中国重汽(000951) - 2025年6月12日投资者关系活动记录表

Group 1: Company Performance - In the first five months of 2025, China's heavy truck market recorded cumulative sales of approximately 441,000 units, a slight increase of about 1.9% year-on-year [2] - In May 2025, the heavy truck market sold approximately 89,000 units, representing a year-on-year increase of about 13.6% [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: Natural Gas Heavy Trucks - From January to April 2025, cumulative sales of natural gas heavy trucks were 64,100 units, a year-on-year decrease of 11% [4] - In May 2025, sales of gas vehicles fell below 15,000 units [4] - The company aims to leverage policy incentives and improve product competitiveness in the natural gas heavy truck market, which still has potential due to technological advancements and environmental regulations [4] Group 3: Export Performance - The company's export business is conducted through Heavy Truck International Company, focusing on markets in Africa, Southeast Asia, Central Asia, and the Middle East [5] - Heavy Truck International Company has maintained its leading position in industry exports for 20 consecutive years, providing strong support for the company's overseas business [5] - The export business is developing steadily, with a significant market share in the heavy truck industry [5]