中国重汽(000951) - 2025年7月14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 recorded cumulative sales of approximately 539,200 units, representing a year-on-year growth of about 7% [2] - In June 2025, the heavy truck market sold around 100,000 units, showing a month-on-month increase of 10% and a year-on-year increase of 47% [2] - The company's overall production and sales performance is good, maintaining a growth trend compared to the same period last year, with a strong export business and a leading market share in the heavy truck industry [2] Group 2: Natural Gas Heavy Truck Market - From January to May 2025, the natural gas heavy truck industry recorded cumulative sales of approximately 7,800 units, a year-on-year decline of 16% [3] - The company's natural gas heavy truck sales in the first half of 2025 aligned with industry trends [3] - The "old-for-new" policy includes subsidies for natural gas heavy trucks, which the company plans to leverage to enhance product competitiveness and long-term strategic layout [3] Group 3: New Energy Heavy Truck Development - In the first half of 2025, the new energy heavy truck market in China achieved cumulative sales of 79,200 units, a year-on-year increase of 186% [3] - In June 2025, 14,800 new energy heavy trucks were added to the market, with both month-on-month and year-on-year growth [3] - The new energy heavy truck sector is experiencing rapid development driven by policy support and technological innovation, with the company performing well in this area and maintaining good year-on-year sales growth [3]