中国重汽(000951) - 2025年6月4日投资者关系活动记录表

Group 1: Production and Sales Performance - In the first five months of 2025, China's heavy truck market recorded cumulative sales of approximately 435,500 units, reflecting a slight year-on-year increase of about 1% [2] - The estimated sales for May 2025 alone are expected to reach 83,000 units, showing a year-on-year growth of approximately 6% [2] - The company's overall production and sales performance is good, maintaining a growth trend compared to the same period last year and outperforming the industry average [2] Group 2: New Energy Heavy Truck Operations - From January to April 2025, cumulative sales of new energy heavy trucks reached 46,100 units, representing a significant year-on-year increase of 197% [3] - Sales for May 2025 are expected to exceed 15,000 units [3] - The new energy heavy truck sector is currently benefiting from both policy support and technological innovation, with the company committed to advancing product innovation and application scenarios for sustainable development [3] Group 3: Export Performance - The company's export operations are managed through Sinotruk International, which has maintained the leading position in heavy truck exports for several consecutive years [3] - The company continues to expand its international market presence through a comprehensive overseas marketing network and service system [3] - The export business remains robust, with the company maintaining a leading market share in the heavy truck industry [3]