公司8月26日在无锡正式发布"解放绿动"后市场品牌，计划到2028年实现营收突破100亿元。董事长李胜 表示，后市场业务将成为公司新的增长点，通过备品服务和再制造两大核心板块，完善车辆全生命周期 服务布局。据悉，解放绿动将聚焦备品服务、再制造、整车整备与改装三大业务板块，构建商用车后市 场绿色发展新生态。 截至2025年8月26日收盘，一汽解放股价报7.29元，较前一交易日下跌0.01元，跌幅0.14%。当日成交量 为26.48万手，成交金额达1.93亿元，总市值358.76亿元。 一汽解放主营业务涵盖商用车整车及零部件的研发、生产和销售，产品包括牵引车、载货车、自卸车等 全系列商用车。公司是国内商用车行业的重要企业，拥有完整的产业链布局。 当日主力资金净流入744.47万元，占流通市值0.02%。近五日主力资金累计净流出756.22万元，占流通 市值0.02%。 风险提示：商用车市场竞争加剧，新业务拓展不及预期。 ...

7月份，国内牵引车终端销量同比大增32%，收获 "4连增"。7月过后，2025年牵引车累计销 量同比增长20%，较去年同期净增长约3.8万辆。 请看第一商用车网的分析报道。 2025年7月份，牵引车终端市场仍然没有企业销量破万，解放以8373辆蝉联月榜第一；重汽 和福田分别销售5964辆和5527辆，排名2、3位；东风和陕汽排名月榜第4、5位，销量均超 4000辆，分别达到4544辆和4253辆。 7月实销3.5万辆，环比下降8%，同比增长32% 根据第一商用车网最新掌握的终端销量数据，2025年7月份，国内牵引车实销3.50万辆（交 强险口径，不含出口和军品，下同），环比今年6月份下降8%，同比增长32%，同比增速较 上月（+49%）有所缩窄，比去年7月份多销售约8400辆。7月份，重卡整体实销同比增长 39%，牵引车32%的同比增速比重卡整体增速低7个百分点，跑输重卡市场"大盘"。 2025年7月份，牵引车市场3.50万辆的销量在整个重卡市场终端销量的占比约为54.41%，较 上月（54.97%）略微下滑，比2024年全年占比（53.10%）高1.31个百分点。从数字上看， 3.50万辆的月销量并不高，7 ...

Core Viewpoint - The article discusses the recent leadership changes and strategic focus within Dongfeng Commercial Vehicle's marketing division, emphasizing the importance of enhancing service capabilities, particularly in the new energy sector, and adhering to management principles and integrity in operations [1][3][5]. Group 1: Leadership Changes - Dongfeng Commercial Vehicle held a meeting to announce key personnel changes within its marketing division, including the appointment of Sheng Qiguang as the head of the Customer Support Department and Xu Yong as the deputy head of the Domestic Marketing Department, focusing on new energy marketing [6][7]. - Xu Yong expressed his commitment to quickly adapt to the new role and contribute to the development of the new energy sector while maintaining integrity and self-discipline [9]. Group 2: Strategic Focus - Sheng Qiguang outlined a dual focus: immediate enhancement of service capabilities and rapid resolution of market issues, alongside a long-term goal of creating a competitive service business that integrates traditional and new energy operations [11]. - The marketing division aims to innovate service management strategies to improve operational effectiveness and provide reliable business value within the company's value chain [11]. Group 3: Expectations and Requirements - The marketing division's leadership emphasized the need for new executives to prioritize business logic, adhere to management principles, and maintain a strong work ethic in line with central regulations [13]. - Liu Yi, the marketing division's head, set expectations for Sheng Qiguang to strengthen service foundations and improve customer satisfaction, while urging Xu Yong to quickly familiarize himself with the marketing system and enhance market share in the new energy sector [15].

Core Viewpoint - In July 2025, the heavy truck market experienced a significant year-on-year sales increase of 46%, while the tractor market grew by 29%, continuing to lag behind the overall heavy truck market performance [1][25]. Market Performance - In July 2025, the total sales of heavy trucks reached 84,900 units, a month-on-month decrease of 13% but a year-on-year increase of 46% [4]. - The tractor market sold 42,800 units in July, reflecting a month-on-month decline of 12% and a year-on-year growth of 29%, which is lower than the overall heavy truck market growth [4][10]. - The tractor market's year-on-year growth rate decreased slightly from 31% in June to 29% in July [10]. Historical Trends - Over the past five years, July tractor sales have shown a pattern of decline followed by growth, with July 2025 marking the highest sales in five years at 42,800 units, an increase of nearly 10,000 units compared to July 2024 [6]. - Cumulatively, from January to July 2025, tractor sales reached 313,000 units, marking the second-highest total in five years, with a 5% increase compared to the same period in 2024 [8][17]. Company Performance - In July 2025, the leading company in tractor sales was China National Heavy Duty Truck Corporation (重汽), selling 10,800 units, capturing a market share of 25.13% [12][15]. - Other notable companies included FAW Jiefang (一汽解放) with 9,125 units sold (21.30% market share) and Shaanxi Automobile Group (陕汽集团) with 6,888 units sold (16.10% market share) [12][15]. - The top ten companies accounted for 99.01% of the tractor market, with the top five companies holding 88.50% of the market share [15][21]. Cumulative Sales and Market Share - From January to July 2025, the cumulative sales of the tractor market reached 313,000 units, with a year-on-year increase of 5% [17]. - The cumulative market share of the top ten companies reached 99.04%, with the top two companies, 重汽 and 一汽解放, each exceeding 20% market share [21]. - Companies such as 徐工 and 远程 saw significant growth, with year-on-year increases of 182% and 108%, respectively [19]. Industry Dynamics - The rankings of the top ten companies in the tractor market remained consistent from June to July 2025, with some shifts in positions among the lower-ranked companies [16][23]. - Compared to the end of 2024, the rankings of some companies have changed, indicating a dynamic competitive landscape [23]. Conclusion - The heavy truck market is showing strong growth, but the tractor segment continues to lag behind, raising questions about its potential to catch up in the remaining months of 2025 [25].

General Provisions - The company is established as a joint-stock limited company in accordance with the Company Law of the People's Republic of China and other relevant regulations [1] - The company was approved by the Zhejiang Provincial Government and registered with the Zhejiang Provincial Market Supervision Administration [1] - The company was listed on the Shanghai Stock Exchange on December 27, 2016, with an initial public offering of 86.66 million shares [1] Company Information - The registered capital of the company is RMB 1,309,812,049 [2] - The company is located at 666 Xiangfu Road, Lin'an District, Hangzhou, Zhejiang Province, with a postal code of 311305 [2] - The company is a permanent joint-stock limited company [2] Business Objectives and Scope - The company's business objectives emphasize integrity, efficiency, sustainable development, and social responsibility [3] - The business scope includes manufacturing and sales of various types of vehicles and equipment, including forklifts, automated equipment, and special equipment repair [4] Shares - The company's shares are issued in the form of stocks, with a par value of RMB 1 per share [5] - The total number of shares issued by the company is 1,309,812,049, all of which are ordinary shares [6] - The company can increase capital through various methods, including issuing shares to unspecified objects or existing shareholders [7] Shareholders and Shareholder Meetings - Shareholders have rights to dividends, voting, and supervision of the company's operations [10] - The company must hold an annual general meeting within six months after the end of the previous fiscal year [18] - Shareholder meetings can be convened by the board of directors or at the request of shareholders holding more than 10% of the shares [21] Decision-Making and Voting - Resolutions at shareholder meetings can be ordinary or special, with ordinary resolutions requiring a simple majority and special resolutions requiring a two-thirds majority [30] - The company must disclose detailed information about director candidates prior to shareholder meetings [24] - Voting rights are based on the number of shares held, with each share granting one vote [30]

Core Viewpoint - The domestic tractor truck market experienced significant growth in June 2025, with a year-on-year increase of 49%, marking the third consecutive quarter of growth in Q2 [1][4][30] Sales Performance - In June 2025, the actual sales of tractor trucks reached 38,000 units, representing a month-on-month increase of 14% and a year-on-year increase of 49%, with a net increase of approximately 12,600 units compared to June 2024 [4][10] - Cumulatively, from January to June 2025, tractor truck sales increased by 19% year-on-year, with a total of 192,100 units sold, reflecting a 6 percentage point increase compared to the growth rate after May [18][20] Market Share - In June 2025, tractor trucks accounted for approximately 54.97% of the total heavy truck market, a slight increase from 52.70% in May [6][16] - The top ten companies in the tractor truck market held a combined market share of 96.75% in June, with the top five companies accounting for nearly 80% of the market [16][22] Company Performance - FAW Jiefang led the market with 8,032 units sold in June, followed by China National Heavy Duty Truck with 6,968 units. Other notable performers included Foton and Shaanxi Automobile, both exceeding 5,000 units [10][12] - Companies such as XCMG, SANY, and Jianghuai achieved significant growth, with year-on-year increases of 120%, 120%, and 281% respectively [14][20] New Energy Vehicles - The proportion of new energy tractor trucks exceeded 30% in the first half of 2025, a significant increase from 17.43% in 2024 [26][28] - The sales of new energy tractor trucks saw a remarkable year-on-year growth of 265%, with pure electric models increasing by 286% [24][30] Market Trends - The tractor truck market exhibited a pattern of growth with fluctuations, showing a trend of increase-decrease-increase in sales throughout the first half of 2025 [30] - The competition in the tractor truck market remains intense, influenced by the ongoing transition in fuel types, with a notable decline in the market share of gas-powered trucks [22][26]

Core Viewpoint - The heavy truck market in China is showing a positive trend with a cumulative sales of 539,200 units in the first half of 2025, representing a year-on-year growth of 7%, indicating a strong possibility of returning to an annual sales volume of 1 million units [1][4]. Group 1: Market Performance - In the first half of 2025, the heavy truck market experienced a fluctuating sales trend with monthly growth rates of -25%, 36%, -4%, 7%, 14%, and 37%, culminating in a total sales of 539,200 units [4]. - China National Heavy Duty Truck Group (CNHTC) achieved a "six consecutive months" sales victory in the heavy truck segment, with an average monthly sales of 24,800 units, leading to a cumulative sales of 148,800 units and a market share of 27.60% [6][9]. - In the tractor truck segment, CNHTC also maintained a "six consecutive months" sales record, with a cumulative sales of 72,800 units and a market share of 26.96%, marking a year-on-year increase of 0.78 percentage points [11]. Group 2: Export and New Energy Vehicles - In the first half of 2025, China's commercial vehicle exports reached 501,200 units, a year-on-year increase of 10.5%, with CNHTC exporting 74,500 units, representing a growth of 14.4% and accounting for 14.87% of total exports [13]. - The export performance has helped CNHTC mitigate the impact of weak domestic demand in the heavy truck market, particularly in the natural gas segment, while the new energy truck market has emerged as a pure growth area [15]. - CNHTC sold 9,400 units of various new energy heavy trucks in the first half of 2025, marking a significant year-on-year increase of 221% and achieving a market share of 11.84% [15][17]. Group 3: Product Strategy and Market Position - CNHTC has established a competitive product lineup across diesel, natural gas, and new energy segments, with new energy heavy trucks accounting for 15.00% of total sales in the domestic market [19]. - The company has launched high-power natural gas trucks and customized solutions for various applications, achieving a market share of nearly 30% in the 600 horsepower and above natural gas heavy truck segment [20][22]. - The upcoming launch of the new diesel truck model, Shandeka G7M, is expected to capitalize on the recent positive sales trend in the diesel segment [23].

Core Viewpoint - In June 2025, the heavy truck market achieved a total sales volume of approximately 97,900 units, reflecting a year-on-year growth of 37%. The tractor truck segment also saw growth, with sales reaching 48,900 units, marking a year-on-year increase of 31%, although it continued to lag behind the overall heavy truck market growth [4][26]. Sales Performance - The tractor truck market recorded sales of 48,900 units in June, representing a month-on-month increase of 12% and a year-on-year increase of 31% [3][4]. - Cumulatively, from January to June 2025, the tractor truck market sold 270,200 units, which is a slight increase of 2% compared to the same period last year [8][18]. Market Trends - Over the past five years, June sales trends for the tractor truck market have shown a pattern of decline and growth, with 2021 being the peak year at 81,500 units sold [6]. - The tractor truck market's cumulative sales for the first half of 2025 are the second highest in the last five years, indicating a recovery trend [8]. Competitive Landscape - In June 2025, the top ten companies in the tractor truck market accounted for 98.80% of total sales, with the top five companies holding 88.97% of the market share [15][23]. - China National Heavy Duty Truck Group (重汽) led the market with sales of 11,800 units, capturing a market share of 24.14% [10][12]. Company Performance - Among the top ten companies, most reported year-on-year sales growth, with notable increases from Xugong (徐工) and Yuancheng (远程), which saw growth rates of 189% and 113%, respectively [20][23]. - The market share of major players such as 重汽, 解放, and 陕汽 has shown significant increases, with 重汽 and 解放 both exceeding 20% market share [23][24]. Future Outlook - The heavy truck market is expected to continue its growth trajectory, but the tractor truck segment needs to catch up to the overall market performance in the latter half of 2025 [26].

《中国民航报》、中国民航网 记者路泞 通讯员周云峰、马鸿 报道：随着暑运航班高峰与高温天气的双 重考验临近，银川河东国际机场机坪运行管理委员会坚持"人民至上、生命至上"理念，以"安全生产 月"活动为契机，聚焦航班保障核心环节，通过"评估+演练+检查+培训"系统强化机坪安全管理，全力 守护暑运期间机坪运行安全。 在模拟新能源旅客摆渡车突发自燃起火演练中，车辆驾驶员第一时间报告火情并实施初期扑救；现场指 挥中心接到事件报告后立即将相关信息通知安全航务部、医疗急救中心等相关单位；机坪监管快速到场 疏散人员、清理现场，以确保机坪其他区域安全运行，消防力量同步展开灭火战斗。此次演练不仅验证 了预案的有效性，更强化了信息传递的准确性与多部门协作的紧密性，为机坪安全再添"实战底气"。 新能源车辆检查（马鸿 / 摄） 专项检查：织密机坪消防"安全网" 针对夏季高温易引发消防隐患的特点，机坪运行管理委员会开展"消除消防隐患，共建平安机坪"专项行 动。一方面，聚焦航空加油站、新能源充电桩、AOC运行控制中心大厅、机坪吸烟室、员工休息室等 重点区域，联合消防护卫大队全面排查电气线路安全、灭火器材适用性及应急预案培训落实情况，通 过 ...

Core Viewpoint - The domestic tractor market experienced a mixed performance in May 2025, with a notable decline in sales during the peak season, indicating a "旺季不旺" (not strong peak season) situation [1][2]. Group 1: Market Performance - In May 2025, the actual sales of tractors reached 33,300 units, a month-on-month decrease of 7% but a year-on-year increase of 15%, with a total increase of over 4,200 units compared to May 2024 [4][5]. - The overall heavy truck market saw sales of 63,100 units in May, reflecting an 18% year-on-year growth, while the tractor market's growth rate lagged behind by 3 percentage points [5][7]. - Cumulatively, from January to May 2025, tractor sales increased by 13% year-on-year, with a total of 154,100 units sold [21][23]. Group 2: Market Share and Rankings - In May 2025, the top ten tractor manufacturers accounted for 96.43% of the market share, with the leading company, FAW Jiefang, holding a market share of 22.24% [18][19]. - The top five companies collectively held over 80% of the market share, indicating a significant competitive advantage [19]. - The rankings of the top manufacturers remained consistent from April to May, with FAW Jiefang and China National Heavy Duty Truck Corporation leading the market [11][19]. Group 3: Company Performance - FAW Jiefang sold 7,398 units in May, maintaining the top position, while China National Heavy Duty Truck Corporation sold 5,990 units, ranking second [11][18]. - Companies like XCMG, SANY, and Yuncheng saw substantial growth, with sales increasing by 276%, 302%, and 107% respectively [15][27]. - The performance of the top twelve companies showed that nine achieved sales growth in May, while two experienced declines [15][27]. Group 4: New Energy Vehicles - The share of new energy tractors reached nearly 30% in the first five months of 2025, with significant growth in pure electric tractors, which saw a year-on-year increase of 304% [30][32]. - The market for diesel tractors saw a slight increase of 0.4%, while natural gas tractors experienced a decline of 17% [30][32]. - The top five tractor manufacturers have all introduced new energy models, with some companies like XCMG and SANY having over 98% of their sales coming from new energy vehicles [32][34].