证券代码：600166 证券简称：福田汽车 编号：临 2026—011 北汽福田汽车股份有限公司 2026 年 2 月份各产品产销数据快报 | | | | | | | 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 | 本月数量 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | | | | | | 量 | 期 | | | 增减 | | | | | 增减 | | | | 货 | 中重型货车（含福戴） | 10543 | 9480 | 25850 | 19929 | 29.71% | 15351 | 14058 | 34728 | 24958 | 39.15% | | | | 车 | 轻型货车 | 27585 | 33773 | 63979 | 70132 | -8.77% | 27693 | 32999 | 71852 | 718 ...

Core Viewpoint - The commercial vehicle industry in China is experiencing a strong recovery, with significant growth in both domestic demand and exports, driven by supportive policies and market resilience [1][3]. Group 1: Market Performance - In 2025, the total sales of commercial vehicles reached 4.3 million units, marking an 11% year-on-year increase [1]. - The heavy truck market achieved cumulative sales of 1.145 million units in 2025, a remarkable 27% increase, making it a core engine for the industry's recovery [3]. - Light trucks also performed well, with sales surpassing 2 million units, reaching 2.024 million, a 6.5% increase year-on-year [3]. - The bus sector sold 574,000 units, reflecting a 12.3% growth, with exports exceeding 150,000 units, a nearly 20% increase [3]. - The overall export of commercial vehicles entered the "million vehicle club" for the first time, totaling 1.06 million units, a 17% increase [3]. Group 2: New Energy Vehicles - Sales of new energy heavy trucks reached 231,100 units, with a penetration rate exceeding 50% for the first time in December [3]. - New energy light trucks sold nearly 180,000 units, with a December penetration rate of 42% [3]. Group 3: January 2026 Performance - In January 2026, commercial vehicle sales totaled 359,000 units, a 23.5% year-on-year increase [6]. - Heavy truck sales reached 105,000 units, up 46% year-on-year, while medium truck sales were 14,000 units, a 32.6% increase [6]. - Light truck sales, including pickups, were 160,000 units, an 8.5% increase, and micro trucks saw a significant rise of 93.4% to 45,000 units [6]. - Bus sales reached 8,000 units, reflecting an 18.7% growth, and exports for January were 93,000 units, a 23.6% increase [6]. Group 4: Future Outlook - The commercial vehicle industry is expected to maintain a positive trajectory in 2026, supported by government policies aimed at promoting green consumption and high-quality development [6][8].

东风汽车股份有限公司2026年1月份产销数据如下： 说明： 1、本表为产销数据快报，具体数据以定期报告数据为准； 2、东风康明斯发动机有限公司是本公司与康明斯（中国）投资有 限公司分别持有50%股份的合资公司。 东风汽车股份有限公司董事会 2026 年 2 月 7 日 证券代码:600006 证券简称：东风股份 公告编号：2026--007 东风汽车股份有限公司 2026年1月份产销数据快报 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。 单位：辆/台 车型类别 产量 销量 本月 去年 同期 本年累计 去年同期 累计 累计增减 幅度（%） 本月 去年 同期 本年累计 去年同期 累计 累计增减 幅度（%） 商 用 车 轻型货车 10,563 8,091 10,563 8,091 30.55 10,665 7,543 10,665 7,543 41.39 客车 183 244 183 244 -25.00 161 640 161 640 -74.84 客车非完整车辆 240 150 240 150 60.00 240 225 24 ...

Group 1 - The core viewpoint of the articles is that Foton Motor has reported significant growth in both sales and production for January 2026 compared to the same period last year, indicating a positive trend in the company's performance [2][3] Group 2 - In January 2026, Foton Motor's total vehicle sales reached 55,553 units, a year-on-year increase of 10.99%, while production was 67,126 units, reflecting a 24.41% year-on-year growth [2] - In the commercial vehicle segment, medium trucks (including Foton Daimler) sold 15,307 units, with a cumulative year-on-year growth of 46.49%, while light trucks sold 36,394 units, showing a slight increase of 0.1% [2] - Heavy buses recorded sales of 232 units, with a cumulative year-on-year growth of 60%, and medium buses sold 190 units, reflecting a 54.47% increase [2] - Light buses sold 2,926 units, with a cumulative year-on-year growth of 3.54%, while passenger vehicles saw a significant increase in sales to 504 units, marking a 231.58% year-on-year growth [2] Group 3 - The sales of new energy vehicles, including pure electric, hydrogen fuel cell, and plug-in hybrid vehicles, reached 7,813 units in January 2026, with a cumulative year-on-year growth of 10.07% [3] - Engine products (including Foton Cummins) sold 25,487 units in January 2026, reflecting a cumulative year-on-year growth of 9.66% [3] - Foton Daimler's heavy truck sales reached 11,405 units in January 2026, with a cumulative year-on-year growth of 69.14%, while Foton Cummins' engine sales decreased by 7.1% to 14,737 units [3]

| | | | | | 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 | 本月数量 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | | | | | 量 | 期 | | | 增减 | | | | | 增减 | | | 货 | 中重型货车（含福戴） | 15307 | 10449 | 15307 | 10449 | 46.49% | 19377 | 10900 | 19377 | 10900 | 77.77% | | | 车 | 轻型货车 | 36394 | 36359 | 36394 | 36359 | 0.10% | 44159 | 38842 | 44159 | 38842 | 13.69% | | | 商用 | 大型客车 | 232 | 145 | 232 | 145 | 60.00% | 201 | 154 | 201 | 154 | ...

Core Viewpoint - Chang Rui has been appointed as the General Manager of Beijing Automotive Group Co., Ltd. (BAIC Group), which is the controlling shareholder of Foton Motor [2][4]. Group 1: Leadership Changes - On January 30, BAIC Group announced the appointment of Chang Rui as the Deputy Secretary of the Party Committee, Director, and General Manager [2]. - Chang Rui previously held positions as the Assistant General Manager of BAIC Group and Chairman of Foton Motor [4]. Group 2: Company Ownership and Structure - BAIC Group directly holds 40.84% of Foton Motor's shares as of the end of Q3 2025 [4]. - Foton Motor is a subsidiary of BAIC Group, which ranks as the fifth-largest automotive group in China and has been listed in the Fortune Global 500 for 13 consecutive years [7]. Group 3: Financial Performance - Foton Motor expects a net profit of approximately 1.33 billion yuan for 2025, representing a year-on-year increase of 1551% [7][9]. - The company anticipates a turnaround in its main business profits, driven by strategies focused on internationalization, electrification, and smart technology [9]. Group 4: Sales and Market Performance - In 2025, BAIC Group's total vehicle sales reached 1.752 million units, a year-on-year increase of 5.60%, while Foton Motor's sales were 650,100 units, up 5.85% [7]. - Foton Motor's sales of new energy vehicles are projected to reach 101,200 units in 2025, marking an 87.21% increase year-on-year [9]. - The overseas sales of Foton Motor are expected to be 164,500 units, reflecting a 7.27% growth [9]. Group 5: Stock Performance - As of January 30, Foton Motor's stock price was 2.95 yuan per share, with a decline of 4.84%, resulting in a total market capitalization of 23.36 billion yuan [10].

Group 1: Leadership Changes - Chang Rui has been appointed as the General Manager of Beijing Automotive Group Co., Ltd. (BAIC Group), in addition to his roles as Deputy Secretary of the Party Committee and Director [2][4] - Prior to this appointment, Chang Rui served as the Assistant General Manager of BAIC Group and Chairman of Foton Motor [4] Group 2: Company Performance - Foton Motor is expected to achieve a net profit of approximately 1.33 billion yuan for 2025, representing a year-on-year increase of 1551% [8] - The company anticipates a turnaround in its core business profits, driven by strategies focused on internationalization, electrification, and smart technology [10] Group 3: Sales and Market Position - In 2025, BAIC Group's total vehicle sales reached 1.752 million units, a year-on-year growth of 5.60%, with Foton Motor contributing 650,100 units, up 5.85% [7] - Foton Motor's sales of new energy vehicles reached 101,200 units in 2025, marking an increase of 87.21% [11] - The company has a significant presence in the global market, with vehicle sales in overseas markets reaching 164,500 units, a growth of 7.27% [11] Group 4: Shareholding Structure - BAIC Group holds a 40.84% stake in Foton Motor, making it the largest shareholder [4][5] - Other major shareholders include Beijing State-owned Capital Operation Management Co., Ltd. with a 3.75% stake and Hong Kong Central Clearing Limited with a 2.02% stake [5]

Core Viewpoint - The report provides a summary of the production and sales data for Beiqi Foton Motor Co., Ltd. for December 2025, highlighting significant year-on-year growth in sales figures for various products [1]. Group 1: Sales Data Overview - Foton heavy-duty trucks sold 6,632 units in December, with a total of 102,917 units sold from January to December, representing a year-on-year increase of 81.61% [1]. - Foton Cummins engines recorded sales of 22,015 units in December, with a total of 197,262 units sold for the year, reflecting a year-on-year growth of 24.78% [1]. Group 2: Product Categories - The report categorizes new energy vehicles, which include pure electric vehicles, hydrogen fuel cell vehicles, and plug-in hybrid vehicles, although specific sales figures for these categories are not detailed [1]. - Commercial vehicle data includes incomplete vehicles, while light truck data encompasses micro trucks, indicating a broad range of products within the company's offerings [1].

Core Viewpoint - The automotive sales and production data for December and the entire year indicate a mixed performance across different vehicle segments, with significant growth in commercial vehicles and electric vehicles, while some segments like light trucks and large buses experienced declines [1][2][3][4]. Group 1: Commercial Vehicles - The sales of medium and heavy trucks (including Foton Daimler) reached 11,561 units in December, up from 6,726 units in the same month last year, with a total annual sales of 151,330 units, representing a substantial increase of 57.13% compared to 96,311 units last year [1]. - The production of medium and heavy trucks in December was 12,811 units, compared to 5,171 units last year, with an annual production total of 152,166 units, reflecting a year-on-year growth of 66.29% [1]. - Foton Daimler heavy trucks sold 6,632 units in December, with a total of 102,917 units sold for the year, marking a remarkable year-on-year increase of 81.61% [1]. Group 2: Light Trucks - Light truck sales in December were 42,147 units, down from 52,694 units in the same month last year, with total annual sales of 446,113 units, a decrease of 3.99% from 464,643 units last year [2]. - The production of light trucks in December was 40,814 units, compared to 49,980 units last year, with an annual production total of 451,520 units, down 3.15% from 466,213 units last year [2]. Group 3: Buses - Large bus sales in December were 301 units, up from 57 units last year, but total annual sales reached 2,715 units, down 18.57% from 3,334 units last year [2]. - Medium bus sales showed strong performance with 325 units sold in December, compared to 515 units last year, and total annual sales of 3,306 units, an increase of 45.51% from 2,272 units last year [2]. - Light bus sales in December were 3,316 units, up from 2,997 units last year, but total annual sales were 39,701 units, down 11.78% from 45,003 units last year [2]. Group 4: Passenger Vehicles - Passenger vehicle sales experienced explosive growth, with December sales of 522 units, compared to 178 units last year, and total annual sales of 6,888 units, a staggering increase of 170.12% from 2,550 units last year [2]. - The production of passenger vehicles in December was 616 units, up from 173 units last year, with an annual production total of 8,344 units, reflecting a significant increase of 219.82% from 2,609 units last year [2]. Group 5: New Energy Vehicles - New energy vehicles emerged as a major highlight for Foton in 2025, with December sales of 9,175 units, compared to 5,373 units last year, and total annual sales of 101,200 units, a remarkable increase of 87.21% from 54,057 units last year [3]. - The production of new energy vehicles in December was 9,909 units, compared to 6,199 units last year, with an annual production total of 104,655 units, reflecting an 83.08% increase from 57,164 units last year [3]. Group 6: Overall Performance - In December, total automotive sales reached 58,172 units, down from 63,167 units last year, with total annual sales of 650,053 units, representing a growth of 5.85% compared to 614,113 units last year [4]. - The total production in December was 58,014 units, compared to 59,225 units last year, with an annual production total of 659,455 units, indicating a year-on-year growth of 7.95% from 610,902 units last year [4].

Group 1 - The core viewpoint of the articles indicates a significant decline in Dongfeng Motor's production and sales figures for December 2025, particularly in commercial vehicles, with production down by 20.44% and sales down by 25.54% year-on-year [1] - For the entire year of 2025, Dongfeng's total production reached 111,451 vehicles, reflecting a year-on-year decrease of 26.16%, while total sales amounted to 119,016 vehicles, down 23.22% compared to the previous year [1] - The light-duty truck segment, which is a core business for the company, saw a total production of 105,273 units and sales of 112,017 units, with respective declines of 23.81% and 20.71% year-on-year [2] Group 2 - Despite the overall decline, the passenger vehicle segment maintained stable market supply, although it also experienced a decrease in production and sales [2] - The new energy vehicle segment showed a steady performance, with total production of 19,170 units and sales of 19,899 units for the year, representing declines of 23.21% and 19.1% year-on-year, respectively [2] - Dongfeng Cummins Engine Company, a joint venture, performed well with total production of 224,191 units and sales of 221,456 units, achieving year-on-year growth of 9.85% and 13.3% [2]