中国重汽(000951) - 2026年2月12日投资者关系活动记录表

Group 1: Company Performance - In January 2026, China's heavy truck market sold approximately 105,400 units, representing a year-on-year growth of about 46% [2][4] - The company maintains a good operational status, with overall production and sales scale achieving growth compared to the same period last year [2][4] - The company continues to strengthen product competitiveness and actively expand market share, remaining a leader in the heavy truck industry [3][4] Group 2: New Energy Heavy Trucks - The new energy heavy truck market in China is experiencing strong growth, with new sales reaching 20,600 units in January 2026, a significant year-on-year increase of 184% [4] - Supported by favorable policies and technological innovations, the new energy heavy truck sector is entering a new development cycle [4] - The company plans to deepen its focus in this area, optimizing product mix and market strategies to enhance overall competitiveness [4] Group 3: Export Performance - The company has achieved continuous growth in its export business, maintaining the industry’s leading position for 21 consecutive years [5] - The export markets primarily include Africa, Southeast Asia, Central Asia, and the Middle East, covering over 150 countries and regions globally [5] - The company is making breakthroughs in emerging markets, contributing to its strong export performance [5] Group 4: Axle Company Operations - The axle company is a subsidiary in which the company holds a 51% stake, ensuring stable market demand and revenue through close cooperation with the group’s vehicle production units [6] - The axle company has been recognized as a high-tech enterprise, allowing it to benefit from relevant tax incentives [6] - It continues to operate steadily with good profitability levels [6] Group 5: Natural Gas Heavy Trucks - In 2025, the cumulative sales of natural gas heavy trucks reached 12,000 units, reflecting a year-on-year growth of 31% [7] - The performance of natural gas heavy trucks is steadily improving in terms of range and power, narrowing the gap with diesel vehicles [7] - The company remains optimistic about the natural gas heavy truck market and plans to enhance product competitiveness and long-term strategic layout [7]