8月25日宇通客车发布2025半年度分配预案，拟10派5元（含税），预计派现金额合计为11.07亿元。派 现额占净利润比例为57.19%，这是公司上市以来，累计第28次派现。 公司上市以来历次分配方案一览 | 日期 | 分配方案 | 派现金额合计（亿元） | 股息率（%） | | --- | --- | --- | --- | | 2025.06.30 | 10派5元（含税） | 11.07 | 1.91 | | 2024.12.31 | 10派10元（含税） | 22.14 | 4.45 | | 2024.09.30 | 10派5元（含税） | 11.07 | 2.30 | | 2023.12.31 | 10派15元（含税） | 33.21 | 12.58 | | 2022.12.31 | 10派10元（含税） | 22.14 | 11.91 | | 2021.12.31 | 10派5元（含税） | 11.07 | 3.79 | | 2020.12.31 | 10派5元（含税） | 11.31 | 3.35 | | 2019.12.31 | 10派10元（含税） | 22.14 | 7.11 | | 201 ...

外资态度来看，本期较上一季度持股减少的外资基金共计1个，即香港中央结算有限公司，持股减少占 比达2.55%。 2025年8月26日，宇通客车(600066.SH)发布2025年半年度报告。截至2025年8月25日，共有106个机构投 资者披露持有宇通客车A股股份，合计持股量达15.10亿股，占宇通客车总股本的68.21%。其中，前十 大机构投资者包括郑州宇通集团有限公司、香港中央结算有限公司、猛狮客车有限公司、中国人寿保险 股份有限公司-传统-普通保险产品-005L-CT001沪、全国社保基金一零一组合、中国公路车辆机械有限 公司、中国太平洋人寿保险股份有限公司-中国太平洋人寿股票红利型产品(寿自营)委托投资(长江养 老)、中国工商银行股份有限公司-华泰柏瑞沪深300交易型开放式指数证券投资基金、中国建设银行股 份有限公司-易方达沪深300交易型开放式指数发起式证券投资基金、兴业银行股份有限公司-南方兴润 价值一年持有期混合型证券投资基金，前十大机构投资者合计持股比例达63.23%。相较于上一季度， 前十大机构持股比例合计下跌了0.34个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计28个，主要包 ...

Core Viewpoint - Yutong Bus Co., Ltd. has announced its semi-annual profit distribution plan, proposing a cash dividend of 5 yuan per 10 shares (including tax), reflecting a commitment to return value to shareholders while maintaining a healthy financial position [3][10][22]. Company Overview - Yutong Bus Co., Ltd. is engaged in the manufacturing and sales of buses and related products, with a focus on innovation and market expansion [4]. Financial Data - As of June 30, 2025, the company reported a distributable profit of approximately 5.58 billion yuan, with a total share capital of 2,213,939,223 shares, leading to a total cash dividend distribution of about 1.11 billion yuan [23]. Shareholder Information - The profit distribution plan is based on the total share capital as of the equity distribution registration date, ensuring that any changes in share capital prior to this date will not affect the per-share distribution amount [22][23]. Board Meeting Decisions - The board of directors convened on August 23, 2025, and unanimously approved the semi-annual report and profit distribution plan, demonstrating strong governance and alignment among board members [8][12][24]. Investor Communication - An investor performance briefing is scheduled for September 2, 2025, to discuss the company's semi-annual results and address investor inquiries, emphasizing the company's commitment to transparency and stakeholder engagement [28][31][34].

Core Viewpoint - Yutong Bus Co., Ltd. reported a slight decline in revenue for the first half of 2025, but significant growth in net profit, indicating resilience in profitability despite market challenges [2][4]. Financial Performance - Revenue for the first half of 2025 was CNY 1,612.94 million, a decrease of 1.26% compared to the same period last year [2]. - Total profit increased by 22.49% to CNY 223.37 million [2]. - Net profit attributable to shareholders rose by 15.64% to CNY 193.55 million [2]. - The net cash flow from operating activities was CNY 171.45 million, down 68.04% from the previous year [2]. Industry Overview - The domestic market for large and medium-sized buses saw a total sales volume of 50,775 units in the first half of 2025, a 2.05% increase year-on-year [4]. - The tourism market's recovery in 2024 led to a rapid release of pent-up demand, but the overall market demand for large and medium-sized buses decreased in the first half of 2025 [4]. - The "old-for-new" policy in the public transport sector boosted demand for buses in the first half of 2025 [4]. Competitive Position - Yutong maintained its position as the industry leader, achieving sales of 21,321 buses in the first half of 2025, an increase of 3.73% year-on-year [4]. - The company has a comprehensive product line with over 100 series of buses, catering to various market segments including public transport, tourism, and school buses [4]. Research and Development - R&D expenses amounted to CNY 74.62 million, representing 4.63% of revenue, indicating a strong commitment to innovation [4]. - The company focuses on developing technologies in electric drive, control systems, and intelligent networking, enhancing its competitive edge in the market [4][5]. Sales and Distribution - Domestic sales are primarily conducted through direct sales and supplemented by a network of dealers, with a focus on enhancing customer experience through user centers in major cities [12][13]. - The company has established a global sales and service network, covering key markets in Europe, America, and Asia, with over 70 subsidiaries and partnerships [14][15]. Sustainability and Future Outlook - The demand for new energy buses is expected to rise due to government subsidies and policies promoting electric vehicles [11][15]. - Yutong aims to continue its transformation from a manufacturing-focused company to a service-oriented enterprise, emphasizing solutions and technology exports [4][11].

Core Points - Yutong Bus Co., Ltd. reported a total asset decrease of 5.47% compared to the previous year, with total assets at 3,039,063.71 million RMB [1] - The net profit attributable to shareholders increased by 15.64% year-on-year, reaching 193,551.79 million RMB [1] - The company declared a cash dividend of 5 RMB per 10 shares (including tax) [1] Financial Data Summary - Total assets at the end of the reporting period were 3,039,063.71 million RMB, down from 3,215,089.45 million RMB at the end of the previous year, a decrease of 5.47% [1] - Net assets attributable to shareholders decreased by 1.87% to 1,317,212.55 million RMB from 1,342,377.51 million RMB [1] - Operating revenue for the period was 1,612,940.25 million RMB, a decline of 1.26% compared to 1,633,578.86 million RMB in the same period last year [1] - Total profit increased by 22.49% to 223,374.63 million RMB from 182,357.74 million RMB year-on-year [1] - The net cash flow from operating activities significantly decreased by 68.04% to 171,453.09 million RMB from 536,449.49 million RMB [1] - The weighted average return on net assets increased by 1.97 percentage points to 13.79% from 11.82% [1] - Basic and diluted earnings per share rose by 15.64% to 0.87 RMB per share from 0.76 RMB per share [1] Shareholder Information - The total number of shareholders at the end of the reporting period was 52,382 [1] - The largest shareholder, Zhengzhou Yutong Group Co., Ltd., holds 37.70% of the shares, amounting to 834,755,347 shares [1] - Other significant shareholders include Hong Kong Central Clearing Limited with 10.72% and Mengshi Bus Co., Ltd. with 3.95% [1]

Core Viewpoint - Yutong Bus reported a slight decline in revenue but a significant increase in net profit, indicating effective management and operational efficiency despite challenges in order delivery timing [1][2]. Financial Performance - In the first half of 2025, Yutong Bus achieved operating revenue of 16.129 billion yuan, a year-on-year decrease of 1.26% - The net profit attributable to shareholders was 1.936 billion yuan, reflecting a year-on-year growth of 15.64% [1]. Sales and Market Performance - Yutong Bus sold 21,321 buses in the first half of the year, marking a year-on-year increase of 3.73% - The company exported 6,020 buses, leading the industry, while the overall export of buses from China reached 35,591 units, a growth of 29.18% [2]. Innovation and R&D - Yutong Bus invested 746 million yuan in R&D, accounting for 4.63% of its operating revenue, focusing on smart connectivity, assisted driving technologies, and high-end product development [2]. Cash Flow and Investor Returns - The net cash flow from operating activities was 1.715 billion yuan, a decline of 68.04% year-on-year, attributed to the company's strategy of shortening supplier payment terms - The proposed cash dividend is 5 yuan per 10 shares, totaling 1.107 billion yuan, which is 57.19% of the net profit attributable to shareholders [3].

Group 1 - The core viewpoint of the news is that Yutong Bus (600066.SH) reported a slight decline in revenue but a significant increase in net profit for the first half of 2025, driven by growth in sales across various markets [1] - The company achieved an operating revenue of 16.129 billion yuan, a year-on-year decrease of 1.26%, while the net profit attributable to shareholders was 1.936 billion yuan, reflecting a year-on-year increase of 15.64% [1] - Yutong Bus plans to distribute a dividend of 5 yuan per 10 shares (including tax) [1] Group 2 - In the first half of the year, Yutong Bus sold a total of 21,300 buses, marking a year-on-year increase of 3.73%, with a notable 127.49% increase in the sales of medium and large buses [1] - The export of medium and large buses reached 2,103 units, showing a year-on-year growth of 33.19% and a quarter-on-quarter increase of 129.33% [1] - The sales of domestic medium and large new energy buses reached 3,701 units, representing a year-on-year increase of 57.8% [1] Group 3 - For the second half of the year, Yutong Bus anticipates a slight year-on-year increase in demand for the bus market, supported by favorable policies such as the "old-for-new" program for new energy buses [2] - The ongoing construction of demonstration projects under the "14th Five-Year Plan" for "bus cities" and integrated urban-rural transportation will further stimulate market demand [2]

报告称，近年来，公司正在从"制造型+销售产品"向"制造服务型+解决方案"进行转型。独创中国制造出口的"宇通模式"，成为中 国汽车工业由产品输出走向技术输出的典范。公司产品已批量销售至全球60多个国家和地区，形成覆盖欧洲、美洲、亚太、中 东、独联体、非洲等六大区域的发展布局，引领中国客车工业昂首走向全球。截至报告期末，公司大中型客车的产销量稳居行业 第一，继续保持行业龙头地位。 报告期内，公司围绕动力电池系统高安全、高集成、长寿命发展趋势，联合供应商提升PACK结构及防腐可靠性；随着GB38031 电池安全新国标升级，主销产品在行业内首先通过了新国标认证，支撑极端工况下的电池系统安全性，持续保持动力电池系统的 技术领先优势。 智能驾驶方面，公司在海外市场完成了满足欧洲GSR法规产品的发布及配置上车，在国内市场完成了L2级辅助驾驶功能开发， 并针对客车运营特点和城市道路复杂工况，实现规模化推广，不断提升客车城市运行环境下的安全性；智能三舱方面（驾舱、客 舱、货舱），聚焦车辆各类产品的运营场景、需求痛点，围绕安全、便捷、舒适等核心价值，建立以先进电子电气架构为技术底 座，开发智能座舱、高品质音响等一系列功能服务。 ...

转自：智通财经 【宇通客车2025半年报：营收161.29亿 净利润19.36亿】智通财经8月25日电，宇通客车（600066）发布 2025年半年度报告，上半年，公司销售客车21321辆，同比增3.73%；营收161.29亿元，归母净利润 19.36亿元，同比增15.64%，拟每10股派息5元（含税）。国内市场，受旅游需求理性回落、公交"以旧 换新"政策拉动，宇通国内大中型公交客车销量1647辆，同比大增127.49%，市占率22.24%（同比升 8.7%）；国内新能源公交车销售1578辆，同比增118%，市占率21.68%（同比升8.5%）。出口端，全球 需求增长叠加欧美电动化加速，行业前6月大中型客车出口25396辆（同比增16.51%）。宇通6月出口 2103辆，同比增33.19%、环比增129.33%，均超行业增速；上半年在欧洲、非洲等多地批量交付，含挪 威287辆、希腊100辆纯电复购订单，中亚连续斩获超千辆订单。目前，宇通大中型客车产销量稳居行业 第一，持续保持龙头地位。 ...

重要内容提示： 会议召开时间：2025年9月2日（星期二）上午9:00－10:00 会议召开地点：上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/） 证券代码:600066 证券简称：宇通客车 编号：临 2025-047 宇通客车股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 会议召开方式：网络互动 投资者可于8月26日（星期二）至9月1日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公 司邮箱 ir@yutong.com 进行提问，公司将在说明会上对投资者普 遍关注的问题进行回答。 宇通客车股份有限公司（以下简称"公司"）2025 年半年度 报告于 2025 年 8 月 26 日披露。为便于广大投资者更全面深入地 了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 9 月 2 日（星期二）上午 9:00-10:00 召开 2025 年半年度业绩 说明会，就投资者关心的问题 ...