中国重汽(000951) - 2025年7月15日投资者关系活动记录表

Group 1: Company Performance - The heavy truck market in China saw cumulative sales of approximately 53,920 units from January to June 2025, representing a year-on-year growth of about 7% [2] - In June 2025, the heavy truck market sold around 10,000 units, showing a month-on-month increase of 6.92% 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 [2] Group 2: Policy Impact - The "old-for-new" policy introduced in March 2025 aims to accelerate the elimination of old vehicles, positively impacting the new energy and natural gas heavy truck markets [3] - The policy change is expected to promote the industry's transition towards greener and more efficient operations [3] - The company plans to leverage policy benefits to enhance product competitiveness and drive high-quality business development [3] Group 3: Export Performance - The company has maintained its position as the industry leader in export business for 20 consecutive years through its subsidiary, Heavy Truck International [3] - Current export performance remains strong, with products primarily covering key regions such as Africa, Southeast Asia, Central Asia, and the Middle East [3] - The company continues to make progress in emerging markets for its export products [3]