产品惊艳亮相：现场与传播共振热潮 当天上午，来自南非40多家主流媒体的记者率先体验了B30试驾活动，路线涵盖城市道路与户外非铺装路 段。媒体普遍认为B30在舒适性、智能化与操控体验上表现出色，纷纷给予高度评价。 在正式发布环节，伴随灯光与音乐交织，全新B30惊艳亮相，引发全场掌声。北汽南非CFO Mr.Geza公布南非 市场定价及用户政策，现场反响热烈。 人民网约翰内斯堡11月14日电 （刘畅）10日，北汽国际在南非约翰内斯堡发布全新B30车型。活动邀请了260 余位来自政府、商界、媒体及经销商的嘉宾出席。中国驻南非大使吴鹏、公参刘峪、东开普省省长Oscar Mabuyane、副省长Nonqubela Pieters、祖鲁族王子、王妃、中资企业代表等贵宾莅临现场。 作为北汽国际在右舵市场混动与燃油产品矩阵全面升级的重要成果，B30的上市不仅展示了品牌在南非市场 的全新布局，也体现了北汽国际推进本地化战略的坚实步伐。吴鹏高度评价北汽在促进中南经贸合作中的积极作 用，他表示，"B30车型的盛大发布，不仅是代表了北汽在南非市场新车型拓展的决心，更是两国投资合作丰硕成 果的见证。" 聚焦非洲市场：多能源战略构建全球布 ...

Core Viewpoint - In October 2025, China's bus market experienced a year-on-year growth of 15%, with total sales reaching 49,600 units. The light commercial vehicle (LCV) segment, which is the largest in the bus market, continued its growth trend, marking its seventh consecutive month of increase [1][2]. Summary by Sections Market Performance - In October 2025, the LCV market sold 38,700 units, reflecting a year-on-year increase of 19% but a month-on-month decline of 11%. The growth rate compared to the previous month decreased by 18 percentage points [2][4]. - The LCV's market share in the overall bus market was 77.99%, slightly down from 78.17% in the previous month. For the year-to-date period from January to October, the LCV's market share reached 79.48%, an increase from 77.18% in the entire year of 2024 [2][4]. Historical Trends - An analysis of the LCV sales trends over the past five years shows a pattern of decline and growth, with October 2025 achieving the highest sales volume of 38,700 units, surpassing the lowest point in October 2022 by 12,700 units and exceeding last year's sales by over 6,000 units [5][20]. - Cumulatively, from January to October 2025, the total sales reached 363,200 units, marking the highest figure in five years and an increase of over 35,000 units compared to the same period last year [5][20]. Company Performance - In October 2025, the top ten companies in the LCV market accounted for 95.90% of total sales, with the top three companies—Changan, Jiangling, and Maxus—each holding over 20% market share, totaling 73.98% [11][12]. - Among the top ten companies, five experienced sales growth while five saw declines. Notably, Changan, Maxus, Foton, and Yutong achieved significant growth rates of 50%, 46%, 27%, and 32% respectively, while one company faced a drastic decline of 48% [12][16]. Market Share Dynamics - From January to October 2025, Changan, Jiangling, and Maxus captured 29.20%, 21.85%, and 20.75% of the LCV market share, respectively. Foton's market share was close to 10%, at 9.21% [18][20]. - Compared to the same period last year, Changan, Jiangling, and Maxus saw their market shares increase by 4.67, 0.99, and 2.73 percentage points, respectively, indicating a positive shift in market dynamics [18][20].

Core Insights - Beijing Automotive Group (BAIC) donated two vehicles, the Beijing Off-road BJ80C military vehicle and the Xiangjie S9T, to the China Communist Party History Museum, symbolizing its contributions to the national automotive industry [1][3] Group 1: Vehicle Donations - The BJ80C has been used in significant national celebrations, showcasing China's automotive capabilities in defense [3] - The Xiangjie S9T represents BAIC's advancements in the fields of new energy and smart technology [4] Group 2: Sales Performance - From January to October, BAIC's total vehicle sales reached nearly 1.4 million units, with a 58% year-on-year increase in sales of its self-owned brand passenger vehicles [1][4] - In October alone, BAIC sold 160,133 vehicles, marking an 11% increase year-on-year, while self-owned brand passenger vehicle sales reached 47,751 units, up 65% [4][5] - BAIC's new energy vehicle sales in the commercial vehicle sector saw a remarkable 98.8% year-on-year growth, leading the Chinese commercial vehicle market [5]

证券代码：600166 证券简称：福田汽车 编号：临 2025—082 北汽福田汽车股份有限公司 根据上海证券交易所对外担保格式指引等相关披露要求，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。 | | 被担保人名称 | 北京安鹏中融汽车新零售科技有限公司（以下简称"安 鹏中融"）下属子公司北京中车信融融资租赁有限公司 （以下简称"中车信融"） | | | | --- | --- | --- | --- | --- | | 担保对 象一 | 被担保人关联关系 | 控股股东、实际控制人及其控制的主体 □上市公司董事、高级管理人员及其控制或者任职的主 体 | | | | | | □其他______________ | | | | | 本次担保金额 | 9.8180 亿元（发生额） | | | | | 实际为其提供的担保余 额 | 60.70 亿元（截至 | | 10 月底） | | | 是否在前期预计额度内 | 是 □否 | | □不适用： | | | 本次担保是否有反担保 | 是 □否 | | □不适用： | | 担保对 | 被担保人名称 | 北京福田国际贸易有限公司（以下简称"福田国贸"） ...

Market Overview - The commercial vehicle sector experienced a decline of 0.8% on November 14, with Jinlong Automobile leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Among the commercial vehicle stocks, Zhongji Vehicles saw a significant increase of 4.49%, closing at 10.24 [1] - Other notable performances include: - FAW Jiefang: +0.68% at 7.44 - Jiangling Motors: unchanged at 19.56 - Dongfeng Motor: unchanged at 7.90 - Yutong Bus: -0.29% at 31.43 - Foton Motor: -0.34% at 2.95 [1][2] Trading Volume and Capital Flow - The commercial vehicle sector had a net outflow of 301 million yuan from institutional investors, while retail investors saw a net inflow of 283 million yuan [2] - The trading volume for Zhongji Vehicles was 392,600 shares, with a transaction value of 405 million yuan [1] Individual Stock Capital Flow - Dongfeng Motor had a net inflow of 4.04 million yuan from institutional investors, while it faced a net outflow of 13.47 million yuan from speculative funds [3] - FAW Jiefang experienced a net inflow of 2.29 million yuan from institutional investors, but a net outflow of 16.28 million yuan from retail investors [3] - Ankai Bus saw a significant net outflow of 21.14 million yuan from institutional investors, despite a net inflow of 9.48 million yuan from retail investors [3]

中国新能源重卡市场2025年全年销量最终能达到多少？ 目前看来，超过20万辆已是大概率事件。 2025年10月份，新能源重卡在重卡市场终端销量的占比达到28.65%，较上月占比（28.93%）略微缩窄，高于2024年全年占比 （13.61%），比去年同期渗透率（18.45%）高了超10个百分点。上图还可见，自2025年3月份开始，重卡市场新能源渗透率再也没 有低于过20%，自6月份起均超过25%，最近的9月份和10月份更是连续两个月超过28%。2025年1-10月，重卡市场新能源渗透率达 到24.69%（去年同期渗透率为11.93%），用气势如虹来形容最近几月新能源重卡市场也毫不夸张。 请看第一商用车网的分析报道。 根据第一商用车网掌握的最新数据，2025年10月份，国内新能源重卡市场共计销售2.01万辆（注：本文数据来源为交强险实销口径， 不含出口和军车，下同），环比今年9月份下降17%，同比则继续增长，增幅达到144%。从数字上看，今年10月份新能源重卡市场 2.01万辆的销量不仅是史上最高的10月份，也是史上第二高销量（仅次于2025年9月份）。截止到2025年10月份，新能源重卡月销量 共5次超过1. ...

车企集体披露10月产销快报 近期，汽车行业上市企业陆续发布10月产销数据快报，我国车市"银十"成色十足，行业景气度保持上行。 多家车企数据显示，新能源汽车已成为拉动增长的重要引擎，以北汽福田、长安汽车、上汽集团等为代表的企业，今年1—10月新能源汽车产销量均 实现两位数增长。 其中，北汽福田在新能源汽车领域增速尤为突出，公告显示，该企业1—10月累计产量近54万辆，同比增长10.1%；累计销量超53.6万辆，同比增长 9.8%。其中，新能源汽车累计销量突破8.23万辆，同比增长98.83%，增速居于行业前列。 政策层面全方位"加油"，新能源汽车行业正在进入红利爆发新阶段。近日，工信部、公安部、财政部等八部门联合印发《汽车行业稳增长工作方案 (2025—2026年)》，不仅明确提出未来两年汽车行业增长目标，更从基础设施建设、市场化推广、政策支持与人才培养等方面提出多项举措，这意 味着新能源汽车将迈向高质量发展"提速"新阶段。 东北证券研报认为，自2026年起新能源汽车购置税政策将从全额免征调整为减半征收，叠加年底销售旺季因素，预计我国新能源汽车渗透率将加速 上升，有望突破55%。 6股三季报净利润增长超30% ...

为实现这一目标，福田汽车将加快海外产业化投资，未来五年在泰国、印尼、南非、巴西、墨西哥、沙 特、欧盟等地建设超过10个产业化基地，并构建涵盖配件、二手车、车队管理等生态业务体系，持续优 化产品矩阵，推动直销与分销协同，构建世界一流的质量体系，持续提升产品竞争力与客户满意度，向 世界一流商用车企业的目标迈进。 聚焦全球商用车市场的趋势分析、福田汽车未来技术布局和产品规划，福田汽车常务副总经理鹿政华在 大会上说道："中国商用车产业已从'市场参与者'加速迈向'全球技术领导者'，新能源渗透率快速提升、 智能化加速发展、多能源路线并存是当前三大特征。福田汽车紧扣这一趋势，确立了'全面国际化、全 面新能源、全面智能化'的战略方向，坚持纯电、混动、氢燃料'三线并举'。" 在全面智能化战略引领下，福田汽车副总经理、新闻发言人刘旭光表示："基于福田汽车后市场生态战 略，公司着眼于中国后市场快速发展的机遇，围绕'整车+车联网'构建差异化竞争力，推动业务全面数 字化与生态化。"目前，车联网平台已接入超316万车辆数据，服务物流企业超4500家，通过智能调度、 远程诊断、驾驶行为分析等功能，实现运营效率提升10%、事故风险降低40% ...

Core Viewpoint - On November 13, 2023, brokerage firms provided target prices for listed companies, with notable increases in target prices for Shenghong Technology, China Railway, and Jiantou Energy, indicating strong market interest in these sectors [1] Group 1: Target Price Increases - Shenghong Technology has a target price increase of 35.50%, indicating significant growth potential in the components sector [1] - China Railway's target price increased by 31.12%, reflecting optimism in the infrastructure industry [1] - Jiantou Energy's target price rose by 26.00%, showcasing positive sentiment in the power sector [1] Group 2: Brokerage Recommendations - A total of 57 listed companies received brokerage recommendations on November 13, highlighting active market engagement [1] - Notable companies such as Foton Motor, China General Nuclear Power, and Beijing-Shanghai High-Speed Railway each received one brokerage recommendation [1] - Shanxi Securities upgraded the rating of Yiyuan Communication from "Hold" to "Buy," indicating increased confidence in the company's prospects [1]

导读：北汽在推动南非本土化生产方面迈出了重要一步。 （文/观察者网 张家栋 编辑/高莘） 据路透社日前报道，北汽集团南非公司首席财务官表示，公司计划最早于明年1月，在南非共和国东开 普省的工厂启动其最新推出车型——B30越野SUV的CKD生产。 这一举措标志着北汽在推动南非本土化生产方面迈出了重要一步。 北汽在南非东开普省最大的港口城市格克贝哈（Gqeberha）拥有一座工厂，该工厂目前生产B40 Plus和 X55 Plus两款SUV车型。 北汽南非公司首席财务官安内尔·盖扎（Anele Geza）在周一晚举行的B30发布会上表示，新的B30燃油 版和混合动力版车型将以"完全散件组装（CKD）"方式在当地生产。 值得注意的是，CKD模式指车企将汽车完全拆解为零部件，以零件包的形式出口至海外，由当地工厂 进行全流程组装。这种方式通常涉及焊装、喷涂、总装等多个环节，工序接近整车生产。由于零部件在 当地重新组装，这种模式不仅带动当地就业，也为引入本土零部件供应创造了条件。 这也被视为北汽在南非发展的一个里程碑。据悉，北汽现有车型在南非采用的是"半散件组装 （SKD）"方式生产，即使用大规模、部分预组装并从海外进口 ...