关于年度担保计划范围内担保进展的公告 证券代码：600166 证券简称：福田汽车 公告编号：2026-010 北汽福田汽车股份有限公司 根据上海证券交易所对外担保格式指引等相关披露要求，公司对年度担保计划范围 内的担保进展情况进行月度汇总披露。 | 被担保人名称 | 本次担保金额 | 实际为其提供的 担保余额（不含 | 是否在前期预 | 本次担保是否 | | --- | --- | --- | --- | --- | | | | 本次担保金额） | 计额度内 | 有反担保 | | 北京中车信融融资租 赁有限公司（以下简称 | 4.6636 亿元（发 | 74.65 亿元（截至 | 是 | 是 | | "中车信融"） | 生额） | 2026 年 1 月底） | | | | 北京福田国际汽车有 限公司（以下简称"福 | 10 亿元（发生 | 28.11 亿元（截至 | 是 | 不适用 | | 田国际"） | 额） | 2026 年 1 月底） | | | 担保对象及基本情况 累计担保情况 | 对外担保逾期的累计金额（亿元） | | | | 0 | | --- | --- | --- | --- | --- | ...

Core Viewpoint - The commercial vehicle market in China has shown a continuous growth trend, achieving an "8 consecutive increases" from June 2025 to January 2026, with January 2026 sales reaching 358,700 units, a year-on-year increase of 23% [2][15]. Market Performance - In January 2026, the commercial vehicle market sold 358,700 units, which is a 16% decrease from December 2025 but a 23% increase year-on-year, marking an expansion in growth rate compared to the previous month [2][5]. - The sales figure for January 2026 is the highest in the past five years, significantly surpassing January 2023 by nearly 180,000 units and ranking second in the last decade, only behind January 2021 [4][15]. Company Rankings - In January 2026, 12 companies sold over 10,000 units, with Foton leading the market with 55,000 units sold, followed by China National Heavy Duty Truck with 40,600 units, and Dongfeng with 34,800 units [6][8]. - The top ten companies accounted for 78.6% of the market share, with the top five companies holding over 50% of the total market share [11][13]. Year-on-Year Growth - The majority of leading companies experienced significant year-on-year growth, with SAIC-GM-Wuling showing a remarkable increase of 487%, while China National Heavy Duty Truck and Dongfeng grew by 35% and 57%, respectively [9][11]. - Foton and Jiefang also saw year-on-year increases of 10% and 19%, respectively, while Jianghuai's growth was lower than the market average at 9% [9][11]. Competitive Landscape - The competition among companies is intensifying, with notable changes in rankings compared to the previous month. For instance, SAIC-GM-Wuling and Jiefang improved their positions significantly, while some companies dropped out of the top ten [13][15]. - The market dynamics indicate a highly competitive environment, with small differences in sales figures among several companies, highlighting the fierce competition in the commercial vehicle sector [13].

2月11日，北汽集团"2026祥马贺岁 温暖回家路"公益活动正式启动。活动联合北京市重点站区管委会、国家大剧院等机构，在春运期间于北京市多个重 点站区开展公益演出。 春节期间，北汽集团旗下北京越野、北汽极狐、享界汽车、北汽福田全系自主品牌将亮相北京市重点站区，生动展示首都汽车工业的科技与实力，致敬 每一位为梦想奔忙、为美好生活奋斗的市民与旅客。 北京朝阳站宽敞明亮的枢纽大厅里，北汽青年合唱团上演惊喜快闪，国家大剧院的艺术家们带来精彩的表演，原本步履匆匆的旅客纷纷驻足，目光被这 突如其来的美好点亮；旅客和表演者集体大合唱《我和我的祖国》，将现场氛围推向高潮……快门声、掌声与欢呼声交织，把归途的期待、相聚的温暖、城 市的活力融为一体，让每一位途经者都在旅途之中，邂逅不期而遇的美好与祝福。 2月11日至14日，北汽集团联手国家大剧院艺术发展基金会、北京广播电视台、北京演艺集团，在朝阳站持续进行"温暖回家路"公益演出，带来快闪、 独唱、合唱、魔术、乐队合奏等节目，为广大旅客献上一场"沉浸式"的文化体验，营造热闹团圆、喜庆祥和的节日氛围，让广大旅客开开心心踏上回家的列 车。 2025年，北汽集团的自主品牌与新能源汽车表 ...

S g San 20 00000 7 25 alty . 8 . 07 f . . . : . . GE .. . ( B F HISP UMM C ARCFOX a415 W No. 小心自助 北京朝阳站宽敞明亮的枢纽大厅里，北汽青年合唱团上演惊喜快闪，国家大剧院的艺术家们带来表演， 使原本步履匆匆的旅客纷纷驻足，目光被这突如其来的美好点亮；旅客和表演者集体大合唱《我和我的 祖国》，将现场氛围推向高潮……快门声、掌声与欢呼声交织，把归途的期待、相聚的温暖、城市的活 力融为一体，让每一位途经者都在旅途之中，邂逅不期而遇的美好与祝福。2月11日至14日，北汽集团 联手国家大剧院艺术发展基金会、北京广播电视台、北京演艺集团，在朝阳站持续进行"温暖回家路"公 益演出，带来快闪、独唱、合唱、魔术、乐队合奏等节目，为广大旅客献上一场"沉浸式"的文化体验， 营造热闹团圆、喜庆祥和的节日氛围，让广大旅客开开心心踏上回家的列车。旅客们现场打卡，拍摄带 有北汽元素的暖心时刻，发布在社交平台，即可抽取精美礼品。 2月11日，北汽集团"2026祥马贺岁 温暖回家路"公益活动正式启幕，北汽携手北京市重点站区管委会， 特邀国家大剧院等 ...

Core Viewpoint - The heavy-duty truck market in China achieved a strong start in January 2026, with sales reaching 105,400 units, representing a year-on-year growth of 46%, marking the tenth consecutive month of growth [1][2][12]. Group 1: Market Performance - In January 2026, the total truck market (including chassis and tractors) sold 323,500 units, showing a month-on-month decline of 10% but a year-on-year increase of 28% [3]. - The heavy-duty truck segment sold 105,400 units in January, with a month-on-month increase of 3% and a year-on-year increase of 46%, which is a significant improvement from the 22% growth in December 2025 [7][12]. - The January 2026 sales figure of 105,400 units is the fourth highest in the past decade and the highest in the last five years, indicating a strong market recovery [5][12]. Group 2: Company Performance - In January 2026, five companies sold over 10,000 units, with the top two being Heavy Truck (29,100 units) and Jiefang (20,500 units) [6][7]. - The top five companies accounted for 90.8% of the market share, with Heavy Truck leading at 27.6%, followed by Jiefang at 19.5%, and others like Shaanxi Automobile, Dongfeng, and Foton [9]. - Notably, companies like Dongfeng and Foton saw significant year-on-year growth rates of 83% and 86%, respectively, outperforming the overall market growth [9][11]. Group 3: Market Dynamics - The heavy-duty truck market's competitive landscape saw changes in rankings, with Chery returning to the top ten, and Jiefang moving up to second place [11]. - The market dynamics in January 2026 were characterized by intense competition, with several companies making significant gains in their rankings compared to December 2025 [11]. - The overall market sentiment remains positive, with expectations for continued strong performance in the coming months [12].

Core Viewpoint - The article discusses the strategic goals and implementation paths of seven major commercial vehicle companies in China for the "15th Five-Year Plan," focusing on the transformation towards electrification, intelligence, and globalization in the commercial vehicle industry. Group 1: FAW Jiefang - FAW Jiefang aims to enter the "world-class commercial vehicle camp" by 2030, with a focus on "international Jiefang, green Jiefang, and technological Jiefang" [2] - The company targets a total sales volume of 320,000 units in 2026, with 75,000 units being electric vehicles and 80,000 units for overseas sales [4] Group 2: Dongfeng Motor Corporation - Dongfeng aims to regain its position as the industry leader with a total sales target of 750,000 commercial vehicles by 2030 [5] - The company plans to achieve industry-leading positions in total sales, heavy-duty trucks, and new energy trucks during the "15th Five-Year Plan" [8] Group 3: China National Heavy Duty Truck Group (CNHTC) - CNHTC targets to exceed 800,000 units in total sales and achieve a revenue of 400 billion yuan by 2030 [11] - The company has proposed a "six transformations" strategy focusing on green, digital, service, international, diversified, and high-end development [12] Group 4: Shaanxi Automobile Group - Shaanxi aims to maintain a top-three position in the industry and targets a sales volume of 100,000 heavy-duty trucks in 2026 [14] - The company emphasizes a unified development strategy called "One Shaanxi" to enhance overall competitiveness [18] Group 5: Foton Motor - Foton aims for a 50% penetration rate of new energy vehicles and 300,000 units in overseas sales by 2030 [20][22] - The company has set ambitious targets for 2026, aiming for 200,000 units in both exports and new energy vehicles [22] Group 6: Yuantong New Energy Commercial Vehicles - Yuantong aims to become the domestic sales leader and the global leader in new energy commercial vehicles by 2030, targeting 1 million units in annual sales [24][26] - The company plans to launch a comprehensive product matrix covering various vehicle types by 2026 [26] Group 7: Chery Commercial Vehicles - Chery targets to achieve 1 million units in sales by 2030, with a focus on becoming the leading brand in China's new energy commercial vehicle sector [28] - The company plans to invest over 10 billion yuan in heavy-duty truck research and development in the coming years [31]

Investment Rating - The industry investment rating is "Overweight," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% over the next six months [35]. Core Insights - The report highlights a recovery in the passenger vehicle sector, driven by the implementation of subsidy policies and a shift in consumer demand. It emphasizes the importance of focusing on high-end electric vehicle manufacturers that are less sensitive to policy fluctuations, such as Jianghuai Automobile and Geely [25][26]. - In the heavy truck segment, the report anticipates a positive outlook for 2026, projecting domestic sales to reach 800,000 to 850,000 units, a year-on-year increase of 3% [30][28]. - The bus market is expected to see growth in 2026, with a conservative estimate of 40,000 units sold, reflecting a 40% year-on-year increase, supported by the continuation of subsidy policies [30][29]. - The motorcycle sector is projected to achieve total sales of 19.38 million units in 2026, a 14% increase year-on-year, with a significant focus on the large-displacement motorcycle market [26]. Summary by Sections Passenger Vehicles - Short-term recovery is anticipated in the passenger vehicle sector due to established subsidy policies, with a focus on high-end electric vehicles and companies less affected by policy changes [25][26]. - Key companies to watch include Jianghuai Automobile, Geely, Great Wall Motors, and BYD, among others [25]. Heavy Trucks - In 2025, wholesale heavy truck sales reached 1.144 million units, a 26.8% increase year-on-year, with domestic sales of 799,000 units, up 32.8% [30]. - The report recommends leading heavy truck manufacturers such as China National Heavy Duty Truck Group, Weichai Power, and FAW Jiefang [30][28]. Buses - The bus market saw a slight decline in 2025, with sales of 29,000 units, down 6% year-on-year. However, a rebound is expected in 2026, with a projected 40% increase in sales [30][29]. - Recommended companies include Yutong Bus and King Long [30]. Motorcycles - The motorcycle industry is forecasted to grow, with total sales expected to reach 19.38 million units in 2026, a 14% increase year-on-year, driven by large-displacement models [26]. - Recommended companies include Chunfeng Power and Longxin General [26].

（文章来源：证券日报） 证券日报网讯 2月9日，福田汽车在互动平台回答投资者提问时表示，公司近几年由于未分配利润为 负，不具备分红条件，详见临2025-028号公告。后续随着公司业绩增长，在达到分红条件时，公司将按 《公司章程》等相关规定并结合公司实际情况进行分红。 ...

中国经济网2月9日讯(记者 姜智文)2月6日，北汽集团与北京绿色交易所携手举办"低碳共筑 绿色新 程"极狐用户碳护照发布仪式，一场汇聚企业力量、行业资源与用户参与的绿色行动正式启幕。 "双碳背景下，绿色消费与碳普惠机制成为汽车行业的重要课题，"北京绿色交易所董事长王乃祥表 示，绿色消费碳减行为，可以通过科学方法形成可交易的碳减排量，进而构建从绿色产品供应商到个 人、再到碳市场消纳端的减排量流动路线。极狐碳护照作为搭建绿色消费行为和碳普惠平台的桥梁，未 来将成为新能源车主获得碳市场激励的重要途径。 活动现场，北京绿色交易所向北汽新能源颁发企业碳减排荣誉证书，同时为10位北汽极狐用户代表 颁发首批个人"碳护照"，标志着汽车行业在用户碳普惠领域的创新突破，让普通车主的每一次出行都成 为可量化、有温度的减碳实践。 北汽集团董事长张建勇表示，北汽集团主动融入国家绿色低碳转型大局，以推动高质量发展为核 心，将"低碳化"纳入集团"一主五化"核心战略，并以此为导向，成功实现了碳排放总量与强度的连续降 低。北汽积极推动绿色出行社会共建，联合北京绿色交易所，创新打造北汽极狐用户专属"碳护照"，同 步围绕用户碳普惠持续构建碳护照权 ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [6] Core Insights - The automotive market is experiencing a significant shift with new energy vehicle brands showing varied sales performance, highlighting the advantages of brand recognition [1][22] - Over twenty provinces and cities in China have introduced subsidy policies to stabilize the automotive market amid downward pressure [2][26] - Internationally, Canada is opening up to cooperation with Chinese electric vehicle manufacturers, indicating a trend towards collaborative ventures in the automotive sector [3][42] Summary by Sections Market Overview - In January 2026, several new energy vehicle brands reported their delivery volumes, with significant year-on-year growth for some, such as Hongmeng Zhixing, which delivered 57,915 vehicles, a 65.6% increase [1][20] - The overall market is characterized by a "year-on-year increase, month-on-month decrease" trend, with many companies launching attractive financing options to stimulate demand [22][23] Policy Developments - The Chinese government has rolled out various consumer incentives, including trade-in and purchase subsidies, to support automotive consumption [2][26] - The Canadian government is set to announce new fuel efficiency standards and reintroduce purchase subsidies for electric vehicles, reflecting a shift in policy towards supporting the automotive industry [3][42] Investment Recommendations - The report suggests focusing on companies with strong brand recognition and systematic capabilities, as they are likely to present long-term investment opportunities [4] - The anticipated positive impact of government policies on the automotive market is highlighted, along with the potential for Chinese automotive companies to expand internationally [4]