Recently, Dongfeng Shares released its half-year report: 5.516 billion in revenue, up 9.64% year-on-year. Against the backdrop of the industry facing overall transformation and intensified competition, while such growth performance may not be stunning, it also indicates that the transformation has yielded preliminary results.

Looking further down at the numbers makes it even more interesting.

Total profit was 169 million yuan, a significant year-on-year increase of 83.56%; net profit attributable to the parent company was 124 million yuan, up 27.83% year-on-year. Revenue increased by less than 10 percentage points, yet profit growth soared 83.56%. In the current macro environment, for a commercial vehicle enterprise to achieve this kind of scissors difference, there is only one explanation—no longer making money by "selling more", but by "selling correctly".

Financial reports show that Dongfeng Shares sold 69,000 vehicles in the first half of the year, up about 0.44% year-on-year, but the composition has changed completely.

New energy vehicles sold 18,000 units in the first half, nearly doubling, a 99.2% year-on-year increase, significantly outperforming industry growth. Its share of total sales reached 26.9%. Last year it was a supplementary role, this year it is the main course.

What is truly worth watching is the change in conclusions behind the numbers. First, fuel vehicle sales are declining. Domestic fuel vehicles fell 8.8% year-on-year; low-margin older light trucks and light passenger vehicles saw a significant sales contraction; Second, new energy is being refined. Battery swap models and cold chain special vehicles increased their share; these vehicles have high unit prices and thick profits; Third, new product launches concentrate on new energy. Multiple battery swap light trucks and VAN vehicles launched densely; production capacity and R&D resources are tilting towards new energy.

Such results led to a 573.4% year-on-year increase in new energy light truck sales. Dongfeng Duolic D6E battery swap version, Qiankun K6E precisely positioned for city distribution and cold chain, the bulk of orders came from scaled fleets and cold chain logistics enterprises. On March 28, Qiankun K6/K6E launched in Chengdu. In April, tasting events extended to Nanjing, Urumqi, Beijing, and Xiangyang.

The product structure adjustment was correct, the manufacturing end must be able to keep up.

The Xiangyang Green Intelligent Factory put into production in 2025, first half of this year, single-shift capacity utilization reached 102%. The final assembly workshop produces one vehicle every 150 seconds. A single final assembly workshop can produce more than 600 models with different configurations—pure electric, hybrid, and fuel are mixed and produced on the same production line. In the past, we built what cars, customers bought what cars. Now, if customers want what cars, we build what cars.

The domestic light truck industry's first automated AGV production line operates synchronously, workshop turnover inventory decreased by 50%, manufacturing efficiency increased by 15%.

Beyond new energy, traditional fuel vehicles are also moving. Fuel version light trucks are equipped with Phase IV fuel consumption engines, 2000 Bar ultra-high pressure common rail systems. The special vehicle segment released a new brand strategy on June 12, reserving chassis interfaces for sanitation, cold chain, and box cargo modification scenarios to shorten modification cycles.

On March 26, Dongfeng Shares released a new VAN brand "Dongfeng Freeton", comprehensively integrating its two brands "Dongfeng Yufeng" and "Dongfeng Ruileda".

Previously, multiple series ran in parallel, product positioning overlapped, channels internally competed for their own orders, severe internal consumption. After integration, thought is unified, brand is unified, resources are unified. On April 15, Freeton V8E and V10 launched in Chongqing. From launch to half-year report disclosure, over two months, Freeton series delivery volume increased 153.9% year-on-year.

Product definition was derived from following vehicles. The R&D team conducted 400,000 km of data collection and 1 million km of user follow-up visits across eight typical cities.

V8E focuses on same-city distribution, equipped with CATL 53 kWh 2C ultra-fast charging battery or Fudi 2C Blade Battery, 100 km electricity consumption only 13.8 kWh, leading the industry by 17%; rear-wheel drive, unafraid of heavy load climbing. V10 focuses on urban-rural logistics, 163 horsepower, 400 Newton-meters torque, engine thermal efficiency 43.5%.

The brand PR department is also working hard. On May 9, Dongfeng Freeton V10E was donated to Cuba Latin American News Agency; 108 orders were won in the Latin American market; On May 10, it appeared at China Brand Day; On June 27, Taihu discussed "Electric" endurance challenge, city distribution real working condition average endurance 401.38 km, first place ran 480.94 km. Previously, this brand could not be seen outside, now deliveries are speaking, events are speaking, real data is speaking, the outside world is starting to see it.

What truly changed overseas is not sales volume, but the tactics.

First half export completed vehicles 13,000, up 81.4% year-on-year, significantly outperforming industry export growth. On January 12, Egypt dealer store opened. On June 11, 12, Malaysia delivered 830 units in two days, new signed 500 units, signed another 200 units, cumulative over 1500 units.

Dongfeng Import & Export Company Chairman Wang Long said very clearly: "View Malaysia as the core of Southeast Asia market layout, achieve the leap from single product export to full-chain localized operation." — Not just selling cars, but planting sales networks, service networks, parts supply, and technical training fully locally.

Channels also were restructured. Previously assessment pressured warehouse wholesale, dealers just moved cars from factory warehouse to their own warehouse. Now set terminal price red lines, assessment weight shifted from "wholesale volume" to "retail transaction, key customer development, new energy proportion". Output fleet development toolkit, push dealers to sell cars into user hands.

Marketing resources concentrated on city distribution logistics and cold chain transportation, logistics parks carried out real vehicle trial operations, directly calculating oil-electric TCO cost difference for fleets.

Cost reduction and efficiency enhancement is also advancing synchronously. Sales expenses decreased 31.01% year-on-year, management expenses decreased 6.94%. Money spent where it counts, money not supposed to be spent is resolutely not spent.

Overseas rooting, channels restructuring, expense control — the logic of selling cars has completely changed.

Dongfeng Shares did not do the radical thing of "one stroke cutting fuel".

Dongfeng Cummins Engine sales in the first half reached 130,000 units, up 18.39% year-on-year. This growth rate under the halo of new energy doubling is not worth bragging about, but it is the "blood transfusion system" for the entire transformation. Before new profit centers grow up, the engine sector is the most important cash source—replenishing new energy, replenishing R&D, replenishing overseas expansion.

What is more worth watching than current period profit is R&D investment.

213 million, up 74.48% year-on-year. Commercial vehicle industry profits are thin, R&D investment over 100 million requires determination.

Money spent on four lines: Pure electric platform iteration, hydrogen fuel logistics vehicle reserves, skateboard chassis R&D, intelligent driving implementation.

On June 6, Dongfeng OpenVAN autonomous logistics vehicle brand global debut, four L4 level products—DF-2, DF-8, DF-25, DF-60, full coverage from last-mile delivery to mainline logistics. Smart brain partnered with Jiushi Intelligent self-developed, computing power industry top, L4 intelligent driving verified by over 130 million kilometers. At the launch event, signed with 8 enterprises, strategic orders over 4,000 units, expected to start delivery in August.

On June 24, DF-8 autonomous delivery cold chain logistics vehicle appeared at Asia Logistics Biennial. On June 30, partnered with Zhongli Shares to open up autonomous logistics full-link closed loop.

This investment is not buying current sales, it is an entry ticket for future elimination if not joining the game.

Baru-baru ini, Syarikat Dongfeng mengeluarkan laporan semianual: Penghasil 5.516 bilion, meningkat 9.64% berbanding tahun lalu. Dalam konteks industri yang menghadapi transformasi keseluruhan dan persaingan yang semakin sengit, pencapaian pertumbuhan sedemikian walaupun tidak luar biasa, tetapi ia menunjukkan transformasi membawa hasil awal.

Mari lihat angka-angkanya lebih lanjut.

Jumlah untung 1.69 juta yuan, meningkat secara mendadak 83.56% berbanding tahun lalu; untung bersih yang boleh dikreditkan kepada pemegang saham ibu 1.24 juta yuan, meningkat 27.83%. Penghasilan naik kurang dari 10 mata, tetapi pertumbuhan untung melonjak 83.56%. Dalam persekitaran semasa ini, syarikat kenderaan komersial yang keluar dari 'gunting' ini, hanya ada satu penjelasan — ia tidak lagi bergantung pada 'menjual banyak' untuk mendapat keuntungan, tetapi bergantung pada 'menjual pada sasaran yang betul'.

Laporan kewangan menunjukkan, Dongfeng Shares menjual 69,000 kenderaan pada separuh tahun pertama, meningkat kira-kira 0.44% berbanding tahun lalu, tetapi isi dalamnya telah berubah sepenuhnya.

Separuh tahun pertama, kenderaan tenaga baharu dijual 18,000 unit, hampir dua kali ganda, meningkat 99.2% berbanding tahun lalu, jelas mengalahkan pertumbuhan industri. Nisbah kepada keseluruhan jualan meningkat kepada 26.9%, tahun lalu masih peranan tambahan, tahun ini sudah menjadi hidangan utama.

Yang benar-benar bernilai dilihat, adalah perubahan kesimpulan di sebalik angka. Pertama, jualan kenderaan minyak menurun. Kenderaan minyak domestik menurun 8.8% berbanding tahun lalu, jualan trak ringan lama dan van ringan ber margin rendah jelas menyempit; Kedua, tenaga baharu sedang dimurnikan. Kenderaan model tukar bateri, kenderaan khas pendingin bekuan mengambil bahagian naik, jenis kenderaan ini harga unit tinggi, untung tebal; Ketiga, pelancaran produk baru terpusat pada tenaga baharu. Pelbagai trak ringan tukar bateri, kenderaan VAN dilancarkan secara padat, kapasiti dan sumber penyelidikan dan pembangunan sedang condong ke tenaga baharu.

Hasil sedemikian, membawa kepada jualan trak ringan tenaga baharu meningkat 573.4% berbanding tahun lalu. Dongfeng Dolika D6E edisi tukar bateri, Qiankun K6E tepat pada sasaran pengedaran bandar dan bekuan, pesanan utama datang dari pasukan berpangkalan besar dan logistik bekuan. 28 Mac, Qiankun K6/K6E dilancarkan di Chengdu, April sesi penilaian tersebar ke Nanjing, Urumqi, Beijing, Xiangyang.

Struktur produk telah ditetapkan dengan betul, hujung pembuatan juga mesti mampu menanganinya.

Pabrik hijau pintar Xiangyang yang mula beroperasi pada tahun 2025, separuh tahun pertama ini keupayaan tunggal kelas mencapai 102%. Loji pemasangan akhir mengeluarkan satu kenderaan setiap 150 saat, satu loji pemasangan akhir tunggal boleh menghasilkan lebih 600 model konfigurasi berbeza — elektrik tulen, hibrid, minyak dihasilkan secara bercampur pada talian pengeluaran yang sama. Dulu apa kenderaan dibina, pelanggan beli kenderaan apa, sekarang apa yang pelanggan mahu, itulah yang dibina.

Garis pengeluaran AGV automatik pertama industri trak ringan domestik beroperasi serentak, inventori perputaran kilang turun 50%, kecekapan pembuatan meningkat 15%.

Di luar tenaga baharu, kenderaan minyak tradisional juga bergerak. Trak ringan versi minyak dilengkapi enjin kecekapan bahan api fasa keempat, 2000Bar sistem rel tekan tekanan tinggi. Seksyen kenderaan khas mengeluarkan strategi baharu jenama pada 12 Jun, untuk persekitaran penyesuaian kenderaan kebersihan, bekuan, kargo terbalut, menyediakan antara muka底盘, memendekkan kitaran penyesuaian.

26 Mac, Dongfeng Shares melancarkan jenama VAN baharu 'Dongfeng Freeton', melakukan integrasi menyeluruh terhadap dua jenama 'Dongfeng Yufeng' dan 'Dongfeng Ruilida' di bawahnya.

Sebelum ini banyak siri selari, penempatan produk bertindih, saluran dalama berebut pesanan sendiri, pereputan dalaman serius. Selepas integrasi, pemikiran bersatu, jenama bersatu, sumber bersatu. 15 April, Freeton V8E dan V10 dilancarkan di Chongqing. Dari pelancaran hingga pendedahan laporan semianual, lebih dua bulan, jumlah serah terima semua siri Freeton meningkat 153.9% berbanding tahun lalu.

Definisi produk dikeluarkan dengan mengikuti kereta. Pasukan penyelidikan dan pembangunan melaksanakan pengumpulan data 400,000 km dalam lapan bandar tipikal dan 1,000,000 km lawatan pengguna.

V8E memfokuskan penghantaran bandar, dilengkapi bateri pengecasan pantas 53 kWh 2C CATL atau bateri pisau 2C BYD, penggunaan kuasa 100km hanya 13.8 kWh, memimpin industri 17%; Pemacu roda belakang, memanjat bukit beban berat tidak gentar. V10 memfokuskan logistik bandar dan luar bandar, 163 kuasa kuda, tork 400 N.m, kecekapan haba enjin 43.5%.

Bahagian PR jenama juga sedang berusaha. 9 Mei menderma Freeton V10E ke Agensi Berita Amerika Latin Cuba, pasaran Amerika Latin meraih 108 unit pesanan; 10 Mei kelihatan di Hari Jenama China; 27 Jun Taohu Discus 'Elektrik' Cabaran Jarak, pengedaran bandar keadaan kerja sebenar jarak purata 401.38 km, pertama lari 480.94 km. Sebelum ini jenama ini luaran tidak boleh dengar suara, kini serah bicara, acara bicara, data sebenar bicara, luar mula dapat lihat.

Yang benar-benar berubah di luar negara bukan jualan, ialah kaedah bermain.

Separuh tahun pertama eksport keseluruhan kenderaan 13,000 unit, meningkat 81.4% berbanding tahun lalu, jauh mengalahkan pertumbuhan eksport industri. 12 Januari kedai ejen Mesir dibuka. 11 Jun, 12 Jun, Malaysia dua hari serah 830 unit, tandatang 500 unit, tandatang lagi 200 unit, terkumpul lebih 1500 unit.

Pengerusi Syarikat Dongfeng Import-Eksport, Wang Long berkata dengan jelas: "Melihat Malaysia sebagai teras pelancangan pasaran Asia Tenggara, mencapai lompatan dari eksport produk tunggal ke operasi tempatan rantai penuh."——Bukan sahaja menjual kenderaan, tetapi menyebarkan rangkaian jualan, rangkaian perkhidmatan, bekalan suku cadang, latihan teknikal sepenuhnya di tempatan.

Saluran juga digerakkan. Dulu penilaian menekan stok borong, ejen hanya memindahkan kenderaan dari gudang pengeluar ke gudang sendiri. Sekarang menetapkan garisan merah harga terminal, berat penilaian beralih daripada 'Jumlah Borong' kepada 'Jualan Runcit, Pembangunan Pelanggan Besar, Nisbah Tenaga Baharu'. Menerbitkan pakej alat pembangunan pasukan, mendorong ejen menjual kenderaan ke tangan pengguna.

Sumber pemasaran dibebankan kepada logistik pengedaran bandar dan pengangkutan bekuan, taman logistik melaksanakan ujian operasi kenderaan sebenar, terus kira perbezaan kos TCO minyak-elektrik untuk pasukan.

Mengurangkan kos meningkatkan kecekapan juga sedang dibangunkan serentak. Belanja penjualan turun 31.01% berbanding tahun lalu, belanja pengurusan turun 6.94%. Uang dibelanjakan pada mata pisau, yang tidak patut dibelanjakan tetap tidak dibelanjakan.

Mengakar luar, saluran bergerak, kawalan belanja — logik menjual kenderaan telah berubah sepenuhnya.

Dongfeng Shares tidak melakukan perkara radikal 'Satu Tebasan Minyak'.

Enjin Dongfeng Cummins separuh tahun pertama jualan 13.4 juta unit, meningkat 18.39% berbanding tahun lalu. Kadar pertumbuhan ini diletakkan di bawah cahaya penampan tenaga baharu yang dua kali ganda tidak bernilai sombong, tetapi ia adalah 'sistem pendermaan darah' seluruh transformasi. Sebelum pusat keuntungan baharu berkembang, sektor enjin adalah sumber tunai paling penting — menyokong tenaga baharu, menyokong R&D, menyokong pengembangan luar negara.

Yang lebih berharga daripada keuntungan semasa ialah pelaburan R&D.

213 juta, meningkat 74.48%. Industri kenderaan komersial keuntungan nipis, pelaburan R&D lebih dari 100 juta memerlukan tekad.

Uang dibelanjakan pada empat garis: platform elektrik tulen berulang, bekalan kenderaan logistik bahan api hidrogen, penyelidikan dan pembangunan platform skates, pelaksanaan pemanduan pintar.

6 Jun, jenama kenderaan logistik tanpa pemandu Dongfeng OpenVAN dilancarkan global, empat produk peringkat L4 — DF-2, DF-8, DF-25, DF-60, dari penghantaran akhir hingga logistik teras meliputi sepenuhnya. Otak pintar bersama-sama Jiushi Pintar R&D sendiri, kuasa pengiraan industri teratas, pemanduan pintar L4 disahkan lebih 1.3 juta km. Dalam majlis pelancaran menandatangani kontrak dengan 8 syarikat, pesanan strategik lebih 4000 unit, dijangka Ogos memulakan serah terima.

24 Jun, kenderaan logistik bekuan tanpa pemandu DF-8 muncul di Pameran Logistik Dua Tahun Asia. 30 Jun, berjinak dengan Zhongli Shares membuka luan logistik tanpa pemandu seluruh litar.

Pelaburan ini membeli bukan jualan semasa, tiket masuk tidak tersingkir jika tidak terlibat dalam masa hadapan.

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.

26 Ogos, Syarikat Automotif Dongfeng Berhad (selanjutnya dikenali sebagai "Dongfeng Shares", kod saham: 600006) secara rasmi mendedahkan Laporan Setengah Tahun 2026.

Laporan menunjukkan bahawa pada semester pertama 2026, Dongfeng Shares memperoleh pendapatan sebanyak 5.516 bilion yuan, meningkat 9.64% setahun; jumlah keuntungan sebelum cukai sebanyak 169 juta yuan, meningkat besar 83.56% setahun; keuntungan yang tertakluk kepada pemegang saham biasa syarikat induk 124 juta yuan, meningkat 27.83%, tahap keuntungan ditingkatkan dengan ketara. Di bawah situasi kompleks persaingan industri yang semakin sengit dan perubahan struktur permintaan yang berterusan, syarikat telah memperdalam pemasaran nilai, memajukan penjimatan kos dan peningkatan kecekapan seluruh rantaian, terus mengoptimumkan struktur produk, dan ketahanan operasi syarikat semakin menonjol.

Dari segi data jualan kenderaan lengkap, syarikat mencapai jualan sebanyak 69,000 unit, meningkat 0.44% setahun, mengatasi pasaran secara umum. Pengangkutan tenaga baharu domestik menunjukkan momentum pertumbuhan yang cemerlang, jualan kenderaan lengkap tenaga baharu mencapai 18,000 unit, meningkat besar 99.2% setahun, jauh mengatasi kadar pertumbuhan industri, menjadi enjin teras yang menarik pertumbuhan syarikat.

Di antaranya, prestasi pasaran Van sangat cemerlang. Pada April tahun ini, jenama Van diintegrasikan, jenama Dongfeng Furitong dilancarkan, produk seperti Dongfeng Furitong V6, V8, V10 cepat diterima oleh pasaran, kuantiti pesanan meningkat cepat, kuantiti penghantaran semester pertama meningkat 153.9% setahun; dalam bidang trak ringan mempercepatkan langkah transformasi tenaga baharu, produk baharu sepenuhnya seperti Dongfeng Qiankun K6E, Dongfeng Dorica D6E versi tukar bateri dikeluarkan ke pasaran secara berurutan, padan tepat dengan skenario khusus pelbagai seperti penghantaran bandar, logistik sejuk, jualan trak ringan tenaga baharu meningkat 573.4% setahun; Dongfeng Tuyi T9E, T5E, T7Pro beberapa produk dikeluarkan dengan rapat, memberikan lebih banyak pilihan produk yang lebih bernilai untuk penghantaran bandar dan luar bandar.

Semasa susunan produk dari kenderaan minyak tradisional bertransformasi ke tenaga baharu dengan cepat, Dongfeng Shares berpusat pada mengatasi teknologi penting seperti elektrik sepenuhnya, trak hidrogen, skafol chassis, dan pemanduan pintar, terus melabur yuran penyelidikan dan pembangunan sebanyak 213 juta yuan, meningkat 74.48% setahun. Pada Jun tahun ini, jenama logistik bebas pemandu Dongfeng OpenVAN dilancarkan secara rasmi, melancarkan empat trak logistik tanpa pemandu tahap L4, di tempat perolehan lebih daripada 4,000 pesanan strategik; trak logistik pemanduan autonomi, kenderaan pembersihan bandar pintar telah menjalankan operasi perintis, mempercepatkan penerokaan laluan pelaksanaan komersial logistik pintar, memperkukuh asas pembangunan jangka panjang dengan inovasi teknologi.

Perniagaan eksport luar negara mencapai pecutan pertumbuhan, semasa pertama 2026 eksport kenderaan lengkap 13,000 unit, meningkat 81.4% setahun. Bergantung pada matriks produk matang, Dongfeng Kereta Ringan terus突破 dalam pasaran penting seperti Amerika Latin, Asia Tenggara, hanya penghantaran tunggal ke Malaysia mencapai 830 unit; bekerjasama dengan Agensi Berita Xinhua menderma Dongfeng Furitong V10E kepada Agensi Berita Amerika Latin, pasaran Amerika Latin serentak menerima 108 pesanan, jenama Dongfeng Furitong populariti antarabangsa cepat dikenalkan. Dongfeng Kereta Ringan terus mengembangkan peta pasaran eksport luar negara, reputasi jenama luar negara terus meningkat.

Pada masa yang sama, perniagaan enjin Dongfeng Shares semasa pertama tahun ini mencapai peningkatan besar. Jualan enjin meningkat 26% setahun, perniagaan enjin untuk penjana kuasa meningkat besar. Sebagai perniagaan komponen teras Dongfeng Shares, penguatan berterusan sektor enjin, tidak sahaja mengesahkan penumpukan teknologi Dongfeng Shares dalam bidang transmisi kuasa, juga memberikan sokongan untuk daya saing pasaran produk kenderaan lengkap.

Kenaikan prestasi operasi Dongfeng Shares semasa pertama tahun ini, tidak boleh dipisahkan daripada transformasi pantas perniagaan, susunan perniagaan baharu dilancarkan dengan cepat. Pada masa yang sama, juga bergantung pada kekuatan teras pembuatan pintar Dongfeng Shares "hijau lestari, integrasi digital, pembuatan fleksibel, perkongsian platform", untuk membina produk berkualiti tinggi, memperkukuh asas reputasi produk.

Memandang ke hadapan, Dongfeng Shares akan terus memfokuskan pada lima arah pembangunan "Produk Berkualiti Baru, Keupayaan Pemasaran, Operasi Berkualiti Tinggi, Integrasi Ekosistem, Penciptaan dan Perkongsian Nilai", mempercepatkan langkah transformasi tenaga baharu, terus mengoptimumkan struktur produk, mengukuhkan pembinaan ekosistem, menangkap peluang transformasi pasaran, mencapai pembangunan operasi berkualiti tinggi syarikat.

By the midway point of 2026, the commercial vehicle market is in turmoil. As the "fuel-to-electric transition" moves from consensus to the deep water zone, testing the execution capability of every enterprise, as a domestic established light commercial vehicle enterprise, Dongfeng Shares is giving its own answer with a report card of comprehensive success.

In the first half of this year, Dongfeng Shares showed explosive growth trends on multiple business routes: New Energy Light Trucks year-on-year surged 573.4%, Dongfeng Freeton jumped 153.9% year-on-year, overseas exports grew 81.4% year-on-year, Dongfeng Travel Cars grew 40.6% year-on-year, and the Casting Factory grew 68% year-on-year. In addition, as a strategic unmanned logistics vehicle product, Dongfeng OpenVAN is also about to join this matrix, further strengthening the company's market competitiveness...

Numbers are silent, but arranged together, they have the power to tell a story. Running 573.4% against a 65% industry new energy growth rate, and 81.4% against an approximate 10% export market growth rate. This is not following the trend, but leading against it. From the near-vertical rise of new energy products, to the rapid expansion of overseas footprint, to the emergence of a new brand, this report card reflects a clear path of a traditional car enterprise completing strategic restructuring and energy switch during the period of major industrial changes.

Breaking down Dongfeng Shares' performance in the first half of the year, new energy light trucks are the biggest highlight. The year-on-year growth of 573.4% can be called "phenomenal" data. It means Dongfeng Shares' growth in this track is not linear climbing, but jumping explosion.

From Dongfeng Qiankun "Wide-body Pure Electric Light Truck K6E" range breaking 350 km, to Dongfeng Dolicar "D6E Battery Swap Light Truck" supporting 3-minute ultra-fast battery swap and reducing 30% purchase cost through "Vehicle-Battery Separation" mode, paired with high-capacity, 2C fast-charging batteries cooperating with CATL, the rapidly advancing product matrix is fully covering core scenarios such as urban distribution, cold chain, and sanitation. This is not simple "fuel-to-electric conversion" piecing together, but forward development starting from user value.

On March 28, Dongfeng Qiankun series positioned as "Pioneer of China's Efficient Fresh Food Transportation" officially launched, staging the scene of "selling well upon listing". On the launch day, it received 128 vehicle orders. Added to lifetime warranty on ten core components, three-year replacement policy (no repair) and other service policies, it quickly established a foothold in high-value markets such as Green Channel and cold chain.

Integration requires more wisdom than fragmentation. Merging two rivers into one torrent requires not only courage but also unshakable certainty about the direction. Still in March, the original two VAN vehicle brands "Ruidida" and "Yufeng" were integrated and upgraded into a new brand "Dongfeng Freeton" to quickly release integration dividends.

Year-on-year growth of 153.9% in the first half, with May single month soaring 442.1% year-on-year. The V8E of the New Energy Camp has a maximum range of 400 km, power consumption as low as 13.8 degrees per 100 km, cargo box capacity 7.3 cubic meters, starting from 91,500 yuan; the V10 of the Fuel Camp has fuel consumption as low as 5.7 liters per 100 km, starting from 101,000 yuan. The brand plans to launch 36 new models within the year, fully covering various niche markets.

The greatness of a river does not lie in where it originates, but whether it can reach a farther sea. Currently, for Chinese commercial vehicle enterprises, going overseas is no longer an optional question, but a mandatory one. In the first half of this year, Dongfeng Shares overseas exports entered the fast lane. Behind the 81.4% export performance growth year-on-year, is the deepening of the enterprise's global layout.

In Africa, the Egyptian dealer flagship store opened; in Southeast Asia, Malaysia received 200 commercial vehicle orders; in Oceania, it landed in the Australian right-hand drive market for the first time; in Latin America, it won 108 orders for Dongfeng Freeton pure electric VANs. By the end of 2025, the global sales and service network has exceeded 1,000, truly moving from "going global" to "taking root".

Behind the bright performance is the dual drive of external opportunities and internal transformation.

From a national level perspective, in the first half of the year, our country continued to implement preferential tax policies for new energy vehicles, and a package of policies such as the "2026 Car Trade-in Subsidy Implementation Rules" accelerated the elimination of old fuel trucks, making new energy light trucks change from "optional" to "mandatory option" in some scenarios. From a local level perspective, more and more cities give new energy trucks right-of-way advantages such as no driving restrictions. For urban distribution, express delivery, and fresh food delivery industries, right-of-way is order-taking capability, which constitutes the hardest driving force for "fuel replacement with electricity".

From a market level perspective, domestic new energy light trucks accumulated year-on-year growth of more than 30%, and the overall market prosperity provided a solid base for growth.

The direction of the tide is certainly important, but whether to ride the wind and waves ultimately depends on the firmness of the ship itself and the helmsman's decision. If policy and market are "Heavenly timing and geographical advantage", then Dongfeng Shares' own transformation is "Harmony among people".

Strategically, the company firmly promoted "Fuel and Electricity Simultaneously", not passively waiting for market transition, but actively arranging dual-line products. From Dongfeng Qiankun to Dongfeng Freeton, both adopted "Fuel and Electricity Dual Line" strategy, both taking over the fuel vehicle existing market and seizing the new energy incremental cake.

Hard power of products is the underlying logic supporting all growth. Technically, years of accumulation began to release in concentrated form. Whether it is K6E's 350 km range, D6E's 3-minute battery swap, or V8E's 400 km range and 13.8 degrees power consumption per 100 km, behind it are results of long-term coordination with core partners such as CATL and Dongfeng Cummins. It is worth mentioning that in the first half of this year, not only did Dongfeng Shares see a surge in sales of light vehicle products, but other business segments also showed good development trends. Dongfeng Qingfa sales surged 89% year-on-year, Dongfeng Cummins sales grew 18% year-on-year, Dongfeng Castrol grew 10.6% year-on-year...

On channels and organization, the Marketing Headquarters subdivided by customer groups into Light Truck, Small Truck, VAN vehicle divisions, achieving "Integrated Fuel and Electric Sales", letting those who hear the gunfire command the battle. It is worth noting that in just the first half of this year, Dongfeng Shares attracted over 100 quality new partners to join the network, greatly improving channel density.

On brand, moves were decisive. In March, the two VAN vehicle brands were integrated into Dongfeng Freeton to avoid internal horse racing, allowing R&D and marketing resources to form a combined force, and unifiedly attacking the strategic goal of "Top two in total sales in the light commercial vehicle industry, Number one in new energy sales in the industry". At the same time, a new high-end light truck brand Dongfeng Qiankun was launched, precisely cutting into high-value niche markets such as Green Channel and cold chain. Dual brands each performing their duties, the brand matrix is clearer.

The perspective of observing Dongfeng Shares is not only about how many cars it sold, but also how it tells its own story. Such changes at the perception level started from narrative method...

Sinking to the front line, the new PR department team plucked those vivid "Moments of Trust" from the full value chain, weaving wealth creation stories of customers into brand testimonials, making cold hard industrial products have human warmth. A "Central Kitchen + All-station Positions" content team not only records every aspect of the company but also deeply explores new ways of play for AI technology and IP matrix. From "Dongfeng Freeton" brand integration launch to overseas export long voyage, from "Dongfeng Tuye" launch to "Guo Jing and Huang Rong" themed float parade, to appearing at "China Brand Global Tour", what we see is no longer the taciturn vehicle-building craftsman of the past, but a game breaker who knows how to converse with the era.

Looking back at Dongfeng Shares' first half of 2026, a clear main line is visible: this enterprise is undergoing a systematic transformation from inside to out. It firmly embraces the new energy explosion window, using 573.4% growth rate to prove transformation can have both speed and texture; it dares to break the old pattern, letting the integrated brand emit new life; it accelerates going overseas, moving from product trade to deep diving into the value chain. When the industry enters the new cycle of "Incremental Competition turning into Stock Game + Structural Transformation", the systematic combat capability it demonstrates may be the true confidence to through the cycle and continuous evolution.

2026 telah mencapai pertengahan, pasar kenderaan komersial bergolak. Apabila "peralihan dari minyak ke elektrik" berkembang dari konsensus ke perairan dalam, menguji kemampuan pelaksanaan setiap perusahaan, sebagai perusahaan kenderaan komersial ringan lama dalam negeri, Syarikat Dongfeng kini memberikan jawapannya sendiri dengan satu senarai keputusan yang meletup di mana-mana.

Pertama semester tahun ini, Syarikat Dongfeng, pada pelbagai laluan perniagaan, menunjukkan tren pertumbuhan secara meletup: truk ringan tenaga baharu meningkat 573.4% berbanding tahun lepas, Dongfeng Fu Rui Tong meningkat 153.9%, eksport luar negara meningkat 81.4%, kenderaan perjalanan Dongfeng meningkat 40.6%, kilang pengecoran meningkat 68%. Selain itu, sebagai produk lori logistik tanpa pemandu strategik, Dongfeng OpenVAN juga akan menyertai matriks ini, seterusnya memperkukuh daya saing syarikat dalam pasaran...

Angka adalah senyap, tetapi apabila disusun dan digabungkan, ia mempunyai kekuatan untuk bercerita. Dalam latar belakang pertumbuhan kenerjaan tenaga baharu industri 65%, mencatatkan 573.4%. Dalam latar belakang pertumbuhan eksport keseluruhan kira-kira 10%, mencatatkan 81.4%. Ini bukan mengikuti aliran semasa, tetapi memimpin berlawanan arus. Dari lonjakan hampir menegak produk tenaga baharu, hingga pengembangan peta luar negara yang pantas, sehingga kemunculan merek baharu, senarai keputusan yang dipantulkan ini, ialah laluan yang jelas bagi sebuah pengeluar kereta tradisional untuk menyelesaikan penyusunan semula strategik dan peralihan tenaga semasa tempoh perubahan industri yang besar.

Mengurai prestasi Syarikat Dongfeng semester pertama, truk ringan tenaga baharu adalah perkara utama yang dipandang. Kenaikan 573.4% berbanding tahun lepas, adalah data "fenomenal". Ia bermakna pertumbuhan Syarikat Dongfeng pada laluan ini bukan memanjat linear, tetapi meletup secara melompat.

Dari jarak D6E "Truk Ringan Penuh Elektrik Badan Lebar K6E" Dongfeng Qian Kun mencapai lebih 350 kilometer, hingga Dongfeng Duoli Ka "D6E Truk Ringan Tukar Bateri" menyokong tukar bateri pantas 3 minit dan melalui model "pemisahan kenderaan dan bateri" mengurangkan 30% kos pembelian, dikombinasikan dengan bateri cas pantas 2C dan bateri tenaga besar kolaborasi dengan CATL, matriks produk yang cepat maju kini menutupi secara penuh situasi teras seperti pengedaran bandar, rantaian sejuk, sanitasi dan sebagainya. Ini bukan gubahan "tukar minyak ke elektrik" mudah, tetapi pembangunan berteraskan nilai pengguna.

28 Mac, merek Dongfeng Qian Kun yang ditetapkan sebagai "pemimpin pengangkutan segar China" secara rasmi dilancarkan,上演 adegan "laris serta-merta pelancaran". Pada hari pelancaran menerima 128 unit pesanan. Ditambah dengan dasar perkhidmatan seperti waranti seumur hidup komponen utama, tiga tahun tukar ganti sahaja, cepat berpijak teguh di pasaran bernilai tinggi seperti Laluan Hijau dan rantaian sejuk.

Peleburan memerlukan kebijaksanaan lebih daripada perpecahan. Menggabungkan dua sungai menjadi satu arus besar, bukan sahaja memerlukan keberanian, tetapi juga keyakinan yang tidak digoyahkan pada arah. Masih pada bulan Mac, menyatukan dan meningkatkan dua merek van lama "Rui Li Da" dan "Yu Feng" menjadi merek baharu penuh "Dongfeng Fu Rui Tong", dengan cepat melepaskan dividen penyatuan.

Pertumbuhan tahun berbanding tahun semester pertama meningkat 153.9%, hanya pada bulan Mei sahaja meningkat 442.1% berbanding tahun lepas. Kumpulan tenaga baharu V8E jarak tertinggi 400 kilometer, penggunaan tenaga per 100 km serendah 13.8kWh, isi padu kotak kargo 7.3 meter padu, bermula 91,500 Yuan; kumpulan bahan api V10 kos minyak per 100 km serendah 5.7 liter, bermula 101,000 Yuan. Rancangan merek mengeluarkan 36 model baharu dalam tahun ini, menutupi secara penuh setiap pasaran separa.

Keagungan satu sungai, bukan terletak dari mana sumbernya, tetapi adakah ia boleh mencapai laut yang lebih jauh. Semasa ini, bagi pengeluar kenderaan komersial China, eksport keluar, sudah bukan soalan pilihan, tetapi soalan wajib. Pertama semester tahun ini, eksport luar Syarikat Dongfeng masuk ke laluan pantas, di sebalik prestasi eksport peningkatan 81.4% tahun berbanding tahun, ialah penerusan mendalam penempatan global perusahaan.

Di Mesir, kedai runcit flagship pengedar dibuka; di Asia Tenggara, Malaysia menerima 200 pesanan kenderaan komersial; di Oceania, kali pertama mendarat di pasaran stereng kanan Australia; di Amerika Latin, meraih 108 pesanan bateri penuh Van Dongfeng Fu Rui Tong. Setakat akhir 2025, rangkaian jualan dan perkhidmatan global sudah lebih 1000, benar-benar dari "keluar" menuju "memerap akar".

Di sebalik prestasi cemerlang, adalah dua pemacu peluang luar dan perubahan dalaman.

Dari peringkat negara, pada semester pertama tahun ini, negara kita meneruskan dasar insentif cukai kenderaan tenaga baharu, "Peraturan Pelaksanaan Subsidi Penggantian Kenderaan Lama ke Baharu 2026" dan lain-lain dasar paket mempercepatkan penyingkiran lori bahan api lama, truk ringan tenaga baharu dari "pilihan" menjadi "wajib" pada sebahagian situasi. Dari peringkat tempatan, lebih banyak bandar memberikan keunggulan hak luan seperti tiada sekatan kenderaan tenaga baharu. Bagi industri pengedaran bandar, pos, penghantaran segar, hak luan adalah kekuatan pesanan, ini membentuk pemacu paling kukuh "tukar minyak ke elektrik".

Dari peringkat pasaran, pertumbuhan kumulatif truk ringan tenaga baharu domestik lebih tiga peratus, kerentaman pasaran keseluruhan memberikan asas kukuh untuk pertumbuhan.

Arah air laut memang penting, tetapi adakah boleh mengatasi ribut, akhirnya bergantung pada kekuatan kapal dan keputusan nakhoda. Jika dasar dan pasaran adalah "masa dan tempat yang baik", maka perubahan Syarikat Dongfeng sendiri adalah "kerjasama manusia".

Secara strategik, syarikat dengan tegas memajukan "minyak dan elektrik serentak", bukan menunggu pasif peralihan pasaran, tetapi menyusun pasif produk dua laluan. Dari Dongfeng Qian Kun ke Dongfeng Fu Rui Tong, semua mengambil strategi "dua laluan minyak dan elektrik", sama menyambung pasaran lama kenderaan bahan api, dan merebut kek baharu tenaga baharu.

Kekuatan fizikal produk, adalah logik asas yang menyokong segala pertumbuhan. Secara teknikal, tabungan bertahun mulai dilepaskan secara tumpu. Sama ada jarak 350km K6E, tukar bateri 3 minit D6E, atau jarak 400km V8E dengan penggunaan tenaga 13.8kWh 100km, di sebalik semua adalah hasil penyelaras jangka panjang dengan rakan utama seperti CATL dan Dongfeng Cummins. Perlu diambil perhatian, pada semester pertama tahun ini, Syarikat Dongfeng tidak sahaja penjualan produk kenderaan ringan meningkat mendadak, sektor perniagaan lain juga menunjukkan tren perkembangan yang baik, penjualan Dongfeng Qingfa meningkat 89% berbanding tahun, penjualan Dongfeng Cummins meningkat 18% berbanding tahun, Dongfeng Castrol meningkat 10.6% berbanding tahun...

Saluran dan organisasi, pusat pemasaran dipecahkan ke bahagian seperti truk ringan, truk kecil, van berdasarkan kumpulan pelanggan, mencapai "jualan minyak dan elektrik terpadu", biar yang mendengar letupan memerintah pertempuran. Berperhatian, hanya pada semester pertama tahun ini, Syarikat Dongfeng menarik lebih seratus rakan baharu berkualiti menyertai rangkaian, ketumpatan saluran meningkat besar.

Secara merek, tindakan berani. Bulan Mac menyatukan dua merek van ke Dongfeng Fu Rui Tong, elak perlumbaan dalaman, buat sumber R&D dan pemasaran membentuk kekuatan bersama, serang sasaran strategik "teratas dua dalam jualan keseluruhan kenderaan komersial ringan China, teratas satu dalam jualan tenaga baharu". Serentak mengeluarkan merek baharu truk ringan premium Dongfeng Qian Kun, masuk tepat ke pasaran separa bernilai tinggi seperti Laluan Hijau dan rantaian sejuk. Dua merek kerja berasingan, matriks merek lebih jelas.

Sudut pengamatan Syarikat Dongfeng, bukan sahaja berapa banyak kereta dijual, tetapi bagaimana ia bercerita tentang dirinya sendiri. Perubahan pada tahap pengalaman ini, bermula dari cara bercerita...

Turun ke garisan hadapan, pasukan baharu jabatan hubungan awam merek, dari rantai nilai penuh mengutip "momen kepercayaan" yang hidup, menggunakan kisah pengayaan pelanggan membuat saksi merek, buat produk industri sejuk mempunyai suhu manusia. Pasukan kandungan "dapur utama + kedudukan semua orang", tidak sahaja mencatat segala-gala syarikat, tetapi juga meneroka secara mendalam玩法 baharu teknologi AI dan matriks IP. Dari pelancaran penyatuan merek "Dongfeng Fu Rui Tong" ke pelayaran jauh eksport luar negara, dari pelancaran "Dongfeng Tu Yi" ke perkenalan kereta tema "Guo Jing dan Huang Rong", hingga muncul dalam "Perjalanan Merek China Global", yang kita lihat, bukan lagi penghasil kereta yang kurang bercakap dahulu, tetapi pemecah situasi yang mengerti bagaimana berbual dengan zaman.

Melihat ke belakang semester pertama 2026 Syarikat Dongfeng, satu garis utama jelas dilihat: syarikat ini sedang mengalami satu perubahan sistemik dari dalam ke luar. Ia berpegang pada jendela peledakan tenaga baharu, dengan kadar pertumbuhan 573.4% membuktikan peralihan boleh ada kelajuan dan kualiti; ia berani memecah struktur lama, buat merek selepas penyatuan hidup semula; ia mempercepat eksport, dari perdagangan produk ke penanaman mendalam rantai nilai. Apabila industri dari "persaingan pertumbuhan" masuk ke "permainan stok + penukaran struktur" kitar baharu, keupayaan bertindak sistem yang ditunjukkan, mungkin adalah asal keyakinan untuk melintasi kitar dan evolusi berterusan.

July 24, Dongfeng Motor Corporation Ltd. (hereinafter referred to as "Dongfeng Shares", Stock Code: 600006) released the 2026 semi-annual performance pre-increase announcement. The announcement shows that Dongfeng Shares is expected to achieve a net profit attributable to owners of the parent company of 120 million yuan to 130 million yuan in the first half of the year, a year-on-year increase of 23.45% to 33.74%. New energy vehicle sales reached 19,000 units, up 100.3% year-on-year; exported vehicles totaled 13,000 units, up 81.4% year-on-year; engine sales hit 160,000 units, up 26% year-on-year. Behind these figures lies Dongfeng Shares' sustained effort on three main lines: new energy transformation, engine business, and overseas markets, serving as a phased verification.

New Energy Accelerates Fully, Transformation Results Accelerated Realization

In the first half of the year, Dongfeng Shares' new energy vehicle sales reached 19,000 units, up 100.3% year-on-year, with new energy light truck sales surging 573.4% year-on-year, outperforming industry growth. Following the launch of the premium light truck brand "Dongfeng Qiankun" in 2025, multiple new energy products were densely launched in the first half, including Dongfeng Qiankun K6E pure electric light truck, Dongfeng Dolica D6E battery swap light truck, Dongfeng Tuye T9E/T5E/T7Pro light mini-truck series, Dongfeng Furuitong V8E pure electric VAN, covering light truck, mini-truck, and VAN vehicle full product lines. Dongfeng Shares, by perfecting the new energy product matrix, precisely matched urban distribution and cold chain scene needs, capturing the dividend of increased new energy commercial vehicle penetration. Dongfeng Qiankun K6E is equipped with 800V super high voltage fast charging, replenishing 80% power in ten-plus minutes; Dongfeng Furuitong V8E achieved scaled delivery in urban distribution logistics scenarios less than three months after launch. The new energy strategy released by Dongfeng Shares in 2025 is clear, aiming for 60% new energy penetration by 2030; strategic traction is converting into leapfrog market expansion. Meanwhile, Dongfeng Shares actively responded to the industry's "avoiding excessive internal competition" requirements, fully promoting value marketing, continuously advancing cost reduction and efficiency improvement across the whole value chain, optimizing production organization, and driving technical cost reduction, achieving a shift from "sales volume growth" to "efficiency growth", improving product gross margins, reducing fixed expenses, and steadily enhancing operating quality.

Engine Business Grows Strongly, Core Component Competitiveness Highlighted

In the first half of the year, Dongfeng Shares' engine business volume and profit grew significantly synchronously. Engine sales increased 26% year-on-year. Power component business operates independently from the vehicle cycle, balancing external markets, forming a countercyclical buffer. Among them, Dongfeng Cummins engine sales reached 134,000 units, up 18.4% year-on-year, net profit 677 million yuan, up 24% year-on-year. Power generation power precisely entered scenarios such as telecom base stations, hospitals, mines, and breeding bases. Relying on high-pressure common rail fuel system efficient combustion technology, as well as stable performance under extreme environments and low fuel consumption advantages, Dongfeng Cummins' off-road related business sales have hit a five-year high for the same period consecutively; light engine sales reached 26,000 units, up 89.5% year-on-year, total profit 27 million yuan, up 30% year-on-year; casting sales reached 26,000 tons, up 67.7% year-on-year. Engine business for generator sets grew significantly, making a positive contribution to Dongfeng Shares' operations. As Dongfeng Shares' core component business, the continued strength of the engine segment not only validates Dongfeng Shares' technical accumulation in the powertrain field but also provides bottom-line support for the market competitiveness of vehicle products.

Overseas Markets Accelerate Breakthrough, Globalization Layout Continues to Deepen

Dongfeng Shares donated Dongfeng Furuitong V10E to Cuba's Latin American News Agency; Dongfeng light commercial vehicle sales stores officially opened in Mendoza, Argentina

In the first half of the year, Dongfeng Shares exported 13,000 vehicles, up 81.4% year-on-year, with growth far exceeding the industry average, and overseas markets are shifting from "layout" to "deep cultivation". In the Latin American market, Dongfeng Furuitong V8E secured 108 vehicle orders; the first sales store in Argentina received 100 unit orders immediately upon opening; in the Southeast Asian market, 830 light truck specialized vehicles were delivered in Malaysia at once. Right-hand drive product layout accelerated, light truck T17 S series and mini-truck T15 series launched smoothly; Dongfeng Cummins in Vietnam, the core market of Southeast Asia, engine export sales increased 94% year-on-year in the first half. The South Asian Pakistan market showed strong growth momentum, with engine exports soaring 155% year-on-year. The East African Tanzania market was steadily developed, with engine exports increasing 90% year-on-year in the first half, continuously broadening regional engineering and transportation equipment supply markets. Jointly donating Dongfeng Furuitong V10E to Cuba's Latin American News Agency with Xinhua News Agency further improved Dongfeng light vehicle brand's overseas visibility. Overseas business became an important growth pole to hedge domestic market competition pressure. Dongfeng Shares is accelerating the perfection of overseas marketing networks and service systems, continuously expanding the global market map with product strength and localized operation capabilities.

Dongfeng OpenVAN Global Premiere

H1 performance is a phased result of Dongfeng Shares' several-year full-domain deep transformation. This performance pre-increase is a phased result of Dongfeng Shares' transformation and upgrading, but challenges such as the sustainability of new energy growth, pressure from price wars in traditional fuel vehicles, and geopolitical risks in export markets need attention.

Aiming for the "15th Five-Year Plan" commercial vehicle "Four Firsts" goal, Dongfeng Shares is accelerating towards high-quality development with product innovation as the backbone and brand communication as the wings. Of note, Dongfeng Shares has also taken a key step in the unmanned logistics field — on June 6, the Dongfeng OpenVAN unmanned logistics vehicle brand premiered globally in Xiangyang, launching four models of L4-level full-scenario unmanned logistics vehicles, receiving over 4,000 units of strategic signing orders on-site. This is the most iconic technical brand event since the founding of Dongfeng Shares. The expansion of new businesses and new tracks is accumulating momentum for Dongfeng Shares' next stage of growth.

24 Julai, Syarikat Kereta Dongfeng Berhad (berkenaan sebagai "Syarikat Dongfeng", kod saham: 600006) menerbitkan pemberitahuan pra-peningkatan prestasi tahun separuh 2026. Pemberitahuan menunjukkan bahawa Syarikat Dongfeng dijangka merealisasikan keuntungan bersih yang boleh dinikmati oleh pemilik induk sebanyak 120 juta hingga 130 juta Yuan pada suku pertama tahun ini, meningkat 23.45% hingga 33.74% tahun ke tahun. Jualan kenderaan tenaga baru 19,000 unit, meningkat 100.3%, eksport kenderaan 13,000 unit, meningkat 81.4%, jualan enjin 160,000 unit, meningkat 26%. Di sebalik data ini adalah pengesahan peringkat bagi daya usaha berterusan Syarikat Dongfeng dalam tiga garis utama: transformasi tenaga baru, perniagaan enjin dan pasaran luar negeri.

Penyertaan Tenaga Baru Dipercepatkan, Kecekapan Transformasi Dipecut

Pada suku pertama tahun ini, jualan kenderaan tenaga baru Syarikat Dongfeng sebanyak 19,000 unit, meningkat 100.3%, di mana jualan trak ringan tenaga baru meningkat tajam 573.4% tahun ke tahun, mengatasi kadar pertumbuhan industri. Selepas melancarkan jenama trak ringan premium "Dongfeng Qiankun" pada 2025, pada suku pertama tahun ini Dongfeng Qiankun K6E trak ringan elektrik tulen, Dongfeng Doli K6E trak ringan pertukaran bateri, siri trak ringan kecil Dongfeng Tuyi T9E/T5E/T7Pro, Dongfeng Fuitong V8E VAN elektrik tulen dan banyak produk tenaga baru lainnya dilancarkan secara serentak, merangkumi semua rangkaian trak ringan, trak ringan kecil, dan VAN. Syarikat Dongfeng melalui pelengkap matriks produk tenaga baru, tepat menyokong keperluan senario pengedaran bandar, rantai sejuk, menangkap manfaat daripada peningkatan penembusan kenderaan komersial tenaga baru. Dongfeng Qiankun K6E dilengkapi pengecasan pantas voltan tinggi 800V, boleh diisi semula tenaga 80% dalam lebih 10 minit; Dongfeng Fuitong V8E dilancarkan kurang daripada tiga bulan telah merealisasikan penghantaran berskala di senario logistik pengedaran bandar. Strategi tenaga baru yang dilancarkan oleh Syarikat Dongfeng pada 2025 adalah jelas, pada 2030, penembusan tenaga baru mencapai 60%, pemacu strategik kini ditukar kepada perkembangan terobosan dalam pengembangan pasaran. Pada masa yang sama, Syarikat Dongfeng menyahut secara positif keperluan industri "lawan persaingan tidak sihat", memacu pemasaran nilai sepenuhnya, meneruskan pengurangan kos dan peningkatan kecekapan seluruh rantai nilai, mengoptimumkan organisasi pengeluaran, memacu pengurangan kos teknologi, mencapai perubahan daripada "pertumbuhan jualan" kepada "pertumbuhan faedah", margins hasil jualan produk diperbaiki, perbelanjaan tetap dikurangkan, kualiti operasi ditingkatkan dengan stabil.

Pertumbuhan Kuat Perniagaan Enjin, Daya Saing Komponen Inti Terang

Pada suku pertama tahun ini, perniagaan enjin Syarikat Dongfeng kuantiti dan faedah serentak meningkat dengan ketara, jualan enjin meningkat 26%, perniagaan komponen kuasa bebas daripada kitaran kenderaan keseluruhan, mempertimbangkan pasaran luar, membentuk penyangga tahan kitaran. Di mana Dongfeng Cummins jualan enjin 134,000 unit, meningkat 18.4% tahun ke tahun, keuntungan bersih 677 juta Yuan, meningkat 24%. Kuasa penjanaan kuasa telah tepat memasuki senario seperti stesen dasar telekomunikasi, hospital, lombong, tapak ternakan, dan lain-lain. Berteraskan teknologi pembakaran efisien sistem bahan api common rail voltan tinggi, serta prestasi stabil dan kelebihan penggunaan bahan api rendah di persekitaran ekstrem, Dongfeng Cummins perniagaan bukan jalan raya jualan telah memecahkan rekod tertinggi serentak selama lima tahun berturut-turut; jualan enjin ringan 26,000 unit, meningkat 89.5% tahun ke tahun, jumlah keuntungan 27 juta Yuan, meningkat 30%; jualan penuangan 26,000 tan, meningkat 67.7%. Perniagaan enjin untuk kumpulan penjanaan kuasa meningkat dengan ketara, memberi sumbangan positif terhadap operasi Syarikat Dongfeng. Sebagai perniagaan komponen inti Syarikat Dongfeng, kekuatan berterusan sektor enjin, tidak sahaja mengesahkan pengumpulan teknologi Syarikat Dongfeng dalam bidang kuasa bertenaga, juga memberi sokongan asas untuk daya saing pasaran produk kenderaan keseluruhan.

Luaran Pasaran Dipercepatkan, Pelan Global Terus Menerusi

Syarikat Dongfeng menghulurkan sumbangan Dongfeng Fuitong V10E kepada Lembaga Berita Cuba untuk Amerika Latin; cawangan jualan kenderaan komersial ringan Dongfeng telah dibuka secara rasmi di Mendoza, Argentina

Pada suku pertama tahun ini, Syarikat Dongfeng mengeksport kenderaan keseluruhan 13,000 unit, meningkat 81.4% tahun ke tahun, kadar pertumbuhan jauh melebihi purata industri, pasaran luar negara sedang bergerak dari "pelan" kepada "pengembangan mendalam". Di pasaran Amerika Latin, Dongfeng Fuitong V8E memperoleh 108 pesanan, cawangan penjualan pertama di Argentina mendapat 100 unit pesanan serta-merta selepas pembukaan; di pasaran Asia Tenggara, trak ringan khas dihantar 830 unit sekaligus di Malaysia. Pelan produk stereng kanan dipacu mempercepatkan, trak ringan T17 S series, trak ringan kecil T15 series telah dilancarkan dengan lancar; Dongfeng Cummins di Vietnam, pasaran teras Asia Tenggara, jualan eksport enjin pada suku pertama tahun ini meningkat 94% tahun ke tahun. Pasaran Pakistan Asia Selatan menunjukkan momentum pertumbuhan yang kuat, eksport enjin meningkat 155% tahun ke tahun. Pasaran Tanzania Afrika Timur dikembangkan dengan mantap, eksport enjin pada suku pertama tahun ini meningkat 90% tahun ke tahun, terus memperluas pasaran kelengkapan kejuruteraan dan pengangkutan wilayah. Bersama Agensi Berita Xinhua menghulurkan sumbangan Dongfeng Fuitong V10E kepada Lembaga Berita Cuba untuk Amerika Latin, pengiktirafan jenama kenderaan ringan Dongfeng di luar negara terus meningkat. Perniagaan luar negara menjadi kutub pertumbuhan penting untuk mengelakkan tekanan persaingan domestik, Syarikat Dongfeng sedang mempercepatkan pelengkap rangkaian pemasaran dan sistem perkhidmatan luar negara, dengan kekuatan produk dan kemampuan operasi tempatan, terus mengembangkan peta pasaran global.

Pelancaran Global Dongfeng OpenVAN

Prestasi suku pertama tahun ini adalah hasil peralihan peralihan transformasi mendalam seluruh domain Syarikat Dongfeng selama beberapa tahun, peningkatan prestasi pra-peningkatan kali ini adalah hasil peralihan peralihan transformasi dan peningkatan Syarikat Dongfeng, tetapi perlu diberi perhatian cabaran seperti keberkesanan pertumbuhan tenaga baru, tekanan perang harga kenderaan bahan api tradisional, dan risiko geopolitik pasaran eksport.

Menghadap matlamat "Rancangan Lima Tahun ke-15" Kenderaan Komersial "Empat Pertama", Syarikat Dongfeng sedang mempercepatkan ke arah pembangunan berkualiti tinggi, dengan inovasi produk sebagai tulang, dan penyebaran jenama sebagai sayap. Yang perlu diberi perhatian, Syarikat Dongfeng juga melangkah penting dalam bidang logistik tanpa pemandu — 6 Jun, jenama kenderaan logistik tanpa pemandu Dongfeng OpenVAN dilancarkan secara global di Xiangyang, memperkenalkan empat model kenderaan logistik tanpa pemandu penuh skenario tahap L4, di lokasi memperoleh lebih 4,000 pesanan penandatanganan strategik, ini adalah peristiwa jenama teknologi paling ikonik sejak penubuhan Syarikat Dongfeng. Pengembangan perniagaan baharu dan litar baharu sedang mengumpul tenaga untuk pertumbuhan seterusnya Syarikat Dongfeng.

[First Commercial Vehicle Network Original]

According to the statistics of First Commercial Vehicle Network, within the 4 weeks of June 2026 (June 1, 2026 - June 28, 2026), the total score of the "Heavy Truck First Influence Index" for 9 major domestic heavy truck brands was 2240 points, representing a 29.6% increase compared to the 4-week score of June 2026 (1728 points), and a 2.8% increase compared to the score of the same period last year (2180 points).

Although the market has entered the June off-season, the dissemination heat of various domestic heavy truck brands remains undiminished, and the "Heavy Truck First Influence Index" has also seen a double increase month-over-month and year-over-year. Such achievements not only show the activity level of the market but also once again demonstrate the determination and confidence of various heavy truck brands towards the market.

June 2026 "Heavy Truck First Influence" Dissemination Event Statistics

FAW Leads Again, CNHTC Steady and Secure

In June, the "Heavy Truck First Influence Index" list was still led by FAW Jiefang and China National Heavy Duty Truck (CNHTC). The two brands each have their own brilliance and responsibility in the field of dissemination.

The growth in influence score for FAW Jiefang stems from increased dissemination efforts. Early in June, related reports on the launch of FAW Jiefang's new energy CTB battery products were released successively; the product received industry attention due to core technology breakthroughs such as extreme lightweighting, ultra-low height, high energy efficiency, and overall high safety; Mid-month, FAW Jiefang J6V Pro launch event was held in Shanghai, marking a new step in its layout in the medium-to-high-end cargo truck market; At the same time, FAW Jiefang was rated as a benchmark enterprise for the 2025 Annual "Science and Technology Reform Action"; FAW Jiefang Chairman and Party Secretary Li Sheng went to the frontline of Latin American country markets to carry out research, attended multiple strategic and order signing events during the period, signed a total of 1640 vehicles, and harvested full results; End of month, FAW Jiefang Powertrain Division successfully mass-produced the newly developed top-pull 12-speed heavy truck transmission designed for overseas markets.

In June, CNHTC was also steady and secure, showing its strength as a "National Heavy Tool" in different fields. Early in June, the launching ceremony for the first order of Hebei Province to Turkey TIR multimodal transport dedicated line was held in Shijiazhuang, and 40 Sitrak cross-border tractors were completed for delivery synchronously; Mid-month, sales data showed that CNHTC's May heavy truck market share was 31.5%, 1 out of every 3 trucks sold was CNHTC; CNHTC Father's Day MV "Dad, Listen to Me" was released heavily, sending exclusive festival gifts to truckers rushing on the road; End of month, CNHTC & Yingda Logistics 100 vehicles strategic signing and the first batch of 50 Howo TX new energy product delivery ceremony was held in Zhangzhou, Fujian.

Dongfeng Commercial Vehicle Blossoms "Comprehensively" Domestically and Overseas, Chenglong Brand Day Ignites Topics

In June, the most intensive marketing efforts and widest topic dissemination belonged to Dongfeng Commercial Vehicle. Whether domestic or overseas, whether order delivery or event marketing, Dongfeng Commercial Vehicle did it excellently.

In domestic and overseas markets, the marketing activities of Dongfeng Commercial Vehicle have harvested full results. Early in June, the 2026 AiPao · China Ring-Tar International Rally finished successfully in Aksu, Xinjiang, and Dongfeng Tianlong New KL provided full escort, showing its hardcore and reliable nature; At the same time, batch Dongfeng Tianjin KR was officially delivered to Vietnamese terminal large customers at Dongfeng Import & Export Vietnam dealer Huanghui Group 4S store; Mid-month, Dongfeng Import & Export Company held a Dongfeng Commercial Vehicle new product launch conference in Kuala Lumpur, officially releasing D320 series tractors, D310 series engineering vehicles and mixer trucks for the Malaysian market, and signed 200 vehicle orders with local partners; Dongfeng Commercial Vehicle held 150 Dongfeng Tianlong tractor signing and the first batch of 80 vehicle delivery ceremony in Wuhan; End of month, Dongfeng Tianlong KH630/580 gas vehicle · Northwest Seasonal King Challenge concluded successfully, the event covered six provinces/regions including Shaanxi, Gansu, Ningxia, Qinghai, Xinjiang, and Inner Mongolia, lasting 42 days.

In June, the most representative marketing activity was the holding of the 10th 6.7 Brand Customer Day of Dongfeng Liuzhou Motor. Early in the month, Dongfeng Liuzhou Motor issued a preview that the new generation new energy commercial vehicle of Chenglong would be heavily released. On the Brand Day, there were five major heavy contents presented: technology release, product premiere, policy discount, exclusive care, and public welfare upgrade. Many frontier new energy vehicle models made a collective appearance, among which Chenglong Wing Wei 5 New Energy Supercharge Cargo Truck became the focus of industry attention; In the latter half of June, Dongfeng Liuzhou Motor Chenglong Wealth Creation Home Festival entered Linyi, Shandong, winning 168 vehicles on site.

Aside from the above events, in June, the more influential dissemination topics in the heavy truck market also include: XCMG won the new energy tractor market champion for the sixth consecutive month with a May sales volume of 3946 vehicles; Shaanxi Automobile Heavy Truck held a series of activities in Beijing including the launch of the 6000 platform series new products, the delivery of Delong X6000, G6000 Premier Edition gas express freight tractors in bulk, and strategic cooperation signing; Beiben Heavy Truck secured a 300-vehicle new energy heavy truck large order for the China-Mongolia border cross-border transport project; Batch Beijing Heavy Truck Blue Dream 7 new energy heavy truck delivery to Yulin, empowering the green transformation of coal transport in northern Shaanxi, etc.

Editor's Note

Although every summer is traditionally the off-season, it seems from the current situation that the signs of the heavy truck market off-season not being light have already appeared. In the coming July, can various heavy truck brands still maintain the same dissemination strength? Please continue to follow the reports of this website.

【Situs Kenderaan Niaga Pertama Asal】

Berdasarkan statistik dari Situs Kenderaan Niaga Pertama, dalam 4 minggu Jun 2026 (1 Jun 2026 - 28 Jun 2026), markah total 'Indeks Impak Trak Berat Pertama' bagi 9 jenama trak berat arus perdana di negara ini ialah 2240 mata, meningkat 29.6% berbanding markah 4 minggu Mei 2026 (1728 mata), dan meningkat 2.8% berbanding markah tahun lepas (2180 mata).

Walaupun pasaran memasuki musim lembah Jun, populariti penyebaran jenama trak berat di negara ini tidak berkurangan, 'Indeks Impak Trak Berat Pertama' juga mengalami peningkatan bulanan dan tahunan ganda, pencapaian sedemikian tidak hanya menunjukkan aktiviti pasaran, malah sekali lagi menunjukkan tekad dan keyakinan masing-masing jenama trak berat terhadap pasaran.

Penghimpunan Peristiwa Penyebaran 'Impak Pertama Trak Berat' Jun 2026

Jiefang Memimpin Semula, Sinotruk Berpegang Teguh

Bulan Jun, senarai 'Indeks Impak Trak Berat Pertama' masih dipimpin oleh FAW Jiefang dan Sinotruk China, dua jenama utama ini juga masing-masing mempunyai keunikan dan tanggungjawab masing-masing dalam bidang penyebaran.

Peningkatan markah impak FAW Jiefang berpunca daripada penguatan usaha penyebaran. Awal Jun, laporan mengenai pelancaran produk bateri CTB tenaga baharu FAW Jiefang dikeluarkan secara berperingkat; produk ini mendapat perhatian industri kerana terobosan teknologi teras seperti ringan melampau, ketinggian rendah super, penjimatan tenaga efisien, keselamatan tinggi seluruh bidang; pertengahan bulan, pelancaran J6V Pro FAW Jiefang diadakan di Shanghai, menandakan bahawa susun atur mereka dalam pasaran kenderaan pengangkutan sederhana hingga tinggi melangkah ke tahap baru; semasa tempoh yang sama, FAW Jiefang dianugerahkan sebagai 'Entitas Teladan' dalam 'Tindakan Perubahan Sains & Teknologi' untuk perusahaan kerajaan pusat tahun 2025; Pengerusi dan Setiausaha Parti Ketua FAW Jiefang Li Sheng pergi ke pasaran industri negara Amerika Latin untuk kajian, semasa itu hadir dalam pelbagai kegiatan penandatanganan strategi dan pesanan, kumulatif ditandatangani 1640 kenderaan, mendapat hasil melimpah; hujung bulan, Unit Keselamatan dan Sistem Kuasa FAW Jiefang untuk pasaran luar negara yang berfokuskan R&D baharu bagi kotak gear trak berat 12 kelajuan jenis top-pull berjaya mencapai pengeluaran secara kuantiti.

6 bulan Sinotruk China juga sama-sama berpegang teguh, menunjukkan kekuatan 'Alat Berat Negara' mereka dalam bidang berbeza. Awal Jun, upacara pelepasan laluan perhubungan multimoda TIR antarabangsa ke Turki pertama di Wilayah Hebei diadakan di Shijiazhuang, 40 trak tarikan crossover Sinotruk menyelesaikan penyerahan secara serentak; pertengahan bulan, data jualan menunjukkan, pasaran trak berat Sinotruk Mei 31.5%, setiap jual 3 kenderaan ada 1 ialah Sinotruk; Sinotruk China mengeluarkan MV Hari Bapa 'Ayah, Dengar Kataku' dengan besar, menghantar niat hari raya khusus untuk kawan-kawan kargo yang bekerja keras di jalan; hujung bulan, Sinotruk China & Yingda Logistik 100 trak penandatanganan strategi serta upacara penyerahan pertama 50 trak baharu tenaga baharu HOWO TX diadakan di Zhangzhou, Fujian.

Dongfeng Commercial Vehicle 'Meletup' di Dalam dan Luar Negara, Hari Brand Chenlong Meletup Perbualan

Usaha pemasaran paling besar bulan Jun dan topik penyebaran paling luas ialah Dongfeng Commercial Vehicle, sama ada dalam atau luar negara, sama ada penandatanganan pesanan atau pemasaran acara，Dongfeng Commercial Vehicle telah mencapai tahap yang cemerlang.

Dalam pasaran domestik dan luar negara, aktiviti pemasaran Dongfeng Commercial Vehicle semua mendapat hasil melimpah. Awal Jun, 2026 Aipao·Lumba Antarabangsa Huita China berkesudahan dengan sempurna di Aksu, Xinjiang; Dongfeng Tianlong KL baharu menjaga seluruh perjalanan，menunjukkan warna asli yang kukuh dan boleh dipercayai; semasa tempoh yang sama, batch Dongfeng Tianjin KR di dealer 4S Dongfeng Import-Export Vietnam Huanghui Group secara rasmi diserahkan kepada pelanggan besar terminal Vietnam; pertengahan bulan, Syarikat Impor-Ekspor Dongfeng di Kuala Lumpur memegang pelancaran produk baharu Dongfeng Commercial Vehicle, secara rasmi melancarkan ke pasaran Malaysia siri tarikan D320, siri kerja D310 dan trak adukan, dan menandatangani 200 pesanan dengan rakan kongsi tempatan; Dongfeng Commercial Vehicle di Wuhan mengadakan 150 trak tarik Dongfeng Tianlong penandatanganan serta upacara penyerahan pertama 80 kenderaan; hujung bulan, Dongfeng Tianlong KH630/580 trak gas·Tantangan Raja Musim Barat Laut berkesudahan dengan sempurna, acara meliputi 6 wilayah Shaanxi, Gansu, Ningxia, Qinghai, Xinjiang, Inner Mongolia, bertempoh 42 hari.

Bulan Jun, aktiviti pemasaran yang paling mewakili ialah pelancaran Hari Pelanggan Brand ke-10 Dongfeng Liuzhou Motors. Awal bulan, Dongfeng Liuzhou Motors mengeluarkan pengumuman, Chenlong kenderaan komersial tenaga baharu generasi baharu akan dilancarkan dengan besar, pada hari brand, ada juga lima kandungan besar pembebasan teknologi, pelancaran produk pertama, pengurangan harga dasar, penjagaan khusus, peningkatan amal lima konten berat ditunjukkan, pelbagai model kenderaan tenaga baharu terulung hadir secara terkumpul, di mana Chenlong Yiwei 5 trak pengangkutan versi supercharge menjadi tumpuan perhatian industri; akhir bulan, Dongfeng Liuzhou Motors Chenlong Chuanfu Family Year Walk ke Linyi, Shandong, pada lokasi mendapat pesanan 168 kenderaan.

Dan selain peristiwa di atas, bulan Jun, topik penyebaran yang lebih mempunyai impak pasaran trak berat termasuk: XCMG dengan jualan 3946 kenderaan bulan Mei berturut-turut enam bulan merebut kejuaraan pasaran trak tarikan tenaga baharu; Shaanxi Truck Heavy Truck mengadakan di Beijing pelancaran siri produk baharu platform 6000, Delong X6000, G6000 Versi Pilihan Gas Kurir Express trak tarikan penyerahan batch dan aktiviti penandatanganan kerjasama strategik; Beiben Heavy Truck mendapat projek pengangkutan sempadan China-Mongolia 300 trak tarikan tenaga baharu trak berat besar; batch Beijing Heavy Truck Blue Dream 7 trak berat tenaga baharu diserahkan ke Yulin, memberi tenaga transformasi hijau pengangkutan arang batu Shaanxi Utara, dan lain-lain.

Ulasan Selepas

Walaupun setiap tahun musim panas ialah musim lembah tradisional, pada masa kini dilihat, tanda pasaran trak berat musim lembah tidak lembah sudah kelihatan. Julai seterusnya, adakah setiap jenama trak berat masih boleh mengekalkan kekuatan penyebaran yang sama? Sila teruskan memantau laporan laman web ini.

The global automotive industry is welcoming a deep transformation towards electrification, intelligence, and globalization. Industry competition is no longer limited to product comparisons, but extends to an all-around contest in technological R&D, brand building, industrial chain layout, and overseas markets. As a backbone domestic central state-owned automotive enterprise, Dongfeng Motor is steadily advancing the "Oriental Wind 2030" strategy. In 2026, the opening year of the "15th Five-Year Plan" development plan, relying on cutting-edge technologies, diverse new energy products, and a global layout, the market performance in the first half of the year was brilliant, achieving sales "five wins", highlighting development resilience in fierce industry competition, and carving out a high-quality development path towards new technologies, upward growth, and the globe.

In the first half of 2026, Dongfeng Motor's cumulative total vehicle sales reached 1.021 million units, with all five core indicators outperforming the industry benchmark. Overall sales growth rate was 1.1 percentage points better than the industry; domestic market cumulative sales were 831,000 units, growth rate 9.6 percentage points higher than the industry, firmly stabilizing the local base; new energy vehicle sales reached 493,000 units, up 27.5% year-on-year, growth rate leading the industry by 21.2 percentage points, showing significant results in green transformation; independent brand sales reached 725,000 units, up 13.6% year-on-year, growth rate exceeding the industry by 13.2 percentage points, with the independent upward strategy landing and proving effective; overseas exports surged 97% year-on-year, global layout entering a rapid realization phase. These bright data points are not short-term market dividends, but the result of Dongfeng's long-term deep cultivation in intelligent self-research, green tracks, and global channels.

2026 is designated as Dongfeng Motor's "Technology Realization Year". The enterprise takes the "Tianyuan Intelligence" plan as a key driver, continuously breaking through intelligent core technologies and building an autonomous and controllable intelligent car underlying system. In the cockpit field, Dongfeng launched a complete Tianyuan Smart Cockpit product matrix, covering all sub-segments from high-end to mainstream. Among them, Tianyuan Smart Cockpit Plus is the first domestic integrated cockpit and driving platform, integrating 3D immersive vehicle control interaction and intelligent driving SR rendering technology, equipped with a self-developed AI large model, creating a new generation of intelligent cockpits that are intuitive, easy to understand, and convenient to operate, to be batch-mounted on domestic chip benchmark models. In the AI field, the self-developed "Taiji Large Model" passed the Generative AI filing with the National Cyberspace Administration, deeply collaborating with the Tianyuan vehicle architecture and vehicle operating system, building a smart security defense line while implementing AI in vehicles. At the same time, Dongfeng released the OpenWorld Multimodal Real Road Dataset Open Plan, opening massive real-world road data to the industry, providing important support for autonomous driving world models and vehicle embodied intelligence R&D, assisting the coordinated development of the domestic intelligent driving industry.

Automotive-grade chips are the core hardware foundation of intelligence. Dongfeng continues to attack chip domestication, with multiple self-developed products filling domestic blanks. The all-domestic high-performance automotive MCU chip DF30 completed verification, adapted for engine ECU, and has been mounted on Epai 007, Mengshi M817, and other models to promote mass production; the automotive high-side driver chip INH025X performance benchmarks international top products, selected in the central enterprise science and technology innovation results catalog, cumulative installations over 350,000 units, significantly reducing dependence on foreign core components. Intelligent upgrades were simultaneously landed in manufacturing. In January this year, the world's largest 16000T integrated die-casting production line went into production, used for battery box production, and Dongfeng became the only enterprise in the industry to achieve whole vehicle front-mid-rear fully integrated die-casting layout. The production line carries a large number of industrial robots and self-developed intelligent systems, capable of reducing costs and increasing efficiency, and improving battery collision protection capabilities, first applied to Epai M8. The world's single largest medium and heavy commercial vehicle smart factory put into production at the same time is equipped with 288 collaborative robots, welding and painting automation rate 100%, relying on digital twin and AI quality inspection technology, production efficiency increased by 30% compared to traditional factories, smart manufacturing strength remains at the forefront of the industry.

Green and low carbon is the core direction of automotive industry transformation. Dongfeng landed the "Tianjing Zero Carbon" plan, adhering to the "Pure Electric Foundation, Hydrogen Leadership, Diverse Layout" route, creating a new energy product matrix covering all power types, adapting to various mobility scenarios. In the first half of the year, multiple new products were launched centrally, fully covering all sub-segments. In the high-end new energy sector, Voyah Taishan Ultra, Taishan X8 completed delivery, consolidating high-end brand positioning; Mengshi M817 broke the industry bottleneck where luxury off-road comfort, intelligence, and performance are difficult to balance; the new brand Yijing launched flagship six-seat SUV Yijing X9, setting new generation vehicle standards from three dimensions of safety, comfort, and driving control. In the home market, Epai M8 six-seat SUV directly hits the pain points of multi-child family travel, pre-sale orders broke 10,000 on the first day; 2026 model Aeolus L7 EV consolidates the 100,000 yuan level pure electric SUV market; Nano 06 Smart Fun Version downgraded intelligent configurations, lowering car purchasing thresholds; Fengxing Haixiang T5, Haixiang V6 focus on affordable commuting market, enriching mass green travel choices.

Hydrogen business relies on over 20 years of technology accumulation to form differentiated advantages. Dongfeng built a 20kW to 400kW full-coverage hydrogen power platform, holding over a thousand hydrogen energy invention patents, technology continuously converting into commercial orders. Self-developed 400kW fuel cell stack passed national standard 10,000-hour durability test in May, becoming the first domestically rated "Durability Star" metal bipolar plate stack. Commercialization landing sped up, signed 1,500 hydrogen heavy truck big order in March, mass put into use in Three Gorges Water Transportation Engineering in June, promoting hydrogen heavy trucks into mainline logistics, ports, sanitation, infrastructure and other scenarios. Currently Dongfeng hydrogen fuel vehicle cumulative sales exceeded 9,000 units, demonstration operations covered over 40 cities nationwide, operation scale industry first. R&D system upgraded simultaneously, 2026 Dongfeng established Basic and Pioneer Technology Research Institute, Global Design Center put into use, "Three Countries Six Places" R&D network formed; led to establish Hubei Solid State Battery Innovation Consortium, uniting 18 industry-university-research units to attack next-generation battery technology, landed the province's first new energy vehicle academician workstation, relying on top teams to attack automotive new materials, consolidating long-term green technology competitiveness.

Around "Sky Sail" globalization strategy, Dongfeng innovates overseas cooperation models, perfecting R&D, production, and sales integrated overseas layout. This May, Dongfeng signed deepening strategic cooperation agreement with Stellantis Group, paving the way for entering European new energy market. Domestically, six parties injected over 8 billion yuan to empower Dongfeng Peugeot-Citroën, promoting brand intelligence and green transformation; overseas planning both sides jointly build European joint venture, coordinating new energy vehicle local R&D, production, distribution and procurement, building a stable export platform. Logistics guarantee aspect, Dongfeng renewed strategic cooperation with COSCO SHIPPING, strengthening cross-border vehicle and parts logistics, improving global supply chain risk resistance ability.

Passenger car overseas implementation high-low end dual-line layout, affordable models and high-end brands simultaneously put in effort. DONGFENG BOX, 007, MAGE, and other models sold hot in Europe, Latin America, Africa markets due to high cost-performance; Voyah, Mengshi enter Saudi, UAE, Egypt, and other Middle Eastern countries, completed exclusive tuning for local high temperature and sand environment; Voyah captured high-end users with new Chinese style luxury, Mengshi off-road performance gained foreign enthusiasts' favor. Commercial vehicles adhere to one place one policy, scenario customization: customized V5 tractor for Saudi long-distance logistics; launched two differentiated delivery models for Peru fresh fruit transport; Southeast Asia deployed full series light and heavy trucks, Malaysia single batch delivery 830 units, signed 500 units; adapted to Australia right-hand drive regulations launched light logistics vehicle CAPTAIN.45. Channel network continues to expand, Dongfeng overseas authorized marketing outlets reached 1,600, covering over 150 countries worldwide, over 30 overseas markets sales doubled, overseas channel deep cultivation effectiveness highlighted.

Standing at the "15th Five-Year Plan" opening new starting point, Dongfeng Motor takes "Tianyuan Intelligence", "Tianjing Zero Carbon", "Sky Sail" three plans as core lever, steadily promoting four industrial ecology construction. Next step, enterprise will continue to deep cultivate product iteration, core technology self-research, global market expansion, constantly enrich new energy product matrix, break through intelligent vehicle hardware and software key technologies, perfect global production and sales channels, go all out to shape technology-oriented, international, and youthful brand image, seize development opportunities in the global automotive industry transformation wave, assist domestic automotive industry high-quality transformation and upgrading with SOE responsibility.

Industri automotif global sedang menghadapi perubahan mendalam dalam elektrifikasi, kecerdasan dan globalisasi. Kompetisi industri kini tidak lagi terhad pada persaingan produk, tetapi berkembang kepada pertempuran serba termasuk dalam penyelidikan dan pembangunan teknologi, pembinaan jenama, susun atur rantaian industri dan pasaran luar negara. Sebagai syarikat automobil terancang utama domestik, Dongfeng Automotive secara berperingkat memajukan strategi "Angin Timur Bangkit 2030". Pada tahun 2026, tahun awal pelaksanaan Rancangan Lima Tahun ke-15, dengan memanfaatkan teknologi terbaharu, pelbagai produk tenaga baharu dan susun atur global, prestasi pasaran pada setengah tahun pertama amat mencabar, mencapai lima kemenangan jualan, menonjolkan ketahanan pembangunan dalam persaingan industri yang sengit, dan melangkah keluar laluan pembangunan berkualiti tinggi ke arah baharu, ke atas dan ke global.

Pada setengah tahun pertama tahun 2026, jualan kenderaan penuh Dongfeng Automotive mencecah 1.021 juta unit, dengan lima indikator utama teratas mengungguli purata industri. Pertumbuhan jualan keseluruhan lebih baik daripada industri sebanyak 1.1 peratusan; jualan dalam negara mencecah 831,000 unit, pertumbuhan melebihi industri sebanyak 9.6 peratusan, dengan kukuh memegang asas pasaran tempatan; jualan model tenaga baharu mencecah 493,000 unit, meningkat 27.5% berbanding tahun sebelumnya, pertumbuhan mendahului industri sebanyak 21.2 peratusan, kejayaan transformasi hijau amat ketara; jualan jenama sendiri mencecah 725,000 unit, meningkat 13.6% berbanding tahun sebelumnya, pertumbuhan melebihi industri sebanyak 13.2 peratusan, strategi jenama sendiri ke arah ke atas telah berjaya dilaksanakan; eksport luar negara meningkat mendadak sebanyak 97%, tahap realisasi susun atur global memasuki fasa cepat. Data yang mencabar ini bukan sahaja hasil untung pasaran jangka pendek, tetapi hasil hasil dari penyelidikan dan pembangunan mendalam Dongfeng selama ini dalam tiga bidang penyelidikan kecerdasan sendiri, laluan hijau dan saluran global.

Tahun 2026 ditetapkan sebagai "Tahun Realisasi Teknologi" untuk Dongfeng Automotive. Syarikat mengambil "Rancangan Kecerdasan Tian Yuan" sebagai pegangan, berterusan memecahkan teknologi teras kecerdasan, membina sistem dasar kenderaan pintar yang boleh dikuasakan sendiri. Dalam bidang kokpit, Dongfeng melancarkan matriks produk Kokpit Pintar Tian Yuan yang lengkap, meliputi semua pasaran细分市场 dari bahagian atas hingga utama. Di antaranya, Kokpit Pintar Tian Yuan Plus adalah platform integrasi kokpit dan memandu pertama buatan domestik, menggabungkan interaksi kawalan kenderaan immersive 3D, teknologi render SR pemanduan pintar, dilengkapkan dengan model AI besar penyelidikan sendiri, melahirkan generasi baharu kokpit pintar yang mudah difahami dan mudah dioperasikan, akan dimuatkan secara banyak pada model rujukan cip kebangsaan sepenuhnya. Dalam bidang kecerdasan buatan, Model Besar "Taiji" penyelidikan sendiri telah meluluskan pendaftaran AI Generatif di bawah Biro Siber Negara, bersama-sama dengan arkitektur kenderaan Tian Yuan dan sistem operasi kenderaan secara mendalam, semasa melancarkan AI pada kenderaan, membina pertahanan keselamatan pintar. Seterusnya, Dongfeng melancarkan pelan pembuka dataset jalan sebenar multimodal OpenWorld, membuka data jalan sebenar besar-besaran kepada industri, menyediakan sokongan penting untuk model dunia pemanduan automatik dan penyelidikan kecerdasan badan kenderaan, membantu pembangunan bersama industri pemanduan automatik domestik.

Cip automotif adalah asas perkakasan teras kecerdasan. Dongfeng berterusan memecahkan penggantian cip domestik, dengan beberapa produk penyelidikan sendiri mengisi kekosongan domestik. Cip MCU automotif berprestasi tinggi cip kebangsaan sepenuhnya DF30 telah siap pengesahan, disesuaikan dengan ECU enjin, telah dimuatkan pada kenderaan seperti Yi Pai 007 dan Mengshi M817 untuk memajukan pengeluaran kilang; Cip pendorong tinggi atas cip automotif INH025X prestasi menandingi produk antarabangsa teratas, terpilih dalam senarai hasil inovasi dan teknologi syarikat milik negara, jumlah pemasangan lebih 350,000 unit, mengurangkan secara besar-besaran kebergantungan luar komponen teras. Penjenamaan pintar serentak dilaksanakan di hujung pembuatan. Pada Januari tahun ini, talian pemancaran pemaduan serba tunggal terbesar di dunia dengan saiz 16000T telah dilancarkan, digunakan untuk pengeluaran kotak bateri. Dongfeng juga menjadi satu-satunya pengeluar kereta dalam industri yang berjaya melaksanakan susun atur pemancaran pemaduan serba tunggal seluruh segmen hadapan, tengah dan belakang kenderaan. Talian pemancaran ini dilengkapkan dengan banyak robot industri dan sistem pintar penyelidikan sendiri, boleh menurunkan kos dan meningkatkan kecekapan, juga meningkatkan keupayaan perlindungan perlanggaran bateri, digunakan terdahulu pada Yi Pai M8. Pabrik bijih bijih perniagaan komersial bersaiz tunggal terbesar di dunia yang dilancarkan serentak dilengkapi dengan 288 robot kerjasama, keautomatan pengelas dan pengecatan 100%, dengan memanfaatkan teknologi dwi ganda digital dan pemeriksaan QC AI, kecekapan pengeluaran meningkat 30% berbanding pabrik tradisional, kekuatan pembuatan pintar稳居 industri teratas.

Pembangunan hijau dan rendah karbon adalah arah utama transformasi industri automotif. Dongfeng melaksanakan "Rancangan Tian Jing Sifar Karbon", mempertahankan laluan "Asas Elektrik Murni, Kepimpinan Hidrogen, Susun Atur Pelbagai", membina matriks produk tenaga baharu yang meliputi semua jenis kuasa, disesuaikan dengan pelbagai skenario pergerakan. Pada setengah tahun pertama, beberapa model baharu dilancarkan secara serentak, meliputi semua pasaran细分市场. Bahagian atas tenaga baharu, Lantu Taishan Ultra dan Taishan X8 telah siap penghantaran, mengukuh kedudukan jenama bahagian atas; Mengshi M817 memecah batasan industri yang sukar兼顾 ketenangan suka, kecerdasan dan prestasi dalam off-road mewah; Jenama baharu Yi Jing melancarkan SUV enam tempat duduk flagship Yi Jing X9, menetapkan standard model generasi baharu dari tiga dimensi keselamatan, keselesaan dan kawalan pemanduan. Dalam pasaran rumah tangga, SUV enam tempat duduk Yi Pai M8 mengetuk tepat titik kesakitan pergerakan keluarga berbilang anak, tempahan pada hari pertama pra-penjualan lebih 10,000; Fengshen L7 EV edisi 2026 mengukuhkan pasaran SUV elektrik murni peringkat 100,000; Nano 06 edisi pintar menurunkan konfigurasi pintar, menurunkan ambang pembelian kereta; Fengxing Xinhai T5 dan Xinhai V6 menargetkan pasaran komuter harga berpatutan, memperkayakan pilihan pergerakan hijau awam.

Perniagaan hidrogen menggunakan kelebihan perbezaan yang terbentuk dari pengumpulan teknologi lebih 20 tahun. Dongfeng membina platform kuasa hidrogen yang meliputi 20kW hingga 400kW, memegang lebih 1,000 paten penemuan hidrogen, teknologi berterusan ditukar menjadi pesanan komersial. Teras sel bahan api penyelidikan sendiri 400kW telah lulus ujian ketahanan jam seribu piawai negara pada Mei, menjadi teras plat ganda logam pertama di negara ini yang memperoleh anugerah "Bintang Ketahanan". Pelaksanaan komersial mempercepat, pada Mac menandatangani pesanan besar 1,500 unit lori berat hidrogen, pada Jun dimasukkan secara beramai-ramai ke dalam projek pengangkutan air Tiga Lurah, memajukan lori berat hidrogen masuk ke dalam skenario logistik utama, pelabuhan, kebersihan perbandaran, pembinaan asas dan lain-lain. Pada masa ini, jumlah jualan kenderaan bahan api hidrogen Dongfong melebihi 9,000 unit, operasi demonstrasi meliputi lebih 40 bandar di seluruh negara, skala operasi tertinggi industri. Sistem penyelidikan dan pembangunan juga menaik taraf serentak. Pada tahun 2026, Dongfong mewujudkan Akademi Teknologi Asas dan Pionir, Pusat Reka Bentuk Global digunakan, rangkaian penyelidikan dan pembangunan "Tiga Negara Enam Lokasi" terbentuk; mengetuai penubuhan kesatuan inovasi bateri pepejal Hubei, bekerjasama dengan 18 unit industri, pengajian dan penyelidikan untuk memecahkan teknologi bateri generasi seterusnya, melancarkan stesen wakil akademik automotif pertama dalam wilayah, bergantung kepada pasukan顶尖 untuk memecahkan bahan baru automotif, memperkukuhkan daya saing teknologi hijau jangka panjang.

Berpusat pada strategi globalisasi "Layar Langit", Dongfong menghidupkan model kerjasama luar negara, menyempurnakan susun atur luar negara integrasi penyelidikan, pengeluaran dan jualan. Pada Mei tahun ini, Dongfong menandatangani strategi kerjasama lanjutan dengan kumpulan Stellantis, membuka jalan untuk memasuki pasaran tenaga baharu Eropah. Pada paras domestik, enam pihak menyuntik modal lebih 8 bilion Yuan untuk memberdayakan Kereta Shen Long, memajukan transformasi kecerdasan dan hijau jenama; Perancangan luar negara kedua-dua pihak bersama membina syarikat patuh Eropah, menguruskan penyelidikan dan pembangunan, pengeluaran, pengedaran dan pembelian model tenaga baharu setempat, membina platform eksport yang stabil. Dari segi jaminan logistik, Dongfong memperbaharui kerjasama strategik dengan COSCO SHIPPING, memperkukus logistik kenderaan penuh dan komponen lintas sempadan, meningkatkan keupayaan menghadapi risiko rantai bekalan global.

Pelaksanaan eksport kenderaan penumpang melaksanakan susun atur dua garis harga rendah dan tinggi, model harga berpatutan dan jenama bahagian atas serentak memberikan tenaga. Model seperti DONGFENG BOX, 007, MAGE dengan kelebihan kos efektif tinggi,热销 di pasaran Eropah, Amerika Latin, Afrika; Lantu dan Mengshi memasuki negara Timur Tengah seperti Arab Saudi, Emiriah Arab Bersatu, Mesir, disesuaikan khusus untuk persekitaran pasir panas setempat, Lantu dengan kemewahan gaya China baharu memikat pengguna bahagian atas, Mengshi dengan prestasi off-road menerima kesukaan peminat luar negara. Kenderaan komersial berterusan satu negara satu dasar, kustomisasi skenario: Untuk logistik jauh Arab Saudi custom V5 trak pamik; Untuk pengangkutan buah segar Peru melancarkan dua model pengedaran perbezaan; Asia Tenggara melancarkan seluruh siri trak ringan dan berat, Malaysia penghantaran satu kali 830 unit, menandatangani 500 unit; Disuaikan dengan peraturan kanan Australia melancarkan logistik ringan CAPTAIN.45. Rangkaian saluran berterusan berkembang, titik jualan pemasaran授权 luar negara Dongfong mencecah 1,600, meliputi lebih 150 negara di seluruh dunia, lebih 30 pasaran luar negara mencapai jualan berganda, keberkesanan penyelidikan saluran luar negara menonjol.

Berdiri pada titik permulaan baharu memulakan Rancangan Lima Tahun ke-15, Dongfong dengan "Kecerdasan Tian Yuan", "Tian Jing Sifar Karbon", "Layar Langit" tiga rancangan sebagai pegangan teras, secara berperingkat memajukan pembinaan empat ekosistem industri. Pada langkah seterusnya, syarikat akan berterusan menyelami pengulangan produk, penyelidikan dan pembangunan teknologi teras sendiri, pengembangan pasaran global, memperkayakan secara berterusan matriks produk tenaga baharu, memecahkan teknologi teras perkakasan dan perisian kenderaan pintar, menyempurnakan saluran penjualan dan pengeluaran global, dengan penuh membentuk imej jenama berteknologi tinggi, antarabangsa dan年轻化, dalam gelombang perubahan industri automotif global merebut peluang pembangunan, dengan tanggungjawab syarikat milik negara membantu transformasi dan pengangkutan berkualiti tinggi industri automotif domestik.