Onthe evening of April 24, 2026, CIMC Vehicles (301039.SZ) officiallyreleased its first quarter report for 2026. As the launch year forthe company's new strategic "Star Plan," CIMC Vehicles setits sights on its goals and focused its efforts precisely from theoutset. Building on the solid foundation laid by the "Star ChainPlan" in semi-trailer and tank truck production organization,the company continued to deepen its core business, expand itsboundaries, and actively extend its "full value chain"development curve. This not only ensured continued leadership in theChinese and global southern markets but also achieved breakthroughsin the two core sectors of the EV-RT ecosystem: "vehicles"and "stations," laying a solid foundation and opening a newchapter for the company's high-quality development throughout theyear.
Interms of operating data, CIMC Vehicles delivered a strong performancein the first quarter, with all core indicators showing steady growth,demonstrating strong resilience and operational vitality. In thefirst quarter of 2026, the company sold a total of 32,512vehicles/sets globally, a 9.0% increase compared to the same periodlast year. This steady increase in sales reflects the market's highrecognition of the company's products and services. Meanwhile, thecompany's revenue and profit levels improved simultaneously. In thefirst quarter, operating revenue reached RMB 4.64 billion, with astable gross profit margin of 15.0%, maintaining good profitability.Net profit attributable to shareholders of the listed company reachedRMB 157 million, and net profit attributable to shareholders of thelisted company after deducting non-recurring gains and losses reachedRMB 159 million. The net profit after deducting non-recurring gainsand losses slightly exceeded the net profit, demonstrating thecontinued strengthening of the company's core profitability andfurther enhancing the stability and sustainability of its businessdevelopment.
Regardingshareholder returns, CIMC Vehicles has always upheld itsresponsibility and commitment to enhancing investor satisfaction. Inorder to actively respond to the relevant national policies promotingthe high-quality development of the capital market, further implementthe investor return mechanism, boost investor confidence in thecompany's future development, and demonstrate the company's highregard for shareholder interests, in addition to the 2025 dividenddistribution (RMB 2.1 per 10 shares), the company has decided tofurther announce a cash dividend for the first quarter of 2026,proposing to distribute RMB 1.4 per 10 shares to all shareholders.The release of this quarterly dividend not only fully demonstratesthe company's firm commitment to continuously and actively rewardingshareholders, but also highlights the company's healthy assetstructure and ample cash flow, showcasing the company's solidoperational strength.
Interms of business layout, CIMC Vehicles focuses on the global market,achieving breakthroughs in key areas and flourishing in multiplesectors. The global southern market is developing steadily andrapidly, while the "anti-involution" strategy in theChinese market continues to deepen, providing strong support for thecompany's overall growth. In the first quarter of 2026, the companymanufactured 27,000 semi-trailers of various types globally,achieving operating revenue of RMB 3.44 billion and contributing agross profit of RMB 500 million. Semi-trailers, as the core business,continue to play a stabilizing role, providing a solid guarantee forthe company's overall profitability.
Thedomestic market, as the core of the company's development, continuedits steady growth trend in the first quarter, with the"anti-involution" strategy continuing to deepen itseffectiveness. Specifically, the operating revenue of thesemi-trailer business in China increased by 7.5% year-on-year, andthe gross profit margin increased by 1.6 percentage pointsyear-on-year, achieving high-quality growth with both revenue andprofitability improvements. To further integrate resources andenhance core competitiveness, the company has established the "CIMCVehicles Semi-Trailer Business Group" to comprehensively unifythe operation of its semi-trailer business in the domestic market.Currently, the Semi-Trailer Business Group has completed theoptimization and adjustment of its operational structure andpersonnel deployment, building a sound mid- and back-office supportorganization and efficient business processes. Simultaneously, it isactively incubating new business models for productive services,continuously promoting the transformation and upgrading of thesemi-trailer business, and injecting new momentum into futuredevelopment. In addition, the company's Tank Truck Business Groupalso performed exceptionally well, maintaining steady sales growth.Adhering to a quality-first approach, it has continuouslyconsolidated its leading market position with high-quality productsand services, maintaining its number one market share in the industryand further expanding its competitive advantage.
Overall,CIMC Vehicles achieved simultaneous growth in revenue, profit, andsales in the first quarter of 2026, thanks to a clear strategiclayout, a solid core business foundation, and efficient operation andmanagement, continuously enhancing its market competitiveness. Withthe gradual advancement of the "Star Plan," the continuousimprovement of the EV-RT ecosystem, and the continued deepening ofdomestic and international markets, the company is expected toachieve higher-quality development throughout the year, creatinggreater value for shareholders and investors.
Withyears of professional experience in international trade and extensiveknowledge of the construction machinery and heavy equipment industry,we are able to transform customer inquiries into final productcontracts and export seamlessly to numerous countries and regions. Wehave a proactive and highly educated sales team with an internationalperspective, fluent in multiple languages such as English,Spanish, Russian, Arabic, and French. We have established strong,long-term partnerships with various professional manufacturers,ensuring all products are brand new and genuine, and reasonablypriced. We provide comprehensive transportation services (sea, air,rail, or road) to ensure timely delivery worldwide. We offercomprehensive after-sales service, including a one-year warranty,spare parts supply, installation and maintenance, training, andtechnical consultation. Through a professionally managed customerservice system and a coordinated quality control system, we meet theneeds of different projects.
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