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].

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 5 月销量 8335 辆，1-5 月累计销量 40057 辆，累计同比 51.52%；福康发动机 5 月销量 14782 台，1-5 月累计销量 76758 台，累计同比 6.43%。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 二〇二五年六月三日 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 5 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 ...