On the evening of October 30th，Sinotruk（000951.SZ）Release of the report for the third quarter of 2024。During the reporting period，The company achieved operating income of 91..8.6 billion yuan；Realized net profit attributable to parent company 3.1.5 billion yuan，Year-on-year growth of 97.88%；Realized net profit deducted from non-attributable parent 2.7.4 billion yuan，Year-on-year growth of 87.82%。
The company achieved operating income of 335 in the first three quarters..8.7 billion yuan，Year-on-year growth of 9.18%；Realized net profit attributable to parent company 9.3.4 billion yuan，Year-on-year growth of 42.48%；Realized net profit deducted from non-attributable parent 8.5.6 billion yuan，Year-on-year growth of 34.07%。The company's operating quality continues to improve.，Net cash flow from operating activities in the first three quarters was 50..1.1 billion yuan，Year-on-year growth of 25.33%。
While achieving outstanding results,，Sinotruk's information disclosure work has also been awarded by the industry recently.。October twenty fourth，The company won the 26th Golden Bull Award for Listed Companies“Golden Letter Award”，This is the disclosure of company information.、Ways of communication、Public Relations Management、Full recognition and affirmation of investor relations management and other work。
For the first three quarters of business，China Heavy Truck said when communicating with investors recently.，In January this year-September，The company's production and marketing situation is still growing.，It is obviously better than industry average.。At the same time，The export of the company's products continued to maintain good demand.，Market share continues to maintain the forefront of the domestic heavy Truck industry。
Since the second half，Heavy Truck industry is facing certain challenges。According to CAAC data，In January this year-September，Total sales in heavy truck market 68.290,000，Year-on-year decline of 3.4%，In September, sales fell by 32% year-on-year..7%。
But looking ahead to the fourth quarter，The heavy truck industry is still expected to benefit from a number of positive factors to maintain growth.，Sinotruk has outstanding competitive advantages.，Or benefit fully。CICC explained that the decline in wholesale sales of heavy trucks in September was mainly due to“High temperature holiday”And market wait-and-see sentiment.，The third quarter is expected to be the low point for the full year.。However, in September, the number of terminal licenses increased annually.，Leading wholesale shows a trend of improvement，Judging that the policy of replacing the old with the new has been strengthened since late September，Expected fourth quarter industry sales year-on-year、The ring ratio has increased.，Annual wholesale sales reached 930,000 Vehicles.，Higher than in 2023。
Except for the trade-in policy.，New Energy Heavy Truck、Export markets are expected to drive the growth of the heavy truck industry.。According to the data of compulsory traffic insurance，September this year，A total of 7883 new energy heavy trucks were sold in China.，Up 25% from August%，Year-on-year growth of 148%，Record monthly sales，It has maintained year-on-year growth for 20 consecutive months.。
Sinotruk is optimistic about the development prospect of new energy heavy truck，When communicating with investors recently，The company believes that with the continuous progress of technology and the continuous growth of market demand,，New energy heavy trucks will appear in more application scenarios.，Help the whole heavy truck industry to be greener、Low carbon、Efficient、Sustainable direction of development。The company's new energy heavy truck business is mainly realized through the group's heavy truck new energy company.，And rely on the strong R & D strength of the group company.，Rapid breakthroughs in the field of new energy，Since this year, the penetration rate of charging and replacement heavy trucks has steadily increased.。
In addition，Heavy truck export demand is still worthy of attention。According to the General Administration of Customs，The third quarter of this year，China's Heavy Truck Exports Grow 26% Year-on-Year%To 9.910,000。Soochow Securities believes that，Heavy truck exports will increase slightly in 2024。
Sinotruk is confident in its export products.，The company said in a recent survey.，Exports of products continue to improve，Market share continues to maintain the forefront of the domestic heavy truck industry。Our products have been exported to hundreds of countries and regions.，The main export region is Africa.、Southeast Asia、Markets such as Central Asia and the Middle East，At the same time, breakthroughs have been made in strategic emerging markets.。Future，The company will continue to expand the development of overseas potential markets and regions with the help of Sinotruk International.，Create new increments，So as to form a strong support for the company's sales.。
