中国重汽(000951) - 2025年4月8日投资者关系活动记录表

Group 1: Market Performance - In the first quarter of 2025, the heavy truck market in China recorded a cumulative sales volume of approximately 261,000 units, representing a year-on-year decline of 4% [2] - The company's production and sales performance is better than the industry average, showing a growth trend compared to the same period last year [2] - The company has successfully leveraged its international operations for exports, maintaining a positive overall trend [2] Group 2: Natural Gas Heavy Trucks - In January and February 2025, the cumulative sales of natural gas heavy trucks reached 2.54 million units, marking a year-on-year increase of 59% [3] - The performance of the company's natural gas heavy trucks has also shown growth compared to the previous year [3] - Recent government policies, including the "old-for-new" truck replacement program, have included natural gas heavy trucks in the subsidy scope, providing substantial benefits to the industry and users [3] Group 3: New Energy Heavy Trucks - In the first quarter of 2025, cumulative sales of new energy heavy trucks in China reached 2.37 million units, reflecting a significant year-on-year increase of 164% [3] - The new energy heavy truck sector is currently experiencing a dual boost from policy support and technological innovation, with the company achieving a notable increase in market share [3] - The company plans to continue focusing on the new energy sector, promoting product innovation and application scenarios to contribute to the green transformation of the industry [3]