会议召开方式：上证路演中心网络互动 投资者可于 2025 年 12 月 8 日（星期一）至 12 月 12 日（星 期五）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 dongban@sgautomotive.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。 辽宁曙光汽车集团股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日发布了公司 2025 年半年度报告，2025 年 10 月 31 日发 布了公司 2025 年第三季度报告，为便于广大投资者更全面深入地了 解公司上述经营期间的经营成果、财务状况，公司计划于 2025 年 12 1 股票简称：曙光股份 证券代码：600303 编号：临 2025-062 辽宁曙光汽车集团股份有限公司 关于召开 2025 年半年度暨第三季度业绩 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 担个别及连带责任。 重要内容提示： 会议召开时间：2025 年 12 月 15 日（星期一）15:00-16:00 会议召开地点：上 ...

辽宁曙光汽车集团股份有限公司 2025 年 12 月 6 日 单位：辆 产 量 产品名称 月度对比 年度对比 本月 去年同期 增减% 本年累计 去年累计 增减% 整车 客车 79 44 79.55% 120 101 18.81% 皮卡 1 5 -80.00% 1505 1708 -11.89% 特种车 5 12 -58.33% 153 153 0.00% 合计 85 61 39.34% 1778 1962 -9.38% 其中：新能源客车 79 44 79.55% 83 95 -12.63% 其他 客车非完整车辆 0 0 - 400 0 净增 汽车零 部件 车桥（支） 56890 112278 -49.33% 1089759 842223 29.39% 其中：新能源车桥 37902 72889 -48.00% 718012 384631 86.68% 销 量 整车 客车 79 46 71.74% 109 106 2.83% 皮卡 123 63 95.24% 1294 1971 -34.35% 特种车 5 12 -58.33% 153 153 0.00% 合计 207 121 71.07% 1556 2230 - ...

曙光股份（600303）(600303.SH)发布公告，公司2025年11月整车销量为207辆，同比增长71.07%;累计 销量为1556辆，同比下降30.22%。 ...

Core Viewpoint - The announcement from Shuguang Co. highlights mixed performance in vehicle production and sales for May 2025, with significant variations across different vehicle categories [1] Vehicle Production - In May 2025, the production of buses reached 79 units, representing a year-on-year increase of 79.55%, with a total of 120 units produced year-to-date, up 18.81% compared to the previous year [1] - The production of pickup trucks was only 1 unit in May, showing a substantial year-on-year decline of 80%, while the cumulative production for the year stands at 1,505 units, down 11.89% year-on-year [1] - The production of axle components totaled 56,890 units in May, reflecting a significant year-on-year decrease of 49.33%, but the year-to-date total reached 1,089,759 units, which is an increase of 29.39% compared to the same period last year [1] Vehicle Sales - Total vehicle sales for May amounted to 207 units, marking a year-on-year increase of 71.07%, while the cumulative sales for the year reached 1,556 units, down 30.22% year-on-year [1] - Sales of axle components in May were 56,022 units, which is a year-on-year decline of 44.44%, but the year-to-date sales total is 1,120,284 units, reflecting a year-on-year increase of 40.40% [1]

智通财经APP讯，曙光股份(600303.SH)发布公告，公司2025年11月整车销量为207辆，同比增长71.07%; 累计销量为1556辆，同比下降30.22%。 ...

人民财讯12月5日电，曙光股份（600303）12月5日公告，2025年11月整车销量207辆，同比增长 71.07%。2025年1—11月整车销量1556辆，同比下降30.22%。 ...

Group 1 - The commercial vehicle sector increased by 1.24% on December 1, with Yutong Bus leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] - Key stocks in the commercial vehicle sector showed varied performance, with Yutong Bus closing at 32.00, up 2.86%, and Jianghuai Automobile at 49.86, up 1.76% [1] Group 2 - The commercial vehicle sector experienced a net outflow of 155 million yuan from institutional investors, while retail investors saw a net inflow of 198 million yuan [3][4] - Specific stock performances included China National Heavy Duty Truck with a net outflow of 42.35 million yuan and a retail inflow of 26.78 million yuan [4] - The trading volume for Yutong Bus was 163,800 shares, with a transaction value of 518 million yuan [1]

Core Viewpoint - The commercial vehicle sector experienced a slight increase of 0.01% on November 26, with CIMC Vehicles leading the gains, while the overall market showed mixed results with the Shanghai Composite Index down by 0.15% and the Shenzhen Component Index up by 1.02% [1] Group 1: Market Performance - The closing price for CIMC Vehicles was 9.90, reflecting a rise of 1.96% with a trading volume of 123,100 shares and a transaction value of 121 million yuan [1] - Yutong Bus closed at 31.06, up by 0.55%, with a trading volume of 76,200 shares and a transaction value of 236 million yuan [1] - JAC Motors closed at 49.02, increasing by 0.22%, with a trading volume of 236,500 shares and a transaction value of 1.158 billion yuan [1] - Foton Motor remained unchanged at 2.75, with a trading volume of 840,200 shares and a transaction value of 232 million yuan [1] - Hanma Technology closed at 6.22, unchanged, with a trading volume of 223,800 shares and a transaction value of 139 million yuan [1] - Golden Dragon Bus decreased slightly by 0.13% to 15.34, with a trading volume of 175,000 shares and a transaction value of 270 million yuan [1] Group 2: Fund Flow Analysis - The commercial vehicle sector saw a net outflow of 77.49 million yuan from institutional investors, while retail investors experienced a net outflow of 12.79 million yuan [2] - Conversely, speculative funds recorded a net inflow of 90.28 million yuan [2] - The detailed fund flow for specific stocks indicates that China National Heavy Duty Truck had a net inflow of 6.327 million yuan from institutional investors, while Foton Motor saw a net inflow of 5.674 million yuan [3] - Ankai Bus experienced a significant net outflow of 8.657 million yuan from institutional investors, indicating a negative sentiment towards the stock [3]

Group 1: Company Performance - Best Buy reported Q3 revenue of $9.67 billion, a year-over-year increase of 2.7%, with adjusted diluted EPS of $1.40 compared to $1.26 in the same period last year [1] - RoboSense achieved total revenue of approximately 407 million yuan in Q3, with LiDAR sales volume increasing by 34.0% year-over-year [2] - Alibaba's instant retail business generated revenue of 22.906 billion yuan in Q2 of FY2026, marking a 60% year-over-year growth [3][5] - Xiaomi repurchased 2.5 million shares for over 100 million HKD, with a total of 24 million shares repurchased this month [4] - NIO reported Q3 revenue of 21.79 billion yuan, a 16.7% year-over-year increase, with vehicle deliveries reaching 87,071 units, up 40.8% [8] - Zhihu's Q3 revenue was 659 million yuan, with a non-GAAP operating loss narrowing by 16.3% year-over-year [11] Group 2: Market Developments - Nokia announced its intention to delist from the Paris Stock Exchange, effective December 31, 2025 [2] - The Singapore National AI Program has shifted from using Meta's model to Alibaba's Qwen open-source architecture [13] - The U.S. investment consulting firm predicts that TSMC's market value could surpass Apple's by 2030, driven by AI demand [16] Group 3: New Products and Innovations - Huawei officially launched its first Harmony OS 2-in-1 tablet, the MatePad Edge, starting at 5,999 yuan [15] - Tuya Smart reported Q3 revenue of $82.5 million, marking the ninth consecutive quarter of year-over-year growth [6]

Core Viewpoint - The company emphasizes an open and win-win philosophy, expressing a willingness to collaborate with outstanding companies in the industry chain [1] Group 1 - The company is actively seeking cooperation in strategic, industrial, and market aspects [1]