中国重汽(000951) - 2025年7月24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 overall production and sales situation of the company has maintained a growth trend compared to the same period last year [2] Group 2: Natural Gas Heavy Truck Market - In the first half of 2025, cumulative sales of natural gas heavy trucks reached 91,500 units, reflecting a year-on-year decline of 16% [3] - The company's sales of natural gas heavy trucks in the first half of 2025 aligned with industry trends [3] - Continuous technological advancements are improving the range and performance of natural gas heavy trucks, narrowing the gap with diesel vehicles [3] - The "old-for-new" policy includes subsidies for natural gas heavy trucks, providing substantial benefits for the industry and users [3] Group 3: Export Performance - The company relies on its subsidiary, Heavy Truck International, to achieve product exports, maintaining the industry's leading position for several consecutive years [3] - The export business continues to perform well, with products primarily covering key regions such as Africa, Southeast Asia, Central Asia, and the Middle East [3] - The company is making progress in emerging markets while focusing on global collaborative development [3]