CIMC Vehicles Sees H1 Growth, Pushes Reform(August 27)

CIMC Vehicles Achieves Steady Revenue Growth in First Half of 2026, Actively Promotes Structural Reform

In the first half of 2026, CIMC Vehicles (301039) achieved revenue of 10.737 billion yuan, a year-on-year increase of 10.09%. The global semi-trailer business saw steady revenue growth, and the Star Link semi-trailer maintained its number one market share in China for seven consecutive years.

Monthly production of Star Link liquid tank trailers increased by 20% compared to the peak month in 2025, with the pace of capacity release continuing to accelerate.

DTB (Dump Truck Body) upper assembly sales volume and revenue grew steadily, and the company’s DTB products supporting new energy heavy-duty trucks saw significant sales growth.

In the EV-RT new track, the company continued to advance product verification and capability deployment for the EV-RT engineering-type tractor-trailer, achieving the design goals of “stronger power, higher safety, and lower energy consumption.”

In the first half of 2026, CIMC Vehicles (301039) manufactured approximately 62,900 semi-trailers of various types. The global semi-trailer business achieved revenue of 7.602 billion yuan in the first half of 2026, contributing a gross profit of 1.042 billion yuan. Among them, Star Link semi-trailers (China market + Global South market) manufactured 44,481 units. Annual models maintained a stable share of approximately 40% of overall Star Link semi-trailer sales. Facing fierce domestic market competition, Star Link semi-trailers maintained the number one market share in China for seven consecutive years, with fundamentals continuing to strengthen. The company established localized entity operations in Indonesia and Tanzania, continuing to deepen its presence in Southeast Asian, African, and Australian markets, and actively expanding emerging potential markets in Central Asia. Star Link semi-trailer overseas revenue and sales volume achieved significant growth.

Star Link liquid tank trailers and powder tank trailers (China market + Global South market) manufactured 7,891 units. Monthly production of Star Link liquid tank trailers increased by 20% compared to the peak month in 2025, with the pace of capacity release continuing to accelerate. Core regions including Southeast Asia, Africa, and Australia saw steady performance growth.

In the first half of 2026, CIMC Vehicles (301039) manufactured 13,238 DTB upper assembly products. Sales volume and revenue grew steadily, and the market share of core products further increased. At the same time, CIMC Vehicles (301039) drew on the successful experience of the Star Link program and began actively promoting structural reform of DTB production organization, with operating profit growing steadily. Among them, the company’s DTB products supporting new energy (850101) heavy-duty trucks (known as EV-DTB upper assemblies) saw significant sales growth, especially in the delivery of EV-DTB muck upper assemblies and EV-DTB mixer upper assemblies, which continued to grow.

In the EV-RT new track, the company continued to advance product verification and capability deployment for the EV-RT engineering-type tractor-trailer, completing reliability and performance testing of the engineering-type EV-RT tractor-trailer product (the prototype was released at the Wuhan Auto Show), achieving the design goals of “stronger power, higher safety, and lower energy consumption.” The logistics-type EV-RT tractor-trailer platform and prototype were developed, extending the product matrix from engineering-type to logistics-type. The “EV-RT Star Link” tractor-trailer achieved scaled sales, with integrated tractor-trailer technology taking the lead in landing. The “EV-RT Spark” pure electric cement (884060) mixer entered mass production, with 1,482 units sold in the first half of the year.

In the first half of the year, the company established the world’s first EV-RT Experience Center in Chongzuo, Guangxi. Customers can intuitively understand the technical advantages of the EV-RT series products in real-world scenarios and immersively experience the full-chain solution from complete vehicles, energy replenishment, to operational services, as the ecosystem moves toward “real-scenario experience.” (Wen Sui)

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