中国重汽(000951) - 2025年7月8日投资者关系活动记录表

Group 1: Sales and Production Performance - In the first half of 2025, China's heavy truck market recorded cumulative sales of approximately 1.6 million units, representing a year-on-year growth of about 53.33% [2] - The company is experiencing good production and operational conditions, with overall sales performance maintaining a growth trend compared to the same period last year, outperforming industry levels [2] Group 2: Policy Impact - The "old-for-new" policy launched in March 2025, which includes natural gas heavy trucks in the scrapping and new purchase subsidy scope, is expected to accelerate the elimination of old vehicles and promote the transition to green and efficient operations in the industry [3] - The company aims to leverage policy opportunities to enhance technological innovation and market expansion, driving high-quality business development [3] Group 3: New Energy Heavy Truck Development - In the first half of 2025, cumulative sales of new energy heavy trucks in China reached approximately 60,000 units, showing a year-on-year increase of 194%, with a monthly addition of 6,590 units [3] - The company has demonstrated strong performance in the new energy sector, maintaining good growth rates year-on-year [3] - The new energy heavy truck industry is currently in a rapid development phase, driven by policy support and technological innovation, with an expanding trend towards electrification in short- and medium-distance transportation scenarios [3]