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Tianrun Industry Technology (002283.SZ): The company's Commercial Vehicle air suspension Business customers include SINOTRUK and others.
On February 28, Gelonghui reported that Tianrun Industry Technology (002283.SZ) stated on the investor interaction platform that armored vehicle suspensions have all-weather and all-terrain adaptability requirements, and typically use hydraulic suspensions rather than air suspension systems. The company's Commercial Vehicle air suspension business clients include SINOTRUK, FAW Jiefang Group, Dongfeng Huasheng, Beiqi Foton Motor, Anhui Hualing, Guangxi Liugong Machinery, and Hebei Changhua.
Soochow: In January, the heavy truck Industry performed well, Bullish on the full-year Sector market under the stimulus of the National IV policy.
Soochow is Bullish on the full-year Sector market driven by the implementation of the National IV policy. In the short term, the top recommendation is SINOTRUK (000951.SZ).
EVTank: In 2024, the sales of electric heavy trucks saw a year-on-year increase of 139.4%, reaching 0.0827 million units, driving the installation volume of Lithium Batteries for heavy trucks to 33.5 GWh.
Recently, the research institution EVTank jointly released the "White Paper on the Development of China's Electric Heavy Truck Industry (2025)" with the Yivi Economic Research Institute.
Private Companies Are Sinotruk Jinan Truck Co.,Ltd's (SZSE:000951) Biggest Owners and Were Hit After Market Cap Dropped CN¥1.9b
SINOTRUK (000951.SZ): In 2024, the company's product exports will account for nearly 50% of total sales.
On February 20, Gelonghui reported that SINOTRUK (000951.SZ) stated in its investor relations that the company's export Business is mainly achieved through its subsidiary, SINOTRUK International, which has maintained the industry's top position for 19 consecutive years and has a good reputation and customer base overseas. In 2024, the company's product exports accounted for nearly 50% of total sales, and this positive trend continued in January 2025. The company will continue to leverage SINOTRUK International to expand and develop potential markets and regions, creating new growth and providing strong support for the company's sales.
SINOTRUK (000951.SZ): In January, 7,676 heavy trucks powered by Henry Hub Natural Gas were sold domestically, a year-on-year increase of 21%.
On February 20th, Gelonghui reported that SINOTRUK (000951.SZ) stated in its investor relations that, according to data from the First Commercial Vehicle Network, the cumulative sales of the domestic Henry Hub Natural Gas heavy-duty truck market in 2024 reached 0.1782 million units, an increase of 17% compared to the same period last year. In January, the actual sales of domestic Henry Hub Natural Gas heavy-duty trucks were 7,676 units, a year-on-year increase of 21%. The company's current sales of Henry Hub Natural Gas heavy-duty trucks are growing month-on-month and outperforming the Industry level. The sales trend of Henry Hub Natural Gas heavy-duty trucks has a certain correlation with the Oil & Gas price difference and has certain economic advantages. In the future, the outlook for the Henry Hub Natural Gas heavy-duty truck market remains Bullish.
Why We're Not Concerned About Sinotruk Jinan Truck Co.,Ltd.'s (SZSE:000951) Share Price
