中国重汽中期报告2024

237910123653545556586061 FPFPSNASDAQ STOCKHOLMISIN DE000TRAT0N7WKN TRAT0N8TRA TRATON SE VolkswagenAGFPFPSISIN DE0007664005, WKN 766400VOW 02338000338 Richard von Braunschweig Richard von Braunschweig Richard von Braunschweig Karsten OellersMats Lennart Harborn 777250101 168-2002102-03 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) 0.72or0.6655.3%9495430 1.063or0.96550.1%7578430 961191110214301122 03808.hk20246302,760,993,33951,154500 23.2513.8619.01 183171712-1716(852) 2862 8555 141.6%9.4%50.453.3%202.7%13.7%97.094.2% 5.0%4.7%6.0%8.5%5.4%9.5% (LPR)1LPR5LPR120246301LPR3.45%5LPR3.95% 56,60229.6% 42,51316.3%6.0%0.6 278%11.7515L17.4 125,01714.8% 309%5.6612kWh400 20246305001,27080 App 20,8841.7% 2024630110809022027KD Pro 89.4% 6,77332.8%1.9%2.2 56,92214.5% 186.1%0.1132kWh5t25.339/11.802 MC07(H)MC07(H)MT07AMT16AMTAMT 20246307802,200310 7,0432.0%4.2%0.317.7%9.2 53,34228.0% 7514.6%68813.9%46.5%6.7 2%10%202463015,72432202463020231231 172023230.120235372023 202463068720231231707202312310.1 202463023 254966.2% 20246303020231231303950.4202312315951 2728847.8% 202463060,0002023123150,00015,329322023123111,92914202463023.8%2023123113.8% 202463096.17%98.69%2023123181.47%99.30% 20246300.2%0.6%202312310.1%0.4% (a)(b) 36,25442.5% 100%10(b) 1% 6306 202463027,069 • 2,9029.3% 100%100% ISO14001 2802798.27% 1. 95491017202317%32% 6178 2. 1,57512,397100% 2829 96816,425 1,092 3. 2024 1.13L15L 2. 3. 0.41.3 48,8237,45218.0% 2,34925312.1%4.8%0.350.6%3.6 7,1596369.8%14.7%1.11.226 71108128211•100.120235 681385130.1% 1,525654.5%3.2% 1211490.5% 202463022,127202312313,63119.6% 312 8722.2% 182202318176.8202372.93.9 481233.3% 20246301221,57297.5% 56213.5%4.3 98 3,5991,00338.6%7.4%1.117.5% 202463015,756202312313,21725.7% 3,29493639.7%1.200.3541.2% 2024630129,55160.6% 17 202463015,724202312314723.1%20246307,595202312312,54650.4%20246305.7%15.8%202312314.1%10.5%20246301.1202312311.2 202463052,165202312315,54111.9% 1822023181218.22023210.77.5 5,3362,316 20246302023123196.5%2023123196.7% 4,5322,6184,7105612,380 42921063988213325 202463048,096202312311350.3% 202463051,1542,760,993,33920.310.91268 202463052,8012023123140,2432,333202312312,2232,200202312312,711 a 20242 53 20246301,4951.1%5052024130 2024217.30.2553% b 202420.85% 2024630320.1% 202463020.1% 20246301,866 2024630334313 202463015262024630 20246287.1268202312297.08270.62%7.12707.07700.77% 20246287.6617202312297.85922.51%7.82187.58735.35% 2024630 C1 20243122024513 F.1.1 F.1.1 2024630RichardvonBraunschweigAlexander Albertus Gerhardus VlaskampKarstenOellersMatsLennart Harborn AlexanderAlbertus Gerhardus Vlaskamp20248222024920 2024630 2024630Richardvon Braunschweig ESGESG 2024630RichardvonBraunschweigRichardvon Braunschweig 2024630 1. 2. 3. 2024630 201391 2024630 2024911202463060.720.66202420248220.9141111,9881,822202420241122 202420242024102118317M 2024 C3 10%2024 202463062410 10%2024 2024630202431727,320,0000.99% 2024 www.sinotruk.com 202492424% 2024630FPFPS51%FPFPS25%FPFPSVolkswagenPassengerCarsAudiSEATŠKODABentleyBugattiLamborghini Porsche Ducati VolkswagenCommercial VehiclesScaniaMAN 20242024628688412220242024628 2024630 2024630352XV 2024630XV352 XV3362024630 A) (h)VolkswagenFinance LuxemburgS.A.Volkswagen Finance Luxemburg S.A. (a)65% (i)Volkswagen Finance Luxemburg S.A.89.72% TRATONSEVolkswagen FinanceLuxemburg S.A.TRATON SE (b) (j)TRATONSETRATONInternational S.A.TRATONSETRATONInternationalS.A. (c)FPFPS90% Ferdinand Porsche Familien-Holding GmbHFPFPSFerdinandPorsche Familien-Holding GmbH (k)TRATONInternational S.A.MANFinance andHoldingS.A.TRATONInternationalS.A.MANFinance and HoldingS.A. (d)F e r d i n a n dP o r s c h e F a m i l i e n - H o l d i n g G m b H7 3 . 8 5 %F e r d i n a n d A l e x a n d e r P o r s c h e G m b HFerdinand Porsche Familien-HoldingGmbHFerdinandAlexander PorscheGmbH (l)XV3362024630Ferdinand Porsche Familien-Holding GmbHFerdinand Alexander Porsche GmbH (e)FerdinandAlexander Porsche GmbHFamiliePorscheBeteiligung GmbHFerdinandAlexander Porsche GmbHFamiliePorscheBeteiligung GmbH (m)XV3362024630FamillePorsche Beteiligung GmbH27.73%PorscheAutomobil Holding SE55.46% (f)Familie Porsche Beteiligung GmbH51.69% PorscheAutomobilHolding SEFamiliePorsche Beteiligung GmbHPorscheAutomobilHolding SE (n)XV3362024630Porsche Automobil Holding SE31.40%53.30% (g)PorscheAutomobil Holding SE50.73%Porsche Automobil Holding SE B) 2024630XV3365% 2024317(i)(ii)(iii) 1%1%2024317202463027,609,933439,933 2029662024666048 (a)202412350%(b)550% 6.8967.58 (a) (1)(i)(ii)(iii)(iv)(v) (2)(i)(ii)(iii)(iv) (c) (d) 20% 202463027,320,0000.99% 202466418827,170,0000.98% 2. 3.220246610.17418.7817.0706.896276,427,58020246308,062,000 4. 202412320243172