2026 has already passed the halfway mark, and the bell for the commercial vehicle industry's mid-year assessment has officially rung. In this complex stage where industry sales volatility is intensifying and structural differentiation is deepening, Foton Motor has concluded the first half with a resounding report card that broke through against the trend. Latest data shows Foton Motor sales from January to June exceeded 360,000 units, a year-on-year increase of 10.1%. Not only completing the half-year closure in a leading posture, it also demonstrated the dual advantages of strategic resolve and tactical breakthroughs for leading enterprises during cycle traversal.

Analyzing this report card in detail, sales growth is by no means extensive scale stacking, but the result of three forces: technological innovation, structural optimization, and global layout resonating in sync. January to June, Foton new energy sales were 59,000 units, up 17.9% year-on-year; heavy-duty truck sector sales exceeded 90,000 units, up 35.3% year-on-year, outperforming the industry average; overseas exports continued to surge, with 109,000 units sold in the first half, a significant 38.9% increase year-on-year. New energy, heavy-duty trucks, and overseas markets—the 'three major drivers'—advanced together, not only forming the core engine for Foton's first-half sprint, but also reflecting the deeper logic of this enterprise transitioning from traditional manufacturing to tech-driven, from domestic market to global footprint, and from product competition to value competition.

See Through Cyclical Haze, Reshaping the Commercial Vehicle Value Benchmark

The electrification of commercial vehicles is a long journey from policy guidance to market-driven. When the pain of subsidy withdrawal has not completely faded and charging infrastructure is still in the deployment phase, many enterprises chose to watch and slow down. However, Foton Motor's June new energy sales near 13,500 units, a year-on-year figure of 62.5%, delivered a clear signal to the industry: the surge of new energy commercial vehicles is not 'waited for', but 'fought for'.

The source of this confidence is Foton's nearly 20 years of strategic resolve in the new energy field. On the technical route, Foton long ago escaped the speculative thinking of 'betting on a single technology', building a complete technology matrix with pure electric, hybrid, and hydrogen fuel cell lines running in parallel. In June, on the urban logistics track, Foton Aumark Z, leveraging the Morning Star pure electric light truck exclusive platform and energy efficiency breakthroughs from the EASYCO Three-Electric system, reshaped user cognition boundaries of new energy light trucks with long range and low energy consumption; in the public service sector, Foton Ousheng new energy buses were batch delivered in places like Tianjin and Shenyang, providing stable and reliable transport capacity guarantee for zero-carbon travel under high-temperature weather; in core sub-segments like long-distance trunk lines and cold chain transport, Foton Heavy Trucks continuously realized the development philosophy of scenario-based product definition, answering the industry question of 'Can new energy handle extreme working conditions' with actual performance.

More importantly, Foton's new energy sales leadership has gradually shifted from policy dividends to value-driven. Relying on deep technical foundation accumulated in fields such as vehicle integration, electric drive, electronic control, power battery, and hydrogen fuel cells, Foton independently developed and firmly grasped 'Three-Electric' core technologies. Foton is pulling the competitive advantage of new energy commercial vehicles from 'purchase subsidies' back to the commercial essence of 'Total Cost of Ownership (TCO)'. When TCO advantages begin to appear, new energy commercial vehicles are no longer just an environmental mandatory question, but become the optimal solution after users calculate carefully. The sales breakthrough in June is the clear testament that this inflection point is near.

Accelerating Heavy Truck Structure Upgrade, Defining New Rules for Existing Market Competition

The heavy-duty truck market, a sub-sector with the highest technical content and fiercest competition in the commercial vehicle industry. In June, against the backdrop of industry overall demand tending towards rationality, Foton Heavy Trucks achieved a 25.9% year-on-year growth with a monthly sales volume of 14,300 units. Supporting this result was not the short-term stimulation of a price war, but a deep revolution surrounding product structure, power routes, and user value.

In the first half of the year, Foton's gas traction vehicle market performance was particularly outstanding. Facing the market opportunity of the widening oil-gas price spread, Foton Auman completed product layout and capacity ramp-up with extremely fast response speed. The strategic logic behind this is clear and pragmatic: When freight rates are low and diesel costs are high, squeezing profit margins, the natural gas route, with tangible fuel cost advantages, becomes the rational choice for users to reduce costs and increase efficiency. What Foton did is to use reliable products to turn this economic accounting into redeemable revenue.

In the high-end heavy-duty truck sector, Foton Auman is redefining the industry's value benchmark with an ultimate challenge. In the recently concluded 'Auman Galaxy 9 Global All-Around Fuel Efficiency Challenge', Auman Galaxy 9, driven by frontline users under strict operating conditions of real cargo, real roads, real scenarios, achieved a standout fuel consumption result of 30.3L per 100km. Achieving this result was a systemic achievement of precise powertrain matching, whole-vehicle aerodynamic optimization, and lightweight design synergistic effort, reflecting Foton Auman's capability leap in transforming years of technical accumulation into users' real returns. In the current moment when the heavy-duty truck industry shifts from price competition to value competition, true high-endization is not the stacking of configurations, not the packaging of concepts, but rather, in the operating scenarios users care about most, fulfilling the promise of extreme efficiency with hard-hitting data. Foton Auman is proving with action: The value of high-end heavy trucks is ultimately defined by the user's operational ledger.

From Export Trade to Systematic Leap of Deep Global Cultivation

Chinese commercial vehicle going overseas is shifting from scattered product output to systematic global layout, while Foton Motor is the most representative practitioner in this trend. January to June, Foton overseas export sales exceeded 109,000 units, up 38.9% year-on-year. But more worthy of attention than numbers is the new paradigm of globalization demonstrated by export structure optimization and localized deep cultivation.

Since the beginning of this year, Foton's overseas layout has continued to welcome the harvest period. In Southeast Asia, achieving localized manufacturing through local factories in Thailand etc., deeply integrating 'Made in China' with 'Made in ASEAN', effectively avoiding trade barriers and shortening delivery lead times; in South Asia, over 100 buses were batch delivered, pushing Chinese bus brands to achieve scaled implementation in local public transport markets. In Africa, Foton completed batch delivery of 1,000 heavy-duty truck orders, providing reliable transport support for local infrastructure construction and livelihood security; on this basis, Foton's heavy commercial product system conducted comprehensive custom tuning for complex African road conditions, balancing power performance and operating costs, accurately adapting to high-intensity operation scenarios such as cross-border logistics and mine transport. Meanwhile, new energy products are accelerating to become Foton's new business card for going overseas: Foton Kaven Automotive has successfully penetrated European 15 countries and high-potential markets like Australia and New Zealand... Foton is transforming the technical first-mover advantage of the domestic new energy industry into the output capability of global green transportation solutions.

Supporting the continuous leading of overseas performance is a full-value network ranging from manufacturing to service, from parts to finance. 32 overseas local factories, over 1,200 overseas sales networks, over 1,500 overseas service networks — the existence of this network makes Foton's globalization no longer just a one-time transaction of 'selling cars out', but 'getting the cars running, and keeping users staying' deep operation. When the industry is still competing on export volume, Foton has entered the system competition of the globalization 3.0 stage, and continuously leading export data is the most direct projection of system capability.

Start with the End in Mind, Foton's Half-Year Report and Full-Year Strategy

The reverse-leading January to June sales volume has drawn a powerful period for Foton Motor's first half. But the significance of this report card far exceeds the numbers themselves. In the new energy field, it verifies that the paradigm shift from policy-driven to value-driven is accelerating fulfillment; in the heavy truck market, it demonstrated the decisive role of structure upgrade and product definition ability in existing market competition; in the overseas map, it marks that Chinese commercial vehicle globalization is moving from product output to the deep water of system deep cultivation.

Mid-year has passed, the full-year schedule enters the second half. With the continuous release of the effect of national policies for stabilizing growth, infrastructure investment warming up, and overseas market demand expanding steadily, Foton Motor is standing at the starting point of a new round of growth cycle. New energy breakthrough, heavy truck breakout, overseas voyage — the strategic pattern of three arrows firing together is clearly visible.

What is more important than completing goals is the verification of direction. When a company continuously proves the accuracy of its strategic judgments with performance, the market should give not only attention, but also a re-examination of its industry leading value. Foton Motor, with every sales breakthrough, is writing its own survival rules and growth philosophy for the commercial vehicle industry crossing cycles.

(This article is provided by the enterprise).

Setengah tahun 2026 telah berlalu, lonceng peperiksaan pertengahan tahun industri kenderaan perniagaan kini berbunyi rasmi. Dalam fasa kompleks di mana volatiliti jualan industri dan pembezaan struktur semakin meningkat, Foton Motor dengan kertas kerja yang melampaui cabaran, telah meletakkan penutup yang bermakna bagi separuh tahun pertama. Data terkini menunjukkan, jualan Foton Motor Januari-Jun melebihi 360,000 unit, meningkat 10.1% tahun ke tahun, tidak sahaja menyelesaikan penutup separuh tahun dalam posisi kepimpinan, malah mempamerkan kelebihan ganda keteguhan strategi dan letupan taktikal syarikat utama dalam melalui kitaran.

Jika dibincangkan secara terperinci kertas kerja ini, peningkatan jualan bukan hasil daripada pembangunan saiz yang kasar dan tidak cekap, melainkan hasil daripada tiga kekuatan teknologi, pembaikan struktur dan penempatan global yang berosilasi secara selaras. Januari-Jun, jualan kenderaan tenaga baharu Foton sebanyak 59,000 unit, meningkat 17.9% tahun ke tahun; jualan sektor kenderaan berat melebihi 90,000 unit, meningkat 35.3% tahun ke tahun, mencatat prestasi melebihi purata industri; eksport luar negara berterusan meningkat, jualan separuh tahun 109,000 unit, meningkat mendadak 38.9% tahun ke tahun. Tiga pendorong utama kenderaan tenaga baharu, kenderaan berat dan luar negara yang bergerak selari, bukan sahaja membentuk enjin teras untuk penstriman Foton pada separuh tahun pertama, malah mencerminkan logik mendalam syarikat ini daripada pengilangan tradisional ke pemacu teknologi, dari pasaran domestik ke peta global, daripada persaingan produk ke persaingan nilai.

Menembusi kabut kitaran, membentuk semula piawaian nilai kenderaan perniagaan

Elektrifikasi kenderaan perniagaan adalah perjalanan panjang dari pemacu dasar ke pemacu pasaran. Apabila kesakitan penyesuaian akibat subsidi berkurang belum sepenuhnya hilang dan infrastruktur pengecas masih dalam fasa pembinaan rangkaian, ramai syarikat memilih untuk menunggu dan melambatkan. Namun, prestasi Foton Motor pada bulan Jun dalam jualan kenderaan tenaga baharu hampir 13,500 unit, meningkat 62.5% tahun ke tahun, menghantar isyarat yang jelas kepada industri: letupan kenderaan perniagaan tenaga baharu bukan "diperoleh dengan menunggu", melainkan "dikalahkan dengan menyerang".

Sumber keyakinan ini adalah keteguhan strategik Foton selama hampir dua dekad dalam bidang kenderaan tenaga baharu. Dalam laluan teknologi, Foton telah melompati pemikiran spekulasi "pertaruhan kepada satu teknologi", membina matriks teknologi lengkap dengan elektrik penuh, hibrid dan sel bahan api hidrogen serentak. Pada bulan Jun, dalam suasana logistik bandar, Foton Aumark Z dengan platform khas lori ringan elektrik Bintang Kejora, dan pencapaian kecekapan tenaga yang dibawa oleh sistem kuasa tiga teknologi Enjin Mudah, telah membentuk semula had kesedaran pengguna terhadap lori ringan tenaga baharu dengan jambatan jauh dan penggunaan tenaga rendah; dalam bidang perkhidmatan awam, bas tenaga baharu Foton Ouhui telah dihantar secara pukal di Tianjin, Shenyang dan tempat lain, memberikan jaminan keupayaan pengangkutan yang stabil dan boleh dipercayai untuk pengangkutan sifar karbon dalam cuaca panas; dalam pasaran perincian teras seperti jalur laluan jauh dan pengangkutan berpendingin, kenderaan berat Foton telah terus mematuhi konsep pembangunan produk berdasarkan senario, menjawab soalan industri "adakah kenderaan tenaga baharu mampu menanggung operasi terhad" dengan prestasi sebenar.

Lebih penting lagi, kepimpinan jualan kenderaan tenaga baharu Foton telah beralih secara berperingkat daripada faedah dasar ke pemacu nilai. Berlandaskan tapak teknologi yang mendalam yang dikumpulkan dalam pengintegrasian kenderaan lengkap, kuasa elektrik, kawalan elektrik, bateri daya dan sel bahan api hidrogen, Foton telah membangunkan dan memegang sepenuhnya teknologi teras "kuasa tiga", dan kini Foton mengubah kelebihan persaingan kenderaan perniagaan tenaga baharu daripada "subsidi pembelian" kembali ke hakikat perniagaan "kos kitaran hayat penuh". Apabila kelebihan TCO mula muncul, kenderaan perniagaan tenaga baharu bukan lagi hanya soalan wajib alam sekitar, malah menjadi penyelesaian terbaik selepas pengiraan bijak pengguna. Pecahan jualan pada bulan Jun adalah catatan kaki yang jelas menunjukkan hujung lengkung ini semakin hampir.

Peningkatan struktur kenderaan berat mempercepatkan, mentakrifkan peraturan baharu persaingan aset sedia ada

Pasaran kenderaan berat, sebagai kawasan perincian industri kenderaan perniagaan yang mengandungi kandungan teknologi tertinggi dan persaingan paling sengit. Bulan Jun, dalam latar belakang keperluan keseluruhan industri menuju kepada keadaan rasional, Foton Kenderaan Berat mencapai jualan bulan 14,300 unit, mencapai peningkatan tahun ke tahun 25.9%. Yang menyokong pencapaian ini, bukan rangsangan jangka pendek perang harga, malah revolusi mendalam yang berpusat pada struktur produk, laluan kuasa dan nilai pengguna.

Pada separuh tahun pertama, prestasi pasaran kereta tarik gas Foton sangat menonjol. Menepati peluang pasaran apabila perbezaan harga minyak dan gas semakin melebar, Foton Auman telah menyiapkan layout produk dan peningkatan kapasiti pengeluaran dengan kelajuan tindak balas yang sangat pantas. Logik strategik di sebalik ini jelas dan pragmatis: apabila harga pengangkutan rendah dan kos diesel tinggi memencet ruang keuntungan, laluan gas asli dengan kelebihan kos bahan api yang nyata, menjadi pilihan rasional pengguna untuk mengurangkan kos dan meningkatkan kecekapan. Yang dilakukan Foton, adalah menggunakan produk yang boleh dipercayai untuk mengubah akaun ekonomi ini menjadi keuntungan yang boleh ditebus.

Dalam bidang kenderaan berat kelas tinggi, Foton Auman sedang mendefinisikan semula piawaian nilai industri dengan satu cabaran terhad. Dalam "Cabaran Cekaliti Jarak Penuh Penjimatan Bahan Api Muktamad Auman Galaxy 9" yang baru sahaja berakhir, Auman Galaxy 9 dalam keadaan operasi ketat dengan barang sebenar, jalan sebenar, dan suasana sebenar, dikendalikan oleh pengguna di garis depan, mencatatkan pencapaian cemerlang kos bahan api 30.3L setiap 100 km. Pencapaian ini, adalah keputusan sistematik daripada penalaan tepat rantaian kuasa, pengoptimuman aerodinamik kenderaan lengkap, dan kerjasama reka bentuk ringan, yang mencerminkan lompatan keupayaan Foton Auman untuk mengubah tapak teknologi bertahun-tahun kepada keuntungan sebenar pengguna. Dalam era persaingan kenderaan berat yang beralih daripada persaingan harga ke persaingan nilai, ketiadaan kelas tinggi, bukan pembangunan spesifikasi, bukan pembungkusan konsep, tetapi dalam senario operasi yang paling dikira oleh pengguna, menjanjikan kecekapan maksimum dengan data teras. Foton Auman sedang membuktikan dengan tindakan: nilai kenderaan berat kelas tinggi, akhirnya hendaklah ditakrifkan oleh buku akaun operasi pengguna.

Dari perdagangan eksport ke lompatan sistematik penanaman mendalam global

Eksport kenderaan perniagaan China sedang beralih daripada eksport produk yang tersebar ke penempatan global yang sistematik, manakala Foton Motor adalah praktisi yang paling mewakili dalam trend ini. Januari-Jun, jualan eksport luar negara Foton melebihi 109,000 unit, meningkat 38.9% tahun ke tahun. Tetapi lebih menarik daripada nombor, adalah paradigma baharu globalisasi yang ditunjukkan oleh pembaikan struktur eksport dan penanaman mendalam setempat.

Sejak tahun ini, penempatan luar negara Foton berterusan mendapat tempoh menuai. Di Asia Tenggara, melalui kilang tempatan di Thailand dan tempat lain untuk mencapai pengilangan setempat, mengintegrasikan "Barang Buatan China" dan "Barang Buatan ASEAN" dengan mendalam, berkesan mengelakkan halangan perdagangan dan memendekkan kitaran penghantaran; di Asia Selatan, lebih seratus unit bas telah dihantar secara pukal, menggerakkan jenama bas China menyelesaikan pelaksanaan berskala besar di pasaran bas tempatan. Di Afrika, Foton telah menyelesaikan penghantaran pukal order seribu unit kenderaan berat, memberikan sokongan keupayaan pengangkutan yang boleh dipercayai untuk pembinaan infrastruktur dan jaminan kehidupan rakyat setempat; atas asas ini, sistem produk kenderaan berat perniagaan Foton telah melakukan penyesuaian khas komprehensif untuk keadaan jalan rumit Afrika, menggabungkan keperforman kuasa dan kos operasi, menyesuaikan tepat untuk senario operasi berintensiti tinggi seperti logistik lintas sempadan dan pengangkutan lombong. Serentak itu, produk kenderaan tenaga baharu semakin menjadi kad nama baharu Foton: Foton Kavon berjaya menembus pasar tinggi potensi 15 negara Eropah dan Australia-New Zealand... Foton sedang mengubah keunggulan teknologi teknologi industri tenaga baharu domestik kepada keupayaan output penyelesaian pengangkutan hijau global.

Menyokong prestasi luar negara yang memimpin berterusan, adalah rangkaian nilai penuh dari pengilangan ke perkhidmatan, dari alat ganti ke kewangan. 32 kilang tempatan luar negara, lebih 1,200 rangkaian jualan luar negara, lebih 1,500 rangkaian perkhidmatan luar negara — kehadiran rangkaian ini, membolehkan globalisasi Foton bukan lagi transaksi sekali "menjual kereta keluar", melainkan pengoperasian mendalam "biarkan kereta berjalan, biarkan pengguna kekal". Apabila industri masih sedang membandingkan kuantiti eksport, Foton telah memasuki persaingan sistem fasa 3.0 globalisasi, dan data eksport yang memimpin berterusan adalah proyeksi langsung keupayaan sistem.

Dengan memulakan dengan mata tujuan, kertas kerja separuh tahun Foton dan permainan keseluruhan tahun

Jualan Januari-Jun yang memimpin dalam keadaan tidak menguntungkan, telah meletakkan tanda baca yang kuat pada separuh tahun Foton Motor. Tetapi makna kertas kerja ini jauh daripada nombor itu sendiri. Dalam bidang kenderaan tenaga baharu, ia mengesahkan bahawa peralihan paradigma dari pemacu dasar ke pemacu nilai semakin dipercepatkan pemenuhannya; dalam pasaran kenderaan berat, ia mempamerkan tindakan menentukan peningkatan struktur dan keupayaan definisi produk dalam persaingan aset sedia ada; dalam peta luar negara, ia menandakan bahawa globalisasi kenderaan perniagaan China sedang beralih dari eksport produk ke penanaman mendalam sistem air dalam.

Pertengahan tahun telah berlalu, laluan keseluruhan tahun memasuki bahagian bawah. Apabila kesan dasar pertumbuhan stabil negara terus dilepaskan, pelaburan infrastruktur kembali hangat dan keperluan pasaran luar negara berkembang secara mantap, Foton Motor berdiri di permulaan kitaran pertumbuhan baharu. Penembusan halangan kenderaan tenaga baharu, keluar dari kepungan kenderaan berat, pelayaran jauh ke luar — bentuk strategik tiga anak panah ditembak serentak telah jelas kelihatan.

Lebih penting daripada menyelesaikan sasaran ialah pengesahan hala tuju. Apabila sebuah syarikat secara berturutan membuktikan ketepatan penilaian strategik dengan prestasi, pasaran sepatutnya tidak hanya memberikan perhatian, malah meninjau semula nilai kepimpinan industrinya. Foton Motor, sedang menulis hukum kewujudan dan falsafah pertumbuhannya sendiri untuk industri kenderaan perniagaan yang melalui kitaran, dengan setiap kali pecahan jualan.

(Artikel ini disediakan oleh pihak syarikat)

[First Commercial Vehicle Network Original]

Entering 2026, the green transformation of the global commercial vehicle market continues to accelerate, and overseas market competition has also extended from single-product contests to comprehensive battles of technology, service, and local operation capabilities. The overseas expansion methods of Chinese commercial vehicle brands are shifting from "product export" to systematic export.

For Foton Motor, the overseas market has become an important part of business growth. In September 2026, Foton Motor sold 55,000 vehicles of various types; among them, overseas sales reached 19,000 units, a year-on-year increase of 38.9%, with overseas business continuing the growth trend. The sales volume for the first three quarters was 518,000 units, a year-on-year increase of 7.9%. Apart from sales volume, the layout made in recent years around products, technology, services, and local operations is also becoming an important support for the continuous expansion of the overseas market.

Please see the latest report brought by First Commercial Vehicle Network.

Multiple Business Segments Work Together, Overseas Sales Grow Steadily

From the market performance in September, Foton Motor's overseas business continues to maintain strong growth resilience. Data shows that Foton Motor sold 19,000 vehicles overseas in September, a year-on-year increase of 38.9%. Sales in the first three quarters reached 169,000 units, a year-on-year increase of 43.6%. With differentiated global market demand and significant differences in regulations and operating environments across different regions, overseas sales are still able to maintain relatively fast growth. It can be seen that Foton Motor's accumulation in the overseas market over the years is gradually being converted into scaled results.

From the product segment perspective, multiple business segments under Foton Motor have all contributed significant overseas market increments. Among them, Auman, Auman/Aumark, Ollin, Ouhui Coach, and Tunel overseas markets September sales year-on-year growth rates were 91.6%, 52.5%, 81.8%, 94.8%, and 55.7% respectively. The overseas layout of heavy-duty trucks, light trucks, buses, Van, and other businesses has enabled the markets and application scenarios covered by Foton Motor to be continuously expanded. Collaborative efforts of multiple product categories have also made Foton Motor's overseas business growth sources more diverse.

If the time dimension is extended further, Foton Motor's overseas market growth trend becomes more obvious. From January to September 2026, Foton Motor's cumulative overseas sales reached 169,000 units, a year-on-year increase of 43.6%. This not only laid a solid foundation for the realization of its annual goals but also indicates that Foton Motor's overseas business has shifted from early opportunistic exports to relatively stable scaled operations. Especially in markets with obvious differences in regulations and operating conditions such as Europe, the Americas, and Southeast Asia, being able to maintain cumulative growth puts more strain on product adaptability and local operation capabilities.

Foton Motor's sales growth is not dependent on low prices for volume. In recent years, with the gradual introduction of new energy products, intelligent configurations, and localized services, the acceptance of Foton Motor among overseas mid-to-high-end customers is rising, and the quality of growth has significantly improved. For Chinese commercial vehicle brands in the critical stage of brand upward movement, this change is more meaningful than pure quantity expansion.

The Change from "Product Export" to "Systematic Export"

The growth in overseas sales relies on product competitiveness, and equally relies on Foton Motor's continuous adaptation to overseas market rules and customer needs. Compared with the early model dominated by complete vehicle exports, Foton Motor now attaches more importance to the collaborative overseas expansion of R&D, products, channels, services, and supply chain links.

At the 2026 Hannover International Transportation Exhibition, Foton Motor exhibited with 7 complete vehicles and 6 sets of self-developed core components. The exhibition scope covered multiple commercial vehicle product fields, and the European strategy was officially released. During the same period, CAVAN BEACON flagship heavy truck completed its overseas premiere, and Foton Motor's 13 millionth vehicle globally also completed delivery to the European market. Compared with simply displaying complete vehicles, the simultaneous appearance of complete vehicles and core components this time also reflects that Foton Motor is participating in overseas market competition with a more complete product and technology system. At the same time, Ouhui eAURORA pure electric city bus completed its overseas debut and obtained WVTA European vehicle certification. For new energy commercial vehicles entering the European market, adapting to local regulations and operating conditions from the product development stage is an important foundation for achieving market access and meeting subsequent operation needs.

Beyond products, service and certification systems are also being perfected synchronously. In September, Foton Motor signed a strategic cooperation framework agreement with TÜV Rheinland. Both sides will further deepen cooperation in areas such as regulation certification, technical compliance, intelligent driving, data security, new energy test certification, and localized services.

More importantly, this idea of synergy between products and services is extending from Europe to other markets. After GALAXUS R5 was launched in Vietnam, corresponding designated service stations, dedicated contacts, and 7×24 hour service hotline services were provided synchronously; CAVAN C1 right-hand drive models entered Thailand, also relying on the local after-sales service system to promote new energy commercial vehicle business. Obviously, Foton Motor knows very well that overseas market competition is no longer just about "selling cars", but is gradually shifting to a comprehensive test of products, channels, after-sales, and local operation capabilities.

Overseas Layout Enters the Stage of In-depth Cultivation

According to First Commercial Vehicle Network's observation, the continuous expansion of Foton Motor's overseas business is closely related to the promotion of its "Comprehensive Internationalization, Comprehensive New Energy, Comprehensive Intelligence" strategy. During this Hannover Auto Show, Foton Motor officially released the European strategy and proposed development goals to achieve a 50% share of new energy sales and a 40% internationalization rate by 2030. Europe is positioned as the core hub market of the global strategy and also an important region for Foton Motor to further promote brand internationalization.

For the European market, Foton Motor emphasizes "In Europe, For Europe" and plans to further promote localization development. According to relevant planning, a European local technology center will be established in 2028, and local assembly production will be steadily advanced. This will further extend from R&D definition and local manufacturing to parts guarantee and terminal services to improve the product's adaptability to European regulations and local market demands. Currently, Foton Motor has established sales and service networks in nearly 20 countries in Europe, set up a regional parts distribution center in Germany, and built national parts warehouses in 17 countries. The number of service outlets across the whole of Europe has exceeded 300.

In markets such as the Americas and Southeast Asia, Foton Motor adopts different rhythms according to regional differences. The Latin American market values mining, ports, and cross-border trunk line transportation. The right-hand drive market in Southeast Asia is releasing demand for new energy urban distribution and long-distance trunk lines. Through "One Zone One Policy, One Country One Policy" product development and local services, Foton Motor combines global technology platforms with local scenarios, gradually converting sales growth into brand assets and system capabilities. As more local technology centers, service networks, and energy ecosystem projects are implemented, its overseas business is expected to move from scale expansion to quality and efficiency.

From the current layout, Foton Motor has not adopted the exact same method to enter all overseas markets but instead promotes product and service adaptation according to regulations, customer needs, and operating scenarios of different regions. From the new energy and high-end product layout in the European market to Southeast Asian right-hand drive models and localized services, its overseas business is forming a more refined regional operation concept. As capabilities such as products, technology, certification, and services further extend overseas, Foton Motor's globalization is also gradually shifting from early product exports to the output of full-chain capabilities.

Conclusion

From products going out, to technology, services, and operation systems going out further, Foton Motor's global layout is entering a deeper stage. In the future, with the continued promotion of localization layouts in key markets such as Europe, and new energy products landing in more regions, the overseas market is expected to continue to become an important support for Foton Motor's business growth.

[Laman Web Kenderaan Perniagaan Pertama - Asli]

Masuk tahun 2026, transformasi hijau pasaran kenderaan komersial global berterusan mempercepat, persaingan pasaran luar negara juga telah berkembang dari pertunangan produk tunggal kepada gabungan teknologi, perkhidmatan dan keupayaan operasi tempatan, cara merek kenderaan komersial China menuju ke luar negara sedang berubah dari "eksport produk" kepada ekspor berasaskan sistem.

Bagi Foton Motor, pasaran luar negara telah menjadi komponen penting dalam pertumbuhan perniagaan. Pada September 2026, Foton Motor menjual pelbagai jenis kenderaan sebanyak 55,000 unit; daripadanya, jualan luar negara mencecah 19,000 unit, meningkat 38.9% secara tahunan, perniagaan luar negara terus melanjutkan trend pertumbuhan. Jualan tiga suku tahun pertama ialah 518,000 unit, meningkat 7.9% secara tahunan. Selain daripada jualan, pelan yang dilakukan sejak beberapa tahun kebelakangan ini sekitar produk, teknologi, perkhidmatan dan operasi tempatan, juga sedang menjadi sokongan penting bagi pengembangan berterusan pasaran luar negara.

Sila lihat laporan terkini yang dibawa oleh Laman Web Kenderaan Perniagaan Pertama.

Kebanyakkan sektor perniagaan berusaha bersama, jualan luar negara bertambah dengan stabil

Daripada prestasi pasaran bulan September, perniagaan luar negara Foton Motor masih mengekalkan ketahanan pertumbuhan yang kuat. Data menunjukkan, penjualan luar negara Foton Motor bulan September 19,000 unit, meningkat 38.9% secara tahunan. Tiga suku tahun pertama menjual 169,000 unit, meningkat 43.6% secara tahunan. Dalam keadaan perbezaan permintaan pasaran global, perbezaan peraturan dan persekitaran operasi pelbagai kawasan yang ketara, jualan luar negara masih mampu mengekalkan pertumbuhan yang cepat, menunjukkan akumulasi pasaran luar negara Foton Motor selama bertahun-tahun sedang bertukar menjadi hasil berskala besar.

Daripada aspek produk, pelbagai sektor perniagaan di bawah Foton Motor menyumbang peningkatan pasaran luar negara yang signifikan. Antaranya, jualan luar negara Auman, Auman/O马可，Ouling, Ouhui Bus, Toano bulan September meningkat masing-masing 91.6%, 52.5%, 81.8%, 94.8%, 55.7%. Pengurusan luar negara Heavy Truck, Light Truck, Bus, Van dan lain-lain, membolehkan pasaran dan skenario aplikasi Foton Motor berkembang berterusan. Kerjasama pelbagai kategori produk juga menjadikan sumber pertumbuhan perniagaan luar negara Foton Motor lebih pelbagai.

Jika dimensi masa diperpanjang lagi, trend pertumbuhan pasaran luar negara Foton Motor menjadi lebih jelas. Januari-September 2026, kumulatif jualan luar negara Foton Motor mencecah 169,000 unit, meningkat 43.6% secara tahunan. Ini bukan sahaja meletakkan asas kukuh untuk pencapaian sasaran tahunan, malah menunjukkan perniagaan luar negara Foton Motor telah berubah dari eksport kebetulan awal kepada operasi berskala besar yang lebih stabil. Terutamanya di pasaran Eropah, Amerika, Asia Tenggara yang mempunyai peraturan dan keadaan operasi berbeza ketara, mengekalkan pertumbuhan kumulatif ini, lebih menguji adaptasi produk dan keupayaan operasi tempatan.

Pertumbuhan jualan Foton Motor tidak bergantung pada harga rendah untuk meningkatkan kuantiti. Dalam beberapa tahun kebelakangan ini, dengan pengenalan perisian produk tenaga baharu, konfigurasi pintar dan perkhidmatan tempatan, penerimaan Foton Motor di kalangan pengguna kelas pertengahan dan tinggi di luar negara semakin meningkat, kualiti pertumbuhan telah bertambah baik dengan ketara. Bagi merek kenderaan komersial China yang berada dalam fasa penting ke atas jenama, perubahan ini lebih bermaksud daripada perluasan kuantiti semata-mata.

Perubahan dari "Eksport Produk" ke "Eksport Berasaskan Sistem"

Pertumbuhan jualan luar negara, tidak terpisah daripada daya saing produk, juga tidak terpisah daripada pelarasan berterusan Foton Motor terhadap peraturan pasaran luar negara dan keperluan pelanggan. Berbanding model awal yang berorientasikan eksport kenderaan lengkap, kini Foton Motor lebih mengutamakan kerjasama keluaran ke luar negara di peringkat penyelidikan dan pembangunan, produk, saluran, perkhidmatan dan rantaian bekalan.

Dalam Pameran Pengangkutan Antarabangsa Hannover 2026, Foton Motor menyertai pameran dengan 7 kenderaan lengkap dan 6 set komponen teras yang direka sendiri, skop pameran merangkumi pelbagai bidang produk kenderaan komersial, dan secara rasmi memeterai strategi Eropah. Pada masa yang sama, Cavan BEACON Flagship Heavy Truck melakukan pelancaran antarabangsa pertama, Foton Motor Kenderaan Lengkap Ke-13 Juta Juga completed delivery ke pasaran Eropah. Berbanding pamer kenderaan lengkap secara sederhana, kali ini kenderaan lengkap dan komponen teras kelihatan serentak, juga menunjukkan Foton Motor sedang menyertai persaingan pasaran luar negara dengan sistem produk dan teknologi yang lebih lengkap. Pada masa yang sama, Ouhui eAURORA Bus Bandar Elektrik Murni menyelesaikan penampilan antarabangsa pertama, dan mendapat pengesahan kenderaan lengkap Kesatuan Eropah WVTA, bagi kenderaan komersial tenaga baharu yang memasuki pasaran Eropah, sejak fasa pembangunan produk telah melakukan pelarasan mengikut peraturan dan keadaan operasi tempatan, adalah asas penting untuk mencapai akses pasaran dan memenuhi keperluan operasi seterusnya.

Selain produk, sistem perkhidmatan dan pengesahan juga sedang diperkemas serentak. September, Foton Motor menandatangani perjanjian kerangka kerja strategik dengan TÜV Rheinland, kedua-dua pihak akan memperdalam kerjasama dalam bidang pengesahan peraturan, kesesuaian teknologi, pemanduan pintar, keselamatan data, pengesahan ujian tenaga baharu dan perkhidmatan tempatan.

Yang lebih penting, pemikiran kerjasama produk dan perkhidmatan ini, sedang meluas dari Eropah ke pasaran lain. Selepas GALAXUS R5 keluar di Vietnam, serentak dilengkapi dengan stesen jaminan yang ditetapkan, penyesuaian orang khas dan perkhidmatan talian panas 7×24 jam; Model Cavan C1 Roda Kanan memasuki Thailand, juga bergantung pada sistem perkhidmatan selepas jualan tempatan untuk memajukan perniagaan kenderaan komersial tenaga baharu. Jelas, Foton Motor mengetahui persaingan pasaran luar negara bukan sahaja "menjual kereta keluar", tetapi secara berperingkat beralih kepada gabungan pertembungan produk, saluran, selepas jualan dan keupayaan operasi tempatan.

Pelancaran Luar Negara Masuk Fasa Pengasasan Mendalam

Menurut pemerhatian Laman Web Kenderaan Perniagaan Pertama, pengembangan berterusan perniagaan luar negara Foton Motor, berkait rapat dengan pelaksanaan strateginya "Globalisasi Penuh, Tenaga Baharu Penuh, Kecerdasan Penuh". Pada masa Pameran Kereta Hannover ini, Foton Motor secara rasmi mengeluarkan strategi Eropah, dan mencadangkan sasaran pembangunan sehingga tahun 2030 bahagian jualan tenaga baharu mencapai 50%, kadar globalisasi mencapai 40%. Eropah diletakkan sebagai pasaran pusat strategik globalisasi, juga kawasan penting bagi Foton Motor untuk memajukan globalisasi jenama.

Bagi pasaran Eropah, Foton Motor menekankan "Di Eropah, Untuk Eropah", dan merancang untuk memajukan pembangunan tempatan lagi. Mengikut perancangan berkaitan, tahun 2028 akan menubuhkan pusat teknologi tempatan Eropah, dan secara berperingkat memajukan pemasangan dan pengeluaran tempatan, lebih jauh daripada definisi penyelidikan dan pembangunan, pembuatan tempatan bersambung ke jaminan配件 dan perkhidmatan hujung, untuk meningkatkan keupayaan pelarasan produk terhadap peraturan Eropah dan keperluan pasaran tempatan. Saat ini, Foton Motor telah menubuhkan rangkaian penjualan dan perkhidmatan hampir 20 negara di Eropah, menubuhkan pusat pembebasan配件 wilayah di Jerman, dan membina pangkalan配件 negara di 17 negara, jumlah titik perkhidmatan seluruh Eropah melebihi 300 unit.

Di pasaran Amerika, Asia Tenggara, Foton Motor mengambil irama berbeza mengikut perbezaan wilayah. Pasaran Amerika Latin mengutamakan perlombongan, pelabuhan dan pengangkutan laluan silang sempadan, permintaan pasaran Asia Tenggara Roda Kanan untuk pengedaran bandar tenaga baharu dan laluan jarak jauh sedang dibebaskan. Melalui pembangunan produk dan perkhidmatan tempatan "Satu Wilayah Satu Dasar, Satu Negara Satu Dasar", Foton Motor menggabungkan platform teknologi global dengan skenario tempatan, secara beransur-ansur menukar pertumbuhan jualan kepada aset jenama dan keupayaan sistem. Seiring dengan lebih banyak pusat teknologi tempatan, rangkaian perkhidmatan dan projek ekosistem tenaga, perniagaan luar negaranya mempunyai harapan untuk bergerak lebih jauh daripada pengembangan skala ke kualiti dan keuntungan.

Daripada pelancaran semasa, Foton Motor tidak menggunakan cara yang sama untuk memasuki semua pasaran luar negara, tetapi memajukan pelarasan produk dan perkhidmatan mengikut peraturan, keperluan pelanggan dan skenario operasi wilayah berbeza. Dari pelancaran produk tenaga baharu dan premium di pasaran Eropah, hingga model roda kanan Asia Tenggara dan perkhidmatan tempatan, perniagaan luar negaranya sedang membentuk pemikiran operasi wilayah yang lebih terperinci. Seiring keupayaan produk, teknologi, pengesahan, perkhidmatan dan lain-lain bersambung lebih jauh ke luar negara, globalisasi Foton Motor juga telah berubah dari eksport produk awal, secara beransur-ansur ke output keupayaan rantai penuh.

Penutup

Dari produk keluar, ke sistem operasi teknologi dan perkhidmatan keluar lebih jauh, pelancaran globalisasi Foton Motor sedang memasuki fasa yang lebih mendalam. Masa depan, seiring dengan pembangunan tempatan di pasaran utama seperti Eropah diteruskan, dan produk tenaga baharu turun di lebih banyak kawasan, pasaran luar negara mempunyai harapan untuk terus menjadi sokongan penting bagi pertumbuhan perniagaan Foton Motor.

[First Commercial Vehicle Network Original]

September 4, BAIC Foton Motor Co., Ltd. (hereinafter referred to as "Foton Motor") released a quick report on production and sales data for August. In August 2026, Foton Motor sales of various automobile products exceeded 50,000 vehicles, firmly ranking first in the industry; Jan-Aug, cumulative sales reached 463,000 vehicles, up 9% year-on-year.

With only 4 months remaining, cumulative sales for the year have already exceeded 460,000 vehicles. This means that as long as the next 4 months perform normally, the highest sales record since the 14th Five-Year Plan will surely be broken, and there is a very strong possibility of creating a new "highest in history" annual sales record for itself.

Please refer to the analysis and interpretation by First Commercial Vehicle Network.

Cumulative sales in the first 8 months exceed 460,000 vehicles, all sectors work together to create a new annual sales record

Foton Motor's August production and sales data quick report shows that from Jan-Aug 2026, cumulative sales of various automobiles reached 463,000 vehicles, up 9% year-on-year. All major business sectors delivered growth report cards: New Energy Vehicles cumulative sales 82,000 vehicles, up 25% year-on-year; Medium and Heavy Trucks cumulative sales 127,000 vehicles, up 30% year-on-year; Light Trucks cumulative sales 303,000 vehicles, up 3.4% year-on-year.

First Commercial Vehicle Network notes that after August, Foton Motor's 2026 cumulative sales have exceeded 460,000 vehicles. This figure is very close to the first 9 months sales of 2025 and the first 10 months sales of 2024 (as shown below).

From the chart above, it can also be seen that starting from January, Foton Motor's 2026 cumulative sales have always been higher than 2025 and the same period in 2024. After August, cumulative sales net growth approached 40,000 vehicles. According to First Commercial Vehicle Network's conservative estimate (estimated based on sales of the same period last year), Foton Motor's cumulative sales this year will exceed 680,000 vehicles, with a very strong possibility of creating a new annual sales record.

The "highest in history" sales volume that will be reached in 2026 is the result of the joint promotion of Foton Motor's business sectors throughout the year, among which exports and new energy are the two most prominent "engines".

From "Product Going Global" to "System Going Global", 200,000 vehicle target expected to be completed early

Since 2026, Foton Motor's export business is no longer simple "selling cars", but has achieved a strategic leap from "Product Going Global" to "System Going Global" through market breakthroughs, sales booms, product upgrades, and systematic operations, and has become one of the core engines pulling the company's performance growth. In August, Foton Motor complete vehicle exports exceeded 20,000 vehicles, up 39% year-on-year; Jan-Aug cumulative exports nearly 150,000 vehicles, up 44.3% year-on-year. Export structure continues to optimize, and the proportion of high value-added products such as heavy trucks and new energy models continues to rise.

In important overseas markets such as Africa, the Americas, Southeast Asia, and Europe, Foton Motor has had excellent performance this year: In February, Africa's largest industrial group Dangote Group visited and signed logistics transport orders of over 1,000 vehicles; In March, nearly 100 Foton Cavan Lefu Overseas Edition CAVAN C1 all-electric VANS were shipped from Qingdao Port for batch delivery to EU customers, successfully breaking through barriers in the European high-end market; In the same month, light trucks manufactured at Foton's Thailand production base were delivered to the Indonesian market. This main model customized for Southeast Asian working conditions successfully went off the line, verifying the mature implementation of Foton's "localized production + regional distribution" model; In June, over 100 Auhui 12m high-end buses were batch delivered to South Asia, setting a new record for a single export order of Chinese brand bus coaches locally; In August, 800 Auman heavy trucks were shipped again to the African market in "full convoy delivery" mode, serving local cross-border logistics and trunk transport...

At this year's Brand Day press conference, Foton Motor announced that the overseas exclusive flagship product created based on the Auman Galaxy Smart Native Architecture — Galaxus R9 premium heavy trucks — officially landed in the American market, becoming an important step in its comprehensive internationalization strategy. It is reported that the Galaxus R9 vehicle is equipped with over 90 independent core technologies and 100M Ethernet vehicle architecture, supporting full-domain OTA iteration to achieve vehicle full lifecycle performance evolution. To verify product capabilities, Galaxus R9 heavy trucks once went far to a Spanish extreme test site for benchmark testing according to EU ECE standards and international European-style heavy trucks. In high-speed cruising high-frequency scenarios, Galaxus R9 fuel consumption was 2.16% lower than competitors of the same class. Even in the European market, it is highly competitive.

If the "3040" Medium and Long-term Overseas Strategy of Foton Motor, over 400,000 vehicles in 2030, is still relatively far, the 200,000 vehicle overseas target for 2026 is within reach. After August, Foton Motor's overseas sales target achievement rate reached 75%. This year, the overseas market 200,000 vehicle target is highly likely to be completed ahead of schedule.

Cumulative sales in Jan-Aug exceed 80,000 vehicles, up 25% year-on-year, New Energy Business Booms

Data shows that in August, Foton Motor sold 12,000 new energy products, up 50% year-on-year, higher than the overall industry growth rate; From Jan-Aug this year, Foton Motor cumulative sales of various new energy products reached 82,000 vehicles, up 25% year-on-year.

Looking at the growth rate alone, Foton Motor's new energy product Jan-Aug sales volume up 25% year-on-year does not count as a major increase, but this is based on last year's high-quality same period sales volume and increase rate (Last year Jan-Aug Foton new energy products cumulative sales 65,700 vehicles, up 127% year-on-year). More importantly, the growth of Foton Motor's new energy business this year is not simple quantity expansion, but high-quality development based on technical innovation, scenario deepening, and ecosystem reconstruction.

From the start of the new energy business, Foton Motor has always adhered to pure electric, hybrid, and hydrogen fuel multiple technology routes in parallel, avoiding limiting to a single path. Whether the new energy "30·50 Strategy" or the "Comprehensive New Energy" Strategy, all demonstrate Foton Motor's pragmatism and ambition towards new energy technology routes: Pure electric route pursues core module independent breakthroughs, hybrid route relies on self-developed to achieve multi-platform layout, hydrogen route conducts forward-looking breakthroughs. Foton Motor's strategy of multiple simultaneous approaches aims to meet the new energy needs of commercial vehicle users from city delivery to trunk logistics and all commercial vehicle scenarios.

From the frequent release and launch of new energy new products, Foton Motor is gradually completing its new energy product matrix to cover green transport capacity needs in multiple scenarios more and more comprehensively. Just a few days ago, at this year's Brand Day, Foton Motor launched two strategic-level new energy new products at once: Cavan Star Sea New Energy Flagship Heavy Truck aimed at medium-to-long-distance trunk logistics was officially launched, and Cavan Lefu V7 focusing on high-end passenger transport application scenarios had its global debut, further perfecting the full-scenario green transport capacity matrix. It is worth mentioning that Cavan Lefu V7 integrates passenger car-level intelligent comfort experience and large VAN vehicle space advantages, innovatively defining the MPVan category, precisely matching line passenger transport, tourism and business travel, business reception, leisure travel modification, and other high-end scenarios, filling the gap in the domestic new energy high-end passenger VAN niche market.

After August, Foton new energy products cumulative sales reached 82,000 vehicles, up 25% year-on-year, net growth of about 16,300 vehicles compared to the same period last year. This sales volume has already exceeded the full-year sales in 2024 (54,000 vehicles), with less than 20,000 vehicles gap from last year's full-year sales of 101,200 vehicles. According to the current progress pace, after "Golden September and Silver October", it will exceed last year's full-year sales.

Conclusion

The coming September is the season of harvest, and also the traditional sales peak season of the commercial vehicle industry. What performance will Foton Motor have, especially what more wonderful performance will the exports and new energy business that are gradually becoming Foton Motor's new growth "Dual Engines" have?

[Jaringan Kenderaan Dagangan Pertama - Kandungan Asli]

4 September, Syarikat Foton Motor Beiqi (dikenali sebagai 'Foton Motor' di bawah) telah mengeluarkan data ringkas jualan dan pengeluaran bulan Ogos. Pada Ogos 2026, Foton Motor menjual lebih daripada 50,000 unit pelbagai produk kenderaan, kekal di peringkat teratas industri; dari Januari hingga Ogos, jumlah kumulatif jualan mencapai 463,000 unit, meningkat 9% tahun ke tahun.

Apabila baki 4 bulan tinggal, jumlah jualan kumulatif tahunan melebihi 460,000 unit, bermakna jika 4 bulan seterusnya 'berlaku' secara normal, rekod jualan tertinggi sejak 'Rancangan Lima Tahun Ke-14' pasti pecah, sangat berpotensi mencipta rekod jualan tahunan tertinggi dalam sejarah baharu sendiri.

Sila lihat analisis dan tafsiran Jaringan Kenderaan Dagangan Pertama.

Jualan kumulatif 8 bulan pertama melebihi 463,000 unit, semua sektor bekerjasama mencipta rekod jualan tahunan baharu

Data ringkas jualan dan pengeluaran Foton Motor bulan Ogos menunjukkan, dari Januari hingga Ogos 2026, jumlah kumulatif menjual pelbagai jenis kenderaan sebanyak 463,000 unit, meningkat 9% tahun ke tahun. Semua sektor perniagaan utama telah menghasilkan rekod pertumbuhan: Kenderaan Tenaga Baharu jumlah kumulatif jualan 82,000 unit, meningkat 25%; Kenderaan Berat Sederhana jumlah kumulatif jualan 127,000 unit, meningkat 30%; Lori Ringan jumlah kumulatif jualan 303,000 unit, meningkat 3.4%.

Jaringan Kenderaan Dagangan Pertama perhatikan, selepas Ogos, jumlah jualan kumulatif Foton Motor 2026 telah melebihi 460,000 unit, angka ini sudah sangat hampir dengan 9 bulan pertama 2025 dan 10 bulan pertama 2024 (seperti di bawah).

Dari gambar di atas juga boleh dilihat, dari Januari, jumlah jualan kumulatif Foton Motor 2026 sentiasa lebih tinggi daripada 2025 dan 2024 pada tempoh yang sama, selepas Ogos jumlah jualan kumulatif bersih meningkat hampir 40,000 unit. Mengikut taksiran konservatif Jaringan Kenderaan Dagangan Pertama (dengan penaksiran jualan tempoh sama tahun lalu), jumlah jualan kumulatif Foton Motor tahun ini akan melebihi 680,000 unit, sangat berpotensi mencipta rekod jualan tahunan baharu.

"Paling Tinggi dalam Sejarah" jualan yang bakal dicapai 2026, adalah hasil usaha semua sektor perniagaan Foton tahun ini, manakala yang paling menonjol adalah Eksport dan Tenaga Baharu dua 'enjin'.

Dari 'Produk Melintas Laut' ke 'Sistem Melintas Laut', sasaran 200,000 unit berpotensi selesai awal

Sejak 2026, perniagaan eksport Foton Motor bukan lagi 'jualan kereta' mudah, tetapi melalui突破 pasaran, letupan jualan, pengemaskinian produk dan operasi berstruktur, telah mencapai lompatan strategik dari 'Produk Melintas Laut' ke 'Sistem Melintas Laut', dan telah menjadi salah satu enjin utama memacu pertumbuhan prestasi syarikat. Bulan Ogos, eksport kenderaan lengkap Foton Motor melebihi 20,000 unit, meningkat 39%; Januari-Ogos jumlah eksport hampir 150,000 unit, meningkat 44.3%, struktur eksport berterusan dioptimumkan, produk bernilai tambah tinggi seperti Truk Berat Auman dan Kenderaan Tenaga Baharu semakin meningkat.

Dalam pasaran luar negara penting seperti Afrika, Amerika, Asia Tenggara dan Eropah, Foton Motor tahun ini mempunyai prestasi tidak kurang: Februari, Kumpulan Dangote, kumpulan industri terbesar Afrika, melawat dan menandatangani tempahan pengangkutan logistik melebihi 1,000 unit; Mac, hampir 100 unit Cavan Lovu海外版 CAVAN C1 elektrik VAN dari Pelabuhan Qingdao dihantar, secara berjenama diserahkan kepada pelanggan EU, berjaya menembusi halangan pasaran Eropah bertaraf tinggi; pada bulan sama, Lori Ringan yang dihasilkan oleh kilang Thailand Foton diserahkan ke pasaran Indonesia, kenderaan utama ini yang dikembangkan khas untuk keadaan kerja Asia Tenggara berjaya turun dari talian, membuktikan kematuhan model Foton 'Pengeluaran Tempatan + Pengedaran Kawasan'; Jun, lebih 100 unit Bas Mewah 12 Meter Ouhui diserahkan secara berjenama ke Asia Selatan, memecahkan rekod tempahan eksport tunggal bas basikal jenama Cina tempatan; Ogos, 800 unit Truk Berat Auman sekali lagi dihantar ke pasaran Afrika dengan model 'Serahan Berbaris', melayani logistik lintas negara dan pengangkutan laluan utama di tempatan……

Dalam penganjuran Hari Jenama tahun ini, Foton Motor mengumumkan produk terhad eksport yang dibina berdasarkan arkitektur asli pintar Auman Galaxy iaitu Galaxus R9 truk berat bertaraf tinggi telah rasmi memasuki pasaran Amerika, menjadi langkah penting strategik antarabangsa sepenuhnya. Menurut penerangan, Galaxus R9 dilengkapi dengan lebih 90 teknologi teras bebas dan arkitektur Ethernet 100 Megabit, menyokong pembaharuan OTA seluruh domain, mencapai evolusi prestasi kitaran hidup kenderaan. Untuk menguji kekuatan produk, Galaxus R9 pernah ke tapak ujian ekstrim Sepanyol, mengikut piawaian EU ECE dan truk berat Eropah antarabangsa untuk uji banding. Dalam situasi frekuensi tinggi penyelaras kelajuan tinggi, penggunaan minyak Galaxus R9 2.16% lebih rendah daripada pesanding setaraf, walaupun di pasaran EU, sangat kompetitif.

Jika sasaran eksport 400,000 unit pada 2030 strategik luar negara jangka panjang dan menengah "3040" Foton Motor masih agak jauh, tetapi sasaran eksport 200,000 unit 2026 sangat dekat. Setelah Ogos, kadar pencapaian sasaran jualan luar negara Foton adalah 75%, sasaran eksport luar negara tahun ini kemungkinan besar akan selesai awal.

Jualan kumulatif Januari-Ogos melebihi 82,000 unit, meningkat 25%, perniagaan Kenderaan Tenaga Baharu sangat hebat

Data menunjukkan, bulan Ogos, Foton Motor menjual produk Kenderaan Tenaga Baharu 12,000 unit, meningkat 50%, lebih tinggi daripada kadar peningkatan keseluruhan industri; tahun ini Januari-Ogos, Foton Motor jumlah kumulatif menjual pelbagai jenis produk Kenderaan Tenaga Baharu 82,000 unit, meningkat 25%.

Berdasarkan kadar peningkatan, jualan Kenderaan Tenaga Baharu Foton Motor Januari-Ogos meningkat 25% tahun ke tahun, belum boleh dikategorikan peningkatan besar, tetapi ini dibina di atas jualan tempoh sama berkualiti tinggi dan peningkatan tahun lalu (tahun lalu Januari-Ogos Foton produk Kenderaan Tenaga Baharu jumlah jualan kumulatif 65,700 unit, meningkat 127% tahun ke tahun). Yang lebih penting, perniagaan Foton Kenderaan Tenaga Baharu tahun ini peningkatan bukan sekadar peluasan kuantiti, intinya adalah pembangunan berkualiti tinggi yang dibina di atas inovasi teknologi, pengembangan skenario mendalam dan penyusunan semula ekosistem.

Sejak perniagaan Kenderaan Tenaga Baharu bermula, Foton Motor sentiasa kekal pada laluan teknologi pelbagai Elektrik Tulen, Hibrid, Bahan Api Hidrogen, tidak membuat pilihan tunggal. Sama ada Kenderaan Tenaga Baharu 'Strategi 30·50', atau 'Pengenuan Tenaga Baharu Penuh' strategik tiada tidak menunjukkan ambisi dan realistik Foton Motor pada laluan teknologi Kenderaan Tenaga Baharu: Laluan Elektrik Tulen mengejar pencapaian modul teras bebas, laluan Hibrid bergantung pada pengembangan sendiri untuk penempatan berbilang platform, laluan Hidrogen melakukan penyelidikan proaktif. Strategi pelbagai pendekatan Foton Motor ini, bertujuan untuk memenuhi keperluan Kenderaan Tenaga Baharu pengguna kenderaan dagangan dari penghantaran bandar sehingga logistik laluan utama semua skenario kenderaan dagangan.

Dari pelancaran rapat dan Kenderaan Tenaga Baharu baharu yang dilancarkan, Foton Motor secara berperingkat melengkapkan matriks produk Kenderaan Tenaga Baharu, untuk semakin merangkumi keperluan kapasiti pengangkutan hijau pelbagai skenario. Beberapa hari sebelum ini, Foton Motor pada Hari Jenama tahun ini sekali推出 dua produk Kenderaan Tenaga Baharu strategik: Cavan Xinghai Kenderaan Tenaga Baharu truk berat terkemuka yang menjangkau logistik laluan utama jarak sederhana dan jauh rasmi dilancarkan, Cavan Lovu V7 yang fokus pada skenario pengangkutan penumpang premium perdana, melengkapkan lagi matriks kapasiti pengangkutan hijau skenario penuh. Perlu disebutkan, Cavan Lovu V7 menggabungkan pengalaman selesa pintar tahap kenderaan personel dan kelebihan ruang model VAN besar, secara inovatif mendefinisikan MPVan kategori baharu ini, padanan tepat pengangkutan laluan, perlancongan perniagaan, penerimaan perniagaan, modifikasi pelancongan skenario premium, mengisi kekangan pasaran tertumpu Kenderaan Tenaga Baharu pengangkutan penumpang premium VAN dalam negara.

Selepas Ogos, jumlah kumulatif jualan produk Kenderaan Tenaga Baharu Foton 82,000 unit, meningkat 25% tahun ke tahun, bersih meningkat kira-kira 16,300 unit berbanding tempoh sama tahun lalu. Jualan ini melebihi jualan sepanjang tahun 2024 (54,000 unit), hanya berjarak kurang daripada 20,000 unit dari jualan sepanjang tahun tahun lalu 101,200 unit, mengikut irak pertumbuhan semasa, selepas 'Musim Puncak Jualan September dan Oktober' akan melebihi jualan sepanjang tahun tahun lalu.

Kesimpulan

September seterusnya, adalah musim menuai, juga musim puncak jualan tradisi industri kenderaan dagangan, Foton Motor mempunyai prestasi seperti apa, terutamanya semakin menjadi 'Dua Enjin Baharu' pertumbuhan Foton Motor perniagaan Eksport dan Kenderaan Tenaga Baharu mempunyai prestasi yang lebih menarik?

The global commercial vehicle industry is approaching a critical turning point for deep restructuring towards electrification, intelligence, and low carbonization. Relying on strict access regulations, a mature business environment, and diverse transportation scenarios, Europe has become the top-tier arena for measuring the comprehensive strength of commercial vehicle enterprises. China's commercial vehicle overseas expansion has long since bid farewell to the initial stage of simple product output, moving towards an era of systematic competition characterized by technology output, localized operations, and co-construction of industrial ecosystems.

With over 20 years of deep cultivation overseas, Foton Motor has ranked first in China's commercial vehicle exports for 15 consecutive years. From early "going out" of products to today's comprehensive entry into the "going in, going steady, and going far" Globalization 3.0 new stage, Foton Motor has achieved a leapfrog transformation from scale overseas expansion to value overseas expansion, building a complete overseas expansion system with synergy in products, technology, manufacturing, supply chains, and service ecosystems.

On the technology level, Foton Motor holds the key to overseas market access. Multiple all-electric light trucks and VAN products have obtained WVTA European whole vehicle type certification, won VECTO heavy-duty vehicle carbon emission certification, and secured the entry ticket to the European high-end market; Cawin new energy products are accelerating landing in 15 European countries and high-potential markets like Australia & New Zealand, converting domestic new energy technology advantages into global green transportation supply capabilities.

On the manufacturing and supply chain end, 32 overseas localized factories are distributed across Southeast Asia, Latin America, and the Middle East; a joint supply chain company was established with COSCO Shipping Specialized Transport, opening exclusive overseas capacity channels; key factories in Indonesia and Saudi Arabia are accelerating landing, driving domestic supply chain partners to go overseas together, building a global industrial network with risk resistance and high efficiency. In the European locality, the Germany Unna regional parts distribution center RDC was put into operation, combined with 18 global parts centers, 1,200+ sales outlets, and 1,500+ service outlets, building a 24-hour parts guarantee system, achieving fast local response for European after-sales. In January-August 2026, Foton Motor export sales reached 149,000 units, a year-on-year increase of 44.3%, and systematic strength was directly verified by the market.

On September 14, at the Hanover IAA Auto Show, Foton Motor is set for a major debut. The site will unveil a new European strategy, hold the milestone ceremony for the delivery of the world's 13 millionth vehicle, and premiere the Cawin BEACON smart heavy truck capable of electric and hydrogen fuel overseas. The exhibition will also display seven major new energy vehicle matrices and six self-developed core components, covering multiple mainstream transportation scenarios in Europe, showcasing hard technology strength with full-chain autonomy and controllability.

Not just an exhibition of products, but a centralized review of systematic overseas expansion capabilities. When the world looks towards Europe, Europe will see Foton. On September 14 in Hanover, let us jointly witness the brand new answer to the globalization of China's commercial vehicles.

This is the best of times, this is the worst of times.

Recently, the China Association of Automobile Dealers released some worrying data. The auto dealer inventory warning index for April stood at 62.1%, above the growth and decline line; meanwhile, the inventory coefficient is also rising, with the integrated inventory coefficient for auto dealers in April reaching 1.89. Industry insiders point out that long-term high inventory will encroach on dealers' operating funds, increase their interest expenses and liquidity risks, and may exacerbate the contradiction between dealers and original equipment manufacturers (OEMs).

Coincidentally, it is not just passenger cars that have been hit hard. The latest data released by the China Association of Automobile Manufacturers has also sounded a warning for the commercial vehicle industry—its overall inventory coefficient has risen above the warning line of 1.8, and the inventory cycle in some heavy truck market segments has exceeded 90 days. To digest inventory, a new round of price wars has quietly broken out in multiple regions, with terminal discount margins expanding again.

As a media outlet that has long focused on the automotive industry, Car Culture saw a historical mirror spanning 170 years in this spreading price competition—In 1854, the 'Coketown' dominated by interests written by Charles Dickens in 'Hard Times' has never truly disappeared.

As the global automotive industry accelerates its transformation towards new energy and intelligence, and Chinese automakers head to the global market at an unprecedented speed, ESG construction has long ceased to be a dispensable decoration in corporate annual reports; it is now a core capability determining whether an enterprise can weather the cycle. Among them, supply chain ESG is the key chain connecting the upstream and downstream of the industry, determining the health of the sector. In the current situation where the industry generally falls into the vicious cycle of 'trading price for volume', the sustainability report released by Foton Motor for 2025 provides a sample worthy of in-depth analysis for us to observe how Chinese commercial vehicle enterprises solve the inherent contradictions of industrial civilization.

The Reenactment of Dickensian History and Foton's Starting Point for Breakthrough

In classic works such as 'Hard Times', 'Oliver Twist', and 'David Copperfield', Dickens recorded the three core contradictions at the beginning of the Industrial Revolution with a pen that was almost journalistic documentary. Among them, in 'Hard Times', the factory owners in Coketown, in pursuit of profit maximization, alienated workers into attachments of machines, revealing the value distortion caused by capital's pursuit of profit; in 'Oliver Twist', the tragic fate of children from the lower classes exposed the reality that the dignity of workers was systematically ignored; the experience of 10-year-old David being exploited in the bottle washing factory in 'David Copperfield' reflected the cruel logic of cost pressure being transmitted unidirectionally downward in early supply chains.

These contradictions from 170 years ago still have clear projections in today's automotive industry. Taking the commercial vehicle industry discussed in this session as an example, from 2024 to 2025, the price war in the commercial vehicle market continued to escalate, with terminal price reductions for models in some market segments exceeding 10%. To maintain its own profits, some leading automotive enterprises directly transferred cost reduction pressure to upstream suppliers, requesting annual price reductions of more than 10%.

The result of this pressure being transmitted layer by layer is that the average profit margin of traditional non-core component enterprises was compressed to below 3%, with a large number of small and medium-sized enterprises struggling on the brink of break-even; downstream channel ends were also under pressure. Data from the China Association of Automobile Dealers shows that in 2025, the loss-making rate of commercial vehicle dealers nationwide reached 52.6%, with a profit contribution of -22.3% for new car sales business; while truck drivers at the end of the supply chain bore the pressure of continuously falling freight prices, with freight rates for some short-distance city distribution routes falling to 0.8 yuan/km, and the average freight rate for medium-to-long distance trunk transport dropping 42% compared to 2020.

This model of 'squeezing profits upstream, pressing prices downstream, and being squeezed at the terminal' is eroding the long-term competitiveness of the entire industry. Of course, Foton Motor is also in this industry environment. Its overseas exports in 2025 reached 164,000 vehicles, creating a new historical high, but it also faced multiple challenges such as the EU CBAM carbon tariff and increasingly strict supply chain ESG reviews in European and American markets; during the new energy transformation process, the industry average cost proportion of the three-electric systems exceeded 40%, and also faced cost reduction pressure.

But unlike most enterprises, Foton Motor did not choose to transfer pressure unidirectionally to the upstream and downstream of the supply chain, but instead took the construction of the whole chain ESG as the core handle for breaking the situation, attempting to explore a more sustainable development path.

Foton's Practice: Responding to Historical Propositions with Win-Win of the Whole Value Chain

The contemporary value of Dickens' works lies in the fact that it always reminds us that the ultimate purpose of development is people, not profit. The whole value chain ESG system built by Foton Motor, covering 'upstream suppliers-middle manufacturing-downstream dealers-terminal users', just responds to the three core propositions raised by Dickens back then.

To address the value distortion caused by capital's pursuit of profit, Foton constructs a symbiotic supply chain through green synergy. It is reported that the company established a supplier lifecycle ESG management system, incorporating environmental, social, and governance indicators into the entire process of supplier access, audit, evaluation, and exit. In 2025, Foton completed the certification of 58 green suppliers, covering core modules such as engines, gearboxes, and axles.

Unlike simply suppressing purchase prices, Foton helps suppliers reduce costs and increase efficiency through technical empowerment and resource sharing. Among them, the supplier rooftop photovoltaic plan is the most representative. In 2025, it assisted 283 suppliers in building a total of 1,901 MW of photovoltaic power generation facilities, directly reducing the energy costs of partners, while also promoting the low-carbon transformation of the entire supply chain.

To address the imbalance of benefit distribution in the supply chain, Foton creates a community of interests through ecological empowerment. Faced with the survival dilemma faced by dealers, Foton completed transformation training for 1,658 dealers in 2025, innovatively launched a three-level channel system of 'Ecological Store, Smart Store, Retail Store', and built 8 dealer ecological ports.

This system helped dealers transform from a single vehicle sales dealer to a comprehensive service provider integrating 'sales + charging and battery swapping + used cars + leasing + maintenance and repair', opening up multiple profit channels for them. At the same time, Foton signed 'Integrity Commitment Letters' with all suppliers, establishing a relatively fair and transparent cooperation mechanism, guaranteeing the reasonable interests of each link in the supply chain.

In addition, to address the lack of dignity for workers, Foton permeates humanistic care throughout the whole chain. Within the enterprise, Foton implements a human engineering improvement plan, introducing customized effort-saving mechanical arms and hydraulic lifting tables in heavy labor posts such as tire assembly and battery installation, reducing manual handling of heavy materials by 30% year-on-year.

At the supply chain end, Foton requires all suppliers to strictly abide by labor laws and regulations, with full coverage of compliance and quality training for key suppliers in 2025 reaching 100%. At the terminal, Foton supported the 'Truck Driver Escort' special action through donations, focusing on the living conditions of logistics practitioners. These measures reflect the enterprise's respect for every worker in the supply chain.

People-Oriented, The Correct Approach for Chinese Cars Going Global

In fact, with Chinese automotive enterprises accelerating their global layout, we are facing not just a competitive pattern of 'price is king', but entering a new era where 'compliance is competitiveness'.

The EU 'Corporate Sustainability Due Diligence Directive' (CSDDD) clearly requires that enterprises must be responsible for human rights and environmental impacts of their entire supply chain; violators will face fines of up to 5% of global turnover; the EU Carbon Border Adjustment Mechanism (CBAM) officially implemented in 2026 directly incorporates carbon emission costs into the price system of imported goods. This means the development model relying on low-cost expansion is unsustainable, and supply chain ESG capabilities are becoming the pass to enter the international market for Chinese automotive enterprises.

Foton Motor's forward-looking layout has given it a certain head start in global competition. It is reported that through the construction of a whole value chain ESG, Foton proactively met the compliance requirements of major overseas markets: in Europe, Foton's electric light trucks and VAN models obtained WVTAEU whole vehicle type certification, which is one of the highest thresholds in the European market; plus the EU heavy vehicle carbon emission VECTO certification, this means Foton's carbon data has been recognized by European regulatory agencies, successfully entering the European green transportation system.

In addition, Foton Motor has deeply gained the recognition of global partners: local factories in Thailand, Brazil, and South Africa have been put into production smoothly; the global 12 millionth vehicle rolled off the line at the Brazil factory; in the Australian and African markets, Foton received bulk new energy bus orders; in the Middle East, it delivered 1,000 customized school buses to Saudi customers in batches.

Industry analysts point out that Foton Motor's model provides an important reference for the Chinese commercial vehicle industry; supply chain ESG is not a cost burden for enterprises, but an effective means to enhance supply chain resilience and long-term competitiveness. When enterprises no longer view upstream and downstream as opponents in a game, but as partners for joint growth, the results of their development can be shared by every participant in the supply chain, and the entire industry can achieve truly high-quality development.

Car Culture Says:

'This is the best of times, this is the worst of times.' Dickens' famous quote still applies to China's automotive industry today. We possess the world's largest automotive market, the most complete industrial chain system, and the most advanced new energy technology; this is the best of times; but we also face many challenges such as involution in price wars, prominence of supply chain contradictions, and increased pressure for global compliance; this is the worst of times.

170 years have passed, the technical form of industrial civilization has undergone earth-shaking changes, but how to balance capital pursuit of profit with social equity, and how to ensure that the results of development benefit everyone, remains the fundamental question we need to answer. Foton Motor's practice tells us that ESG is not only a digital report, but a more sustainable development concept with more humanistic touch. When more and more Chinese automotive enterprises plant the concept of people-oriented into supply chain construction, we can not only create more competitive products, but also output a fairer and more inclusive industrial civilization to the world, allowing Chinese automobiles to truly enjoy global reputation with the 'Chinese Solution'. （Written by | Ouyang）