中证报中证网讯（记者 宋维东）一汽解放（000800）于12月14日至17日举行2026全球合作伙伴大会。 大会透露，一汽解放2026年整车销量直指32万辆，同比增长14%；其中，新能源车销量7.5万辆，海外 整车销量8万辆。 一汽解放2026全球合作伙伴大会包含梦想合伙人大会、营销年会、海外合作伙伴大会、采购年会及多个 专项领域会议。大会布展场地面积超13万平方米，现场展出解放整车228辆，全球核心供应商展区41 个，参会嘉宾覆盖60个国家和地区。会议规模、参会人数、覆盖群体、展车展品数量、发布内容等均属 历届之最。 对于营销工作，一汽解放董事长李胜表示，面对极端形势、变局压力，一汽解放坚定以布局应变局，以 创新求突破，以转型谋发展，取得了很多喜人成果。公司品牌价值连续十四年行业第一，创新指数连续 八年行业第一，产业布局开拓增长新蓝海、构建起"产业+生态"的全链优势，中重卡终端份额始终稳居 国内第一，海外取得6年10倍规模跃迁、跻身第一梯队的成果，新能源销量连续三年翻倍增长，中重卡 销量跃居行业第一。未来一段时间，商用车行业处于内外变革关键期，机遇大于挑战，将到达"新一轮 增长周期"的关键节点。广大经销商、 ...

12月15日上午，以"智领全球 质赢未来"为主题的一汽解放（000800）2026全球合作伙伴大会营销年会在成都胜利召开。 中国一汽董事、总经理、党委副书记刘亦功，中国一汽党委常委、副总经理吴碧磊，中国一汽海外业务总顾问、富奥公司董事长、富维公司董事长胡汉杰， 中国一汽海外事业部总经理兼红旗海外营销中心董事长、党委书记、启明公司董事长张志刚，吉林省商务厅副厅长张贵刚，中国工商银行吉林省分行副行长 程先志，中国出口信用保险公司辽宁分公司副总经理王伟，吉林省产业投资管理集团有限公司总经理张哲华，新华社吉林分社副社长褚晓亮，一汽资本控股 总经理助理兼一汽租赁总经理王宝府，一汽解放党委领导班子成员李胜、于长信、王浩、田立新、王志宇、王建宇、彭龙、董亚洲、杨丽出席会议。 一汽解放各职能部、专业厂、分子公司有关领导，全球千余家经销商、服务商、备品经销商、专用车企业、金融合作伙伴以及海内外媒体嘉宾共计3000余人 齐聚一堂，共同回顾一汽解放2025年发展成就，携手谋划2026年战略新篇。会议由一汽解放党委副书记、工会主席王浩主持。 锚定航向 砺行致远 刘亦功在致辞中对一汽解放一年来取得的成绩给予高度肯定。 刘亦功指出，20 ...

总结2025年，规划2026年。12月15日，以"智领全球 质赢未来"为主题的一汽解放2026全球合作伙伴大会营销年会在成都召开。大会传递出了两 个重要信息：2025年一汽解放全年总销量突破28万辆，同比增幅超10%；2026年一汽解放目标销量32万辆，同比提升14%。 01 2025年销量突破28万辆 从1953年第一汽车制造厂在荒原之上破土奠基，到2025年解放品牌接续突破，七十二载风雨兼程，一起解放不仅创造了累计产销900余万辆的业绩，同 时也铸就了中国商用车品牌不可撼动的价值丰碑。 回首来时路，一汽解放迈出的每一步都与祖国的发展同频共振。沉甸甸的成绩单，每一页都写满了全球合作伙伴给予的信任与付出。 结合市场需求、五大市场机会以及一汽解放具备的五大基础优势，于长信预测2026年中重卡行业预计销量125万辆，与2025年基本持平；轻卡市场预计 销量70万辆，同比增幅达8%。基于此，一汽解放明确了2026年企业的核心经营目标：中重卡整车销量剑指32万辆，同比提升14%。其中，新能源车型销量 目标锁定7.5万辆，海外市场销量目标冲刺8万辆。 于长信强调，2026年一汽解放将以"智""质"为主线，从客户、渠道、 ...

刘亦功表示，成绩的取得离不开一汽解放全体将士的辛勤奋战，离不开全球伙伴们的携手共进，支持解 放发展、做强解放事业，是中国一汽坚定不移的战略部署。中国一汽将在政策、资源、人才等方面提供 全方位支撑，助力一汽解放加快发展步伐、迈向世界一流。 同时，刘亦功对一汽解放提出五点希望。要增强战略定力，奋力实现"十五五"良好开局；要坚持新质引 领，奋力彰显"科技解放"鲜明属性；要加快新能源转型，奋力打造"绿色解放"转型标杆；要做强海外业 务，奋力提升"国际解放"运营水平；要优化资本运作，奋力激活"上市公司"平台优势，以更大信心、更 强定力，推动解放事业再攀新高峰、再创新佳绩，为中国一汽战略转型和高质量发展，为建设汽车强 国、制造强国作出新的更大贡献！ 一汽解放党委书记、董事长李胜在致辞中指出，回望过去的五年征程，面对极端形势、变局压力，一汽 解放全面落实中国一汽战略部署和各项要求，坚定以布局应变局，以创新求突破，以转型谋发展，取得 了很多喜人成果。品牌价值连续十四年行业第一，创新指数连续八年行业第一，产业布局开拓增长新蓝 海、构建起"产业+生态"的全链优势，中重卡终端份额始终稳居国内第一，海外取得6年10倍规模跃迁、 跻身 ...

Core Insights - The visit of the customer delegation from Indonesia to FAW Jiefang in Changchun highlights the company's commitment to expanding its presence in the Southeast Asian commercial vehicle market, particularly in Indonesia, which is a key strategic point for FAW Jiefang's overseas strategy [1][5]. Group 1: Customer Engagement and Experience - The customer delegation, consisting of 147 members, visited FAW Jiefang's J7 intelligent manufacturing plant and the Changchun Super Factory, showcasing the company's achievements in intelligent manufacturing and high-quality products [1][3]. - Representatives from logistics, infrastructure, and mining sectors shared positive experiences regarding the quality, pricing support, and service of Jiefang trucks, reinforcing their commitment to deepen cooperation with FAW Jiefang [5]. Group 2: Market Strategy and Growth - FAW Jiefang has established a comprehensive sales and service network across major cities and project areas in Indonesia, ensuring efficient after-sales response through pre-positioned spare parts resources [5]. - The company has achieved significant sales growth in Indonesia, with a fourfold increase projected from 2023 to 2025, demonstrating a strong development momentum in the market [5]. - FAW Jiefang is recognized as the Chinese brand with the most comprehensive licensing certifications in Indonesia, leading in the high-power tractor segment and covering the entire range of non-road vehicles [5]. Group 3: Orders and Future Collaboration - During the visit, both parties signed intention orders for over 350 units, injecting new momentum into future cooperation [7].

Group 1 - The 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War was commemorated with a grand military parade in Beijing, showcasing the strength of the People's Army [1] - The parade featured 45 formations, including air and ground units, highlighting the modernization and capabilities of the military [1] - FAW Jiefang, referred to as the "national vehicle's eldest son," presented five models of medium high-mobility tactical military vehicles during the parade, participating in three specific formations [1][3][4] Group 2 - FAW Jiefang has a historical significance in China's automotive industry, with the first Jiefang truck rolling off the production line in July 1956, marking the beginning of domestic vehicle manufacturing [8][10] - The CA30 military off-road vehicle, introduced in September 1958, was the first domestically produced military vehicle, symbolizing a significant achievement in China's defense capabilities [12] - Over the decades, FAW Jiefang has consistently participated in major national parades, reflecting its integral role in national defense and the evolution of China's automotive industry from following to leading [13][14][23] Group 3 - In recent years, FAW Jiefang has made significant technological advancements, developing the third generation of medium high-mobility tactical vehicles, known as "Victory Tiger," which features high mobility, adaptability, and reliability [23] - The company aims to contribute to the high-quality development of China's automotive industry and support the national rejuvenation goals [23]

Core Viewpoint - FAW Jiefang aims to establish itself as a century-old national automotive brand while accelerating its overseas localization operations and layout, emphasizing the importance of global industrial expansion rather than mere trade [1][2]. Group 1: Market Position and Performance - In the first half of the year, FAW Jiefang achieved a terminal market share of 23.2% in the domestic medium and heavy truck market, maintaining its position as the industry leader [2]. - In July, during the traditional sales off-season, FAW Jiefang reported both month-on-month and year-on-year growth in sales and market share, with overseas medium and heavy truck sales increasing by 58.3% year-on-year [2]. - The company has successfully expanded its overseas market presence, achieving year-on-year sales growth in nine overseas markets, including Saudi Arabia, Vietnam, and Mexico [2]. Group 2: Global Expansion Strategy - FAW Jiefang has established the "Jiefang International" entity to manage its overseas operations, transitioning from traditional trade to deep localization [2]. - The company plans to invest 498 million yuan to set up wholly-owned subsidiaries in eight countries, including Uzbekistan and Indonesia, to accelerate its localization efforts [2]. - Currently, FAW Jiefang's products are exported to 100 countries and regions, with 127 primary dealers and nearly 300 distributors worldwide [3]. Group 3: Product Development and Innovation - FAW Jiefang is focused on creating "globally born" products, ensuring that new models are developed with both domestic and international market needs in mind [4]. - The company emphasizes product comfort, service efficiency, and competitive pricing to enhance its appeal in overseas markets [4][5]. - FAW Jiefang has implemented a "follow-up testing + full data recording" model in Indonesia to demonstrate the performance of its heavy trucks, which has gained recognition from local contractors and fleet managers [7]. Group 4: Service and Customer Engagement - The company has established a dual-service system combining local agents and Chinese technical experts to provide comprehensive support to customers [7]. - In Vietnam, FAW Jiefang has committed to a 48-hour service repair guarantee, significantly reducing average repair times compared to competitors [8]. - The focus on lifecycle cost management and operational efficiency aims to position FAW Jiefang's trucks as "money-making machines" for users globally [8].

Core Viewpoint - The article highlights the significance of Changchun, Jilin Province, as a historical and modern hub for China's automotive industry, showcasing the development of the China First Automobile Group Co., Ltd. and its cultural tourism initiatives [1][3][5]. Group 1: Historical Significance - Changchun is referred to as the "cradle of China's automotive industry" and is home to the headquarters of China First Automobile Group Co., Ltd., known as the "eldest son of the Republic" [1]. - The First Automobile Manufacturing Plant, established on July 15, 1953, marks the beginning of China's automotive industry [3]. - The Red Flag Cultural Exhibition Hall displays significant automotive history, including the first "Dongfeng" sedan from 1958 to the latest Red Flag models, emphasizing the evolution of the industry [5][7]. Group 2: Cultural Tourism Development - The "First Automobile Cultural Tourism Line" includes 14 points of interest, allowing visitors to experience the history and modern advancements of the automotive industry [3]. - Since 2024, the cultural tourism initiative has received over 150,000 visitors and has been recognized as an "Industrial Tourism Innovation Star" [9]. - The initiative aims to integrate cultural tourism with industrial technology, enhancing the visibility of national automotive brands and contributing to high-quality economic development [9]. Group 3: Modern Manufacturing Insights - The Red Flag factory showcases advanced manufacturing technologies, including over 700 welding robots and integrated robotic systems in assembly lines, highlighting the shift towards intelligent manufacturing [7][9]. - Visitors can observe the transformation from traditional labor to automated processes, illustrating the industry's modernization and efficiency [7].

Group 1: Overview of Major Automotive State-Owned Enterprises - China Chang'an Automobile Group Co., Ltd. was officially established on July 29, becoming the third automotive state-owned enterprise in China, alongside China FAW and Dongfeng Motor [1] - The three major enterprises—FAW, Dongfeng, and Chang'an—are tasked with driving the development of China's automotive industry [1] Group 2: China FAW Group Co., Ltd. - China FAW Group, established in 1953, is a state-owned automotive enterprise with a registered capital of 35.4 billion yuan and has produced over 62 million vehicles [2] - In 2024, FAW's total vehicle sales are projected to exceed 3.2 million units, with revenue reaching 555.01 billion yuan [2] - FAW has developed a complete manufacturing system for commercial vehicles and has established five major production bases across China [3] Group 3: Dongfeng Motor Group Co., Ltd. - Dongfeng Motor, founded in 1969, has produced nearly 60 million vehicles and aims to sell 2.48 million vehicles in 2024, reflecting a 2.5% year-on-year growth [6][10] - The company has undergone organizational restructuring to optimize its operations into six business groups, enhancing its efficiency [7] - Dongfeng has established a comprehensive layout in the new energy vehicle sector, achieving significant production capabilities in battery and hydrogen fuel cell technologies [9] Group 4: China Chang'an Automobile Group Co., Ltd. - Chang'an Automobile has a registered capital of 20 billion yuan and reported a revenue of 146.9 billion yuan in the first half of the year, with a total sales volume of 1.3553 million vehicles [11] - The company aims to achieve a total vehicle sales target of 3 million units in 2023, with 1 million of those being new energy vehicles [11][12] - Chang'an plans to launch over 50 new energy products globally in the next five years, focusing on advanced technologies such as AI and autonomous driving [14] Group 5: Strategic Goals and Industry Trends - The strategic positioning of the three major automotive state-owned enterprises reflects a shift from following foreign companies to leading the industry, emphasizing technological innovation and high-quality development [15] - Each company is focusing on enhancing their core competencies and developing high-tech products while avoiding "involution" in the industry [15]

Core Viewpoint - In the first half of the year, FAW Jiefang maintained its leading position in the domestic medium and heavy truck market with a market share of 23.2%, emphasizing a commitment to quality, technological innovation, and ecological collaboration to address industry challenges and pursue long-term growth [1][2]. Group 1: Strategic Response to Market Challenges - FAW Jiefang is facing operational pressures in the commercial vehicle industry but remains focused on strategic stability, emphasizing the potential for growth despite competition from new entrants like Great Wall and BYD [2]. - The company is implementing a three-year quality improvement project, resulting in a 30.3% year-on-year reduction in external quality losses and a 26% decrease in after-sales claims frequency within three months [2]. - FAW Jiefang is enhancing its core technology capabilities by focusing on independent research and development of key powertrain components, creating a unique competitive edge through a collaborative innovation system [2]. Group 2: Value Orientation and Market Stability - The company refuses to engage in price wars, maintaining its market share while focusing on brand value and long-term competitiveness [3]. - FAW Jiefang has implemented a price increase strategy across its entire model range to protect brand value and second-hand vehicle retention rates, despite short-term sales impacts [3]. - The company is leveraging big data from its vehicle networking platform to optimize operational fuel consumption and enhance after-market services, offering original parts at a 30% lower price than installed components [3]. Group 3: Long-term Vision and Ecosystem Collaboration - FAW Jiefang is accelerating global R&D and talent acquisition, establishing a "four countries, nine locations" R&D network to enhance local adaptability and focus on new technologies [4]. - The company plans to launch new products in the second half of the year, including upgrades to traditional vehicles and smart vehicle products [4]. - FAW Jiefang is restructuring its marketing system to a user co-creation model and has formed strategic partnerships to enhance the development of new energy commercial vehicles and charging networks [5].