中国重汽(000951) - 2025年4月9日投资者关系活动记录表

Group 1: Company Performance - In the first quarter of 2025, China's heavy truck market saw a cumulative sales volume of approximately 100,000 units, representing a year-on-year decline of 26.14% [2] - The company's production and sales performance remains strong, with both metrics showing growth compared to the same period last year, outperforming the industry average [2] Group 2: Export Situation - The company relies on Sinotruk International to achieve product exports, which has maintained the industry's leading position for 20 consecutive years [3] - The export markets primarily include Africa, Southeast Asia, Central Asia, and the Middle East, with ongoing efforts to develop additional markets in the Americas, Australia, and Eastern Europe [3] Group 3: New Energy Heavy Trucks - In 2024, the sales volume of new energy heavy trucks in China reached 82,000 units, marking a year-on-year increase of 140% [3] - In the first quarter of 2025, domestic sales of new energy heavy trucks totaled 23,700 units, a significant year-on-year increase of 164%, indicating rapid growth in the sector [3] - The company is performing well in the new energy sector, with market share increasing at a rate that exceeds the industry average [3] - Future growth in the new energy heavy truck industry is expected due to policy support, technological innovation, and the ongoing expansion of application scenarios [3]