客车板块呈现分化态势。大型客车12月销量301辆，去年同期为57辆；全年累计销量2715辆，较去年累计的3334辆同比下降18.57%，产量累计同比下降 18.9%。中型客车表现亮眼，12月销量325辆，去年同期为515辆；全年累计销量3306辆，较去年累计的2272辆同比增长45.51%，产量累计同比增长44.4%。 轻型客车12月销量3316辆，去年同期为2997辆；全年累计销量39701辆，较去年累计的45003辆同比下降11.78%，产量累计同比下降7.67%。 新能源汽车成为福田汽车2025年最大亮点之一，全年表现尤为突出。12月销量9175辆，去年同期为5373辆；全年累计销量101200辆，较去年累计的54057辆 同比大幅增长87.21%。产量方面，12月生产9909辆，去年同期为6199辆；全年累计产量104655辆，较去年累计的57164辆同比增长83.08%。 | | | 产品类型 | | | | 销 量(辆) | | | | | 文 量(朝 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

证券代码：600166 证券简称：福田汽车 编号：临 2026—001 北汽福田汽车股份有限公司 2025 年 12 月份各产品产销数据快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 北汽福田汽车股份有限公司 2025 年 12 月份各产品产销数据快报如下： | | | | | | 销 量（辆） | | | | | 产 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 产品类型 | 本月数 | 去年同 | 本年累计 | 去年累计 | 累计同比 | 本月数量 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | | | | | 量 | 期 | | | 增减 | | | | | 增减 | | | 货 车 | 中重型货车（含福戴） 轻型货车 | 11561 42147 | 6726 52694 | 151330 446113 | 96311 464643 | 57.13% -3.9 ...

证券代码：600166 证券简称：福田汽车 编号：临 2025—087 北汽福田汽车股份有限公司 2025 年 11 月份各产品产销数据快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 | | | | | | 销 | 量（辆） | | | | 产 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 产品类型 | | 本月数 去年同 | 本年累计 | 去年累计 | 累计同比 | 本月数量 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | | | | | | 量 期 | | | 增减 | | | | | 增减 | | | | 货 | 中重型货车（含福戴） | 14033 7366 | 139787 | 89585 | 56.04% | 16226 | 3231 | 139355 | 86338 | 61.41% | | | | 车 轻型货车 | | 37021 50164 | 4 ...

注：1.本表为销售快报数据，具体数据以定期报告数据为准。2.福田戴姆勒与福田康明斯是 50：50 的合资公司。福戴重型货车 10 月销量 10809 辆，1-10 月累计销 量 85774 辆，累计同比 79.67%；福康发动机 10 月销量 15659 台，1-10 月累计销量 149603 台，累计同比 15.24%。3.新能源汽车包括纯电动汽车、氢燃料电池汽车、 插电式混合动力汽车。4.商用车数据含非完整车辆，轻型货车数据含微型货车。 北汽福田汽车股份有限公司 董 事 会 二〇二五年十一月三日 北汽福田汽车股份有限公司 2025 年 10 月份各产品产销数据快报如下： | | | | | | 销 量（辆） | | | | | 产 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 产品类型 | | 本月数 | 去年同 | 本年累计 | 去年累计 | 累计同比 | 本月数量 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | | | | | 量 | 期 | | ...

Core Insights - The company reported a total vehicle sales of 56,617 units in October 2025, with a cumulative sales of 536,700 units for the year, reflecting a year-on-year growth of 9.80% [1] - New energy vehicle sales in October reached 8,006 units, with a cumulative total of 82,339 units, showing a significant year-on-year increase of 98.83% [1] - Sales of medium and heavy-duty trucks from January to October totaled 125,800 units, representing a year-on-year growth of 52.95% [1] - Light-duty truck sales for the same period amounted to 367,000 units, with a modest year-on-year increase of 1.43% [1] - Engine product sales in October were 22,819 units, with a cumulative total of 218,400 units for the year, indicating a year-on-year growth of 1.24% [1]

Core Insights - The overall sales for the company in September reached 55,253 units, representing a year-on-year increase of 6.08%, while the cumulative sales for January to September amounted to 480,061 units, reflecting a growth of 10.94% [4] - The production figures for September were 56,279 units, showing a decline of 2.34% year-on-year, with a cumulative production of 483,318 units from January to September, which is an increase of 10.55% [4] Commercial Vehicles - The sales of medium and heavy trucks (including Foton Daimler) in September were 14,187 units, marking a significant year-on-year increase of 90.88%, with cumulative sales of 111,478 units from January to September, up by 49.52% [1] - The production for medium and heavy trucks in September was 13,078 units, reflecting a year-on-year increase of 48.07%, with cumulative production of 108,996 units, which is a growth of 37.71% [1] Light Commercial Vehicles - Light truck sales in September were 36,237 units, down by 11.12% year-on-year, while cumulative sales for January to September reached 328,871 units, up by 3.95% [2] - The production of light trucks in September was 37,127 units, showing a decline of 16.62%, with cumulative production of 330,057 units, reflecting a growth of 4.39% [2] Buses - Sales of large buses in September were 286 units, down by 24.74% year-on-year, with cumulative sales of 2,002 units from January to September, down by 30.63% [2] - Medium bus sales in September surged to 284 units, a year-on-year increase of 283.78%, with cumulative sales of 2,094 units, up by 71.22% [2] Passenger Vehicles - Sales of passenger cars in September reached 611 units, a year-on-year increase of 218.75%, with cumulative sales of 5,365 units from January to September, up by 155.96% [3] - The production of passenger cars in September was 917 units, showing a significant year-on-year increase of 651.64%, with cumulative production of 6,268 units, reflecting a growth of 191.53% [3] New Energy Vehicles - New energy vehicle sales in September were 8,624 units, a year-on-year increase of 47.77%, with cumulative sales of 74,333 units from January to September, soaring by 113.36% [3] - The production of new energy vehicles in September was 9,207 units, up by 28.21% year-on-year, with cumulative production of 77,333 units, reflecting a growth of 110.97% [3] Engine Products - Engine sales in September were 23,190 units, a year-on-year increase of 7.51%, with cumulative sales of 195,583 units from January to September, down by 0.87% [3] - The production of engines in September was 28,210 units, reflecting a year-on-year increase of 20.92%, with cumulative production of 210,355 units, up by 3.99% [3]

北汽福田汽车股份有限公司 董 事 会 二〇二五年十月八日 证券代码：600166 证券简称：福田汽车 编号：临 2025—077 北汽福田汽车股份有限公司 2025 年 9 月份各产品产销数据快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 注：1.本表为销售快报数据，具体数据以定期报告数据为准。2.福田戴姆勒与福田康明斯是 50：50 的合资公司。福戴重型货车 9 月销量 9925 辆，1-9 月累计销量 74965 辆，累计同比 73.90%；福康发动机 9 月销量 15410 台，1-9 月累计销量 133944 台，累计同比 12.98%。3.新能源汽车包括纯电动汽车、氢燃料电池汽车、插 电式混合动力汽车。4.商用车数据含非完整车辆，轻型货车数据含微型货车。 北汽福田汽车股份有限公司 2025 年 9 月份各产品产销数据快报如下： | | | | | | | 销 量（辆） | | | | | 产 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | ...

Core Viewpoint - Foton Motor (600166) reported significant growth in various vehicle sales for August 2025, with notable increases in medium and heavy trucks and electric vehicles, while some segments like large buses and light trucks experienced declines [1] Group 1: Sales Performance - Medium and heavy truck sales (including Foton Daimler) reached 12,945 units, representing a year-on-year increase of 45.05% [1] - Light truck sales totaled 33,892 units, showing a year-on-year growth of 6.17% [1] - Large bus sales were 265 units, reflecting a year-on-year decline of 31.52% [1] - Medium bus sales increased to 538 units, marking a year-on-year growth of 57.53% [1] - Light bus sales amounted to 3,261 units, with a year-on-year decrease of 17.86% [1] - Passenger car sales reached 474 units, demonstrating a significant year-on-year increase of 149.68% [1] - New energy vehicle sales were 7,773 units, indicating a year-on-year growth of 126.55% [1]

Core Viewpoint - Foton Motor's sales performance in August 2025 shows significant growth in various vehicle categories, particularly in commercial vehicles and new energy vehicles, indicating a strong market position and diversified growth momentum [1][6]. Sales Performance Summary - In August 2025, Foton Motor sold a total of 51,375 vehicles, representing a year-on-year increase of 22.09%. Cumulatively, from January to August 2025, total sales reached 424,808 vehicles, up 11.61% compared to the previous year [1][4]. - The breakdown of sales in August includes: - Heavy-duty trucks (including Foton Auman): 12,945 units, a staggering increase of 118.15% year-on-year - Light trucks: 33,892 units, a growth of 5.17% - Large buses: 265 units, up 4.33% - Medium buses: 538 units, a dramatic increase of 860.71% - Light buses: 3,261 units, a slight decrease of 2.04% [2][4]. New Energy Vehicle Performance - In August 2025, Foton Motor sold 7,773 new energy vehicles, marking a year-on-year increase of 50.93%. For the first eight months of 2025, sales of new energy vehicles reached 65,709 units, a remarkable increase of 126.55% [6][4]. Market Position and Future Outlook - Foton Motor's strong performance in the commercial vehicle sector and breakthroughs in the new energy vehicle market provide a solid foundation for future market competition [6].

注：1.本表为销售快报数据，具体数据以定期报告数据为准。2.福田戴姆勒与福田康明斯是 50：50 的合资公司。福戴重型货车 8 月销量 9036 辆，1-8 月累计销量 65040 辆，累计同比 69.35%；福康发动机 8 月销量 13124 台，1-8 月累计销量 118534 台，累计同比 12.33%。3.新能源汽车包括纯电动汽车、氢燃料电池汽车、插 电式混合动力汽车。4.商用车数据含非完整车辆，轻型货车数据含微型货车。 北汽福田汽车股份有限公司 董 事 会 二〇二五年九月四日 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 北汽福田汽车股份有限公司 2025 年 8 月份各产品产销数据快报如下： | | | 产品类型 | | 本月数 | | 销 量（辆） | | | | | 产 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 去年同 | 本年累计 | ...