中国重汽(000951) - 2025年7月21日投资者关系活动记录表

Group 1: Policy Impact - The "old-for-new" policy introduced in March 2025 is expected to accelerate the replacement of old vehicles, positively impacting the new energy and natural gas heavy truck market [2] - The company aims to leverage policy benefits to enhance product competitiveness and maintain growth in production and sales compared to the previous year [2][3] Group 2: New Energy Heavy Truck Development - In the first half of 2025, China's new energy heavy truck sales reached 79,200 units, marking a year-on-year growth of 186% [4] - In June 2025, sales of new energy heavy trucks totaled 18,000 units, reflecting a month-on-month increase of 19% and a year-on-year increase of 158% [4] - The company is committed to deepening its involvement in the new energy heavy truck sector, aligning with technological advancements and market demands [4] Group 3: Dividend Policy - The company has consistently increased its dividend payout ratio over the past five years, returning over 4 billion yuan to shareholders since its listing [5] - Future dividend policies will consider market conditions, operational performance, cash flow, and funding needs to balance sustainable development with shareholder returns [5]