中国重汽(000951) - 2025年7月11日投资者关系活动记录表

Group 1: Export Performance - The company has maintained its position as the leading exporter in the domestic heavy truck industry for several consecutive years, achieving a strong reputation and solid user base in overseas markets [2] - Current export performance remains robust, with products primarily covering key regions such as Africa, Southeast Asia, Central Asia, and the Middle East, while also making progress in emerging markets [2] Group 2: Development of New Energy Heavy Trucks - In the first half of 2025, the cumulative sales of new energy heavy trucks in China reached 6.59 million units, representing a year-on-year growth of 194%, with 1.48 million units sold in June alone, showing a consistent upward trend [3] - The company has demonstrated good performance in the new energy heavy truck sector, with sales also maintaining a growth trajectory [3] - The new energy heavy truck industry is 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] Group 3: Dividend Policy - The company places high importance on shareholder returns, continuously increasing the dividend payout ratio over the past five years to reward investors [3] - Future dividend policies will be determined by a comprehensive assessment of market conditions, operational performance, cash flow, and future funding needs, aiming to balance company growth with shareholder interests [3]