中国重汽(000951) - 2025年6月27日投资者关系活动记录表

Group 1: Sales Performance - In the first five months of 2025, China's heavy truck market accumulated sales of approximately 441,000 units, showing a slight year-on-year increase of about 2% [2] - In May 2025, the heavy truck market sold approximately 89,000 units, representing a year-on-year increase of 14% and a month-on-month growth of 1% [2] - The company's production and sales performance is good, maintaining a growth trend compared to the same period last year, outperforming the industry average [2] Group 2: New Energy Heavy Trucks - In the first five months of 2025, the new energy heavy truck industry accumulated sales of 61,200 units, a year-on-year increase of 195% [3] - In May 2025, sales reached 15,100 units, with a year-on-year growth of 190% and a market penetration rate of 23.92% [3] - The company is continuously increasing its market share in the new energy sector, benefiting from advancements in technology and the expanding electrification trend in short- and medium-distance transportation [3] Group 3: Natural Gas Heavy Trucks - In the first five months of 2025, cumulative sales of natural gas heavy trucks were down, with May sales at 14,000 units, reflecting a month-on-month decline of 18% [3] - The company's sales of natural gas heavy trucks are in line with industry trends [3] - Continuous technological improvements in range and performance are narrowing the gap with diesel trucks, and the inclusion of natural gas heavy trucks in the "old-for-new" subsidy policy is expected to benefit the industry [3]