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]

Overview - The police vehicle market in China is expected to reach a scale of 10.494 billion yuan in 2024, with a year-on-year growth of 3.23%, where police cars account for over 70% of the market [1][8][10] - The increasing complexity of crime and public expectations for safety are driving the demand for more advanced and specialized police vehicles [1][8] Market Policies - The Chinese government has implemented various policies to support the development of the automotive industry, including police vehicles, creating a favorable environment for growth [5][6] Industry Chain - The upstream of the police vehicle industry includes suppliers of power systems, chassis systems, braking systems, and other components, while the midstream consists of vehicle manufacturers, and the downstream includes users such as public security agencies and courts [6][8] Current Development - The demand for police vehicles is rising due to increased public safety investments and the need for vehicle upgrades, with a significant portion of the market focused on enhancing law enforcement capabilities [1][8] Competitive Landscape - Domestic brands like BYD, Hongqi, and Changan have become the main players in the police vehicle market, capturing over 60% market share in 2024, while foreign brands still dominate in specialized vehicles like armored cars [11][12] - BYD's Han DM-i model, featuring advanced technology and a long range, is highlighted as a key police vehicle [12] - New Handa (Chongqing) Intelligent Automotive Co., Ltd. specializes in smart special vehicles and emergency equipment, contributing to the police vehicle market [13]

Core Viewpoint - Yutong Bus (600066.SH) reported a strong performance in the first half of 2025, with a 3.73% increase in bus sales and a 15.64% rise in net profit, indicating resilience in the face of industry challenges [2][5]. Group 1: Financial Performance - In the first half of 2025, Yutong Bus achieved total bus sales of 21,321 units, a year-on-year increase of 3.73% [2][4]. - The company reported operating revenue of 16.129 billion yuan and a net profit attributable to shareholders of 1.936 billion yuan, reflecting a 15.64% increase year-on-year [2]. Group 2: Market Trends and Demand - Domestic tourism saw 3.285 billion trips in the first half of the year, a 20.6% increase, leading to a shift towards customized and high-end travel experiences, which is driving demand for specialized buses [4]. - Despite a 27% year-on-year decline in the overall demand for large and medium-sized buses, Yutong's market share increased by nearly 7 percentage points, selling 8,662 large and medium-sized buses [6]. Group 3: Product Strategy and Innovation - Yutong Bus is focusing on high-end, new energy, and intelligent connected vehicles, launching customized models like the Tianyu S12 to meet the evolving needs of travelers [7]. - The company has significantly increased its sales of low-floor, age-friendly buses, with their sales proportion rising from 13% in 2021 to 60% in the first half of 2025 [7]. Group 4: Export Performance - In the first half of the year, Yutong Bus exported 2,103 units in June alone, marking a 33.19% year-on-year increase, and significantly outpacing the industry growth rate [8]. - The company has established a strong presence in international markets, including Europe and Central Asia, with substantial orders from countries like Norway and Greece [8]. Group 5: Future Outlook - The demand for new energy buses is expected to grow steadily due to low-carbon policies and economic recovery, positioning Yutong Bus to benefit from expanding domestic and international markets [10].

Core Viewpoint - Yutong Bus announced its profit distribution plan for the first half of 2025, proposing a cash dividend of 0.5 yuan per share (tax included) [2] Summary by Relevant Sections - **Dividend Details** - The cash dividend of 0.5 yuan per share will be distributed to shareholders [2] - The record date for the dividend is set for September 10, 2025, and the ex-dividend date is September 11, 2025 [2]