您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [港股财报]:中国重汽2024年报 - 发现报告

中国重汽2024年报

2025-04-29 港股财报 张博卿
报告封面

002003009011012014017046050067099106107108110112115220 FPFPS 03888 00580 FPFPSNASDAQSTOCKHOLMISIN DE000TRAT0N7WKN TRAT0N8TRA TRATON SE VolkswagenAGFPFPSTRATON SEISIN DE0007664005, WKN 766400VOW 777250101 168-2002102-03 Karsten OellersMats Lennart Harborn 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) 18317Msecurities@sinotrukhk.com183171712-1716(852) 2862 8555 202490.171.03%1900.28% 20241231 2024134.95.0% 84 2024343,9606.3%243,4187.2%100,5424.1%95,06211.2%5,85810.2% 3070.43 13.43.1%70%83% 2025 2025IMF20253.3%2025GDP5% 202412310.550.51 2025327 202420245.0%3.2%5.8% 84,15011.8%5.2%0.6 90.171.03%1900.28% 243,4187.2% (LPR)1LPR25LPR3202412311LPR3.10%5LPR3.60% 3.7 0.7 109,38012.8% 294%3.784 15L9.73.5C9HHOWO-TS7 202412313701,200110 134,0383.1%. 2024 42,4953.3% 86% 20241231110802001029KD 11,1628.2%1.9%4.1 100,5424.1% 2024年12月31日止年度輕卡銷量(輛) 50% 2.686PROPROVAN 202412318002,200320 13,9254.3%5.1%0.814.2% VI 109,10414.5% MCD10(WD615)AMT 1%10%2024123115,34319202420231231 1,4796.6%1,35411.0%54.6%1.0 2820231000.120235632023 2024123167320231231707202312310.1 20241111 20241111 384353.1% 202412312020231231302970.3202312315951 2024123123 2024123198.65%99.04%2023123181.47%99.30% 20221020241111 59218946.9% (a)(b) 2024123170,0002023123150,00015,045192023123111,929142024123141.4%2023123113.8% 202412310.15%0.64%202312310.1%0.4% 65,74424.6% 1%100%22(b) 1231 24400APP 12482024114100% 2024 2024 ESGESGESG 6,303(5514.8% 2024123128,560 僱員學歷 ESGESGESG 2024100%100% 2(IFRSS2) TÜV103MIS32.31% 1. MISMIS 45PU92.522.30% 9DCS23DCS36VOCsPID10(AED) 2. 25201,0924 3. 2025 2025 1. 2. 3.450 4. 95,0629,56411.2% 5. 14,8651,3279.8%15.6%0.20.948(a) 2561711221231220.120235 1,43762075.9% 3,4411364.1%3.7%0.20.8 4,9743056.5%5.2%0.355.0%2.5 174109167.7%135 1939132.0% 1301917.1% 2024123122,782202312314,28623.2% 1,092363.4%14.0%1.3 312 366202336580.6202370.79.9 6,68886114.8%7.0%0.22.9% 202412311221,90196.1% 5,85854010.2%2.140.2110.9% 7 2024123115,362202312312,82322.5% 10,0871,281 20241231129,87864.3% 8,6622,3971,81232856118697593 28 2024123153,072202312316,44813.8% 4,7804,3093,673454309146 3662023365230.12023204.825.3 2024123158,2952,760,993,33922.810.92604 2024123111,956202312313,29621.6%202412315,6982023123164912.9%202412314.4%11.6%202312314.1%10.5%202412311.1202312311.2 2024123158,4662023123140,2432,227202312312,2234,524202312312,66130020231231 202412312023123187.1%2023123196.7% 2024217.30.2553% 2024123149,152202312311,1912.5% 202420.85% 30 2024123120.1% a 20242 53 202412311,124 202412311,5721.2%5052024130 20241231824713 202411113,484,800,00037.5%20253 b 20241231170.1% 202412317.1884202312297.08271.49%7.00747.19963.53% 202412317.5257202312297.85924.24%7.49847.96169.24% 202412310.92604202312290.906222.19%0.901120.926040.60% 20241231151520241231 20241231 19681120241220 197112022125 1970102024513202039202212520206152022125 198012021511 1981112025327CEO KarstenOellers1976420211214Oellers2002DaimlerChryslerAGDaimlerAG2019320216MANTruck&Bus SEMANTruck,Bus,Vanand AftersalesOellers20217TRATON SETRATON SE 19831120241220(MANTruck & Bus SE) MatsLennart Harborn1961220211214Harborn(Lund University)HarbornTRATONSEHarborn2004ScaniaScaniaScania Sales (China) Co., Ltd.ScaniaScaniaChinaGroupHarbornHarborn(ACEA) 1972102024513 2004 1963320163986340 195352016911985 195572016411 197152019516(Bausch&Lomb)HayGroup(CHO)(HRA) 197232024312· 1968112021923 6020071112 C1 F.1.1 F.1.1 20241231 2025392025411202291202251620249232024312 20241231 3.10(2) 20241231Karsten OellersMats Lennart Harborn Karsten OellersMats Lennart Harborn20245132024121420241214 3.13 20241231 (1)20232023ESG2024(2)(3)(4)2024(5)20232024(6)2024(7)20232024(8)(9)(10)(11)(12)2023 20241231 (1) (2)2024 (3)2023 20241231 ESGESG 40% 20241231 2023 20241231 (12) (1)20232024 (2)20232023ESG2024 (3)2024 (4) 20241231 (5) (6) (7) (8) (9) (10)2024 (11) 201391 20241231 1.2.3. 20241231 C3 202412”Annual Directors’Training”Karsten OellersMats Lennart Harborn202458202412112024121120245820243103.09D 2025327 2025327 2025327 MatsLennart Harborn20202024ScaniaChina GroupTRATON 20241231 2024123120241231 D2910 ESG ISO310002009 123454. 監察及檢討 20241231 20071120241231 2114 (www.sinotruk.com)202412312.92.5% +86 531 5806 3808+852 31023808zhengquanbu@sinotruk.comsecurities@sinotrukhk.comboardenquiries@sinotrukhk.com www.sinotruk.com 24% 20241231FPFPS51%FPFPS25%FPFPSVolkswagenPassengerCarsAudiSEATŠKODABentleyBugattiLamborghini Porsche Ducati VolkswagenCommercial VehiclesScaniaMAN 20242024628688412220242024628 20241231 20241251%2025422024122020241224 2025 (2) (i)2.5% (1) 5% (ii)50 1,000 168-2002102-03generalmeeting@sinotrukhk.com 67resolutionrequest@sinotrukhk.com