近日，以"银河新程 湾区启航"为主题的欧曼银河系列产品百城千店上市发布会在深圳举行。活动现场，欧曼银河9与银河5M纯电重卡 亮相，凭借对深圳及大湾区运输场景的深度适配、核心技术的硬核突破，现场完成98台战略合作签约与首批车辆交付，喜迎节后开门 红。该批次欧曼银河新能源重卡将为大湾区物流产业绿色化、高效化、智能化转型注入澎湃动能，为当地物流从业者打造高效降本、绿 色盈利的全新运营模式。 同期，万里繁星・欧曼银河全球价值品鉴之旅（纯电篇）煤炭砂石线也在正进行中，产品上市+实战演练双向发力彰显欧曼在新能源重 卡领域的布局决心与技术实力。 深植湾区沃土 精准破解物流转型痛点 深圳作为粤港澳大湾区核心引擎、世界级商贸物流枢纽，大宗商品运输需求常年高位，加之沿海潮湿多雨的气候与衔接周边的复杂路 况，对运输装备的适配性、稳定性、节能性、防腐性、补能效率提出严苛要求。这也使得广大物流企业与卡友亟需能全方位适配湾区多 元运输场景的高品质新能源重卡装备。 银河耀鹏城，湾区启新程！凭借精准的场景适配、硬核的核心技术、显著的降本增效价值，欧曼银河新能源重卡在本次深圳上市发布会 现场收获市场高度认可，现场签约数量达到了98台，并完成首 ...

2月底，德国总理默茨率"豪华商贸团"访华，包括大众、宝马、梅赛德斯-奔驰等约30家德国工业巨头的核心企业高管随行。 "这是自默克尔时代以来最豪华的商贸团。""默茨从未如此精心准备过一次出访。"德国媒体的形容，足以说明此次德国总理访华的与众 不同。 此次访华，默茨不仅参观了梅赛德斯-奔驰位于北京的工厂，与梅赛德斯-奔驰集团董事会主席康林松共同试驾了搭载中国企业智能驾驶 技术的奔驰新一代S级轿车，还到访了杭州，与宇树科技、零跑汽车等多家中国创新企业展开深入交流。事后，默茨没有长篇大论的讲 话，只有"令人惊叹"四个字传出。 默茨和德车企高管的 "令人惊叹"，只适用于乘用车吗？ 当然不是！或许是默茨此次访华的"后劲"太足，本次随行商贸团中，不少汽车行业相关企业都被"刺激"到了。 就在刚刚，第一商用车网得到一则重磅消息， 3月上旬，有一家欧洲老牌重卡企业的核心高管团队将专程到访一家中国新能源重卡企 业"交流学习"。印象里，这是欧洲重卡巨头第一次考察中国新能源重卡企业，说这是中国重卡行业一大里程碑事件也不为过。 虽然是"前无来者"，但这并不是让人多意外的事。如今，中国新能源汽车的实力就是全球第一， 无论是技术上还是销量上 ...

2025年，我国新能源重卡整体销量突破20万辆关口，达到23.11万辆，同比增幅达到182%。这其中，燃料电池重卡和混合动力重卡合 计仅占3.7%的比重，存在感一直不强。 2026年首月，新能源重卡整体销量继续呈现翻倍增长的态势，氢燃料电池重卡与混合动力重卡会以怎样的表现开局？ 请看第一商用车网的分析报道。 命运大不同：氢能重卡小降3%，混动重卡大增259% 根据第一商用车网掌握的最新数据，2026年1月份，国内新能源重卡共计销售1.61万辆（注：本文数据来源为交强险实销口径，不含出 口和军车，下同），同比增长127%，其中纯电动、燃料电池和混动动力（包括柴油混合动力、甲醇混合动力和天然气混合动力，下 同）车型分别销售1.59万辆、33辆和147辆，环比分别下降61%、99%和48%，同比分别增长126%、-3%和259%，燃料电池重卡 同比增速转负，混合动力重卡同比增速较上月有所扩大（2025年12月份，燃料电池重卡和混动重卡销量同比分别增长623%和 209%）），燃料电池重卡跑输新能源重卡市场"大盘"，混动重卡则跑赢市场"大盘"。从同比增速的角度而言，1月份新能源重卡各细 分市场可谓是命运大不相同。 根 ...

Group 1: Company Performance - In January 2026, China's heavy truck market sold approximately 105,400 units, representing a year-on-year growth of about 46% [2][4] - The company maintains a good operational status, with overall production and sales scale achieving growth compared to the same period last year [2][4] - The company continues to strengthen product competitiveness and actively expand market share, remaining a leader in the heavy truck industry [3][4] Group 2: New Energy Heavy Trucks - The new energy heavy truck market in China is experiencing strong growth, with new sales reaching 20,600 units in January 2026, a significant year-on-year increase of 184% [4] - Supported by favorable policies and technological innovations, the new energy heavy truck sector is entering a new development cycle [4] - The company plans to deepen its focus in this area, optimizing product mix and market strategies to enhance overall competitiveness [4] Group 3: Export Performance - The company has achieved continuous growth in its export business, maintaining the industry’s leading position for 21 consecutive years [5] - The export markets primarily include Africa, Southeast Asia, Central Asia, and the Middle East, covering over 150 countries and regions globally [5] - The company is making breakthroughs in emerging markets, contributing to its strong export performance [5] Group 4: Axle Company Operations - The axle company is a subsidiary in which the company holds a 51% stake, ensuring stable market demand and revenue through close cooperation with the group’s vehicle production units [6] - The axle company has been recognized as a high-tech enterprise, allowing it to benefit from relevant tax incentives [6] - It continues to operate steadily with good profitability levels [6] Group 5: Natural Gas Heavy Trucks - In 2025, the cumulative sales of natural gas heavy trucks reached 12,000 units, reflecting a year-on-year growth of 31% [7] - The performance of natural gas heavy trucks is steadily improving in terms of range and power, narrowing the gap with diesel vehicles [7] - The company remains optimistic about the natural gas heavy truck market and plans to enhance product competitiveness and long-term strategic layout [7]

龙蟠科技(02465)涨超3%，截至发稿，涨3.58%，报11.27港元，成交额3205.87万港元。 本次双方合作聚焦的新能源重卡领域，目前正处于快速发展阶段。终端上牌数据显示，2025年我国新能 源重卡累计销量达23.11万辆，同比大增182%，远高于新能源商用车整体增速。其中12月销量为4.53万 辆，创单月销量历史新高。业内人士认为，伴随着成本下降、技术迭代以及补能设施完善，新能源重卡 将逐步从短倒场景向中长途干线物流领域渗透，未来仍具备较大增量空间。 消息面上，据证券时报报道，2月9日，龙蟠科技下属子公司锂源科技与法恩莱特签署战略合作协议。据 悉，本次双方合作将聚焦磷酸铁锂技术路线，围绕重卡新能源项目开展深度协同，组建专项合作小组， 构建"材料+电解液"联合研发与应用体系。锂源科技表示，未来双方将以重卡项目为切入点，持续深化 磷酸铁锂路线技术创新与场景应用。 ...

消息面上，据证券时报报道，2月9日，龙蟠科技下属子公司锂源科技与法恩莱特签署战略合作协议。据 悉，本次双方合作将聚焦磷酸铁锂技术路线，围绕重卡新能源项目开展深度协同，组建专项合作小组， 构建"材料+电解液"联合研发与应用体系。锂源科技表示，未来双方将以重卡项目为切入点，持续深化 磷酸铁锂路线技术创新与场景应用。 智通财经APP获悉，龙蟠科技(02465)涨超3%，截至发稿，涨3.58%，报11.27港元，成交额3205.87万港 元。 本次双方合作聚焦的新能源重卡领域，目前正处于快速发展阶段。终端上牌数据显示，2025年我国新能 源重卡累计销量达23.11万辆，同比大增182%，远高于新能源商用车整体增速。其中12月销量为4.53万 辆，创单月销量历史新高。业内人士认为，伴随着成本下降、技术迭代以及补能设施完善，新能源重卡 将逐步从短倒场景向中长途干线物流领域渗透，未来仍具备较大增量空间。 ...

Core Insights - SANY Heavy Truck has experienced a remarkable "V" shaped revenue curve, with annual revenue dropping from 6 billion to over 1 billion and then surpassing 10 billion, largely due to proactive strategic decisions [1][2] - The company has fully transitioned to electric vehicle (EV) production, ceasing the manufacture of fuel trucks in 2021, despite initial skepticism from both internal and external stakeholders [2][3] - SANY Heavy Truck's commitment to technology and service excellence has positioned it as a leader in the electric heavy truck market, achieving a market share of 125% growth in domestic sales by 2025 [2][3][4] Revenue and Market Position - In 2020, SANY Heavy Truck's revenue reached 6 billion, but by 2021, it fell to over 3 billion and then to over 1 billion in 2022, marking a significant decline [3] - By 2023, the company rebounded with a valuation of 14 billion and was included in the "Hurun Global Unicorn List" for the first time [3] - The company aims to achieve annual revenue of 50 billion within five years, focusing on technology leadership and globalization [9] Strategic Decisions - The decision to pivot to electric trucks was made in 2021, with the company halting fuel truck production to focus entirely on electric vehicle development [2][3] - SANY Heavy Truck has invested heavily in building a production base for electric trucks and recruiting talent for EV research and development [3][5] Technological Innovation - The company has emphasized technological innovation, with over 50% of its 400 R&D personnel focused on key electric vehicle technologies [6] - SANY Heavy Truck has achieved significant milestones, including a world record for the longest range of an electric semi-truck at 817.5 kilometers on a single charge [6][7] Service Excellence - SANY Heavy Truck has adopted a direct sales and service model, deploying over 600 service engineers to provide customized solutions and rapid response to customer needs [7][8] - The company has a strong focus on customer service, with a commitment to resolving issues within 15 minutes of customer contact and ensuring customer satisfaction [8] Global Expansion - SANY Heavy Truck is expanding its sales and service network globally, with interest in electric trucks from international markets such as the UAE, Brazil, and Australia [8]

Core Viewpoint - The heavy-duty truck industry in China has started 2026 on a strong note, with major manufacturers like FAW Jiefang, China National Heavy Duty Truck Group, Dongfeng Commercial Vehicle, and others achieving significant sales and delivery milestones, both domestically and internationally [1][27]. Group 1: FAW Jiefang - FAW Jiefang secured a strategic cooperation agreement for the purchase of 1,000 trucks in Indonesia, with new orders exceeding 3,300 units in January 2026 [1]. - The launch event for the J6 PRO model showcased 23 vehicles, with new vehicle reservations reaching 3,315 since late December 2025 [3]. Group 2: China National Heavy Duty Truck Group - China National Heavy Duty Truck Group signed a contract for 100 Yellow River H7 trucks, marking a significant delivery event [5]. - The company also delivered 300 energy dump trucks to a major customer in Xinjiang, emphasizing its commitment to the dual carbon strategy [7]. Group 3: Dongfeng Commercial Vehicle - Dongfeng Commercial Vehicle signed a strategic agreement for 200 energy vehicles and delivered the first 50 units, marking the introduction of new energy heavy trucks in the Fengyang region [9]. - The company also delivered 100 Dongfeng Tianlong trucks and signed a strategic procurement agreement for 200 units, highlighting the efficiency of its "Dragon Power 3.0" engine [8][10]. Group 4: Foton Motor - Foton's Ouman Galaxy series launched in Shanxi, achieving sales of 166 units, showcasing its advancements in the new energy heavy truck sector [10][12]. Group 5: XCMG - XCMG delivered 100 pure electric trucks to a steel logistics customer, demonstrating its capabilities in harsh operational conditions [15]. - The company also delivered 100 pure electric dump trucks to overseas clients, supporting green transformation in coal transportation [17]. Group 6: Remote New Energy Commercial Vehicles - Remote New Energy delivered 150 units of the Starry Sky G super electric trucks in Shanghai and signed an additional order for 200 units, marking a significant step in their collaboration [19]. Group 7: DeepWay - DeepWay delivered 100 units of its Starry Sky new energy trucks to Shentong Express, indicating a move towards large-scale operations in the express delivery sector [21]. Group 8: Strategic Collaborations - Times Qi Ji and Ping An Leasing signed a strategic cooperation agreement to promote 5,000 battery-swappable heavy trucks, aiming to enhance the new energy heavy truck market [22][25]. - Zhiyu Weike delivered 100 electric heavy trucks in Shanxi, contributing to the region's low-carbon logistics transformation [24].

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 ...

Core Viewpoint - DeepWay has officially launched its pure electric heavy trucks in Thailand, marking a significant milestone in its Southeast Asia strategy and contributing to the green transformation of the transportation sector in the region [1][4]. Group 1: Market Demand and Product Features - Thailand's growing demand for efficient and low-carbon freight equipment positions it as a logistics hub in Southeast Asia, making the transition from traditional fuel trucks to pure electric heavy trucks promising [2]. - The DeepWay heavy trucks have been optimized for Thailand's road conditions, climate, and driving habits, enhancing local user experience while maintaining core advantages in intelligence and efficiency [2]. - The trucks are equipped with an L2 level intelligent driving assistance system, providing safety for long-distance transport and optimizing performance in intercity transport and logistics distribution [2]. Group 2: Strategic Partnerships and Technological Collaboration - DeepWay's collaboration with CATL (Contemporary Amperex Technology Co., Limited) emphasizes deep technological synergy, with CATL's batteries designed to withstand 8 years and 4500 cycles with less than 30% degradation, supporting over 400 km of driving range [6]. - The partnership aims to build a localized service network, ensuring reliable lifecycle support for users and responding to the specific demands of the Southeast Asian market [6][8]. Group 3: Future Plans and Regional Expansion - The signing of the strategic cooperation agreement outlines a path for DeepWay to establish a sales and service network across key regions in Thailand, enhancing local operational systems [8]. - DeepWay aims to leverage its technological innovations and localized collaborations to create a win-win ecosystem, facilitating the green transition in logistics across more ASEAN countries [9].