Dongfeng Shares Releases 2026 Semi-Annual Report, New Energy Sales Increased 99.2% Year-on-Year

August 26, Dongfeng Automobile Co., Ltd. (hereinafter referred to as "Dongfeng Shares", Stock Code: 600006) officially released the 2026 Semi-Annual Report. During the reporting period, Dongfeng Shares firmly grasped the opportunities for green and intelligent transformation in the commercial vehicle industry, anchored on the development directions of new energy and internationalization, steadily improved operating quality, and delivered a mid-year report with steady improvement and positive trends.

The report shows that in the first half of 2026, Dongfeng Shares achieved operating revenue of 5.516 billion yuan, a year-on-year increase of 9.64%; achieved total profit of 169 million yuan, a significant year-on-year increase of 83.56%; net profit attributable to shareholders was 124 million yuan, a year-on-year increase of 27.83%, with significantly improved profitability levels. Under the complex situation of intensifying industry competition and changing demand structure, the company deepened value marketing, promoted cost reduction and efficiency improvement across the entire chain, continuously optimized product structure, and further highlighted the operating resilience of the company.

Regarding whole vehicle sales data, the company achieved sales of 69,000 vehicles, a year-on-year increase of 0.44%, outperforming the market. The growth momentum of domestic new energy business was bright, with new energy vehicle sales reaching 18,000 vehicles, a significant year-on-year increase of 99.2%, significantly outperforming industry growth speed, becoming the core engine driving company growth.

Among them, the VAN vehicle market performance was bright. In April this year, the VAN vehicle brand was integrated, and the Dongfeng Furuitong brand was launched. Products such as Dongfeng Furuitong V6, V8, and V10 quickly gained market recognition, order volume increased rapidly, and delivery volume in the first half of the year increased by 153.9% year-on-year; in the light truck sector, the pace of new energy transformation was accelerated. Dongfeng Qiankun K6E, Dongfeng Dolicard D6E Battery Swap Version and other new products were launched to the market in succession, precisely matching diverse niche scenarios such as urban distribution and cold chain. New energy light truck sales increased by 573.4% year-on-year; Dongfeng Tuya T9E, T5E, T7Pro and other products were launched in rapid succession, providing more valuable product choices for urban and rural distribution.

While the product layout is rapidly transforming from traditional fuel vehicles to new energy, Dongfeng Shares focused on key technologies such as pure electric vehicles, hydrogen fuel trucks, skateboard chassis, and intelligent driving, continuously invested R&D expenses of 213 million yuan, a year-on-year increase of 74.48%. In June this year, the Dongfeng OpenVAN unmanned logistics capacity brand was officially launched, and four L4-level unmanned logistics vehicles were released, receiving over 4,000 strategic orders on-site; autonomous driving logistics vehicles and intelligent sanitation vehicles have begun demonstration operations, accelerating the exploration of smart logistics commercialization implementation paths, and solidifying the foundation for long-term development with technical innovation.

The overseas export business achieved growth acceleration, with 13,000 whole vehicles exported in the first half of the year, a year-on-year increase of 81.4%. Relying on a mature product matrix, Dongfeng Light Vehicles continued to breakthrough in key markets such as Latin America and Southeast Asia. A single delivery in Malaysia reached 830 units; jointly donated Dongfeng Furuitong V10E to Cuba Latin American News Agency with Xinhua News Agency. The Latin American market simultaneously secured 108 vehicles, and the Dongfeng Furuitong brand's international reputation was quickly established. Dongfeng Light Vehicles continued to expand the overseas market landscape, and overseas brand reputation continued to improve.

Meanwhile, Dongfeng Shares' engine business achieved significant growth in the first half of the year. Engine sales increased by 26% year-on-year, and engine business for generator sets increased significantly. As a core component business of Dongfeng Shares, the continuous strength of the engine sector not only verified Dongfeng Shares' technical accumulation in the powertrain field but also provided support for the market competitiveness of whole vehicle products.

The improvement in Dongfeng Shares' operating performance in the first half of the year is inseparable from the business achieving accelerated transformation and rapid promotion of new business layout. At the same time, it also relies on Dongfeng Shares' "Green Environmental Protection, Digital Integration, Flexible Manufacturing, Platform Sharing" intelligent manufacturing hard-core strength, laying a solid foundation for creating high-quality products and solidifying product reputation.

Facing the future, Dongfeng Shares will continue to focus on the five development directions of "New Quality Products, Marketing Capability, High-quality Operations, Ecosystem Integration, Value Creation and Sharing", accelerate the pace of new energy transformation, continuously optimize product structure, strengthen ecosystem construction, seize market transformation opportunities, and achieve high-quality development of company operations.