证券代码：600375 证券简称：汉马科技 公告编号：临 2026－012 汉马科技集团股份有限公司 2026 年 2 月份产销快报公告 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个别及连带责任。 汉马科技集团股份有限公司 2026 年 2 月份产销数据快报如下： 汉马科技集团股份有限公司 | （单位：辆） | | --- | | 类 | 产品名称 | | 月度数据 | | | 年度数据 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 别 | | 本月 | 上年 | 同比 | 本年 | 上年同 | 同比 | | | | 数量 | 同期 | 增减 | 累计 | 期累计 | 增减 | | | 货车 （含非完整车辆） | 1,146 | 855 | 34.04% | 2,449 | 1,785 | 37.20% | | 产 | 其中：新能源中重卡 | 1,022 | 723 | 41.36% | 2,107 | 1,175 | 79.32% | | 量 | 底盘总成 | 1 ...

Core Insights - The company, Hanma Technology, reported significant growth in production and sales of new energy heavy trucks in January 2026, highlighting its strong performance in the new energy commercial vehicle sector [2][3]. Production and Sales Data - In January 2026, the total production of trucks (including incomplete vehicles) was 1,303 units, representing a year-on-year increase of 40.11% compared to 930 units in the same month last year [3]. - The total sales of trucks (including incomplete vehicles) reached 1,308 units, marking a year-on-year growth of 30.54% from 1,002 units [3]. - Specifically, the production of new energy heavy trucks was 1,085 units, showing a substantial year-on-year increase of 140.04% from 452 units [3]. - Sales of new energy heavy trucks amounted to 1,191 units, reflecting a remarkable year-on-year growth of 147.1% compared to 482 units [3]. Decline in Other Product Lines - The production of chassis assemblies decreased to 46 units, a decline of 77% from the previous year's 200 units [4]. - Sales of chassis assemblies fell to 27 units, down 86.5% from 200 units year-on-year [4]. - The production of alcohol-hydrogen power systems was 189 units, down 24.7% from 251 units last year [4]. - Sales of alcohol-hydrogen power systems decreased to 172 units, a decline of 58.05% compared to 410 units in the same period last year [4].

"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 ...

汉马科技集团股份有限公司 证券代码：600375 证券简称：汉马科技 公告编号：临 2026－004 汉马科技集团股份有限公司 2026 年 1 月份产销快报公告 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个别及连带责任。 汉马科技集团股份有限公司 2026 年 1 月份产销数据快报如下： （单位：辆） | 类 | 产品名称 | 月度数据 | | | 年度数据 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 别 | | 本月 | 上年 | 同比 | 本年 | 上年同 | 同比 | | | | 数量 | 同期 | 增减 | 累计 | 期累计 | 增减 | | | 货车 （含非完整车辆） | 1,303 | 930 | 40.11% | 1,303 | 930 | 40.11% | | 产 | 其中：新能源中重卡 | 1,085 | 452 | 140.04% | 1,085 | 452 | 140.04% | | 量 | 底盘总成 | 46 | 200 | -77.0 ...

智通财经APP讯，汉马科技(600375.SH)发布公告，公司2026年1月货车(含非完整车辆)销量1308辆，同 比增长30.54%;其中：新能源中重卡销量1191辆，同比增长147.1%。 ...

Core Viewpoint - Hanma Technology (600375.SH) reported a significant increase in truck sales for January 2026, indicating strong growth in the market, particularly in the new energy heavy-duty truck segment [1] Group 1: Sales Performance - The total truck sales (including incomplete vehicles) for January 2026 reached 1,308 units, representing a year-on-year growth of 30.54% [1] - Among these, the sales of new energy heavy-duty trucks amounted to 1,191 units, showing a remarkable year-on-year increase of 147.1% [1]

Core Viewpoint - Hanma Technology announced significant growth in truck production and sales for January 2026, particularly in the new energy heavy-duty truck segment, indicating a strong market demand and a shift towards sustainable transportation solutions [1] Production and Sales Summary - The total production of trucks (including incomplete vehicles) reached 1,303 units, representing a year-on-year increase of 40.11% [1] - Total sales of trucks amounted to 1,308 units, showing a year-on-year growth of 30.54% [1] New Energy Heavy-Duty Trucks - Production of new energy heavy-duty trucks was 1,085 units, which is a remarkable year-on-year increase of 140.04% [1] - Sales of new energy heavy-duty trucks reached 1,191 units, reflecting a year-on-year growth of 147.10% [1] Chassis Assemblies and Alcohol-Hydrogen Power Systems - Production of chassis assemblies was 46 units, marking a significant year-on-year decline of 77.00% [1] - Sales of chassis assemblies were 27 units, which is a year-on-year decrease of 86.50% [1] - Production of alcohol-hydrogen power systems totaled 189 units, down 24.70% year-on-year [1] - Sales of alcohol-hydrogen power systems were 172 units, indicating a year-on-year decline of 58.05% [1]

Core Viewpoint - In 2025, FAW Jiefang aims to achieve total vehicle sales exceeding 280,000 units, securing a 22.6% market share in the domestic medium and heavy truck terminal market, maintaining the industry's leading position [1] Group 1: Sales Performance - Total vehicle sales target for 2025 is over 280,000 units [1] - Domestic medium and heavy truck terminal market share is projected at 22.6% [1] - Terminal market share for tractors is 23% [1] - Terminal market share for cargo trucks is 28.9% [1] - Terminal market share for NG vehicles is 27.8% [1] Group 2: New Energy Segment - New energy medium and heavy truck terminal market share is expected to reach 14.8%, an increase of 2.8 percentage points year-on-year [1] - New energy medium and heavy truck sales are ranked first in the industry [1] - New energy tractor terminal market share is 16%, maintaining the top position in the industry [1] Group 3: Export Growth - Overseas exports have achieved a tenfold growth over six years [1]

Core Viewpoint - Hanma Technology is experiencing strong production orders and sales, particularly in the new energy heavy truck sector, which is showing significant growth in both sales and production [2] Group 1: Company Performance - In November 2025, the company's truck sales reached 2,002 units, representing a year-on-year increase of 149.94% [2] - The new energy heavy trucks have shown remarkable performance, with monthly production and sales increasing by 386.58% and 401.10% year-on-year, respectively [2] Group 2: Strategic Positioning - The company's order growth is attributed to its early entry and comprehensive layout in the new energy heavy truck sector [2] - Hanma Technology adheres to a strategic technology route of "alcohol-hydrogen + electric," which strengthens its traditional advantages in pure electric heavy trucks while building a differentiated advantage in the increasingly competitive new energy market [2]

Core Viewpoint - Hanma Technology (600375.SH) is experiencing strong production orders, indicating a robust sales performance, particularly in the new energy heavy truck sector, which has shown significant year-on-year growth in both sales and production [1] Group 1: Sales Performance - In November 2025, the company sold 2,002 trucks, representing a year-on-year increase of 149.94% [1] - The new energy heavy truck segment has demonstrated remarkable growth, with production and sales increasing by 386.58% and 401.10% year-on-year, respectively [1] Group 2: Strategic Positioning - The company's order growth is attributed to its early entry and comprehensive layout in the new energy heavy truck sector [1] - Hanma Technology adheres to a strategic technology route of "alcohol-hydrogen + electric," enhancing its traditional advantages in pure electric heavy trucks while establishing a differentiated competitive edge in the increasingly competitive new energy market [1]