Sinotruk Jinan Truck Co Ltd

Sinotruk released its 2026 semi-annual report, achieving operating revenue of 38.41 billion yuan, up 46.82% year on year, and net profit attributable to shareholders of the listed company of 973 million yuan, up 45.48% year on year. The company plans to distribute a cash dividend of 5.41 yuan per 10 shares, tax included. Based on calculations, the company's second-quarter net profit was 518 million yuan, up 13% quarter on quarter.

On the evening of August 26, several A-share companies disclosed hefty dividend plans. Energy storage leader Deye plans to distribute 16 yuan in cash per 10 shares, totaling 2.037 billion yuan, representing 74.97% of net profit attributable to shareholders for the period. In the first half, the company achieved revenue of 10.641 billion yuan, up 92.23% year on year, with net profit attributable to shareholders of 2.717 billion yuan, up 78.53%. MicroPort Endovascular MedTech plans to distribute 13 yuan per 10 shares, totaling 157 million yuan, or 48.73% of first-half net profit attributable to shareholders. Giant Network plans to distribute 8 yuan per 10 shares, totaling 1.515 billion yuan, or 70.65% of net profit, and also released a shareholder dividend return plan for the next three years. NARI Technology plans to distribute 1.53 yuan per 10 shares, totaling 1.222 billion yuan, with first-half dividends and buybacks combined at 1.261 billion yuan, or 41.03% of net profit attributable to shareholders for the same period. In addition, China CITIC Bank plans to distribute 2.03 yuan per 10 shares, totaling 11.296 billion yuan; New China Life Insurance plans to distribute 7.3 yuan per 10 shares, totaling 2.277 billion yuan; Anhui Conch Cement plans to distribute 1.3 yuan per 10 shares, totaling 680 million yuan; Sinotruk plans to distribute 5.41 yuan per 10 shares, totaling 632 million yuan; Haisco Pharmaceutical plans to distribute 5.26 yuan per 10 shares, totaling 600 million yuan.

Recently, institutional investors have been conducting intensive research on A-share listed companies in the automotive industry. From July 1 to 12 p.m. on August 5, a total of 39 companies received 61 rounds of research, with over 500 institutions participating. Among them, 30 are auto parts companies. Feilong Auto Parts, Lizhong Group, and Sailun Tire hosted 99, 65, and 53 institutions respectively. Overseas expansion and global layout were frequently mentioned. Lizhong Group's Mexican plant with an annual capacity of 3.6 million aluminum alloy wheels has entered full production. Sinotruk's export sales accounted for more than half of its total in the first half of the year. BAIC BluePark plans to start KD production layout in Southeast Asia in the second half of the year. In terms of new businesses, Zhaomin Technology has developed multiple new precision components for humanoid robots. Xiling Power's harmonic reducer production line has an annual capacity of about 100,000 units. Changan Automobile has accumulated over 5 million kilometers of testing for Level 3 autonomous driving. On August 4, the mandatory national standard 'Safety Requirements for Intelligent Connected Vehicle Automated Driving Systems' was released, and is planned to be implemented on July 1, 2027.

SINOTRUK, a global giant in electric heavy-duty commercial trucks, has appointed Nex Point Public Company Limited, or NEX, as the exclusive distributor for HOWO and SITRAK electric heavy-duty trucks in Thailand. SINOTRUK has the highest sales of electric heavy-duty commercial trucks in the world and has held the title of China's top heavy-duty truck exporter for 21 consecutive years, with a market share of over 50% and cumulative exports exceeding one million units, covering more than 150 countries worldwide. NEX is preparing to introduce 4x2 and 6x2 electric truck platforms to the Thai market to support growth in the transport and logistics sector. SINOTRUK will provide technical support, product certification, training, and maintenance expertise, while NEX will handle import, marketing, sales, and after-sales service development in Thailand. This partnership marks a significant step in expanding NEX's capabilities to cover all levels of transport and logistics systems, strengthening its existing portfolio of electric buses and electric tractor units, and moving towards becoming a leader in total green logistics solutions in Thailand.