中国重汽(000951) - 2024年5月14日投资者关系活动记录表

Group 1: Production and Sales Performance - As of April this year, the heavy truck industry has accumulated sales of 355,000 units, representing a year-on-year growth of 9% [2] - The company's production and sales have maintained a good growth trend compared to the same period last year, overall outperforming the industry level [2] Group 2: Export Performance - The company relies on Sinotruk International for product exports, with products exported to over 100 countries and regions [3] - The international company has been the domestic heavy truck export champion for 19 consecutive years, and the company's heavy truck products continue to perform well in exports this year [3] Group 3: Dividend Policy - The company has continuously increased its dividend payout ratio over the past five years, with a dividend ratio reaching 50% for the year 2023 [3] - The company emphasizes shareholder returns and will consider market conditions, operational cash flow, and future funding needs to determine a reasonable dividend ratio for future years [3] Group 4: New Energy Heavy Trucks - The penetration rate of new energy heavy trucks in the industry reached 8.3% in Q1 2024, a year-on-year increase of 5.5% [3] - The company is leveraging its new energy division to enhance product sales and aims to optimize products and expand market share [3]