中国重汽(000951) - 2024年12月13日投资者关系活动记录表

Group 1: Overall Market Performance - The heavy truck market sales from January to November reached approximately 818,000 units, reflecting a year-on-year decline of about 5% [2] - In November, heavy truck sales were around 69,000 units, showing a month-on-month increase of 4% [2] - The company's production and sales performance remains stable compared to the same period last year [2] Group 2: Natural Gas Heavy Trucks - From January to October, domestic sales of natural gas heavy trucks reached 157,300 units, marking a year-on-year growth of 20% [3] - In November, sales of natural gas heavy trucks exceeded 10,000 units, indicating a month-on-month increase [3] - The market for natural gas heavy trucks is expected to remain positive despite fluctuations in gas prices [3] Group 3: New Energy Heavy Trucks - Cumulative sales of new energy heavy trucks from January to November reached 66,800 units, representing a year-on-year increase of 143% [3] - In November, sales of new energy heavy trucks totaled 10,100 units, with a year-on-year growth of 117% [3] - The new energy heavy truck market is in a rapid growth phase, driven by technological advancements and increasing market demand [3] Group 4: Export Performance - The company's export business, primarily through its subsidiary Heavy Truck International, has maintained the industry’s leading position for 19 consecutive years [3] - The main export markets include Africa, Southeast Asia, and the Middle East, with breakthroughs in emerging strategic markets [3] - Future plans include expanding into potential markets to support sales growth [3]