"1月份，汉马科技新能源中重卡产销量同比快速增长，是技术积累与产品布局的集中兑现。"上海大学 悉尼工商学院讲师王雨婷对《证券日报》记者表示，近年来，汉马科技聚焦新能源商用车赛道，持续加 大研发投入，完善产品矩阵，不断提升产品市场占有率。 在新能源商用车赛道，纯电动路线面临续航、补能、重载场景适配性等难题。在此背景下，汉马科技依 托醇氢动力等技术进行布局，凭借"补能快、续航长、适配重载"的优势，精准切入港口、矿山、长途物 流等场景。 2月3日晚间，汉马科技（600375）集团股份有限公司（以下简称"汉马科技"）发布2026年1月份产销快 报。该公司1月份经营呈现"总量稳增、新能源车辆快速放量"的特征，多项数据指标实现同比增长。 产量端方面，该公司1月份货车总产量1303辆，较2025年1月份的930辆增长40.11%。其中，新能源中重 卡产量1085辆，占总产量比重达83.27%，同比增长140.04%，是拉动总产量增长的核心引擎。 销量端方面，该公司1月份货车总销量1308辆，同比增长30.54%。其中，新能源中重卡销量1191辆，占 总销量比重为91.06%，同比增长147.10%。 在矿山领域，汉马科技表 ...

Group 1 - The procurement project for new energy sanitation vehicles by Hebei Xincheng Cultural Tourism Development Co., Ltd. has been awarded to Heavy Load Green Travel (Handan) New Energy Vehicle Co., Ltd. with a bid price of 9.351 million yuan [1] - The winning bid was confirmed to be compliant with quality standards and has a delivery period of 60 calendar days [1] Group 2 - A significant public transport bus tender worth approximately 460 million yuan has been finalized, indicating a competitive landscape in the commercial vehicle sector [6] - The new energy heavy-duty truck market is witnessing substantial orders, with a focus on identifying the largest single order of the year [6] - Major players such as Yutong, Yuan Cheng, Guangtong, and Foton are sharing a 200 million yuan order, highlighting the competitive dynamics in the industry [6]

Core Viewpoint - The 2026 Harbin International Ice and Snow Economic Expo highlights the integration of methanol hydrogen technology with the ice and snow economy, showcasing the potential for green development in Heilongjiang province [1][3]. Group 1: Company Overview - Geely Holding Group has been a strategic partner in Heilongjiang for 16 years, with a history of collaboration dating back to the establishment of the Volvo project in Daqing in 2010 [3]. - The signing of a strategic cooperation framework agreement in 2023 marks a new chapter in the partnership, emphasizing mutual growth [3]. - Geely has established a dual development layout in Heilongjiang, particularly in the green methanol economy, leveraging the province's industrial advantages and manufacturing foundation [3]. Group 2: Technological Innovations - Geely's methanol hydrogen technology addresses the challenges faced by pure electric vehicles in cold northern climates, with a methanol fuel freezing point of -97.6°C, ensuring stable operation in extreme conditions [4]. - Over 3,000 methanol hydrogen electric vehicles have been deployed in Heilongjiang, with 350 participating in the Harbin Winter Asian Games [4]. - The first green methanol racing car has successfully completed winter testing on the Songhua River, demonstrating the reliability and superiority of methanol hydrogen power in icy environments [4]. Group 3: Industry Development - The methanol hydrogen electric technology is expanding beyond road transport to include shipping, mining machinery, and engineering equipment, indicating a broadening of its application [6]. - The first methanol hydrogen electric dual-use ship, "Yuanchun 001," successfully launched in 2025, marking a significant breakthrough in the shipping sector [6]. - More than 900 methanol refueling stations have been established nationwide, with projections to reach 4,000 by the end of 2027, facilitating convenient access to methanol fuel [6]. Group 4: Policy and Future Outlook - Over 70 supportive policies have been introduced by national ministries and local governments to promote the methanol industry, with direct investments supporting green methanol production projects [6]. - The methanol hydrogen industry is poised to become a trillion-level emerging industry, driven by favorable policies and infrastructure development [6]. - Geely is committed to enhancing strategic cooperation with Heilongjiang, aiming to drive the integration of green energy and the ice and snow industry for high-quality economic development [7].

Core Insights - Geely's Chairman Li Shufu delivered a New Year speech emphasizing the company's 40-year journey marked by critical decisions and transformations, highlighting the importance of overcoming challenges and maintaining core values [1] - The automotive industry is undergoing a new wave of technological change, presenting both challenges and opportunities, with a focus on human-centered, safe, green, and enjoyable travel experiences as the industry's core [1] Investment and Innovation - Starting in 2026, Geely plans to invest 50 million yuan initially, with a total of 300 million yuan allocated for a youth innovation and entrepreneurship incentive program, aiming to become a launchpad for young talent [1] - Geely will implement a new talent development model by directly recruiting specialized high school graduates for targeted training within its subsidiaries, exploring innovative development paths [1] Support for Education and Sustainability - Geely will support the China University Student Formula Racing competition, integrating cutting-edge hydrogen fuel technology into the event to foster sustainable development in the automotive industry and attract young talent interested in hydrogen-electric initiatives [2]