Group 1 - In July, major manufacturers such as FAW Jiefang, China National Heavy Duty Truck Group, XCMG, and Skyworth are actively advancing in the new energy sector, while Foton and JAC are expanding their presence in overseas markets, showcasing a diverse order landscape [1] - FAW Jiefang launched a new energy feed truck, signing a strategic cooperation agreement for the first batch of 139 vehicles, focusing on zero emissions, low costs, and high attendance in transportation solutions [2][4] - China National Heavy Duty Truck Group delivered 200 units of the V7-X new energy heavy truck and signed a strategic cooperation agreement for an additional 100 vehicles and charging stations, marking a significant collaboration [5] - Dongfeng Commercial Vehicle delivered 100 units of the Dongfeng cargo truck equipped with the Dragon Power 3.0 efficient smart power chain, enhancing operational efficiency for logistics partners [9][11] - Foton delivered 150 units of the AUMAN R tractor to a strategic client in Ghana, marking a major breakthrough in the African market with a 5% fuel efficiency improvement over similar products [12][15] - XCMG delivered 200 units of new energy heavy trucks, achieving a 160% year-on-year sales growth in the first half of the year, leading the market in various segments [17][19] - JAC delivered 50 garbage collection vehicles to Almaty, Kazakhstan, and over 100 JAC K7 intelligent heavy trucks to SF Express, enhancing the company's international and domestic order performance [20][22] - DeepWay signed a dealership agreement for intelligent new energy heavy trucks in New Zealand, marking a key step in expanding into the Southern Hemisphere market [23][24] - Skyworth signed a strategic cooperation agreement for 500 new energy heavy trucks and delivered the first 100 units, demonstrating its technical strength and commitment to green logistics [26][27] Group 2 - The order trends in July predominantly focused on new energy and overseas business, indicating a shift in product promotion and brand awareness among major manufacturers, while traditional energy sectors saw fewer significant orders [29]

Core Viewpoint - The successful delivery of 150 AUMAN R tractors to a strategic customer in Ghana marks a significant breakthrough for Beiqi Foton in the local heavy-duty commercial vehicle market, enhancing its influence in the region [1][10]. Group 1: Product Features and Advantages - The AUMAN R tractor is specifically designed for the African market, featuring a Cummins engine that offers a 5% improvement in fuel efficiency compared to similar products [4]. - The AMT model is equipped with a ZF transmission, ensuring efficiency, economy, and reliability while providing a comfortable and safe driving experience for operators [4]. - The vehicles come with a complimentary intelligent vehicle networking system, facilitating comprehensive lifecycle management for large fleet customers, which has garnered high trust and recognition from clients [4]. Group 2: Market Strategy and Growth - Since entering the Ghanaian market in 2008, Beiqi Foton has effectively aligned with local development trends, focusing on technology introduction and deep localization strategies [7]. - The company has responded proactively to Ghana's KD policy, achieving local production coverage for its entire range of light commercial vehicles, including light trucks, micro trucks, vans, and pickups [7]. - By the first half of 2025, the heavy commercial vehicle business is expected to experience explosive growth, with sales projected to increase by over 500% year-on-year, significantly boosting export market share [7]. Group 3: Future Outlook - The grand opening of the Foton West Africa flagship store in 2025 will usher in a new era for the company's strategy in Ghana, where it has become the brand with the most diverse range of locally assembled products [9]. - Beiqi Foton aims to continue focusing on channel expansion and the development of major industry clients, enhancing its value chain that includes localized manufacturing, after-sales service, local talent training, and intelligent vehicle networking [9]. - The collaboration with a benchmark customer in Ghana exemplifies the deep involvement of Chinese manufacturing in the industrialization process of Africa, with Beiqi Foton committed to creating more efficient and improved transportation solutions for the continent [10].