中国重汽(000951) - 2024年11月5日投资者关系活动记录表

Group 1: Company Performance - In Q3 2024, the company achieved an operating revenue of 9.186 billion yuan, with a year-on-year growth of 97.88% in net profit attributable to shareholders, reaching 315 million yuan [1] - The production and sales volume in Q3 outperformed industry levels, indicating strong operational growth [1] Group 2: Market Trends - In October 2024, the heavy truck market sales reached approximately 63,000 units, reflecting a month-on-month increase of 9% [2] - The company maintained double growth in both production and sales in October 2024 [2] Group 3: Export Business - The company's export operations are primarily conducted through its subsidiary, Heavy Truck International, which has maintained the industry’s leading position for several years [2] - Products have been exported to over a hundred countries and regions, with significant markets in Africa, Southeast Asia, Central Asia, and the Middle East [2] Group 4: New Energy Heavy Trucks - In the first three quarters of 2024, the cumulative sales of new energy heavy trucks reached 48,500 units, representing a year-on-year growth of 143% [2] - The new energy heavy truck market is in a rapid growth phase, driven by continuous technological advancements and increasing market demand [2]