2025年4月份，国内新能源重卡销量达到创纪录的1.58万辆；5月份，新能源重卡市场又有一 项重要纪录被刷新！ 请看第一商用车网的分析报道。 5月实销1.51万辆，同比暴涨190%，渗透率创史上最高 根据第一商用车网掌握的最新数据，2025年5月份，国内新能源重卡市场共计销售1.51万辆 （注：本文数据来源为交强险实销口径，不含出口和军车，下同），环比今年4月份下降5%， 同比则继续增长，增幅达到190%。从数字上看，今年5月份新能源重卡市场1.51万辆的销量 不仅是史上最高的5月份，放到整个新能源重卡发展史上看，也是高水准表现（史上第3高， 如下图。截止到2025年5月份，新能源重卡销量超过1.5万辆的月份仅有2025年4月份、 2024年12月份、2025年5月份和2025年3月份）。 上图还可见，就前5个月的表现来看，2025年新能源重卡市场不仅延续了2024年的火热状 态，甚至还要更火一些。2025年5月份，国内重卡市场整体实销6.31万辆，环比下降8%，同 比增长18%。5月份新能源重卡190%的同比增速继续大幅跑赢重卡市场整体增速。根据第一 商用车网掌握的数据，截止到2025年5月份，新能源重卡已 ...

公司今年 1-5 月份的产销情况良好，产销量与去年同期相比均保持增长态势，整体好于行业水平。同 时，公司产品依托重汽国际公司实现出口，目前依然保持良好态势。 截至2025年6月13日收盘，中国重汽（000951）报收于17.28元，较上周的17.76元下跌2.7%。本周，中 国重汽6月10日盘中最高价报18.15元。6月13日盘中最低价报17.17元。中国重汽当前最新总市值203.02 亿元，在商用车板块市值排名5/13，在两市A股市值排名760/5150。 本周关注点 机构调研要点 6月9日特定对象调研 公司董事会秘书张欣女士简要介绍了公司情况，并就投资者关心的问题进行了沟通和交流。主要内容如 下： 随着今年 3 月国家持续推出针对老旧运营货车"以旧换新"的新政策，天然气重卡也被纳入报废及新购补 贴范围，新的政策变化有助于加速老旧车辆的淘汰更新，对新能源和天然气重卡市场也有一定的推动作 用，促进行业向绿色、高效方向转型升级。公司将继续把握政策机遇，强化技术创新与市场开拓，推动 业务高质量发展。 根据第一商用车网数据，2025 年 1-5 月，我国新能源重卡累计销售 5.1 万辆，同比大增 195%。在政策 ...

Core Viewpoint - In May 2025, the heavy truck market achieved a total sales volume of approximately 88,700 units, reflecting a year-on-year growth of 14%. However, the tractor market, a significant segment of the heavy truck market, showed only a slight increase of 0.2% year-on-year, continuing to lag behind the overall market performance for three consecutive months [1][4][26]. Market Performance - The tractor market sold 43,500 units in May 2025, marking a month-on-month increase of 2% and a year-on-year increase of 0.2%. This is a recovery from a previous decline of 6% in April [3][4][10]. - Cumulatively, from January to May 2025, the tractor market recorded total sales of 221,300 units, which is a slight decrease of 3% compared to the same period last year [8][18]. Historical Trends - Over the past five years, the tractor market has exhibited a pattern of decline followed by growth in May sales. The sales volume in May 2025 ranks as the second highest in the last five years, but it is still significantly lower than the peak sales of 82,500 units in May 2021 [6][8]. Company Performance - In May 2025, China National Heavy Duty Truck Corporation (重汽) led the tractor market with sales of 11,800 units, capturing a market share of 27.14%. Other notable performers included FAW Jiefang (一汽解放) with 8,416 units and Shaanxi Automobile Group (陕汽集团) with 7,966 units [10][12]. - Among the top ten companies in the tractor market, nine experienced year-on-year sales growth, while only one company saw a decline of 26% [10][15]. Market Share Dynamics - The top ten companies in the tractor market accounted for 99.28% of total sales in May 2025, with the top five companies alone holding nearly 90% of the market share [15][23]. - The market share of the leading companies has shifted slightly, with notable increases for companies like Xugong (徐工) and Farizon (远程), which saw year-on-year growth of 178% and 121%, respectively [20][23]. Future Outlook - The heavy truck market is expected to continue evolving, with the tractor market's performance in June 2025 being closely monitored to see if it can outperform the overall heavy truck market [26].

Group 1: Company Performance - In the first five months of 2025, China's heavy truck market recorded cumulative sales of approximately 441,000 units, a slight increase of about 1.9% year-on-year [2] - In May 2025, the heavy truck market sold approximately 89,000 units, representing a year-on-year increase of about 13.6% [2] - The company's production and sales performance is good, with growth compared to the same period last year, outperforming the industry average [2] Group 2: Natural Gas Heavy Trucks - From January to April 2025, cumulative sales of natural gas heavy trucks were 64,100 units, a year-on-year decrease of 11% [4] - In May 2025, sales of gas vehicles fell below 15,000 units [4] - The company aims to leverage policy incentives and improve product competitiveness in the natural gas heavy truck market, which still has potential due to technological advancements and environmental regulations [4] Group 3: Export Performance - The company's export business is conducted through Heavy Truck International Company, focusing on markets in Africa, Southeast Asia, Central Asia, and the Middle East [5] - Heavy Truck International Company has maintained its leading position in industry exports for 20 consecutive years, providing strong support for the company's overseas business [5] - The export business is developing steadily, with a significant market share in the heavy truck industry [5]

Core Viewpoint - The commercial vehicle market in China experienced fluctuations in sales, with a total of 1.75 million units sold from January to May 2025, reflecting a year-on-year growth of 1% [20][21][29]. Group 1: Market Performance - In May 2025, the commercial vehicle market sold 334,600 units, representing a month-on-month decrease of 9% and a year-on-year decrease of 2% [4][5][12]. - The cumulative sales from January to May 2025 reached 1.75 million units, which is the second highest in the last five years, with a year-on-year increase of 1% [9][21]. - The sales trend over the past five years in May has shown a pattern of decline, with only 2023 and 2024 witnessing growth [7]. Group 2: Company Rankings and Performance - Foton maintained its position as the top seller in May 2025 with sales of 49,000 units, marking its fifth consecutive month as the sales champion [11][12]. - In May, 11 companies sold over 10,000 units, with Foton, China National Heavy Duty Truck, and Dongfeng leading the rankings [12][18]. - The market share of the top ten companies in May reached 74.52%, with the top five companies accounting for nearly 50% of the market [17][18]. Group 3: Cumulative Sales and Market Share - The cumulative sales of the top ten companies from January to May 2025 showed mixed results, with five companies experiencing growth and five facing declines [25][27]. - Foton's cumulative sales exceeded 250,000 units, while other major players like China National Heavy Duty Truck and Dongfeng also surpassed 100,000 units [23][25]. - The market share of Foton and China National Heavy Duty Truck increased, with Foton's share rising by 1.11 percentage points compared to the previous year [27]. Group 4: Industry Dynamics - The commercial vehicle market in May 2025 continued to exhibit intense competition, with small differences in market shares among neighboring companies [29]. - The rankings of companies in the top ten list showed some changes, with Shaanxi Automobile returning to the list and Jianghuai rising three places [18][29].

近日，154辆中国重汽工程车辆在菲律宾首都马尼拉完成交付，菲律宾政府领导人亲临交付仪 式现场，为"中国制造"品质点赞。 活动现场，一排排崭新的中国重汽工程车辆整装待发，尽显中国高端制造实力。菲律宾政府对 中国重汽此次高效、可靠的交付表示衷心感谢，并在致辞中指出，这批性能可靠、品质卓越的 工程车辆，将直接应用于菲律宾水利建设等国家级关键基础设施项目，对改善民生福祉、推动 国家经济发展具有重要意义。 此次交付仪式的成功举办，不仅有利于保障和改善菲律宾民生发展，也凸显出中国重汽产品和 品牌在海外市场的强大竞争力和影响力。未来，中国重汽将持续深化本地合作，以更优质的产 品和更完善的服务，支持菲律宾基础设施建设，为中菲经贸合作与友谊添砖加瓦。 ● 前5月商用车销175万辆 天然气车超10万 新能源出口涨2倍 | 头条 ● 一汽/东风/长安/北汽/江淮/比亚迪等密集官宣！商用车行业或迎巨变 ● 灯塔工厂造创富神兵，看大拿T1天行版如何破解城配物流"不可能三角"！ ● 东风商用车又获1000辆大单！全是这一车型 ● 中通客车又中标了！ 皮卡空间站公众号 长按识别 今日头条号 长按识别 = the prog 百家号 长按识别 ...

Group 1: Sales Performance - From January to May 2025, the heavy truck market in China recorded cumulative sales of approximately 43.75 thousand units, showing a slight year-on-year increase of about 1% [2] - In May 2025, the heavy truck market sold approximately 85 thousand units across various models, representing a year-on-year increase of about 9% [2] - The company's production and sales performance is good, with growth compared to the same period last year, outperforming the industry average [2] Group 2: Policy Impact - The "old-for-new" policy introduced in March 2025 aims to accelerate the elimination of old vehicles, positively impacting the new energy and natural gas heavy truck markets [3] - The new policy includes subsidies for scrapping and purchasing natural gas heavy trucks, promoting the industry's transition towards greener and more efficient solutions [3] Group 3: New Energy Heavy Trucks - From January to May 2025, cumulative sales of new energy heavy trucks in China reached 51 thousand units, marking a significant year-on-year increase of 195% [3] - The new energy heavy truck sector is experiencing rapid growth, driven by policy support and technological innovation, with an expanding trend towards electrification in short- and medium-distance transportation [3] - The company is committed to deepening its focus on the new energy sector, enhancing product innovation and application scenarios to continuously optimize products and increase market share [3]

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].

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].

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 公告编号：2025-30 中国重汽集团济南卡车股份有限公司 关于聘任公司高级管理人员及变更董事会秘书的公告 得深圳证券交易所颁发的董事会秘书资格证书，任职资格符合《深圳 证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引 第 1 号—主板上市公司规范运作》等有关规定。其联系方式如下： 办公电话：0531-58067586 传真号码：0531-58067003 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"）董事会 于近日收到赵尔相先生、毕研勋先生的书面辞职报告。因工作变动， 赵尔相先生申请辞去公司首席执行官（CEO、总经理），毕研勋先生 申请辞去公司董事会秘书职务。上述人员均未持有公司股份，其本人 的辞职报告自送达董事会之日起生效。赵尔相先生辞去上述职务后， 将继续担任公司董事；毕研勋先生辞去该职务后，将继续担任公司董 事、财务总监。 公司董事会对赵尔相先生、毕研勋先生任职期间勤勉尽责以及为 提升公司规范运作 ...