中国重汽(000951) - 2026年2月11日投资者关系活动记录表

Group 1: New Energy Heavy Trucks - The market for new energy heavy trucks in China is experiencing strong growth, driven by policies promoting vehicle replacement and the increasing operational cost advantages of electric heavy trucks. In January 2026, the new energy heavy truck sales reached 12,000 units, representing a significant year-on-year increase of 184% [2][3] - The industry is currently in a high-growth phase supported by both "policy support" and "technological innovation." The company plans to continue deepening its engagement in this sector, aligning with technological advancements and market trends to enhance product competitiveness and responsiveness [3] Group 2: Export Performance - The company has maintained its position as the industry leader in export business for 21 consecutive years, leveraging the capabilities of its subsidiary, Heavy Truck International [4] - In 2026, the company's export performance remains strong, with a market share that continues to rank among the top in the industry. The products are exported to over 150 countries and regions, focusing on key markets in Africa, Southeast Asia, Central Asia, and the Middle East [4] Group 3: Dividend Policy - The company prioritizes shareholder returns and has consistently implemented a stable dividend policy. Over the past five years, the dividend payout ratio has steadily increased, reflecting the company's commitment to rewarding investor support [5] - In the first half of 2025, the company conducted a cash dividend distribution, and it aims to balance long-term sustainable development with shareholder returns, planning to gradually increase cash dividends when conditions permit [5]