证券代码：600375 证券简称：汉马科技 公告编号：临 2026－012 汉马科技集团股份有限公司 2026 年 2 月份产销快报公告 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个别及连带责任。 汉马科技集团股份有限公司 2026 年 2 月份产销数据快报如下： 汉马科技集团股份有限公司 | （单位：辆） | | --- | | 类 | 产品名称 | | 月度数据 | | | 年度数据 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 别 | | 本月 | 上年 | 同比 | 本年 | 上年同 | 同比 | | | | 数量 | 同期 | 增减 | 累计 | 期累计 | 增减 | | | 货车 （含非完整车辆） | 1,146 | 855 | 34.04% | 2,449 | 1,785 | 37.20% | | 产 | 其中：新能源中重卡 | 1,022 | 723 | 41.36% | 2,107 | 1,175 | 79.32% | | 量 | 底盘总成 | 1 ...

Core Insights - The company, Hanma Technology, reported significant growth in production and sales of new energy heavy trucks in January 2026, highlighting its strong performance in the new energy commercial vehicle sector [2][3]. Production and Sales Data - In January 2026, the total production of trucks (including incomplete vehicles) was 1,303 units, representing a year-on-year increase of 40.11% compared to 930 units in the same month last year [3]. - The total sales of trucks (including incomplete vehicles) reached 1,308 units, marking a year-on-year growth of 30.54% from 1,002 units [3]. - Specifically, the production of new energy heavy trucks was 1,085 units, showing a substantial year-on-year increase of 140.04% from 452 units [3]. - Sales of new energy heavy trucks amounted to 1,191 units, reflecting a remarkable year-on-year growth of 147.1% compared to 482 units [3]. Decline in Other Product Lines - The production of chassis assemblies decreased to 46 units, a decline of 77% from the previous year's 200 units [4]. - Sales of chassis assemblies fell to 27 units, down 86.5% from 200 units year-on-year [4]. - The production of alcohol-hydrogen power systems was 189 units, down 24.7% from 251 units last year [4]. - Sales of alcohol-hydrogen power systems decreased to 172 units, a decline of 58.05% compared to 410 units in the same period last year [4].

汉马科技集团股份有限公司 证券代码：600375 证券简称：汉马科技 公告编号：临 2026－004 汉马科技集团股份有限公司 2026 年 1 月份产销快报公告 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个别及连带责任。 汉马科技集团股份有限公司 2026 年 1 月份产销数据快报如下： （单位：辆） | 类 | 产品名称 | 月度数据 | | | 年度数据 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 别 | | 本月 | 上年 | 同比 | 本年 | 上年同 | 同比 | | | | 数量 | 同期 | 增减 | 累计 | 期累计 | 增减 | | | 货车 （含非完整车辆） | 1,303 | 930 | 40.11% | 1,303 | 930 | 40.11% | | 产 | 其中：新能源中重卡 | 1,085 | 452 | 140.04% | 1,085 | 452 | 140.04% | | 量 | 底盘总成 | 46 | 200 | -77.0 ...

Core Viewpoint - Hanma Technology announced significant growth in truck production and sales for January 2026, particularly in the new energy heavy-duty truck segment, indicating a strong market demand and a shift towards sustainable transportation solutions [1] Production and Sales Summary - The total production of trucks (including incomplete vehicles) reached 1,303 units, representing a year-on-year increase of 40.11% [1] - Total sales of trucks amounted to 1,308 units, showing a year-on-year growth of 30.54% [1] New Energy Heavy-Duty Trucks - Production of new energy heavy-duty trucks was 1,085 units, which is a remarkable year-on-year increase of 140.04% [1] - Sales of new energy heavy-duty trucks reached 1,191 units, reflecting a year-on-year growth of 147.10% [1] Chassis Assemblies and Alcohol-Hydrogen Power Systems - Production of chassis assemblies was 46 units, marking a significant year-on-year decline of 77.00% [1] - Sales of chassis assemblies were 27 units, which is a year-on-year decrease of 86.50% [1] - Production of alcohol-hydrogen power systems totaled 189 units, down 24.70% year-on-year [1] - Sales of alcohol-hydrogen power systems were 172 units, indicating a year-on-year decline of 58.05% [1]

人民财讯1月23日电，据"汉马科技（600375）集团"消息，1月22日，2026汉马醇氢动力绿色生态伙伴大 会在安徽马鞍山举行。大会现场，汉马科技与河南港航集团达成战略合作，与合作伙伴达成200套养殖 渔船醇氢动力系统、18套6000吨散货船醇氢动力系统、8套7200吨散货船醇氢动力系统以及1380套醇氢 动力发电机组战略签约，并发布了1000至15000T醇氢电动船舶动力系统解决方案。 ...

Group 1 - The core viewpoint of the article highlights the significant recovery of heavy truck sales in China, with a total of 1.145 million units sold in 2025, representing a year-on-year increase of 27% [2] - The sales of new energy heavy trucks reached 231,100 units in 2025, a staggering increase of 182% year-on-year, leading to a penetration rate exceeding 28% [2] - Diesel heavy trucks' market share fell below 50% for the first time, dropping 8 percentage points compared to 2024 [2] Group 2 - Hanma Technology announced it will cease production and sales of traditional fuel vehicles in China starting in 2026, focusing entirely on new energy vehicles [2] - In 2025, Hanma Technology sold 14,005 trucks, with electric medium and heavy trucks accounting for 11,449 units, a year-on-year increase of 153.46%, making up over 80% of its truck sales [2] - The company expects a revenue of 6.6 billion yuan in 2025, a 56% increase, while the net profit attributable to shareholders is projected to be approximately -66 million yuan, reducing losses by about 1.012 billion yuan year-on-year [3] Group 3 - New energy heavy trucks are supported by cost advantages, with an estimated cost of 1 yuan per kilometer for electric trucks compared to 2.5 yuan for diesel trucks, leading to potential annual savings of 300,000 yuan [3] - Government policies are providing substantial support, including a special financial subsidy of up to 140,000 yuan for scrapping old heavy trucks, effectively reducing the price of new energy heavy trucks by 6.5% to 8.5% [3] - The implementation of stricter fuel consumption standards starting July 1, 2025, aims to reduce fuel consumption by approximately 15%, further pushing the transition to new energy [4] Group 4 - The trend towards new energy heavy trucks is irreversible, with projections indicating a penetration rate of 35% by 2026 and potentially exceeding 50% by 2027 [4] - Short-distance and specific scenarios are becoming the main battlegrounds for new energy heavy trucks, supported by various local government incentives such as operational subsidies and toll reductions [4]

Core Viewpoint - The heavy truck market in China has rebounded significantly, with sales reaching 1.145 million units in 2025, a 27% increase year-on-year, driven by the rise of new energy heavy trucks [2] Group 1: Market Performance - In 2025, the sales of new energy heavy trucks reached 231,100 units, a staggering increase of 182% year-on-year, with a penetration rate exceeding 28% [2] - Diesel heavy trucks' market share fell below 50% for the first time, dropping 8 percentage points from 2024 [2] Group 2: Company Developments - Hanma Technology (600375.SH) announced it will cease production and sales of traditional fuel vehicles in China starting in 2026, focusing entirely on new energy vehicles [2] - In 2025, Hanma Technology sold 14,005 trucks, with electric medium and heavy trucks accounting for 11,449 units, a 153.46% increase year-on-year, representing over 80% of its truck sales [2] Group 3: Financial Outlook - Hanma Technology expects a revenue of 6.6 billion yuan in 2025, a 56% increase year-on-year, while the net profit attributable to shareholders is projected to be approximately -66 million yuan, reducing losses by about 1.012 billion yuan [3] Group 4: Cost and Policy Support - The cost of operating new energy heavy trucks is significantly lower, with an estimated cost of 1 yuan per kilometer compared to 2.5 yuan for diesel trucks, leading to potential annual savings of 300,000 yuan [3] - New policies provide substantial financial support for the replacement of old heavy trucks, with subsidies up to 140,000 yuan per vehicle, effectively reducing the price of new energy heavy trucks by 6.5% to 8.5% [3] Group 5: Regulatory Environment - New fuel consumption standards for heavy commercial vehicles will reduce oil consumption limits by approximately 15% starting July 1, 2025, imposing stricter requirements on heavy trucks [4] - Cities like Shanghai and Guangzhou are offering operational subsidies and incentives for new energy heavy trucks, promoting their adoption in short-distance transport scenarios [4] Group 6: Industry Trends - The transition to new energy heavy trucks is gaining momentum, with projections indicating a penetration rate of 35% by 2026 and potentially exceeding 50% by 2027 [5]

Group 1 - The heavy-duty truck market in China is experiencing a significant recovery, with sales reaching 1.145 million units in 2025, a year-on-year increase of 27% [1] - The sales of new energy heavy-duty trucks surged to 231,100 units in 2025, marking a staggering increase of 182%, with a penetration rate exceeding 28% [1] - Diesel heavy-duty trucks' market share fell below 50% for the first time, declining by 8 percentage points compared to 2024 [1] Group 2 - Hanma Technology announced it will cease production and sales of traditional fuel vehicles in China starting in 2026, focusing entirely on new energy vehicles [1] - In 2025, Hanma Technology sold 14,005 trucks, with electric medium and heavy-duty trucks accounting for 11,449 units, a year-on-year increase of 153.46%, representing over 80% of total truck sales [1] - The company expects a revenue of 6.6 billion yuan in 2025, a 56% increase year-on-year, while the net profit attributable to shareholders is projected to be approximately -66 million yuan, reducing losses by about 1.012 billion yuan [2] Group 3 - New energy heavy-duty trucks are supported by favorable policies, including a special financial subsidy of up to 140,000 yuan for scrapping old trucks, significantly reducing the effective price of new energy trucks [2] - The implementation of stricter fuel consumption standards starting July 1, 2025, will further push the transition to new energy heavy-duty trucks [3] - The market for new energy heavy-duty trucks is expected to grow, with penetration rates projected to reach 35% in 2026 and potentially exceed 50% in 2027 [3]

Production Summary - In December 2025, Hanma Technology produced 1,451 trucks (including incomplete vehicles), a year-on-year increase of 131.42% from 627 units in the same month last year [1] - The cumulative production for 2025 reached 14,015 units, up 59.72% from 8,775 units in the previous year [1] - Electric medium and heavy trucks showed remarkable performance, with December production of 1,371 units, a significant increase of 196.11% compared to 463 units last year, and an annual cumulative production of 11,654 units, up 157.43% from 4,527 units [1] - Chassis assembly production in December was 11 units, with a cumulative production of 354 units for 2025, down 86.6% from 2,642 units last year [1] - Alcohol-hydrogen power system production in December was 192 units, a slight decrease of 3.52% from 199 units last year, with an annual cumulative production of 3,158 units, down 22.96% from 4,099 units [1] Sales Summary - In December 2025, truck sales (including incomplete vehicles) reached 1,206 units, a year-on-year increase of 93.27% from 624 units [2] - The cumulative sales for 2025 amounted to 14,005 units, up 58.45% from 8,839 units in the previous year [2] - Electric medium and heavy trucks had December sales of 1,126 units, a growth of 135.56% compared to 478 units last year, with an annual cumulative sales of 11,449 units, up 153.46% from 4,517 units [2] - Chassis assembly sales in December were 11 units, with a cumulative sales of 353 units for 2025, down 87.46% from 2,814 units last year [2] - Alcohol-hydrogen power system sales in December were 162 units, a decrease of 46% from 300 units last year, with an annual cumulative sales of 3,945 units, down 7.26% from 4,254 units [2]

汉马科技集团股份有限公司 2025 年 12 月份产销快报公告 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个别及连带责任。 汉马科技集团股份有限公司 2025 年 12 月份产销数据快报如下： | （单位：辆） | | --- | | 类别 | 产品名称 | | 月度数据 | | | 年度数据 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本月 | 上年 | 同比 | 本年 | 上年同 | 同比 | | | | 数量 | 同期 | 增减 | 累计 | 期累计 | 增减 | | | 货车 （含非完整车辆） | 1,451 | 627 | 131.42% | 14,015 | 8,775 | 59.72% | | 产量 | 其中：电动中重卡 | 1,371 | 463 | 196.11% | 11,654 | 4,527 | 157.43% | | | 底盘总成 | 11 | - | - | 354 | 2,642 | -86.60% | | | 醇氢动力系统 | ...