证券日报网2月4日讯，中国重汽（000951）在接受调研者提问时表示，根据第一商用车网数据，2026年 1月份，我国重卡市场共计销售约10.1万辆，同比增长约40%。目前，公司生产经营情况良好，且在手 订单较为充裕。整体的产销情况与去年同期相比依然保持增长态势。公司通过持续提升产品竞争力和积 极有效的市场拓展，市场份额继续位居重卡行业前列。 ...

2026年1月28日，一项或将深远影响中国卡车设计与安全底线的强制性国家标准正式落地。由工业和信息化部组织制定的《汽车车门把手安全技术要求》 （GB 48001-2026）获批准发布，并将于2027年1月1日起实施。文件虽薄，分量千钧，它直指汽车电气化浪潮下一个被忽视的安全软肋——车门把手的极 端工况可靠性。 值得注意的是，标准对卡车分门别类：总质量≤3.5吨的N1类卡车（轻型货车、微小卡）自2027年1月1日起强制执行；而质量更大的N2、N3类中重型卡 车，标准虽为"参照执行"，但在行业一致规避风险的共识下，实质上将成为新的准入门槛。 为了让读者快速抓住政策要点，本网将这项政策的核心要求进行了提炼： 在注重绝对可靠性与成本控制的传统燃油中重卡领域，外露式机械把手因其极致的可靠性和低成本，仍将长期占据主导。 不过，随着电动化与低风阻需求不可逆转，集成机械冗余的合规隐藏式把手，仍将是新能源重卡和高端干线物流牵引车的演进方向。 目前，国产高端车型如中国重汽黄河X7等，已率先为电动隐藏式把手集成应急机械拨片或拉索，实现合规与低风阻的平衡；而比亚迪等品牌在电动重卡 上则坚持采用优化后的外露式机械把手，以绝对的可靠性与 ...

Group 1 - China National Heavy Duty Truck Group announced that it will accept a research visit from Huachuang Securities on February 4, 2026, from 15:30 to 16:30 [1] - The company's IR representatives, Hu Xiao and He Bingyi, will participate in the meeting and respond to questions from investors [1] Group 2 - The article discusses Kevin Warsh's new policy ideas, which include a dual approach of monetary easing and tightening, and the use of AI to manage inflation [1] - Warsh expresses a reluctance to become a major buyer of U.S. Treasury bonds [1]

编号：20260204 证券代码：000951 证券简称：中国重汽 中国重汽集团济南卡车股份有限公司 投资者关系活动记录表 | 投资者关系活动 | ■特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称 及人员姓名 | 华创证券 李昊岚 | | 时 间 | 2026 年 2 月 4 日 15:30-16:30 | | 地 点 | 公司会议室 | | 上市公司 接待人员姓名 | 公司 IR 胡啸、何炳易 | | | 公司 胡啸女士简要介绍了公司情况，并就投资者关心 IR | | | 的问题进行了沟通和交流。主要内容如下： | | | 1、请简单介绍一下公司近期运营情况。 | | 投资者关系活动 | 年 月份，我国重卡市场 根据第一商用车网数据，2026 1 | | 主要内容介绍 | 共计销售约 10.1 万辆，同比增长约 40%。 | | | 目前，公司生产经营情况良好，且在手订单较为充裕。 | | | 整体的产销情况与去年同期相比依然保 ...

学院邀请德国手工业行会专家开展教学指导。 济南职业学院史丹顿岛国际学院美方教师来华授课。 学院塔吉克斯坦籍学生与中国学生共同组队 "这里是动力输出的核心节点，拆装时必须严格对准扭矩参数。"济南职业学院培训教师何清讲解道。学 员们是中国重汽海外市场公司不同国家的技术工人和汽车维修师，此刻在实训台前，正将课堂上的理论 转化为实操经验。 在这个由济南职业学院与中国重汽共建的"匠心课堂"上，非洲学员们不仅要掌握重型卡车的拆装检修技 术，更要将"中国标准"与"非洲需求"深度融合。 参加世界职业院校技能大赛合影。 数九寒冬的山东济南，朔风裹挟着寒意，而在济南职业学院的中国重汽全球培训中心车间，却是一片热 气腾腾的景象。来自非洲的30名外籍学员，正围着卡车底盘全神贯注，跟随中国培训师的指点，将目光 聚焦在发动机与变速箱的精密构造上。 近几年，在共建"一带一路"倡议背景下，济南职业学院紧紧围绕"双高计划"建设，立足教育强国的战略 视野，秉持"产教融合、教随产出、校企同行"理念，以职业教育助力优质产能"走出去"为指引，不断拓 展国际合作伙伴，创新合作内涵。依托山东省"班·墨学院"建设计划，以服务国际产业合作为主要任 务，以校企 ...

来源：人民日报海外版 数九寒冬的山东济南，朔风裹挟着寒意，而在济南职业学院的中国重汽全球培训中心车间，却是一片热 气腾腾的景象。来自非洲的30名外籍学员，正围着卡车底盘全神贯注，跟随中国培训师的指点，将目光 聚焦在发动机与变速箱的精密构造上。 "这里是动力输出的核心节点，拆装时必须严格对准扭矩参数。"济南职业学院培训教师何清讲解道。学 员们是中国重汽海外市场公司不同国家的技术工人和汽车维修师，此刻在实训台前，正将课堂上的理论 转化为实操经验。 在这个由济南职业学院与中国重汽共建的"匠心课堂"上，非洲学员们不仅要掌握重型卡车的拆装检修技 术，更要将"中国标准"与"非洲需求"深度融合。 近几年，在共建"一带一路"倡议背景下，济南职业学院紧紧围绕"双高计划"建设，立足教育强国的战略 视野，秉持"产教融合、教随产出、校企同行"理念，以职业教育助力优质产能"走出去"为指引，不断拓 展国际合作伙伴，创新合作内涵。依托山东省"班·墨学院"建设计划，以服务国际产业合作为主要任 务，以校企合作为主要模式，以"职业技能+中文"为主要内容，以项目为牵引，基于优质产业海外布局 规划"班·墨学院"建设。 打造职业教育输出新标杆 在"班 ...

证券之星消息，2月4日商用车板块较上一交易日上涨0.55%，福田汽车领涨。当日上证指数报收于4102.2，上涨0.85%。深证成指报收于 14156.27，上涨0.21%。商用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600166 | 福昌汽车 | 3.13 | 4.33% | 237.39万 | | 7.29亿 | | 000800 | 一汽解放 | 6.98 | 2.50% | 25.65万 | | - 1.79亿 | | 301039 | 中隼车辆 | 10.17 | 2.42% | 20.64万 | | 2.09亿 | | 600303 | 曙光股份 | 3.30 | 2.17% | 30.06万 | | 9885.07万 | | 000957 | 中通客车 | 11.53 | 1.95% | 12.86万 | | 1.47亿 | | 600375 | 汉马科技 | 6.09 | 1.50% | 24.22万 | | 1.47亿 | | 60 ...

Group 1 - As of February 4, 100 stocks reached a 52-week high, with METROPOLIS CAP (08621), Asia Backup (08290), and Wenling Tooling (01379) leading the high rate at 74.55%, 63.89%, and 57.48% respectively [1] - METROPOLIS CAP closed at 0.048 with a peak of 0.096, while Asia Backup closed at 0.032 with a peak of 0.059, and Wenling Tooling closed at 3.400 with a peak of 6.000 [1] - Other notable stocks that reached new highs include Asia Internet Technology (00679) at 46.23% and Asia Pacific Financial Investment (08193) at 25.45% [1] Group 2 - The 52-week low rankings show that Gaodi Co. (01676) had the largest decline at -45.71%, followed by Xixiang Group (02473) at -23.42% and Jianfa Xingsheng (00731) at -21.51% [3] - Gaodi Co. closed at 0.243 with a low of 0.171, while Xixiang Group closed at 2.370 with a low of 2.060, and Jianfa Xingsheng closed at 0.137 with a low of 0.135 [3] - Other significant declines include Huaxia SOL-R (83460) at -14.34% and Huaxia SOL-U (09460) at -13.97% [3]

Core Viewpoint - The article announces the public tender for the procurement of 8 luxury buses by Xiangshan County Transportation Tourism Bus Company, with the opening date set for February 10, 2026 [1]. Group 1: Project Overview - Project Number: NBITC-202610236 [2] - Project Name: Procurement of Luxury Buses by Xiangshan County Transportation Tourism Bus Company [2] - Funding Source: Self-financed [2] - Tender Scope: The project includes the procurement of 8 luxury buses, detailed in the tender document [3]. Group 2: Bidder Qualifications - Bidders must possess a valid business license or equivalent registration [4]. - Bidders should have no record of bad behavior as defined by relevant authorities [4]. - Bidders and their legal representatives must not be listed as dishonest executors [4]. - Joint bids are not accepted for this project [4]. Group 3: Tender Document Acquisition - Tender documents can be obtained from February 2, 2026, 09:00 to February 6, 2026, 23:59 (Beijing time) [5]. - The cost of the tender document is 0 yuan, and it must be downloaded from the Ningbo Sunshine Procurement Service Platform [5]. Group 4: Submission Details - Bid submission deadline is February 10, 2026, at 09:30 [6]. - The opening of bids will be conducted remotely, and bidders must upload encrypted electronic bid documents to the designated platform [6]. - Bidders must decrypt their documents within 60 minutes after the opening time; failure to do so will result in invalid bids [6]. Group 5: Bid Security - The bid security amount is 40,000 yuan, which can be submitted via bank transfer or electronic guarantee [8]. - The deadline for the bid security to be received is February 8, 2026, at 15:00 [9]. Group 6: Contact Information - Contact for the tender: Xiangshan County Transportation Tourism Bus Company, located at 229 Nanhe Road, Dandong Street, Xiangshan County [10]. - Contact for the bidding agency: Ningbo International Tendering Co., Ltd., located at 19 Shimao Maoyue Commercial Center, 7th and 8th floors, Jiangbei District, Ningbo [10].

Core Viewpoint - The heavy truck market in China experienced a strong wholesale performance but weak retail sales in January 2026, with wholesale sales rising by approximately 40% year-on-year to about 101,000 units, while retail sales are expected to decline by 5-10% year-on-year [1][4][17]. Group 1: Market Performance - In January 2026, the heavy truck market sold approximately 101,000 units, marking a 40% increase from 72,200 units in January 2025 [1]. - The wholesale sales growth is attributed to manufacturers' strategies to ensure a strong start to the year, despite a weak terminal sales performance [4][6]. - The export of heavy trucks continued to grow steadily, with a year-on-year increase of over 20% in January 2026 [6]. Group 2: Manufacturer Performance - China National Heavy Duty Truck Group (CNHTC) sold about 24,000 heavy trucks in January 2026, achieving a year-on-year growth of approximately 13% and holding a market share of about 23.8% [8]. - FAW Jiefang sold around 23,000 heavy trucks, with a significant year-on-year increase of about 48%, resulting in a market share of approximately 22.8% [8]. - Dongfeng Motor Corporation sold about 16,000 heavy trucks, marking a year-on-year growth of approximately 92% and a market share of about 15.8% [10]. - Shaanxi Automobile Group sold around 15,000 heavy trucks, achieving a year-on-year growth of about 20% and a market share of approximately 14.9% [12]. - Beiqi Foton sold about 13,000 heavy trucks, with a year-on-year increase of approximately 66%, resulting in a market share of about 12.9% [14]. - XCMG, focusing on new energy heavy trucks, sold about 4,000 units, achieving a year-on-year growth of approximately 95% [16]. Group 3: Future Outlook - The heavy truck industry is expected to maintain rapid wholesale growth in the first quarter of 2026, but retail sales may decline by 10-15% year-on-year [17]. - The traditional peak sales season for heavy trucks is delayed due to the late Lunar New Year holiday, which may impact sales timing [17]. - New policies regarding the replacement of old National III and IV trucks are anticipated to be implemented in the latter part of the first quarter, which could provide substantial benefits and stimulate sales in the second quarter [17].