中国重汽(000951) - 2025年7月2日投资者关系活动记录表

Group 1: Production and Sales Performance - In the first half of 2025, China's heavy truck market cumulative sales reached approximately 300,000 units, representing a year-on-year growth of about 6% [2] - In June 2025, the heavy truck market sold around 92,000 units, with a month-on-month increase of 4% and a year-on-year increase of 29% [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: Export Situation - The company relies on its subsidiary, Heavy Truck International, to achieve product exports, maintaining a leading position in the industry for 20 consecutive years [3] - Export products are primarily sold to key markets in Africa, Southeast Asia, Central Asia, and the Middle East, with continuous breakthroughs in emerging markets [3] - The export business is steadily developing, with the company holding a leading market share in the heavy truck industry [3] Group 3: New Energy Heavy Truck Development - In the first five months of 2025, cumulative sales of new energy heavy trucks in China reached 6,120 units, showing a year-on-year increase of 195% [3] - It is expected that new energy heavy truck sales will continue to exceed 10,000 units in June 2025, with a year-on-year growth of over 100% [3] - The new energy heavy truck industry is in a rapid development phase, with the company focusing on product technology innovation to enhance competitiveness and steadily increase market share [3] - Future growth in the new energy heavy truck sector is anticipated due to advancements in smart technology, lightweight design, and "three electric" technologies [3]