中国重汽(000951) - 2025年9月5日投资者关系活动记录表

Group 1: Market Performance - In the first eight months of 2025, China's heavy truck market recorded cumulative sales of approximately 214,000 units, representing a year-on-year increase of about 71.1% [2] - In August 2025, the heavy truck market sold around 87,000 units, showing a month-on-month growth of 7.2% and a year-on-year increase of approximately 39% [2] - The company's production and sales performance in July and August continued to show a positive growth trend, outperforming the industry average [2] Group 2: Export Situation - The company's product exports are primarily facilitated through Sinotruk International, which has maintained a strong growth trend this year, significantly supporting overall sales [3] - Key export markets include Africa, Southeast Asia, Central Asia, and the Middle East, covering over 100 countries and regions, with breakthroughs in emerging markets [3] Group 3: New Energy Heavy Truck Development - In the first eight months of 2025, cumulative sales of new energy heavy trucks in China reached 98,000 units, marking a substantial year-on-year increase of 188% [3] - In August 2025, there were 15,800 new energy heavy trucks added nationwide, reflecting a year-on-year growth of 169% [3] - The company has shown strong performance in the new energy sector, maintaining good growth rates, with expectations for further advancements driven by technological breakthroughs, infrastructure improvements, and cost reductions [3]