中集车辆(301039) - 2025年9月5日投资者关系活动记录表
2025-09-08 09:38

Group 1: Investor Relations Activities - The company conducted roadshow activities from September 1 to September 5, 2025, in Shanghai, Beijing, and online, without disclosing any major information [2][6] - Participants included various financial institutions such as CICC, Huatai Asset Management, and others [2] Group 2: Strategic Partnerships and Technological Advancements - In 2023, the company invested in Karl Power, a leader in autonomous truck platooning technology, to develop a smart logistics model combining electric head trailers and autonomous transport robots [3] - The company aims to create a highly intelligent logistics model to enhance efficiency and provide substantial value to users [3] Group 3: Product Development and Market Performance - In the first half of 2025, the company produced 7,440 DTB dump trucks, 2,773 DTB mixer trucks, and 2,221 DTB refrigerated trucks, achieving a revenue of 868 million yuan [6] - The company is the only industry player offering three types of DTB products and has a comprehensive factory coverage in key market areas [6] Group 4: Growth in Electric Vehicle Segment - The company reported significant growth in its EV-DTB product line: EV-DTB dump trucks increased by 142.55%, EV-DTB mixer trucks by 86.26%, and EV-DTB refrigerated trucks by 69.8% year-on-year [6] - The integrated product sales of the company surpassed 6,084 units in the first half of 2025, a 59% increase compared to the same period last year [7] Group 5: Future Plans and Industry Standards - The company plans to accelerate its layout in the electric head trailer sector through three strategies: participating in national standard formulation, speeding up product commercialization, and creating closed-loop solutions [8] - The company is actively involved in the development of national standards for electric trailers, including hosting seminars and participating in safety matching meetings [8]