FOTON(SH:600166) 第一商用车网·2025-09-14 07:11Core Viewpoint - The significant sales growth of Foton's Ouman heavy trucks in August 2025 reflects the company's successful transformation and strategic positioning in the commercial vehicle market, particularly in the context of supportive policies and market recovery [1][4][10]. Sales Performance - In August 2025, Foton's heavy truck sales reached 12,400 units, a year-on-year increase of 172%, marking the sixth consecutive month of sales exceeding 10,000 units [1]. - Cumulatively, from January to August 2025, Foton sold 90,400 heavy trucks, representing a 90% year-on-year increase, with a market share of 12.63%, up 5.02 percentage points from the previous year [1][4]. - Ouman heavy trucks achieved a 62.8% year-on-year sales increase during the same period, outperforming the overall market growth [6][10]. Market Context - The overall heavy truck market in China saw a total sales volume of 91,600 units in August 2025, with a month-on-month increase of 8% and a year-on-year increase of 47% [4]. - From January to August 2025, the cumulative sales of heavy trucks in China reached 715,700 units, reflecting a 14% year-on-year growth [4]. Product Performance - Ouman's traction trucks experienced a 49.7% year-on-year sales increase, with over 35,000 diesel traction trucks sold, ranking third in the industry [6]. - In the market for heavy-duty trucks over 18 tons, Ouman's sales surged by 126.8% year-on-year, securing the second position in the industry and the highest growth rate [6]. - Ouman's new energy heavy trucks saw an impressive 424.8% year-on-year sales growth, leading the industry in growth rate, particularly excelling in the battery swap heavy truck segment [6][12]. Strategic Initiatives - Foton's proactive strategy in the heavy truck sector includes a focus on new energy, internationalization, and smart technology, which has driven significant sales growth [10][12]. - The introduction of the "Galaxy + Star" dual-platform product lineup has been pivotal in enhancing Ouman's competitive edge, with a strong emphasis on both traditional and new energy vehicles [12]. - Future plans include expanding the product matrix in the new energy sector, enhancing operational capabilities, and increasing market competitiveness through improved supply chain management and cost control [12].