FOTON(SH:600166) 第一商用车网·2026-02-06 07:36Core Viewpoint - In January 2026, Foton Heavy Truck achieved significant sales growth, reflecting its strong market position and effective strategy in the competitive heavy truck industry, particularly in the context of electrification and intelligent transformation [1][11]. Group 1: Sales Performance - In January 2026, Foton Heavy Truck sold nearly 15,000 units, marking an 86% year-on-year increase [1]. - The Euman heavy truck segment alone surpassed 10,000 units in sales, with an 80% year-on-year growth; specifically, the sales of tractors increased by 60%, dump trucks by 50%, and flatbed and special vehicles saw remarkable increases of 160% and 110% respectively [1]. Group 2: Strategic Direction - Euman Heavy Truck adheres to Foton's forward-looking strategy of "comprehensive internationalization, comprehensive electrification, and comprehensive intelligence," which has enhanced its core competitiveness and accelerated sales growth [2]. - Innovation is prioritized as the "first productive force," with Euman Heavy Truck focusing on self-developed technologies to meet diverse operational needs in traditional energy sectors [2]. Group 3: New Energy Initiatives - The transition to new energy in the heavy truck sector is expected to accelerate in 2026, with Euman Heavy Truck implementing Foton's ESG sustainable development principles and addressing various transportation challenges through advanced technologies [4]. - Euman Heavy Truck's "three electric" system has set new industry benchmarks in energy consumption and reliability, supporting the logistics industry's green and low-carbon transformation [4]. Group 4: Product Delivery and Market Penetration - In January 2026, Euman Heavy Truck achieved bulk deliveries in Northeast, North China, and South China regions, demonstrating its deep market penetration and high-quality product offerings [4]. - The first batch of 50 Euman Xingyi tractors was delivered to a major client in Beijing, showcasing the model's advantages in logistics efficiency and operational quality [6]. - Additionally, 30 Euman Xinghui intelligent auxiliary driving tractors were delivered to a cold chain client in Liaoning, significantly reducing energy consumption and maintenance costs [8]. Group 5: Specific Product Launches - In January, 54 Euman Galaxy 5M battery-swappable port tractors were delivered to Shenzhen Yantian Port, providing a replicable "green capacity" solution for the port transportation sector [9]. - The Euman Galaxy series products were launched in various cities, with significant orders and deliveries, including 166 units in Shanxi and 108 units in Fujian, contributing to local logistics transformation [9]. Group 6: Customer Recognition - Euman Galaxy pure electric trucks have been recognized for their effective solutions in harsh transportation conditions, particularly in the northern regions, leveraging local charging networks and advanced features [12].