July 2，Sinotruk（3808.HK）Release of 2023 Interim Performance Pre-increase Announcement，It is estimated that the net profit in the first half of 2023 will increase by 80% over the same period last year%To 100%，Based on this calculation, the net profit attributable to the parent company in the first half of the year was about 23..0.9 billion yuan to 2.5 billion yuan.6.6 billion yuan。The company said，The reason for the substantial increase in performance is mainly due to the steady improvement of domestic macro-economy and the increase of overseas market demand.，Heavy Truck industry demand recovery is obvious。The company seizes market opportunities.，Increasing the adjustment of product structure and business structure，The sales volume of products has increased substantially.，Significant improvement in profitability。
As the industry leader，The recovery of the heavy Truck industry makes the capital market more optimistic about the company's development prospects.。By the end of June,Sinotruk(3808.HK)Shares are up nearly 40% from the start of the year%，Strong lead heavy Truck plate。In the 21 trading days since June，Sinotruk（3808.HK）Shares rose 37.36%。
Product structure optimization has achieved remarkable results.
Sinotruk's leading position in the industry remains stable。According to CAAC data，2023 1- May ，China's heavy truck exports totaled 11..310,000，Year-on-year growth of 78.41%。By the end of May，The company's heavy truck market share is 27..08%，Up 3% from the end of 2022.44 percentage points。Get behind the data，It can be seen that Sinotruk has achieved continuous market-oriented reform and product structure optimization.，Continuously improve product competitiveness，Become an important weight to cross the cycle。
In terms of high-end layout，The first half of this year，As a representative of high-end commercial Vehicles in China, the company's Shandeka brand has achieved export sales of about 20000 Vehicles.，An eight-fold increase over the same period last year.，Effectively boost the company's overseas market sales.。Soochow Securities believes，With the application of newly developed technologies in the future，The company's high-end product competitiveness and voice will be further enhanced.，The price center is expected to rise with the market demand.，Release greater performance flexibility。
Regional Structure Adjustment to Achieve Double Harvest of Internal and External Markets
The first half of this year，Sinotruk domestic、Breakthroughs have been made in overseas markets.。Overseas markets with traditional advantages，The company's performance is still bright.。This year 1- June ，The company's export sales of heavy trucks were 6..50,000，Top in the industry，Firmly occupy half of the heavy truck exports。Years of deep cultivation in overseas markets have also enabled China Heavy Truck to better grasp the opportunities brought by overseas market volume since 2023.。According to CAAC data，2023 1- May ，China's heavy truck exports totaled 11..310,000，Year-on-year growth of 78.41%。
Huaan Securities expects，Heavy Truck Exports May Break Through 200,000 Vehicles for the First Time in 2023。Among，“The Belt and Road”Countries along the route、Africa、The Latin American region is still in an upward period of economic development，The demand for heavy trucks in construction and infrastructure investment is still strong and there are few restrictions on imports.，It will provide strong support for heavy truck export.。
In addition，Companies in a highly competitive domestic market，Multiple market segments lead the industry。The company goes deep into the front line of customer operation to understand the needs，Breakthrough of Heavy Truck Products in Several Subdivision Areas，Get seven“First in the industry”，Including the first sales volume in the long-distance logistics transportation market、No.1 in the express delivery market、Dangerous goods industry sales first、Sales volume of muck truck ranks first in the industry、The growth rate of the share of Refrigerated Trucks ranks first in the industry、No.1 in high-end special-purpose vehicle industry、AMTSales volume is the first in the industry。
The company's technological and resource advantages are concentrated in many subdivisions.。For example, in the field of long-distance logistics transportation, which mostly pursues power performance.，The company actively exerts the resource advantages of Shandong Heavy Industry Group.，Precise matching of Weichai power high thermal efficiency engine，It ranks first in the long-distance logistics transportation market with more than 500 horsepower.。2023 1- May ，The company's share of Tractors above 500 horsepower reached 25%。The first half of this year，More stringent requirements for product performance 4×2 Express Tractor Market，The company relies on low fuel consumption、High reliability product advantage to achieve market ranking industry first，The market share is 34.4%。
