中国重汽(000951) - 2025年5月13日投资者关系活动记录表

Group 1: Company Performance - The domestic heavy truck market is expected to reach a cumulative sales volume of 355,000 units in 2025, remaining stable year-on-year. In April alone, sales are projected to be 90,000 units, reflecting a year-on-year growth of 9.4% [2] - The company's production and sales performance is good, with both metrics showing growth compared to the same period last year, outperforming the industry average [2] Group 2: Export Business - The company's export operations are conducted through its subsidiary, Heavy Truck International, with products primarily sold to Africa, Southeast Asia, Central Asia, and the Middle East. The company has maintained the highest export volume for 20 consecutive years, supporting its overseas business [3] - The export business is currently running smoothly, with the company maintaining a leading market share in the industry [3] Group 3: Dividend Policy - The company places a high emphasis on shareholder returns, implementing a stable dividend policy. Over the past five years, the dividend payout ratio has been continuously increased to reward investors [3] - The company aims to balance long-term sustainable development with shareholder return needs, ensuring the scientific and sustainable nature of its dividend policy. Future plans include increasing cash dividend ratios as conditions permit, considering market changes, operational status, cash flow levels, and future funding needs [3]