Core Viewpoint - Yutong Bus reported mixed results in August 2025, with a slight decline in production but an increase in sales compared to the previous year [1][2][3]. Production Summary - In August 2025, Yutong Bus produced 4,165 units, a decrease of 0.57% year-on-year. Cumulatively, production reached 29,427 units, reflecting a growth of 4.91% compared to the same period last year [2]. - Breakdown of production by vehicle type in August: - Large buses: 2,094 units, down 10.93% year-on-year; cumulative production of 15,243 units, down 6.72% [2]. - Medium buses: 1,391 units, up 5.54% year-on-year; cumulative production of 8,960 units, up 5.19% [2]. - Light buses: 680 units, up 30.77% year-on-year; cumulative production of 5,224 units, up 63.76% [2]. Sales Summary - Yutong Bus sold 4,260 units in August 2025, an increase of 16.78% year-on-year. Cumulative sales reached 28,800 units, up 4.51% compared to the previous year [3]. - Breakdown of sales by vehicle type in August: - Large buses: 2,042 units, up 5.91% year-on-year; cumulative sales of 14,750 units, down 7.50% [3]. - Medium buses: 1,581 units, up 31.64% year-on-year; cumulative sales of 8,839 units, up 5.46% [3]. - Light buses: 637 units, up 22.74% year-on-year; cumulative sales of 5,211 units, up 61.28% [3].

Core Viewpoint - Yutong Bus (600066.SH) announced a slight decrease in bus production for August 2025, while sales are expected to see a significant increase compared to the previous year [1] Production Summary - The production volume for August 2025 is projected to be 4,165 units, representing a year-on-year decrease of 0.57% [1] Sales Summary - The sales volume for August 2025 is expected to reach 4,260 units, indicating a year-on-year increase of 16.78% [1]

Core Viewpoint - Yutong Bus (600066.SH) announced a slight decrease in bus production for August 2025, while experiencing a significant increase in sales volume compared to the previous year [1] Production Summary - The production volume for August 2025 is projected to be 4,165 units, reflecting a year-on-year decrease of 0.57% [1] Sales Summary - The sales volume for August 2025 is expected to reach 4,260 units, indicating a year-on-year increase of 16.78% [1]

证券代码：600066 证券简称：宇通客车 编号：临2025-049 宇通客车股份有限公司 关于年度担保计划范围内担保进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所相关披露要求，公司对年度担保计划 范围内的担保进展情况进行月度汇总披露。 公司全资子公司： 1、香港宇通国际有限公司（以下简称"香港宇通"） 2、YUTONG DE MEXICO，S.A.DE C.V.（以下简称"墨西哥宇通"） 5、河北雄安绿欣睿控新能源科技有限公司（以下简称"雄安绿欣"） 6、成都宇通客车科技发展有限公司（以下简称"成都宇通"） 累计担保情况 | 对外担保逾期的累计金额（万元） | | | | | | / | | --- | --- | --- | --- | --- | --- | --- | | 截至 月 | 2025 | 年 | 8 | 31 | 日，公司对控股 | 28.48 | | 子公司及控股子公司之间相互提供的 | | | | | | | | 担保和对销售业务链相关企业提供的 | | | | | | ...

证券代码：600066 证券简称：宇通客车 编号：临 2025-050 宇通客车股份有限公司 2025 年 8 月份产销数据快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 注：本表为销售快报数据，最终数据以公司定期报告数据为 准。 特此公告。 1 宇通客车股份有限公司董事会 二零二五年九月四日 宇通客车股份有限公司2025年8月份产销数据快报如下： | 单位：辆 | | --- | | 产 | 品 | 2025 年 | 去年同期 | 单月数量 | 本年 | 去年同期 | 累计数量 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 8 月份 | | 同比变动 | 累计 | 累计 | 同比变动 | | 生产量 | | 4,165 | 4,189 | -0.57% | 29,427 | 28,049 | 4.91% | | 其中：大型 | | 2,094 | 2,351 | -10.93% | 15,243 | 16,341 | -6.72% | | 中型 | ...

Group 1 - The core point of the announcement is that Yutong Bus reported a production volume of 4,165 units in August 2025, representing a year-on-year decrease of 0.57%, while the sales volume increased to 4,260 units, showing a year-on-year growth of 16.78% [1] Group 2 - In terms of large buses, the production was 2,094 units, down 10.93% year-on-year, while sales reached 2,042 units, up 5.91% year-on-year [1] - For medium buses, production increased by 5.54% year-on-year to 1,391 units, and sales surged by 31.64% year-on-year to 1,581 units [1] - Light buses saw a production increase of 30.77% year-on-year to 680 units, with sales growing by 22.74% year-on-year to 637 units [1] Group 3 - Cumulatively, the company produced 29,427 units in the current year, reflecting a year-on-year increase of 4.91%, while total sales reached 28,800 units, marking a year-on-year growth of 4.51% [1]

Market Overview - The commercial vehicle sector experienced a decline of 0.19% on September 4, with Dongfeng Motor leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Individual Stock Performance - Notable stock performances include: - Shuguang Co. (600303) closed at 3.74, up 0.81% with a trading volume of 265,900 shares [1] - Jiangling Motors (000550) closed at 20.83, up 0.53% with a trading volume of 60,600 shares [1] - Dongfeng Motor (600006) closed at 7.42, down 2.62% with a trading volume of 514,400 shares and a transaction amount of 383 million yuan [2] - Anhui Ankai Automobile (000868) closed at 5.69, down 0.70% with a trading volume of 179,100 shares [2] Capital Flow Analysis - The commercial vehicle sector saw a net inflow of 202 million yuan from institutional investors, while retail investors experienced a net inflow of 32.54 million yuan [2][3] - Key capital flows for individual stocks include: - Jianghuai Automobile (600418) had a net inflow of 335 million yuan from institutional investors [3] - Foton Motor (600166) experienced a net outflow of 12.92 million yuan from institutional investors [3] - Ankai Bus (000868) had a net outflow of 251,240 yuan from institutional investors [3]

Sales Performance - In August, the total retail sales of passenger cars in China reached 1.952 million units, a year-on-year increase of 3% and a month-on-month increase of 7% [3] - The retail sales of new energy vehicles (NEVs) in August amounted to 1.079 million units, showing a year-on-year growth of 5% and a month-on-month increase of 9% [3] - The penetration rate of NEVs in the retail market reached 55.3% in August, marking a new monthly high and surpassing 50% for six consecutive months [3] Company Sales Data - BYD sold 373,600 vehicles in August, a slight increase of 543 units year-on-year [5] - SAIC Group's sales reached 363,400 units, with a significant year-on-year growth of 41.04% [2] - Changan Automobile reported sales of 233,900 units, reflecting a year-on-year increase of nearly 25% [5] - Geely Automobile sold 250,200 units, with a year-on-year increase of 38% [2] - Chery Group's sales were 242,700 units, up 14.6% year-on-year [5] - NIO delivered 31,300 vehicles, a year-on-year increase of 55.2%, surpassing Li Auto [5] - Leap Motor achieved a delivery volume of 57,100 units, marking an impressive year-on-year growth of over 88% [5] Market Outlook - The automotive market is expected to perform better in September due to the traditional peak season and the implementation of national and local purchase subsidies [5] - The cumulative retail sales of passenger cars for the year reached 14.698 million units, with a year-on-year increase of 9% [3] Stock Performance - The average stock price of automotive companies has increased by 7.02% year-to-date, with Qianli Technology showing the highest increase of 51.76% [6] - BYD reported a total revenue of 371.3 billion yuan for the first half of the year, a year-on-year increase of 23.3% [6] - Ankai Bus experienced the highest growth in net profit, with a year-on-year increase of 153.5% [6]

Core Viewpoint - The Ningbo Public Transport Group has announced the candidates for the procurement of pure electric buses for 2025, highlighting the competitive landscape among various manufacturers in the electric bus sector [1][4]. Summary by Sections Bid Section 1 - The first candidate is Zhejiang CRRC Electric Vehicle Co., Ltd. with a bid price of 1,072,400.00 CNY per vehicle and a comprehensive score of 95.22 [4][5]. - The second candidate is Geely Sichuan Commercial Vehicle Co., Ltd. with a bid price of 1,075,000.00 CNY per vehicle and a comprehensive score of 94.49 [6][7]. - The third candidate is Yutong Bus Co., Ltd. with a bid price of 1,075,000.00 CNY per vehicle and a comprehensive score of 93.63 [7]. Bid Section 2 - The first candidate is Geely Sichuan Commercial Vehicle Co., Ltd. with a bid price of 863,000.00 CNY per vehicle and a comprehensive score of 94.14 [8]. - The second candidate is Suzhou Jinlong United Automobile Industry Co., Ltd. with a bid price of 866,200.00 CNY per vehicle and a comprehensive score of 93.45 [9]. Bid Section 3 - The first candidate is Shanghai Shenwo Bus Co., Ltd. with a bid price of 853,000.00 CNY per vehicle and a comprehensive score of 93.16 [10]. - The second candidate is Zhejiang CRRC Electric Vehicle Co., Ltd. with a bid price of 854,700.00 CNY per vehicle and a comprehensive score of 92.88 [11]. Bid Section 4 - The only candidate is Xiamen Jinlong United Automobile Industry Co., Ltd. with a bid price of 630,000.00 CNY per vehicle and a comprehensive score of 94.3 [12].

Group 1 - The event on September 3rd commemorated the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War, showcasing military and domestic automobile brands [1][25] - The Red Flag CA7601J, manufactured by FAW, served as the inspection vehicle, continuing a tradition of using Red Flag vehicles in major parades since 1958 [4][3] - Dongfeng participated with 115 vehicles, including 89 official review vehicles, marking its seventh participation in national parades since 1984 [6] Group 2 - Beijing Off-road showcased 61 BJ80 vehicles as artillery towing and news support vehicles, highlighting the brand's technological advancements and national confidence [10] - BYD contributed 23 pure electric sanitation vehicles, fulfilling sanitation support duties for the event, marking its third time in such a role [13] - North Benz Heavy Trucks deployed 28 vehicles equipped with radar and satellite jamming for electronic warfare, participating in the parade for the fifth consecutive time since 2009 [16] Group 3 - Yutong provided over 1,000 support vehicles, the largest fleet from a single brand, with nearly 200 high-end T7 models for core transportation tasks [23] - FAW Liberation, China National Heavy Duty Truck Group, and Shaanxi Automobile Heavy Truck also showcased various models, demonstrating China's industrial strength [23]