CIMC: NA Semi-Trailer Orders Recover, Capacity Upgraded(Sep 18)

CIMC Vehicles: North American Semi-Trailer Market Orders Show Marginal Recovery, Capacity Upgrade Basically Completed

CIMC Vehicles stated during an investor relations event that North American freight prices showed marginal improvement in the second quarter of 2026, with North American semi-trailer market orders showing signs of marginal recovery. Orders are gradually being transmitted to production and delivery.

Regarding the countervailing and antidumping investigations initiated by the U.S. Department of Commerce, the company accelerated the expansion of "Van-type trailers subassemblies" production capacity at its two U.S. factories. As of now, the capacity upgrade has been basically completed, effectively reducing the impact of the investigation on the group's supply chain.

CIMC Vehicles has been the global leader in semi-trailer production and sales for thirteen consecutive years. The company recently showcased its EV-RT pure electric tractor-trailer and ecosystem products at the IAA Transportation 2026 in Hannover, Germany, demonstrating its "vehicle + energy replenishment + operations" full-chain industrial closed loop. The EV-RT architecture features platform-based flexible extension, millisecond-level cooperative control between tractor and semi-trailer, and a low-center-of-gravity safety layout, with engineering models demonstrating over 30% gradeability and 20% shorter braking distance compared to national standards.

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