中国重汽(000951) - 2026年3月31日投资者关系活动记录表

Sales Performance - In January-February 2026, China's heavy truck market sold a total of 17.89 thousand units, marking a 17% year-on-year increase, the highest sales in five years [2] - The company is experiencing strong production and operational performance, with a healthy backlog of orders and steady growth in product exports [2] New Energy Truck Strategy - In 2025, the domestic new energy heavy truck sector achieved terminal sales of 231 thousand units, a significant increase of 182% year-on-year [3] - The company sold nearly 18 thousand new energy heavy trucks, reflecting a 190% year-on-year growth [3] - In January-February 2026, the new energy heavy truck sector recorded cumulative sales of 23.5 thousand units, up 54% year-on-year [3] - The company aims to deepen its focus on the new energy sector, promoting technological innovation and application scenarios to support sustainable development [3] Dividend Policy - The company's steady performance supports an increase in dividend payouts, aligning with regulatory requirements and social responsibilities [4] - The company plans to enhance cash dividend ratios while ensuring healthy operations and balancing business development needs [4] Subsidiary Performance - The axle company, a subsidiary, benefits from stable demand and revenue through internal collaboration, with enhanced profitability expected from tax incentives [4] - The aftermarket company focuses on parts sales and service, aiming to improve customer lifecycle service experiences [5] Export Business - The company's export operations, managed through the Heavy Truck International Company, have consistently ranked first in the industry [5] - In 2025, exports accounted for nearly 50% of total sales, with positive growth trends anticipated in overseas markets [5]