Core Viewpoint - The performance briefing of China National Heavy Duty Truck Group Jinan Truck Co., Ltd. highlighted a positive outlook for the heavy truck market, driven by policy support and economic recovery, particularly in the new energy truck segment [2]. Group 1: Operational Performance - In the first half of 2025, the heavy truck market showed a "volatile recovery, strengthening each quarter" trend, with total sales steadily increasing. The heavy truck industry sales reached 539,000 units, a year-on-year increase of 6.9% [2]. - In July, heavy truck sales reached 83,000 units, with a year-on-year growth rate of 42%, marking four consecutive months of positive growth [2]. Group 2: Industry Outlook - The heavy truck industry is expected to experience an upward trend in the second half of the year, with an estimated annual scale of around 1 million units, supported by the "old-for-new" vehicle policy and economic recovery [2]. Group 3: New Energy Trucks - The new energy heavy truck market in China saw rapid growth, with cumulative sales of 79,200 units in the first half of the year, representing a year-on-year increase of approximately 186%. The company's new energy truck sales grew faster than the industry average [2]. Group 4: Natural Gas Trucks - The domestic natural gas heavy truck market experienced a brief recovery followed by a decline. The "old-for-new" policy has been included in the subsidy scope, injecting vitality into the market [2]. Group 5: Export Performance - The company's export performance remained strong, with exports accounting for nearly 50% of total sales. Key export regions include Africa, Southeast Asia, Central Asia, and the Middle East, covering over 100 countries [2]. Group 6: Dividend Policy - The company plans to maintain a stable dividend policy, considering factors such as share capital, performance, funding needs, and development plans, with the intention to increase cash dividend ratios when conditions allow [2]. Group 7: Accounts Receivable Management - The company's sales increased by 14.1% year-on-year, leading to a rise in accounts receivable. The company will implement a comprehensive management approach to control accounts receivable and ensure risk is manageable [2].

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 编号：20250828 | 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 | 通过电话会议的方式参与公司 2025 年半年度业绩说明会的投 | | 及人员姓名 资者 | | | 时 间 2025 | 年 8 月 28 日 16:00-17:00 | | 地 点 | 公司会议室 | | | 董事长 刘洪勇先生 董事、总经理 赵海先生 | | 上市公司 董事 | 王军先生 董事、财务总监 毕研勋先生 | | 接待人员姓名 | 独立董事 张宏女士 董事会秘书 张欣女士 | | | 首先由公司董事长刘洪勇先生简要介绍了公司 年半 2025 | | | 年度的生产经营情况。然后公司的管理团队和独立董事分别就 | | | 投资者关心和关注的问题进行了沟通和交流。 | | | 主要内容如下： | | 投资者关系活动 | ...

据了解，这只是亿纬锂能加速推动包括重卡在内的新能源商用车动力电池业务的一部分。就在5月上 旬，该公司曾一口气发布了8款商用车动力电池新品，其中包括3款重卡产品。 实际上，今年以来，不仅锂电厂商，包括更加前沿的钠电、氢能等新能源厂商，都在加速布局重卡业 务。 根据中国汽车工业协会发布的数据，2024年商用车市场整体表现疲弱，产销均同比下降，未能达到400 万辆的预期。不过，新能源商用车仍保持增长态势，全年销量53.2万辆，同比增长28.9%，但这一增速 较2023年有所下降，也仍低于当年新能源乘用车的40.2%增速。 商用车整体情况不佳，更多与需求趋弱、运价低迷、利润下降有关，虽然市场普遍认为低谷过后将有所 回暖，但短期内，这些趋势难以得到根本性逆转，中国汽车工业协会预测2025年商用车销量规模400万 辆左右，同比增长约3%，大致回到2023年的水平。 5月26日，福田汽车发布公告，称拟与亿纬锂能各出资2.5亿元设立合资公司，以拓展新能源重卡业务， 为客户提供多样化的电池租赁解决方案，支持动力电池降本，提高新能源重卡利润率。 新能源重卡迎来爆发 近十余年来，新能源车"登堂入室"，持续快速增长，各类知名品牌、车 ...