Sinotruk Jinan Truck (SZ:000951)2025-09-20 06:26Group 1: Production and Sales Performance - In the first eight months of 2025, China's heavy truck market recorded cumulative sales of approximately 71.1 thousand units, representing a year-on-year growth of about 14% [2] - The company maintained a good growth trend in production and sales compared to the same period last year, outperforming the industry average [2] - In August, the heavy truck market sold about 8.7 thousand units, showing a month-on-month increase of 2% and a year-on-year increase of approximately 39% [2] Group 2: Export Performance - The company's export performance in the first half of 2025 was better than the industry average, with exports accounting for nearly 50% of total sales [3] - The export business continues to develop well, maintaining a leading market share in key regions such as Africa, Southeast Asia, Central Asia, and the Middle East [3] Group 3: New Energy Heavy Trucks - In the first eight months of 2025, cumulative sales of new energy heavy trucks reached 113.7 thousand units, with a year-on-year growth of 180% [4] - The company’s sales growth in new energy heavy trucks exceeded the industry average, driven by continuous technological upgrades, policy support, and market demand [4] - The company plans to continue focusing on the new energy heavy truck sector, adapting to technological advancements and market needs [4] Group 4: Dividend Policy - The company has consistently increased its dividend payout ratio in recent years, emphasizing shareholder returns [4] - For the first half of 2025, the company plans to continue cash dividends and aims to balance long-term sustainable development with shareholder returns [4] - Future dividend policies will consider factors such as current share capital, operational performance, future funding needs, and development plans [4]