证券代码:600006 证券简称：东风股份 公告编号：2025--066 东风汽车股份有限公司 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 2025 年 11 月 7 日 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 6,016 8,336 84,852 107,186 -20.84 6,805 9,929 93,258 114,322 -18.43 客车 352 629 3,342 8,535 -60.84 397 930 4,085 10,127 -59.66 客车非完整车辆 168 123 2,094 2,148 -2.51 134 173 2,139 2,170 -1.43 汽车合计 6,536 9,088 90,288 117,869 -23.40 7,336 11,032 99,482 126,619 -21. ...

Core Insights - The company reported a total vehicle sales of 56,617 units in October, a slight increase from 56,053 units in the same month last year, resulting in a year-to-date total of 536,678 units, which is a 9.8% increase compared to 488,774 units last year [3] - The production for October was 56,672 units, up from 53,229 units year-on-year, with a cumulative production of 539,990 units, reflecting a 10.1% increase from 490,440 units last year [3] Commercial Vehicle Performance - Heavy-duty trucks (including Foton Daimler) sold 14,276 units in October, showing significant year-on-year growth, with a cumulative total of 125,754 units for the year, marking a 52.95% increase [1] - Light-duty trucks recorded sales of 38,089 units in October, with a year-to-date total of 366,960 units, reflecting a modest growth of 1.43% [4] - The sales of large buses were 167 units in October, with a cumulative total of 2,169 units, indicating a decline of 29.6% year-on-year [4] - Medium buses saw sales of 395 units in October, with a cumulative total of 2,489 units, representing a significant year-on-year increase of 84.37% [4] - Light passenger vehicles sold 3,190 units in October, with a cumulative total of 33,441 units, showing a decline of 12.2% [4] Passenger Vehicle Performance - The company sold 500 passenger vehicles in October, with a year-to-date total of 5,865 units, reflecting a substantial year-on-year increase of 160.67% [2] New Energy Vehicle Performance - New energy vehicles sold 8,006 units in October, with a cumulative total of 82,339 units for the year, marking a significant year-on-year growth of 98.83% [2] - The production of new energy vehicles in October was 8,386 units, with a cumulative production of 85,719 units, reflecting a year-on-year increase of 99.25% [2] Engine Product Performance - Engine products (including Foton Cummins) sold 22,819 units in October, with a cumulative total of 218,402 units for the year, showing a modest year-on-year growth of 1.24% [2] - The production of engine products in October was 25,204 units, with a cumulative production of 235,559 units, reflecting an 8.81% year-on-year increase [2] Foton Daimler and Foton Cummins Performance - Foton Daimler heavy-duty trucks sold 10,809 units in October, with a cumulative total of 85,774 units for the year, indicating a year-on-year growth of 79.67% [2] - Foton Cummins engines sold 15,659 units in October, with a cumulative total of 149,603 units for the year, reflecting a year-on-year increase of 15.24% [2]

注：1.本表为销售快报数据，具体数据以定期报告数据为准。2.福田戴姆勒与福田康明斯是 50：50 的合资公司。福戴重型货车 10 月销量 10809 辆，1-10 月累计销 量 85774 辆，累计同比 79.67%；福康发动机 10 月销量 15659 台，1-10 月累计销量 149603 台，累计同比 15.24%。3.新能源汽车包括纯电动汽车、氢燃料电池汽车、 插电式混合动力汽车。4.商用车数据含非完整车辆，轻型货车数据含微型货车。 北汽福田汽车股份有限公司 董 事 会 二〇二五年十一月三日 北汽福田汽车股份有限公司 2025 年 10 月份各产品产销数据快报如下： | | | | | | 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 | | ...

Core Insights - The company reported a total vehicle sales of 56,617 units in October 2025, with a cumulative sales of 536,700 units for the year, reflecting a year-on-year growth of 9.80% [1] - New energy vehicle sales in October reached 8,006 units, with a cumulative total of 82,339 units, showing a significant year-on-year increase of 98.83% [1] - Sales of medium and heavy-duty trucks from January to October totaled 125,800 units, representing a year-on-year growth of 52.95% [1] - Light-duty truck sales for the same period amounted to 367,000 units, with a modest year-on-year increase of 1.43% [1] - Engine product sales in October were 22,819 units, with a cumulative total of 218,400 units for the year, indicating a year-on-year growth of 1.24% [1]

Core Viewpoint - The commercial vehicle market in China experienced a significant year-on-year growth of 30% in September 2025, with the truck market growing by 29%. However, the light truck segment showed a modest growth of only 3%, indicating a divergence in performance within the truck market [1][3][5]. Sales Performance - In September 2025, the total truck sales reached 312,000 units, marking a month-on-month increase of 15% and a year-on-year increase of 29%. The light truck market sold 161,400 units, with a month-on-month growth of 15% but a year-on-year growth of only 3%, which is a decrease of 3 percentage points compared to the previous month [3][5][12]. - The light truck market's performance in September is considered normal, ranking third in the last ten years, although it is significantly lower than the peak sales in September 2020 [7][9]. Cumulative Sales - From January to September 2025, the cumulative sales of light trucks reached 1.4819 million units, representing a year-on-year growth of 6%. This figure is within the normal range observed over the past decade [9][19]. - The cumulative sales growth of light trucks in the first nine months of 2025 is attributed to an additional 87,100 units sold compared to the same period last year [9][24]. Company Performance - In September 2025, seven companies sold over 10,000 light trucks, with Foton leading at 36,100 units, followed by Changan and Jianghuai. The top five companies accounted for 56.95% of the market share [11][12][19]. - Among the top ten companies, six experienced year-on-year sales growth, with notable increases from companies like Changan and Jiangling, which grew by 24% and 27% respectively [16][17][21]. Market Share Dynamics - The market share of leading companies such as Foton, Great Wall, and BYD has increased, with BYD showing a remarkable growth of 517% year-on-year [21][23]. - The competitive landscape has shifted, with companies like Jianghuai and Jiangling improving their rankings in the market, while others like Foton and Changan maintained their positions [17][23].

Core Viewpoint - Dongfeng Motor Corporation reported its production and sales data for September 2025, indicating a total vehicle production of 6,388 units and sales of 7,433 units [1] Group 1: Production and Sales Data - Total vehicle production was 6,388 units, while total sales reached 7,433 units [1] - Light trucks accounted for a production of 5,827 units and sales of 6,864 units [1] - Buses had a production of 170 units and sales of 167 units [1] - New energy vehicles saw a production of 770 units and sales of 2,086 units [1]

Overall Performance - The automotive business continues to decline, while the engine business shows growth [1] Key Data - In September, total production was 6,388 units and sales were 7,433 units; cumulative production for the first nine months was 83,752 units (down 23.01% year-on-year), and cumulative sales were 92,146 units (down 20.28% year-on-year) [1] Segment Performance - Light trucks: cumulative production down 20.25% year-on-year, and sales down 17.19% year-on-year [1] - Buses: cumulative production and sales down approximately 60% year-on-year [1] - New energy vehicles: cumulative production down 25.44% year-on-year, and sales down 16.20% year-on-year [1] Key Features - The traditional commercial vehicle market is under significant pressure, and the effects of the transition to new energy are limited; however, the joint venture engine business maintains a good growth momentum [1]

证券代码:600006 证券简称：东风股份 公告编号：2025--060 东风汽车股份有限公司 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 2025年10月10日 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 5,827 10,583 78,836 98,850 -20.25 6,864 11,891 86,453 104,393 -17.19 客车 170 1,049 2,990 7,906 -62.18 167 889 3,688 9,197 -59.90 客车非完整车辆 391 309 1,926 2,025 -4.89 402 258 2,005 1,997 0.40 汽车合计 6,388 11,941 83,752 108,781 -23.01 7,433 13,038 92,146 115,587 -20.28 其中：新能源汽车 770 1,022 14,421 19,3 ...

Core Insights - The overall sales for the company in September reached 55,253 units, representing a year-on-year increase of 6.08%, while the cumulative sales for January to September amounted to 480,061 units, reflecting a growth of 10.94% [4] - The production figures for September were 56,279 units, showing a decline of 2.34% year-on-year, with a cumulative production of 483,318 units from January to September, which is an increase of 10.55% [4] Commercial Vehicles - The sales of medium and heavy trucks (including Foton Daimler) in September were 14,187 units, marking a significant year-on-year increase of 90.88%, with cumulative sales of 111,478 units from January to September, up by 49.52% [1] - The production for medium and heavy trucks in September was 13,078 units, reflecting a year-on-year increase of 48.07%, with cumulative production of 108,996 units, which is a growth of 37.71% [1] Light Commercial Vehicles - Light truck sales in September were 36,237 units, down by 11.12% year-on-year, while cumulative sales for January to September reached 328,871 units, up by 3.95% [2] - The production of light trucks in September was 37,127 units, showing a decline of 16.62%, with cumulative production of 330,057 units, reflecting a growth of 4.39% [2] Buses - Sales of large buses in September were 286 units, down by 24.74% year-on-year, with cumulative sales of 2,002 units from January to September, down by 30.63% [2] - Medium bus sales in September surged to 284 units, a year-on-year increase of 283.78%, with cumulative sales of 2,094 units, up by 71.22% [2] Passenger Vehicles - Sales of passenger cars in September reached 611 units, a year-on-year increase of 218.75%, with cumulative sales of 5,365 units from January to September, up by 155.96% [3] - The production of passenger cars in September was 917 units, showing a significant year-on-year increase of 651.64%, with cumulative production of 6,268 units, reflecting a growth of 191.53% [3] New Energy Vehicles - New energy vehicle sales in September were 8,624 units, a year-on-year increase of 47.77%, with cumulative sales of 74,333 units from January to September, soaring by 113.36% [3] - The production of new energy vehicles in September was 9,207 units, up by 28.21% year-on-year, with cumulative production of 77,333 units, reflecting a growth of 110.97% [3] Engine Products - Engine sales in September were 23,190 units, a year-on-year increase of 7.51%, with cumulative sales of 195,583 units from January to September, down by 0.87% [3] - The production of engines in September was 28,210 units, reflecting a year-on-year increase of 20.92%, with cumulative production of 210,355 units, up by 3.99% [3]

Group 1 - The core point of the announcement is the production and sales data for September 2025, highlighting significant growth in sales figures for various products [2] - The sales report indicates that Foton Daimler and Foton Cummins are joint ventures with a 50:50 ownership structure [2] - In September, Foton heavy-duty trucks sold 9,925 units, with a cumulative sales figure of 74,965 units for the first nine months, reflecting a year-on-year increase of 73.90% [2] - Foton engines recorded sales of 15,410 units in September, with a total of 133,944 units sold in the first nine months, marking a year-on-year growth of 12.98% [2] - The report categorizes new energy vehicles to include pure electric vehicles, hydrogen fuel cell vehicles, and plug-in hybrid vehicles [2] - The commercial vehicle data includes incomplete vehicles, while light truck data encompasses micro trucks [2]