中国重汽(000951) - 2025年6月11日投资者关系活动记录表

Group 1: Sales Performance - From January to May 2025, the heavy truck market in China recorded cumulative sales of approximately 43.75 thousand units, showing a slight year-on-year increase of about 1% [2] - In May 2025, the heavy truck market sold approximately 85 thousand units across various models, representing a year-on-year increase of about 9% [2] - The company's production and sales performance is good, with growth compared to the same period last year, outperforming the industry average [2] Group 2: Policy Impact - The "old-for-new" policy introduced in March 2025 aims to accelerate the elimination of old vehicles, positively impacting the new energy and natural gas heavy truck markets [3] - The new policy includes subsidies for scrapping and purchasing natural gas heavy trucks, promoting the industry's transition towards greener and more efficient solutions [3] Group 3: New Energy Heavy Trucks - From January to May 2025, cumulative sales of new energy heavy trucks in China reached 51 thousand units, marking a significant year-on-year increase of 195% [3] - The new energy heavy truck sector is experiencing rapid growth, driven by policy support and technological innovation, with an expanding trend towards electrification in short- and medium-distance transportation [3] - The company is committed to deepening its focus on the new energy sector, enhancing product innovation and application scenarios to continuously optimize products and increase market share [3]