证券代码：600166 证券简称：福田汽车 编号：临 2026—011 北汽福田汽车股份有限公司 2026 年 2 月份各产品产销数据快报 | | | | | | | 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） | 10543 | 9480 | 25850 | 19929 | 29.71% | 15351 | 14058 | 34728 | 24958 | 39.15% | | | | 车 | 轻型货车 | 27585 | 33773 | 63979 | 70132 | -8.77% | 27693 | 32999 | 71852 | 718 ...

Core Viewpoint - Chang Rui has been appointed as the General Manager of Beijing Automotive Group Co., Ltd. (BAIC Group), which is the controlling shareholder of Foton Motor [2][4]. Group 1: Leadership Changes - On January 30, BAIC Group announced the appointment of Chang Rui as the Deputy Secretary of the Party Committee, Director, and General Manager [2]. - Chang Rui previously held positions as the Assistant General Manager of BAIC Group and Chairman of Foton Motor [4]. Group 2: Company Ownership and Structure - BAIC Group directly holds 40.84% of Foton Motor's shares as of the end of Q3 2025 [4]. - Foton Motor is a subsidiary of BAIC Group, which ranks as the fifth-largest automotive group in China and has been listed in the Fortune Global 500 for 13 consecutive years [7]. Group 3: Financial Performance - Foton Motor expects a net profit of approximately 1.33 billion yuan for 2025, representing a year-on-year increase of 1551% [7][9]. - The company anticipates a turnaround in its main business profits, driven by strategies focused on internationalization, electrification, and smart technology [9]. Group 4: Sales and Market Performance - In 2025, BAIC Group's total vehicle sales reached 1.752 million units, a year-on-year increase of 5.60%, while Foton Motor's sales were 650,100 units, up 5.85% [7]. - Foton Motor's sales of new energy vehicles are projected to reach 101,200 units in 2025, marking an 87.21% increase year-on-year [9]. - The overseas sales of Foton Motor are expected to be 164,500 units, reflecting a 7.27% growth [9]. Group 5: Stock Performance - As of January 30, Foton Motor's stock price was 2.95 yuan per share, with a decline of 4.84%, resulting in a total market capitalization of 23.36 billion yuan [10].

Group 1: Leadership Changes - Chang Rui has been appointed as the General Manager of Beijing Automotive Group Co., Ltd. (BAIC Group), in addition to his roles as Deputy Secretary of the Party Committee and Director [2][4] - Prior to this appointment, Chang Rui served as the Assistant General Manager of BAIC Group and Chairman of Foton Motor [4] Group 2: Company Performance - Foton Motor is expected to achieve a net profit of approximately 1.33 billion yuan for 2025, representing a year-on-year increase of 1551% [8] - The company anticipates a turnaround in its core business profits, driven by strategies focused on internationalization, electrification, and smart technology [10] Group 3: Sales and Market Position - In 2025, BAIC Group's total vehicle sales reached 1.752 million units, a year-on-year growth of 5.60%, with Foton Motor contributing 650,100 units, up 5.85% [7] - Foton Motor's sales of new energy vehicles reached 101,200 units in 2025, marking an increase of 87.21% [11] - The company has a significant presence in the global market, with vehicle sales in overseas markets reaching 164,500 units, a growth of 7.27% [11] Group 4: Shareholding Structure - BAIC Group holds a 40.84% stake in Foton Motor, making it the largest shareholder [4][5] - Other major shareholders include Beijing State-owned Capital Operation Management Co., Ltd. with a 3.75% stake and Hong Kong Central Clearing Limited with a 2.02% stake [5]

Core Viewpoint - The automotive sales and production data for December and the entire year indicate a mixed performance across different vehicle segments, with significant growth in commercial vehicles and electric vehicles, while some segments like light trucks and large buses experienced declines [1][2][3][4]. Group 1: Commercial Vehicles - The sales of medium and heavy trucks (including Foton Daimler) reached 11,561 units in December, up from 6,726 units in the same month last year, with a total annual sales of 151,330 units, representing a substantial increase of 57.13% compared to 96,311 units last year [1]. - The production of medium and heavy trucks in December was 12,811 units, compared to 5,171 units last year, with an annual production total of 152,166 units, reflecting a year-on-year growth of 66.29% [1]. - Foton Daimler heavy trucks sold 6,632 units in December, with a total of 102,917 units sold for the year, marking a remarkable year-on-year increase of 81.61% [1]. Group 2: Light Trucks - Light truck sales in December were 42,147 units, down from 52,694 units in the same month last year, with total annual sales of 446,113 units, a decrease of 3.99% from 464,643 units last year [2]. - The production of light trucks in December was 40,814 units, compared to 49,980 units last year, with an annual production total of 451,520 units, down 3.15% from 466,213 units last year [2]. Group 3: Buses - Large bus sales in December were 301 units, up from 57 units last year, but total annual sales reached 2,715 units, down 18.57% from 3,334 units last year [2]. - Medium bus sales showed strong performance with 325 units sold in December, compared to 515 units last year, and total annual sales of 3,306 units, an increase of 45.51% from 2,272 units last year [2]. - Light bus sales in December were 3,316 units, up from 2,997 units last year, but total annual sales were 39,701 units, down 11.78% from 45,003 units last year [2]. Group 4: Passenger Vehicles - Passenger vehicle sales experienced explosive growth, with December sales of 522 units, compared to 178 units last year, and total annual sales of 6,888 units, a staggering increase of 170.12% from 2,550 units last year [2]. - The production of passenger vehicles in December was 616 units, up from 173 units last year, with an annual production total of 8,344 units, reflecting a significant increase of 219.82% from 2,609 units last year [2]. Group 5: New Energy Vehicles - New energy vehicles emerged as a major highlight for Foton in 2025, with December sales of 9,175 units, compared to 5,373 units last year, and total annual sales of 101,200 units, a remarkable increase of 87.21% from 54,057 units last year [3]. - The production of new energy vehicles in December was 9,909 units, compared to 6,199 units last year, with an annual production total of 104,655 units, reflecting an 83.08% increase from 57,164 units last year [3]. Group 6: Overall Performance - In December, total automotive sales reached 58,172 units, down from 63,167 units last year, with total annual sales of 650,053 units, representing a growth of 5.85% compared to 614,113 units last year [4]. - The total production in December was 58,014 units, compared to 59,225 units last year, with an annual production total of 659,455 units, indicating a year-on-year growth of 7.95% from 610,902 units last year [4].

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） | | | | --- | --- | --- | --- | --- | --- | --- | --- | ...