中国重汽(000951) - 2024年12月18日投资者关系活动记录表

Group 1: Market Performance - In the first 11 months of the year, the heavy truck market sold approximately 818,000 units, representing a year-on-year decline of about 5% [2] - In November, heavy truck sales reached approximately 69,000 units, showing a month-on-month increase of 4% [2] - The company's overall production and sales situation remains in a growth trend compared to the same period last year [2] Group 2: Export Business - The company's export operations are primarily conducted through its subsidiary, Heavy Truck International, which has been the leader in China's heavy truck exports for 19 consecutive years [3] - The products have been exported to over 100 countries and regions, with key markets in Africa, Southeast Asia, Central Asia, and the Middle East [3] - The company plans to continue expanding into overseas markets to create new growth opportunities for sales [3] Group 3: New Energy Heavy Trucks - The sales volume and penetration rate of new energy heavy trucks have shown rapid growth compared to the same period last year, driven by national "dual carbon" policies [3] - As of the end of November, the industry cumulative sales reached 66,800 units, a year-on-year increase of 143% [3] - In November, domestic sales of new energy heavy trucks totaled 10,100 units, reflecting a year-on-year increase of 117% [3] - The company’s new energy heavy trucks are experiencing strong growth, outperforming industry levels [3]