证券之星消息，10月21日商用车板块较上一交易日上涨1.33%，福田汽车领涨。当日上证指数报收于3916.33，上涨1.36%。深证成指报收于 13077.32，上涨2.06%。商用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600166 | 福聞汽车 | 2.78 | 3.73% | 241.83万 | 6.68亿 | | 600303 | 曙光股份 | 3.97 | 2.58% | 20.92万 | 8197.16万 | | 600418 | 江淮汽车 | 49.38 | 2.36% | 34.09万 | 16.75亿 | | 600375 | 汉马科技 | 7.87 | 2.21% | 66.90万 | 5.18亿 | | 000868 | 安凯客车 | 5.66 | 1.43% | 11.94万 | 6731.83万 | | 000550 | 江铃汽车 | 21.78 | 1.35% | 8.47万 | 1.84亿 | | 600006 | 东风股份 | 7. ...

请看第一商用车网的分析报道。 9月销售16.1万辆同比增长3% ，收获"8连增" 第一商用车网最新获悉，根据中汽协数据（企业开票数口径，非终端实销口径，下同）， 2025年9月份，我国卡车市场共计销售31.2万辆，环比8月份增长15%，同比增长29%。作 为卡车市场份额最大、竞争最为激烈的细分市场，我国轻型货车（含轻卡、小卡、皮卡等，以 下简称"轻卡"）市场9月份同步交出环比、同比双增的成绩单：销售16.14万辆、环比增长 15%、同比增长3%，同比增幅较上月缩窄3个百分点（2025年8月轻卡市场同比增长6%）， 收获一波同比"8连增"。 2025年9月份，我国商用车整体销量同比增长30%，其中卡车市场同比增长29%，增幅略低 于商用车市场整体增速。作为卡车市场，乃至整个商用车市场占比最高的细分领域，轻卡市场 表现如何？ 跑赢还是跑输？2025年前三季度走完，轻卡行业格局有何新变化？ 2025年9月主流轻型卡车（含小卡、皮卡）企业销量一览（单位：辆） 7家企业销量破万 ，福田超3.6万辆，江淮/江铃排名上升 | 企业/意计 | 9月销量 | 月度份额 | 环比增长 | 同比增长 | 本年累计 | 累计份额 | ...

江淮汽车所属申万行业为：汽车-商用车-商用载货车。所属概念板块包括：汽车金融、冷链物流、华为 鸿蒙、整车、电动物流车等。 截至6月30日，江淮汽车股东户数14.14万，较上期减少42.00%；人均流通股15449股，较上期增加 72.41%。2025年1月-6月，江淮汽车实现营业收入193.97亿元，同比减少9.10%；归母净利润-7.73亿元， 同比减少356.89%。 分红方面，江淮汽车A股上市后累计派现29.00亿元。近三年，累计派现4586.42万元。 资金流向方面，主力资金净流入8023.79万元，特大单买入8982.65万元，占比15.01%，卖出4513.85万 元，占比7.54%；大单买入2.00亿元，占比33.39%，卖出1.64亿元，占比27.45%。 江淮汽车今年以来股价涨31.25%，近5个交易日跌0.95%，近20日跌15.34%，近60日涨8.27%。 今年以来江淮汽车已经1次登上龙虎榜，最近一次登上龙虎榜为6月3日，当日龙虎榜净买入-5.42亿元； 买入总计4.77亿元 ，占总成交额比9.90%；卖出总计10.19亿元 ，占总成交额比21.14%。 资料显示，安徽江淮汽车集团股份 ...

浩物股份（000757.SZ）10月21日在投资者互动平台表示，2025年上半年，公司汽车零部件业务板块曲 轴产量达到118.57万件，销量达到110.63万件，实现净利润 4403.16万元。目前，公司轴类产品主要为包 括奇瑞、理想汽车、东风小康（赛力斯）、比亚迪、东安动力、五菱柳机、北汽福田、广汽、江淮汽 车、长安、久保田、日本三菱、宝腾、吉利等国内外主机厂配套。公司积极关注具身机器人相关业务的 发展现状及趋势，目前公司轴齿类产品暂未应用于机器人领域。 每经AI快讯，有投资者在投资者互动平台提问：近期新款问界M 7产销量猛增，公司给问界全品牌供应 曲轴，今年曲轴的产销量如何？对公司全年利润增长影响如何？另外赛力斯和字节跳动签属造具身机器 人的合同，公司有没有考虑过继续给赛力斯提供具身机器人用的曲轴？ （记者 王晓波） ...

凤凰网科技讯 10月20日，尊界汽车公众号发布说明：因运营需要，你所关注的账号"尊界汽车"将进行 账号迁移。届时本账号的业务、功能将转移至新账号"尊界汽车"。 从迁移详情来看，原"尊界汽车"公众号主体是华为终端有限公司，而新账号主体是安徽江淮汽车 （600418）集团股份有限公司。 截至目前，尊界汽车新公众号尚未发布任何内容。 据了解，鸿蒙智行尊界S800轿车于今年5月30日发布，售价70.8万-101.8万元。最新数据显示，该车上市 4个月累计大定突破1.5万辆。 尊界S800配备创新智慧电动门，联动毫米波雷达和固态激光雷达，能够实现智能感应动静态障碍物， 自动调节开启角度，最大开门角度77度，同时还拥有智能迎宾光毯。新车车身尺寸 5480×2000×1542mm，轴距3370mm。 ...

Core Viewpoint - The sales of new energy heavy trucks in China have surged significantly, with a record monthly sales of over 24,000 units in September 2025, marking a year-on-year increase of 206% [1][2]. Sales Performance - In September 2025, new energy traction trucks sold 18,900 units, representing a month-on-month increase of 35% and a year-on-year increase of 234%, continuing a strong upward trend [2][12]. - The overall sales of heavy trucks reached 83,400 units in September, with traction trucks accounting for 50,700 units, a year-on-year increase of 124% [8]. Market Share - New energy traction trucks held a market share of 78.28% in the new energy heavy truck segment in September 2025, slightly down from the previous month [4]. - For the first nine months of 2025, the market share of new energy traction trucks was 32.78%, significantly higher than the 17.43% share in 2024 [8]. Growth Trends - The monthly sales figures for new energy traction trucks from March to September 2025 have consistently ranked among the highest in history, indicating robust market performance [6]. - Cumulatively, from January to September 2025, new energy traction truck sales reached 104,000 units, a year-on-year increase of 242% [15][21]. Leading Companies - In September 2025, the top-selling companies included Jiefang with 3,527 units, followed by Xugong with 2,857 units, and SANY with 2,314 units [14]. - The leading companies have shown substantial growth, with Jiefang and Xugong increasing their sales by 364% and 254% respectively compared to the previous year [19]. Market Dynamics - The number of players in the new energy traction truck market has increased, with 30 participants in 2024 and 29 by September 2025, indicating a competitive landscape [15]. - The market is characterized by a high penetration rate of new energy traction trucks, with a record monthly penetration of 37.27% in September 2025 [8][12].

Core Viewpoint - The domestic new energy light truck market has shown significant growth, with sales reaching 1.66 million units in September 2025, marking a 60% year-on-year increase and achieving a continuous growth streak of 21 months [5][41]. Sales Performance - From March 2025, new energy light truck sales have exceeded 10,000 units for six consecutive months, with August recording the highest monthly sales of 17,700 units [1]. - In September 2025, the total sales of new energy light trucks were 16,600 units, a decrease of 6% from August but still reflecting a 60% increase year-on-year [5][10]. - Cumulatively, from January to September 2025, new energy light truck sales reached 121,900 units, representing an 88% increase compared to the same period in 2024 [10][35]. Market Share and Leading Companies - In September 2025, the overall light truck sales in China were 61,200 units, with new energy light trucks accounting for 27.15% of the market share, a slight decrease from the previous month [10]. - The top-selling companies in September included: - Farizon New Energy Commercial Vehicle: 3,180 units (19.12% market share) - Foton Motor: 3,172 units (19.08% market share) - JAC Motors: 1,285 units (7.73% market share) [29][33]. - Cumulatively, from January to September 2025, the leading companies were: - Farizon: 25,000 units (20.47% market share) - Foton: 21,200 units (17.35% market share) - JAC: 10,200 units (8.36% market share) [39]. Regional Insights - All 31 provincial-level administrative regions in China have seen new energy light truck registrations, with Guangdong leading with 39,000 units, accounting for 31.96% of the national total [14][16]. - Significant growth was observed in several provinces, with Henan, Zhejiang, and Jiangsu showing increases of 160%, 156%, and 229% respectively [16]. Technology Trends - Pure electric vehicles remain the dominant technology in the new energy light truck market, accounting for 92.55% of sales in the first nine months of 2025, an increase from previous years [19]. - Hybrid models saw a cumulative sales figure of 8,250 units, growing 60% year-on-year, while fuel cell light trucks experienced a decline, with only 833 units sold, a 43% drop [22][25]. Conclusion - The new energy light truck market in China has demonstrated robust growth, with a total of 121,900 units sold in the first nine months of 2025, reflecting an 88% increase year-on-year. The market has maintained a high sales level for seven consecutive months, raising questions about the sustainability of this growth trend [41].

Group 1 - Anhui Jianghuai Automobile Group Co., Ltd. has applied for a patent titled "Auxiliary Lane Change Method, System, and Application Based on Multi-Lane Traffic Efficiency Calculation" with publication number CN120792825A, filed on September 2025 [1] - The patent pertains to vehicle navigation and assisted driving technology, providing a method that includes obtaining environmental perception information and calculating real-time traffic efficiency for the current lane and adjacent lanes [1] - The method assesses lane traffic efficiency and determines lane change conditions based on efficiency thresholds, allowing for systematic lane changes when conditions are met [1] Group 2 - Anhui Jianghuai Automobile Group Co., Ltd. was established in 1999 and is located in Hefei, primarily engaged in the automotive manufacturing industry [2] - The company has a registered capital of 218,400.9791 million RMB and has invested in 48 enterprises, participated in 5,000 bidding projects, and holds 946 trademark records and 5,000 patent records [2] - Additionally, the company possesses 672 administrative licenses [2]

Market Overview - The Shanghai Composite Index fell by 1.95% on October 17, with the largest declines in the power equipment and electronics sectors, down 4.99% and 4.17% respectively [1] - The automotive sector also experienced a decline of 3.55% [1] Capital Flow Analysis - A total net outflow of 114.82 billion yuan occurred across the two markets, with only one sector, textiles and apparel, seeing a net inflow of 155 million yuan [1] - The electronics sector had the highest net outflow, totaling 25.70 billion yuan, followed by the power equipment sector with a net outflow of 19.94 billion yuan [1] Automotive Sector Details - The automotive sector saw a net outflow of 9.54 billion yuan, with 280 stocks in the sector; only 15 stocks rose, and 265 stocks fell [2] - The top three stocks with the highest net inflow were Sanlian Forging (1.66 billion yuan), Xiangshan Co. (895.66 million yuan), and Fuyao Glass (588.37 million yuan) [2] - Major stocks with significant net outflows included BYD (1.93 billion yuan), Changan Automobile (1.24 billion yuan), and Shanzi Gaoke (1.07 billion yuan) [3]

Market Overview - The commercial vehicle sector experienced a decline of 3.52% on October 17, with Hanma Technology leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Individual Stock Performance - Hanma Technology (600375) closed at 8.11, down 5.81% with a trading volume of 965,400 shares and a turnover of 807 million yuan [1] - King Long Motor (600686) closed at 12.49, down 5.31% with a trading volume of 451,700 shares and a turnover of 578 million yuan [1] - JAC Motors (600418) closed at 48.30, down 4.51% with a trading volume of 479,300 shares and a turnover of 2.349 billion yuan [1] - Ankai Bus (000868) closed at 5.45, down 4.39% with a trading volume of 224,700 shares and a turnover of 12.5 million yuan [1] - Foton Motor (600166) closed at 2.65, down 4.33% with a trading volume of 2.1422 million shares and a turnover of 576 million yuan [1] Capital Flow Analysis - The commercial vehicle sector saw a net outflow of 870 million yuan from institutional investors, while retail investors contributed a net inflow of 697 million yuan [1] - The following stocks had notable capital flows: - JMC (000550) had a net inflow of 2.8502 million yuan from institutional investors but a net outflow of 3.2894 million yuan from retail investors [2] - Yutong Bus (600066) experienced a net outflow of 9.3627 million yuan from institutional investors but a net inflow of 29.0770 million yuan from retail investors [2] - Ankai Bus (000868) had a significant net outflow of 22.1866 million yuan from institutional investors, while retail investors contributed a net inflow of 25.24 million yuan [2]