic new energy heavy truck market maintained a high level in August 2025, with total sales approaching 17,800 units, representing a year-on-year growth of 182% [1][4]. Group 1: Market Overview - The most significant segment in the new energy heavy truck market is the pure electric heavy truck, which accounted for 97.94% of total sales in August 2025 [6]. - Fuel cell heavy trucks and hybrid heavy trucks have seen a decline in market presence, with fuel cell trucks experiencing a five-month consecutive year-on-year decline [4][6]. Group 2: Sales Performance - In August 2025, pure electric heavy trucks sold 17,500 units, while fuel cell and hybrid trucks sold 162 and 76 units, respectively [4]. - Fuel cell heavy truck sales fell by 31% month-on-month and 72% year-on-year, marking a significant downturn in this segment [7][12]. Group 3: Competitive Landscape - SANY maintained its position as the top seller of fuel cell heavy trucks in August, with 136 units sold, followed by Qingling with 20 units [7][11]. - The fuel cell heavy truck market saw 17 active players by August 2025, with only 11 companies achieving double-digit sales figures [12][14]. Group 4: Market Share Analysis - As of August 2025, the cumulative sales of fuel cell heavy trucks showed that Heavy Truck ranked first with a market share of 34.78%, followed by SANY with 27.73% [14]. - The market dynamics for fuel cell heavy trucks have been volatile, with a pattern of decline and growth observed throughout the year, leading to uncertainty about future trends [14].

中国重汽集团济南卡车股份有限公司 会议决议公告 证券代码：000951 股票简称：中国重汽 编号：2025-51 中国重汽集团济南卡车股份有限公司 二〇二五年第六次临时股东大会决议公告 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。 重要提示： 1、本次临时股东大会未出现否决议案的情形。 中国重汽集团济南卡车股份有限公司（以下简称"公司"）2025 年 第六次临时股东大会（以下简称"本次会议"）现场会议于 2025 年 9 月 25 日下午 2:50 在未来科技大厦会议室召开。 本次会议采用现场表决和网络投票相结合的方式，现场会议时间 为 2025 年 9 月 25 日下午 2:50，网络投票时间为 2025 年 9 月 25 日。 其中，通过深圳证券交易所互联网投票系统投票时间为 2025 年 9 月 25 日上午 9:15 至当日下午 3:00；通过深圳证券交易所交易系统进行 网络投票的时间为：2025 年 9 月 25 日 9:15－9:25，9:30－11:30 和 13:00 －15:00。 本次会议由公司董事长刘洪勇先生主持；大会的召集、召开的方 ...

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、董事会会议召开情况 中国重汽集团济南卡车股份有限公司（以下简称"公司"）第九届 董事会第十次会议（以下简称"本次会议"）通知于 2025 年 9 月 13 日 以书面送达和电子邮件等方式发出，2025 年 9 月 25 日下午 4:00 以现 场表决的方式在未来科技大厦会议室召开。 本次会议应出席董事 9 人，实际出席董事 9 人。会议由公司董事 长刘洪勇先生主持，公司高级管理人员列席了会议。会议的召开及出 席人数符合《中华人民共和国公司法》和《公司章程》的有关规定。 二、董事会会议审议情况 经与会董事充分讨论后，逐项审议并表决以下议案： 证券代码：000951 股票简称：中国重汽 公告编号：2025-52 中国重汽集团济南卡车股份有限公司 第九届董事会第十次会议决议公告 中国重汽集团济南卡车股份有限公司 会议决议公告 表决结果：同意 9 票，反对 0 票，弃权 0 票；本议案获得通过。 1 中国重汽集团济南卡车股份有限公司 会议决议公告 中国重汽集团济南卡车股份有限公司《董事会审计委员会工作细 则》的具体内 ...