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Sinotruk (Hong Kong) Limited (3808.HK) is the listed arm of China National Heavy Duty Truck Group, one of China's largest heavy-duty truck (HDT) makers.
CNHTC took direct ownership of the 51% controlling stake in Sinotruk (Hong Kong) Limited from intermediate holding company Sinotruk (BVI) Limited on 2024-12-24 (a no-cost internal transfer, per company announcement). CNHTC is itself controlled by Shandong Heavy Industry Group Co., Ltd. (SHIG), which holds 65% of CNHTC's voting rights (45% direct equity transfer plus delegated voting rights on a further 20%, per the 2019 restructuring) — SHIG is a Shandong provincial SASAC-controlled group, the same ultimate parent as corpus dossier 2338-hk (Weichai Power). GLEIF (checked 2026-08-28, LEI 529900BB4WA4W576X724, status LAPSED) reports no parent on file (parent_reported: false) — the figures above come from manual research, not GLEIF. No dossier exists in this corpus for CNHTC or Shandong Heavy Industry Group, so parent_slug is not set.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Sinotruk's own HOWO TX product page states the electric tractor's 422 kWh LFP battery pack is a CATL battery; no volume or share-of-supply disclosed, and the dossier body separately names Fudi as an alternate LFP supplier without a stated split between the two.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag, but Dy/Tb doping is what buys the temperature resistance automotive applications need, so it is doped as a rule pending a disclosed grade.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.