中国重汽(000951) - 2024年7月5日投资者关系活动记录表

Group 1: Market Performance - In the first half of 2024, China's heavy truck market sold approximately 507,000 units, representing a year-on-year growth of 4% [2] - In June 2024, the heavy truck market sales reached about 74,000 units [2] - The company's production and sales performance remains strong compared to the same period last year, significantly outperforming industry levels [3] Group 2: Natural Gas Heavy Trucks - The penetration rate of natural gas heavy trucks has been increasing since April 2023, with a correlation to the price difference between oil and gas [3] - Currently, natural gas heavy trucks account for about 60% of the domestic tractor market, while the company's exports primarily consist of diesel trucks, with a smaller proportion of natural gas trucks [3] Group 3: New Energy Heavy Trucks - New energy heavy trucks have seen rapid growth in sales volume and penetration rate, with 21,000 units sold from January to May 2024, achieving a penetration rate of 8.4% [3] - The company is leveraging its new energy division to enhance product sales, with steady improvements in the penetration rates of electric and battery-swapping heavy trucks [3] Group 4: Export Performance - The company has maintained its position as the top exporter of heavy trucks in China for 19 consecutive years, exporting products to over a hundred countries and regions [3] - The company aims to meet diverse customer needs with optimal product configurations [3]