每经AI快讯，1月1日，据一汽解放消息，2025年，一汽解放全年销售整车突破28万辆，国内中重卡终 端市场份额达22.6%，稳居行业第一。其中，牵引车终端份额23%，载货车终端份额28.9%，NG车终端 份额27.8%，均排名行业第一。在新能源赛道，全年新能源中重卡终端份额实现14.8%，同比提升2.8个 百分点，新能源中重销量行业第一；新能源牵引车终端份额16%，稳居行业榜首。海外出口实现六年十 倍跃迁增长。 ...

（文章来源：证券日报） 证券日报网讯 12月17日，汉马科技在互动平台回答投资者提问时表示，当下公司生产订单情况良好， 呈现出产销两旺的态势。以近期数据为例，2025年11月公司货车销量达2002辆，同比增长149.94%，其 中新能源中重卡表现亮眼，单月产销同比增长分别达386.58%与401.10%，公司订单增长得益于在新能 源重卡领域起步早、布局全，坚持"醇氢+电动"的战略技术路线，不仅持续加强纯电重卡的传统优势， 更凭借醇氢电动特色技术路线在竞争日趋激烈的新能源赛道中构筑差异化优势。 ...

格隆汇12月17日丨汉马科技(600375.SH)在互动平台表示，当下公司生产订单情况良好，呈现出产销两 旺的态势。以近期数据为例，2025年11月公司货车销量达2002辆，同比增长149.94%，其中新能源中重 卡表现亮眼，单月产销同比增长分别达386.58%与401.10%，公司订单增长得益于在新能源重卡领域起 步早、布局全，坚持"醇氢+电动"的战略技术路线，不仅持续加强纯电重卡的传统优势，更凭借醇氢电 动特色技术路线在竞争日趋激烈的新能源赛道中构筑差异化优势。 ...

格隆汇12月17日丨汉马科技(600375.SH)在互动平台表示，当下公司生产订单情况良好，呈现出产销两 旺的态势。以近期数据为例，2025年11月公司货车销量达2002辆，同比增长149.94%，其中新能源中重 卡表现亮眼，单月产销同比增长分别达386.58%与401.10%，公司订单增长得益于在新能源重卡领域起 步早、布局全，坚持"醇氢+电动"的战略技术路线，不仅持续加强纯电重卡的传统优势，更凭借醇氢电 动特色技术路线在竞争日趋激烈的新能源赛道中构筑差异化优势。 ...

中证报中证网讯（王珞）一汽解放（000800）12月15日晚公告称，公司董事会秘书王建勋以自有资金， 当日通过深圳证券交易所交易系统以集中竞价方式增持公司股份，合计增持3万股，占公司总股本的 0.0006%，增持总金额为20.22万元。此举立足于其对一汽解放"科技解放、绿色解放、国际解放"发展理 念与公司发展前景的信心。 作为我国商用车行业领军企业，一汽解放凭借前瞻技术布局、全链条用户服务与生态协同创新，在行业 深度调整的关键期取得了宝贵发展成果，企业经营效益大幅改善。今年第三季度，公司实现营收159.17 亿元，同比增长77.91%，环比增长15.87%；实现归母净利润3.52亿元，同比增长525.14%，环比增长 3850.76%。这充分印证了一汽解放在行业发展中的盈利韧性与增长潜力，引领行业竞争从单一产品维 度迈向生态体系新阶段。 今年1-11月，一汽解放新能源中重卡市场份额攀升至15.1%，同比增长3.3个百分点，持续领跑行业。其 中，新能源牵引车以16.6%的市场份额排名行业第一。 面对行业发展新趋势，一汽解放提出了打造科技解放、绿色解放、国际解放的战略目标。公司将自主研 发核心技术全速转化为市场竞 ...

Core Viewpoint - Hanma Technology will completely stop the production and sales of traditional fuel vehicles in the domestic market starting from December 31, 2025, reaffirming its strategic transformation plan towards new energy vehicles [1][4]. Group 1: Strategic Transition - Hanma Technology is the only commercial vehicle enterprise among the seven "chain master" companies in Anhui Province's new energy vehicle industry cluster, initially focusing on engineering specialty vehicles [1]. - The company plans to focus on new energy and clean energy vehicle businesses after ceasing traditional fuel vehicle production, in response to the "dual carbon" goals [1][4]. Group 2: Domestic and Overseas Market Strategy - From December 31, 2023, Hanma Technology will stop selling traditional fuel vehicles in the domestic market but will continue to provide services for existing fuel vehicle users, including connectivity, after-sales service, and spare parts [4]. - The company will continue to produce and export traditional fuel vehicles to meet overseas market demand, ensuring that this does not affect the domestic market's cessation of traditional fuel vehicle production [4]. Group 3: Performance Metrics - In October 2025, Hanma Technology's revenue is expected to exceed 600 million yuan, marking the best monthly performance in nearly five years, with new energy heavy truck production and sales increasing by 277.02% and 325.7% year-on-year, respectively [6]. - From January to October 2025, cumulative production and sales increased by 129.98% and 131.27% year-on-year, significantly leading the heavy truck market [6].

Core Viewpoint - Hanma Technology (600375) anticipates significant growth in the sales and production of new energy heavy trucks by October 2025, driven by strong market demand and enhanced product competitiveness [1] Industry Summary - The commercial vehicle sector is experiencing robust growth in demand for new energy products, supported by national "dual carbon" goals that create a favorable environment for new energy heavy trucks [1] - The penetration rate of new energy heavy trucks in the domestic market is continuously increasing, allowing the company to benefit from this trend [1] Company Summary - Hanma Technology projects a year-on-year increase of 277.02% in production and 325.70% in sales of new energy heavy trucks by October 2025 [1] - The company's current production capacity is sufficient to meet its sales and production plans, and it will continue to deepen technological innovation and scenario integration [1] - Hanma Technology aims to consolidate its first-mover advantage in the new energy heavy truck sector, creating long-term value for investors [1]

Core Insights - Hanma Technology (600375.SH) reported a significant increase in revenue and profitability for Q3 2025, with revenue reaching 1.607 billion yuan, a year-on-year growth of 35.74% [1] - The net profit attributable to shareholders was 12.9044 million yuan, marking a turnaround from losses in the previous year [1] - For the first three quarters, the company achieved a total revenue of 4.455 billion yuan, up 44.54% year-on-year, with a net profit of 40.6326 million yuan, also indicating a recovery from previous losses [1] Revenue and Profitability - Q3 revenue of 1.607 billion yuan represents a 35.74% increase compared to the same period last year [1] - The net profit for Q3 was 12.9044 million yuan, showing a significant improvement from a loss in the prior year [1] - Year-to-date revenue for the first three quarters reached 4.455 billion yuan, reflecting a 44.54% increase year-on-year [1] Product Performance - The increase in performance is primarily attributed to a rise in product sales, particularly in the new energy heavy-duty truck segment, which saw a remarkable year-on-year sales growth of 114.98% [1] - Revenue from the new energy business reached 3.452 billion yuan, representing an 80.09% increase compared to the previous year [1] - The company has largely completed its transition to new energy products and services [1]

Core Viewpoint - In July, FAW Jiefang's wholesale vehicle sales increased by 17.8% year-on-year, with significant growth in medium and heavy trucks and new energy vehicles [1] Group 1: Sales Performance - FAW Jiefang's medium and heavy truck sales grew by 40% year-on-year [1] - The wholesale market share for FAW Jiefang increased by 0.6 percentage points year-on-year and 0.4 percentage points month-on-month [1] - New energy medium and heavy truck sales surged by 248% year-on-year, with market share rising by 2.9 percentage points year-on-year and 1.0 percentage point month-on-month [1] Group 2: International Market - Overseas medium and heavy truck sales rose by 58.3% year-on-year, with market share increasing by 4.8 percentage points year-on-year and 0.6 percentage points month-on-month [1] - In nine overseas markets, including Saudi Arabia, sales doubled year-on-year [1] Group 3: Terminal Market Performance - FAW Jiefang's terminal sales consistently exceeded wholesale sales, leading to a steady increase in market share [1] - In July, the domestic medium and heavy truck terminal market share remained the highest in the industry [1] - The market share for new energy medium and heavy trucks reached 14.7%, up by 2.3 percentage points year-on-year, indicating strong growth momentum [1]

Market Overview - The market for new energy heavy-duty trucks continues to experience rapid growth, with sales in April reaching 16,384 units, a year-on-year increase of 245%, and a penetration rate of 21.75% [8][10]. - The top 10 companies in new energy heavy-duty truck sales for the first four months of 2025 have all surpassed 7,500 units, with Shanghai leading the regions with 7,155 units sold [8][9]. Policy and Regulations - Chongqing's plan aims to establish a comprehensive electrification pilot area for public vehicles by the end of 2025, promoting over 180,000 new energy vehicles, with a target of over 90% electrification for public service vehicles [7][10]. - The Jiaxing Municipal Development and Reform Commission has set goals for carbon neutrality, including increasing renewable energy generation capacity to over 64% by the end of 2025 [11]. Industry Data - In the first four months of 2025, the sales of new energy heavy-duty trucks showed significant growth across all fuel types, with charging products continuing to gain market share [8][9]. - The penetration rate of new energy heavy-duty trucks is projected to increase significantly, with various models showing year-on-year growth rates exceeding 300% [8][9]. Corporate Developments - Jianghuai Automobile launched its new energy light truck solutions in Guangzhou, targeting various logistics scenarios including cold chain and urban distribution [15]. - Dongfeng Commercial Vehicle received an order for 1,000 new energy heavy-duty trucks, optimized for diverse terrains and conditions in Xinjiang [17]. - XCMG's new energy traction vehicles have been delivered to coal transportation fronts, marking a significant step in green logistics [15][17].