轻型客车9月销量3,648辆，同比增长14.61%；1-9月累计销量30,251辆，同比下降14.96%。产量上，9月产量4,406辆，同比增长18.44%；1-9月累计产量32,897 辆，同比下降7.15%。 乘用车板块，9月销量611辆，同比增长218.75%；1-9月累计销量5,365辆，同比增长155.96%。产量方面，9月产量917辆，同比大幅增长651.64%；1-9月累计 产量6,268辆，同比增长191.53%。 新能源汽车成为重要增长引擎，9月销量8,624辆，同比增长47.77%；1-9月累计销量74,333辆，同比飙升113.36%。产量上，9月产量9,207辆，同比增长 28.21%；1-9月累计产量77,333辆，同比增长110.97%。 9月发动机销量23,190台，同比增长7.51%；1-9月累计销量195,583台，同比下降0.87%。产量方面，9月产量28,210台，同比增长20.92%；1-9月累计产量 210,355台，同比增长3.99%。 | | 产品类型 | | | 销 | | 量(辆) | | | | 천 量(辆) | | | | --- | --- | --- ...

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 | ...

Core Viewpoint - Foton Motor's sales data for July 2025 shows a significant year-on-year increase in overall vehicle sales, driven primarily by strong performance in medium and heavy trucks as well as new energy vehicles, despite some declines in certain bus segments [1][8]. Sales Performance Summary - In July 2025, Foton Motor sold a total of 45,974 vehicles, representing a year-on-year growth of 19.85%. For the first seven months of 2025, total sales reached 373,433 vehicles, up 10.30% compared to the same period last year [1][4]. - Breakdown of July sales includes: - Medium and heavy trucks (including Foton Daimler): 12,100 units, a remarkable increase of 73.18% year-on-year [2][4]. - Light trucks: 29,243 units, a growth of 4.71% [2][4]. - Large buses: 99 units, a decline of 34.44% [2][4]. - Medium buses: 310 units, a significant increase of 98.72% [2][4]. - Light buses: 3,726 units, up 22.97% [2][4]. - Passenger cars: 496 units, a substantial increase of 163.55% [2][4]. New Energy Vehicle Sales - In July 2025, Foton Motor sold 7,794 new energy vehicles, marking a year-on-year increase of 101.19%. Cumulatively, from January to July 2025, sales of new energy vehicles reached 57,936 units, reflecting a staggering growth of 142.88% [6][8]. Market Dynamics - The sales performance indicates a clear differentiation among vehicle segments, with medium and heavy trucks and new energy vehicles being the key growth drivers. Conversely, certain bus models experienced declines, highlighting fluctuations in market demand and intense competition [8].

Group 1 - The core point of the announcement is that Foton Motor (600166) reported a total vehicle sales of 45,974 units in July 2025, with a cumulative sales of 373,400 units from January to July, representing a year-on-year growth of 10.30% [1] - In July, the sales of new energy vehicles reached 7,794 units, with a cumulative total of 57,936 units from January to July, showing a significant year-on-year growth of 142.88% [1] - The cumulative sales of medium and heavy trucks from January to July reached 84,346 units, reflecting a year-on-year increase of 37.96% [1] Group 2 - The cumulative sales of light trucks from January to July amounted to 258,700 units, with a year-on-year growth of 6.31% [1] - The cumulative sales of passenger cars from January to July were 4,280 units, indicating a substantial year-on-year increase of 163.55% [1] - The sales of engine products in July were 19,422 units, with a cumulative total of 153,300 units from January to July, which represents a year-on-year decline of 1.27% [1]

Core Viewpoint - The sales and production data for June 2025 from Beiqi Foton Motor Co., Ltd. indicates a mixed performance across different vehicle categories, with significant growth in new energy vehicles while traditional vehicle segments show varied results [1]. Sales and Production Data Summary - Heavy-duty trucks (including Foday) sold 11,816 units in June, a 64.5% increase from 7,183 units year-on-year, with cumulative sales reaching 72,246 units, up 33.42% from 54,151 units last year [1]. - Light-duty trucks sold 36,376 units in June, a decrease of 5.7% from 37,590 units year-on-year, with cumulative sales of 229,499 units, reflecting a 6.52% increase from 215,461 units last year [1]. - Large buses saw a significant decline, with sales of 169 units in June, down 72.6% from 617 units year-on-year, and cumulative sales of 1,352 units, down 35.65% from 2,101 units last year [1]. - Medium buses sold 356 units in June, an increase of 183.3% from 126 units year-on-year, with cumulative sales of 962 units, up 2.67% from 937 units last year [1]. - Light passenger vehicles sold 3,578 units in June, a decrease of 15.0% from 4,209 units year-on-year, with cumulative sales of 19,616 units, down 24.64% from 26,030 units last year [1]. - Passenger cars sold 529 units in June, a 68.7% increase from 314 units year-on-year, with cumulative sales of 3,784 units, up 149.77% from 1,515 units last year [1]. - Total sales for all vehicle types reached 52,824 units in June, a 5.6% increase from 50,039 units year-on-year, with cumulative sales of 327,459 units, up 9.08% from 300,195 units last year [1]. - New energy vehicles sold 8,290 units in June, a 90.7% increase from 4,344 units year-on-year, with cumulative sales of 50,142 units, up 150.96% from 19,980 units last year [1]. - Engine products (including Fokang) sold 20,638 units in June, a slight decrease of 0.2% from 20,204 units year-on-year, with cumulative sales of 133,845 units, down 0.38% from 134,350 units last year [1].

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 6 月销量 7919 辆，1-6 月累计销量 47976 辆，累计同比 56.32%；福康发动机 6 月销量 14238 台，1-6 月累计销量 90996 台，累计同比 8.71%。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 二〇二五年七月二日 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 6 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 ...

Core Viewpoint - The heavy-duty truck market is expected to experience a new surge in demand in the second half of 2025 due to government policies promoting the scrapping and updating of old trucks, particularly those meeting National III and IV emission standards [1][3][46]. Policy Overview - The Chinese government has significantly increased efforts to eliminate old operational trucks, expanding the scrapping policy to include National IV standards and providing differentiated subsidies for scrapping and purchasing new vehicles [3][4]. - As of now, 27 out of 32 provinces and municipalities have issued specific guidelines for the 2025 truck scrapping and updating subsidies, covering nearly 85% of the country [1][15]. Subsidy Details - The subsidy for scrapping old trucks can reach up to 45,000 yuan for the scrapped vehicle and up to 95,000 yuan for the new purchase, totaling a maximum of 140,000 yuan per vehicle [4][34]. - The subsidy structure varies by vehicle type and the duration of early scrapping, with specific amounts allocated for different categories of trucks [6][9][28]. Market Impact - In May 2025, the heavy-duty truck market saw sales of approximately 85,000 units, a year-on-year increase of about 9%, indicating a recovery in the market driven by the scrapping policies [11]. - The policies are expected to stimulate both terminal and wholesale sales, addressing the current challenges in the freight market, such as oversupply and low freight rates [11][46]. Regional Implementation - Regions like Shanghai and Beijing have implemented aggressive policies, with Shanghai aiming to eliminate National IV diesel trucks by 2027 and offering substantial subsidies for both scrapping and purchasing new vehicles [18][24]. - Other provinces have set specific targets for the number of trucks to be scrapped and updated, with Shanghai targeting 50,000 trucks and Zhejiang aiming for 40,000 [38][39]. Conclusion - The truck scrapping and updating policies are designed to lower the cost of purchasing new vehicles through financial subsidies, thereby invigorating the market and promoting the transition to greener logistics, aligning with national carbon reduction goals [46].