中国重汽2023年报

002003009011012014017044050067099106107108110112115220 20244242023123120221231571600303603197 TRATON SE 00580 FPFPSNASDAQSTOCKHOLMISIN DE000TRAT0N7WKN TRAT0N8TRA VolkswagenAGFPFPSTRATON SEISIN DE0007664005, WKN 766400VOW Richard von Braunschweig 777250101 Richard von Braunschweig 168-2002102-03 Alexander Albertus GerhardusVlaskampKarsten OellersMats Lennart Harborn Richard von Braunschweig www.sinotruk.com 03808.hk (86) 531 5806 3808(86) 531 5806 2543zhengquanbu@sinotruk.com (852) 3102 3808(852) 3102 3812securities@sinotrukhk.com (852) 2851 1038sinotruk@wsfg.hk (I) SITRAKHOWO (II) HOWO (III) (IV) 18.1610.7413.88 202391.135.6%189.517.1% 20231231 20231265.2% MAXTX7 2023323,56636.1%226,99943.9%96,56720.6% 85,49843.9%5,318217.9% 2024IMF20243.1%GDP5% 1347%40% 202312311.0630.965 2024 2024325 202320235.2%3%5.9%6.5% 226,99943.9% 91.135.6%189.517.1% (LPR)1LPR25LPR1202312311LPR3.45%5LPR4.20% 75,28849.7%5.8%0.6 2.23 60042MAX/TH7 110180.7%3 6.5 202312315101,270100 T7STX MAX 130,06146.9%41,13357.5% 2023123111020026KD 2023 96,56720.6% 97% 10,31420.7%6.0%1.9 8.512.7 8.5%4.9% 202312311,0002,300100 MCMC07H7LSCR 14,55427.4%4.3%2.3127,6503.5%14.2%13.7 1,38719.1%1,2204.8%55.6%15.7 2%10%2023123112,524152023123120221231 10020226352022520223.520231231707202212318070.1202212315 2023123181.47%99.30%2022123144.44%62.5% 2023123124 40320333.5% 816644.9% 2023123130202212311005951202212312,5814 2023123150,0002022123170,00011,92914202212319,112132023123113.8%2022123110.2% (a)(b) 202312310.1%0.4%202212310.2%0.7% 52,77079.0% 5%100%•22 1231 APP2023372100% 12622023 2023 24400 2023 202310317474 5,4911.9%2023123120243 2023123127,413 2(IFRSS2) 2023100%100% ISO140012023ISO14001100%100% 2785204202231%6430% 1. 2. 2023100127522011 2023725412 6693.4%3595.19%PPM15.35%92.13% 2023423,900 20231,08529,9162972,299 20242024 3. 2. 3. 2024 4. 1. 4,6692014.1%5.5%2.752.5%0.9 85,49826,09343.9% 171419121027022520225 14,2364,22942.3%16.7%0.1 81747836.9% 4,0021,12839.2%4.7%0.10.9%0.6 5,8273,889200.7%6.8%3.5106.1% 6528681.5% 5,3183,645217.9%1.931.32216.4% 284153116.8% 2023123118,496202212314,33430.6%2023 11123134 312 1,0569810.2%15.6%17.2 365202236570.7202280.810.1 202312311217,89596.8% 11,368468 2 11,0597,6017155939902117,559 2023123112,539202212318297.1% 20231231127,57060.4% 471410870751,365 100 2023123146,6242022123113,35340.1% 2023123115,25220221231650.4%202312315,049202212311,15929.8%202312314.1%10.5%202212313.7%9.0%202312311.2202212311.3 3652022365206.82022262.255.4 202312312022123196.7%20221231 202392740072.362%2023920 a 2023123147,961202212314,92911.5% 202312312,0181.7% 2023123138,3322,760,993,33915.3210.90622 b 20231231320.1% 2023123140,2432022123137,5522,223202212311,8832,711202212312,672 2023123130.1% 20231231210173 202312311,686 202312297.0827202212306.96461.70%7.22586.713014.70%2023 202312297.8592202212307.42295.88%8.08797.253521.18% 20231231 2023123116510320231231 197042014129 197112022125 197842022125 198462022629 198012021511 Richardvon Braunschweig1973220191130vonBraunschweig(Universitiesof Heidelberg and Dresden)vonBraunschweig2006von BraunschweigMANSEMANSEMANSEMANFinance International GmbH MANGroup201520219von BraunschweigMANTruck&Bus SE2021320218MAN Truck & BusÖsterreichGesmbHvonBraunschweig2021920238MANTruck&Bus SE20239vonBraunschweigMAN(MAN Truck & Bus UK Ltd.) 197912022125 KarstenOellers1976420211214Oellers2002DaimlerChryslerAGDaimlerAG2019320216MANTruck&Bus SEMANTruck,Bus,Vanand AftersalesOellers20217TRATON SETRATON SE 196562022342022125 AlexanderAlbertus Gerhardus Vlaskamp197172022321Vlaskamp(HANUniversity of Applied Sciences)202111VlaskampMANTruck&BusSE TRATON SETRATON SE MatsLennart Harborn1961220211214Harborn(LundUniversity)HarbornHarborn2004ScaniaScaniaScaniaSales(China)Co.,Ltd.ScaniaHarborn20205ScaniaChina GroupHarborn(ACEA) 1955720164112004 19633201639863201640 195352016911985 1968112021923 197232024312· 197152019516(Bausch&Lomb)HayGroup(CHO)(HRA) 5920071112 C1 D.2.6F.1.1 D.2.62023329 F.1.1 2023330 20231231 2022726202239202241120229120225162021923 20231231Richardvon Braunschweig 3.10(2) 20231231Alexander Albertus Gerhardus VlaskampKarstenOellersMats Lennart Harborn 3.13 AlexanderAlbertus Gerhardus VlaskampKarsten OellersMats Lennart Harborn202212520223212021121420211214 20231231 (1)20222022ESG2023 20231231Richardvon Braunschweig (2) (3) (4)2023 (5)20222023 (1) (6)2023 (2)2023 (3)2022 (7)2022 (8) (9) (10)2022 20231231RichardvonBraunschweigRichardvon Braunschweig ESGESG 20231231 2022 20231231 (1)20222023 20231231 (2)20222022ESG2023 (3)2023 (4) (5) (6) (7) (8) 201391 20231231 1.2.3. 20243122024312202431220243103.09D3.133.10(2) 20231231 C3 Richard von BraunschweigMAN Truck & BusSEMAN(MANTruck & Bus UK Ltd.) 202312Richard von BraunschweigAlexanderAlbertus Gerhardus VlaskampKarsten OellersMats Lennart Harborn D2910 20231231 202312312023