福建省莆田市2.8亿元客车采购招标项目，结果公布了！ 6月4日，莆田市城乡智慧绿色公交一体化（车辆采购项目）六个采购包结果公告在中国招标 投标公共服务平台发布。福田汽车、厦门金旅和厦门金龙三家企业均中标，中标金额分别为 14349.8万元、11028.1万元和1536万元。 其中， 采购包1 为13辆5.99米级低入口纯电动公交车，中标企业为厦门金龙旅行车有限公 司，中标金额为815.1万元； 莆田市城乡智慧绿色公交一体化(车辆采购项目)(采购包1) 结果公告 一、项目编号:闽一十【2025】采购04016 二、项目名称:莆田市城乡智慧绿色公交一体化(车辆采购项目) 三、采购结果 采购包1 | 厦门金龙旅行车有限公司 | 厦门市湖里区湖里大道69号 (办公楼) | 815.10 | 97.80 | | --- | --- | --- | --- | | 供应商名称 | 供应商地址 | 中标金额(万元) | 评审总得分 | 四、主要标的信息 | 采购 品目 | | 标的名称 | 品牌型号 | 型 量(辆 | 单价 | 金额 | 供货批次 | | --- | --- | --- | --- | --- | --- ...

Core Insights - Foton Motor is experiencing strong growth in market share and user recognition, driven by technological innovation, product iteration, channel expansion, and high-quality service [1] - The company reported cumulative sales exceeding 270,000 units from January to May 2025, marking a year-on-year increase of 9.8%, with significant growth in new energy vehicles and heavy trucks [1][4] - Foton's strategic transformation towards "comprehensive internationalization, comprehensive electrification, and comprehensive intelligence" is a reflection of its ambition to become a world-class enterprise [3][4] Sales Performance - From January to May 2025, Foton's cumulative sales reached over 270,000 units, a 9.8% increase year-on-year [1] - New energy vehicle sales surged to over 40,000 units, representing a 167.7% year-on-year growth [1] - Heavy truck sales exceeded 50,000 units, showing a year-on-year increase of 67.6% [1] - The overseas market also saw significant growth, with cumulative sales surpassing 60,000 units [1] Strategic Goals - Foton aims to achieve a sales target of 12 million units by 2025, building on its historical success of becoming the first Chinese commercial vehicle manufacturer to exceed 10 million units in sales [3][4] - The company is responding to global trends in electrification and smart technology, with a focus on enhancing its competitive edge in the commercial vehicle sector [4][6] Technological Advancements - Foton has been proactive in developing core technologies in the new energy sector since 2003, including hybrid, electric, and hydrogen fuel cell technologies [8] - The company has established a comprehensive ecosystem through its "Aiyike" brand, integrating energy, leasing, and used vehicle services [8] - Foton is also advancing in smart vehicle technology, with developments in intelligent cockpit software, vehicle networking platforms, and autonomous driving capabilities [9] Global Expansion - Foton has built a global presence with 32 localized factories and has made significant inroads in markets such as Europe, Thailand, Chile, Colombia, and the Philippines [7] - The company’s international strategy has been a core focus since 2004, establishing a robust global supply chain to support its growth [7] Industry Impact - Foton's "three comprehensive" strategy aims to enhance its global competitiveness and contribute to China's transition from a manufacturing powerhouse to a leader in intelligent manufacturing [11] - The company is positioned to elevate China's voice in the global commercial vehicle market, leveraging its technological leadership and sustainable profitability [11]

Core Viewpoint - The heavy truck industry in China experienced significant growth in May 2025, with wholesale sales, domestic terminal sales, electric heavy trucks, and diesel heavy trucks all showing year-on-year increases, indicating a positive trend in the market [1][3][23]. Group 1: Market Performance - In May 2025, approximately 85,000 heavy trucks were sold in China, representing a 9% increase compared to the same month last year, despite a slight month-on-month decrease of 3% [3][5]. - Cumulatively, from January to May 2025, the heavy truck market recorded sales of about 437,500 units, showing a small year-on-year increase of approximately 1% [5]. - The "old-for-new" policy for National IV trucks has significantly stimulated new truck purchases, contributing to the growth in sales [6]. Group 2: Segment Analysis - The export wholesale volume of heavy trucks is expected to decline by over 10% in May, indicating ongoing pressure in the export market [7]. - Domestic terminal heavy truck sales are projected to have increased by over 20% year-on-year in May, despite a slight month-on-month decrease of around 5% [7]. - Sales of natural gas trucks fell to below 15,000 units, marking a new low in four months, with a year-on-year decline expected to exceed 30% [8]. - New energy heavy trucks are anticipated to have sold over 15,000 units in May, reflecting a year-on-year growth of approximately 190%, with a market penetration rate exceeding 23% [8][11]. Group 3: Company Performance - China National Heavy Duty Truck Group (CNHTC) led the market with sales of approximately 23,000 heavy trucks in May, a 13% year-on-year increase [12][15]. - Dongfeng Motor Corporation sold about 15,000 heavy trucks in May, achieving a year-on-year growth of 49% [15][17]. - FAW Jiefang sold around 14,000 heavy trucks in May, with a cumulative sales figure of approximately 81,500 units from January to May, maintaining a market share of about 18.6% [15][19]. - Beiqi Foton and XCMG showed the highest growth rates among major companies, with Foton's sales increasing by 73% year-on-year in May [17][19]. Group 4: Future Outlook - The heavy truck market is expected to continue its growth trend in June, driven by the acceleration of old vehicle scrapping and replacement policies [23]. - The decline in natural gas truck sales is anticipated to narrow to single digits in June, creating conditions for a rebound in the second half of the year [23]. - The sales of electric heavy trucks are expected to reach new highs in the latter half of the year, supported by various favorable policies [23].

Core Viewpoint - The release of the 395th batch of new vehicle announcements by the Ministry of Industry and Information Technology highlights the rapid growth in the sales of new energy light trucks, indicating a strong market interest and competitive landscape in the sector [1][4]. Group 1: Market Dynamics - A total of 21 companies participated in the announcement, with 47 light truck chassis models submitted, representing a significant increase of 104% compared to the previous batch [4]. - The enthusiasm for new energy logistics vehicles is evident, with both traditional and new entrants in the market seeking to capitalize on the growing demand [10][12]. Group 2: Product Offerings - Foton Motors led the submissions with 6 chassis models, followed by Remote New Energy Commercial Vehicles with 5 models [7]. - The majority of the submitted models (44 out of 47) are pure electric, accounting for approximately 94% of the total, reflecting strong market acceptance of electric light trucks [13]. Group 3: Technological Innovations - The announcement includes innovative hybrid models, such as Remote's methanol-fueled range extender and Foton's battery swap hybrid, showcasing diverse technological approaches to meet market needs [16][18]. - The introduction of hydrogen fuel cell models by Dongfeng Liuqi and Yutong indicates a broader exploration of alternative energy sources in the light truck segment [19][24]. Group 4: Competitive Landscape - CATL remains the leading battery supplier, equipping 20 models (42.6% of the total), but faces increasing competition from companies like EVE Energy and Fudi Battery, which supply 10 and 6 models respectively [28][30]. - The competitive dynamics in the battery supply market are intensifying, with EVE Energy's cost-effectiveness and Fudi Battery's integration with BYD's technology gaining traction among major manufacturers [33]. Group 5: Future Trends - The upcoming changes in battery standards and the introduction of new technologies, such as sodium-ion batteries, are expected to shift the competitive focus from just range and load capacity to overall lifecycle costs and adaptability to specific scenarios [34].

Core Insights - Beiqi Foton continues to lead the commercial vehicle market with a strong sales performance, achieving over 270,000 units sold in May 2025, representing a year-on-year growth of 9.8% [1] - The company has transformed from a follower to a leader in the new energy vehicle sector, with a remarkable 124% year-on-year increase in sales for its new energy models in May [2] - Beiqi Foton is committed to a "fully electrified" strategy, focusing on 32 core technology innovation areas and developing a product matrix that includes pure electric, hybrid, and hydrogen energy vehicles [4] New Energy Sector - The new energy segment is highlighted as the most significant achievement for Beiqi Foton in May, with cumulative sales exceeding 40,000 units [2] - The company aims to implement its "New Energy 30・50 Strategy" by 2024, focusing on building a comprehensive ecosystem for new energy vehicles [7][8] Heavy-Duty Truck Market - In the heavy-duty truck market, Beiqi Foton sold over 11,000 units in May, maintaining a leading position with a strong growth rate [5] - The launch of the new Euro 6 M6 platform is expected to enhance the company's product line and accelerate the high-end development of heavy-duty trucks [5] Global Expansion - Beiqi Foton has made significant strides in international markets, delivering electric buses to Australia and micro trucks to Nigeria, showcasing its global reach [6] - The company has established 32 localized factories worldwide and sells products in over 130 countries, reinforcing its position as a leader in the commercial vehicle industry [6] Intelligent Transformation - The company is embracing intelligent transformation by integrating advanced technologies into its operations, focusing on five core scenarios for commercial vehicles [10] - The introduction of AI technology across various business domains aims to enhance operational efficiency and reduce costs [10] Strategic Vision - Beiqi Foton is advancing towards its goal of becoming a world-class enterprise through clear strategic direction and strong execution capabilities, focusing on full electrification, internationalization, and intelligent transformation [12]

根据市场公开信息及6月3日披露的机构调研信息，知名私募鸿道投资近期对1家上市公司进行了调研， 相关名单如下： 机构简介： 北京鸿道投资管理有限责任公司创立于2010年3月，由原华夏元老级明星基金经理孙建冬创办，基金业 协会登记备案号P1000280，拥有证券私募基金"3+3"投资顾问资格。公司已成功发行过鸿道全球优选、 创新改革系列等六十几只私募基金产品，是国内知名的私募证券投资基金。公司核心人员来自国内大型 基金管理公司、资产管理公司和证券公司，具有丰富的投资研究和资产管理经验，历经多次牛熊市考 验，投资业绩持续表现优异。公司依托独立的投资研究体系、完善的投资决策委员会制度、研究、投 资、风控三位一体的投研风控体系，实现投资与策略的前瞻性、整体性；凭借强大的人才优势、广泛的 市场资源和丰富的投资经验，为投资者提供专业的投资管理、投资顾问服务；秉持"研究创造价值"的投 资理念，充分把握趋势投资机会，积极为投资人争取最大的回报。 1）福田汽车 （鸿道投资参与公司路演活动&一对一沟通） 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 调研 ...

Group 1 - Chery Group's new energy vehicle sales in May reached 63,169 units, with iCAR brand sales at 5,899 units and Zhijie brand sales at 5,000 units [2][4][6] - Chery is expected to be the top exporter of Chinese automobiles by 2025, leveraging a diverse range of technologies including pure electric, hybrid, and hydrogen energy to compete in the market [4] - The new Geely Galaxy A7, a B-class plug-in hybrid sedan, was officially unveiled on June 3, featuring a wheelbase of 2,845mm and a comprehensive range of over 2,100 km [5][8] Group 2 - NIO reported its Q1 financial results with revenue of 12.03 billion yuan, a gross margin of 10.2%, and vehicle deliveries of 42,094 units, marking a year-on-year growth of over 40% [9][10] - The second quarter delivery guidance for NIO is set between 72,000 to 75,000 units, indicating a strong confidence in the brand's performance and upcoming models [10]

注：1.本表为销售快报数据，具体数据以定期报告数据为准。2.福田戴姆勒与福田康明斯是 50：50 的合资公司。福戴重型货车 5 月销量 8335 辆，1-5 月累计销量 40057 辆，累计同比 51.52%；福康发动机 5 月销量 14782 台，1-5 月累计销量 76758 台，累计同比 6.43%。3.新能源汽车包括纯电动汽车、氢燃料电池汽车、插电 式混合动力汽车。4.商用车数据含非完整车辆，轻型货车数据含微型货车。 北汽福田汽车股份有限公司 董 事 会 二〇二五年六月三日 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。 北汽福田汽车股份有限公司 2025 年 5 月份各产品产销数据快报如下： | | | | | | 销 量（辆） | | | | | 产 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 产品类型 | 本月数 | 去年同 | 本年累计 | 去年累计 | 累计同比 ...

福田汽车（600166）公告，2025年5月新能源汽车销量为41852辆，同比增长167.66%；累计销量为 15636辆。总销量为49604辆，同比增长9.79%；累计销量为25.02万辆。中重型货车销量为12274辆，同 比增长28.66%；累计销量为46968辆。轻型货车销量为32810辆，同比增长8.57%；累计销量为17.79万 辆。乘用车销量为650辆，同比增长171.02%；累计销量为1201辆。发动机销量为20483台，同比下降 0.82%；累计销量为11.41万台。 ...

Core Viewpoint - The new energy tractor truck market in China has experienced rapid growth since 2025, with significant year-on-year increases in sales, particularly during the peak seasons of March and April, and a remarkable surge in May [1][28]. Group 1: Market Performance - In March and April 2025, new energy tractor trucks achieved year-on-year growth rates of 253% and 288%, respectively, outpacing the overall growth of the new energy heavy truck market [1][28]. - In May 2025, the market added 10,000 new energy tractor trucks, marking a year-on-year increase of 326%, which is 4.3 times the sales volume of May 2024 [4][5]. - The cumulative sales of new energy tractor trucks from January to May 2025 reached nearly 40,000 units, reflecting a year-on-year increase of 266% [17][20]. Group 2: Regional Insights - In May 2025, 30 provincial-level administrative regions in China reported new additions of new energy tractor trucks, with 21 regions adding over 100 units each [6]. - Shanghai led the regions with over 2,500 new energy tractor trucks added in May, followed by Sichuan and Shanxi with over 800 units each [6][7]. Group 3: Company Performance - In May 2025, five companies sold over 1,000 new energy tractor trucks, with Jiefang leading the sales with 1,680 units, followed by SANY and XCMG with 1,460 and 1,433 units, respectively [9][12]. - The top ten companies in the new energy tractor truck market saw significant year-on-year growth, with Jiefang, XCMG, and others achieving increases of over 300% [15][22]. - The market share of the top five companies, including Jiefang and XCMG, exceeded 10%, with Jiefang holding a share of 16.13% [25].