Core Viewpoint - The procurement project for 118 new energy buses by Jinjiang Public Transport has been awarded to two companies, Xiamen King Long Motor Co., Ltd. and Xiamen King Long United Automotive Industry Co., Ltd., with a total contract value of 99.5953 million yuan [1][2]. Summary by Sections Procurement Project Details - Project Number: XFZB-2025-QZ050 - Project Name: Procurement of 118 New Energy Buses for Jinjiang Public Transport [3]. Winning Bids - Contract Package 1: - Winning Supplier: Xiamen King Long Motor Co., Ltd. - Winning Amount: 44.2323 million yuan [2]. - Contract Package 2: - Winning Supplier: Xiamen King Long United Automotive Industry Co., Ltd. - Winning Amount: 40.2750 million yuan [2]. - Contract Package 3: - Winning Supplier: Xiamen King Long Motor Co., Ltd. - Winning Amount: 11.9760 million yuan [2]. - Contract Package 4: - Winning Supplier: Xiamen King Long Motor Co., Ltd. - Winning Amount: 3.1120 million yuan [2]. Evaluation Experts - The evaluation panel for the bids included experts such as Guo Yuhuan, Wang Minghua, and others [4]. Agency Service Fees - Total agency service fees for the project are as follows: - Package 1: 270,161 yuan - Package 2: 250,375 yuan - Package 3: 108,880 yuan - Package 4: 38,232 yuan [6]. Contact Information - Procurement Entity: Jinjiang Public Transport Co., Ltd. - Contact Person: Mr. Lin, Phone: 15959562163 [8].

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]

Core Points - Jinlong Automobile's stock price decreased by 2.05% on October 17, trading at 12.92 CNY per share with a market capitalization of 9.264 billion CNY [1] - The company has seen a year-to-date stock price decline of 7.58%, but a slight increase of 0.31% over the last five trading days [1] Financial Performance - For the first half of 2025, Jinlong Automobile reported a revenue of 10.327 billion CNY, representing a year-on-year growth of 5.78% [2] - The net profit attributable to shareholders for the same period was 116 million CNY, showing a significant increase of 75.06% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 64,500, up by 11.94% from the previous period [2] - The average number of circulating shares per shareholder decreased by 10.66% to 11,119 shares [2] Dividend Distribution - Since its A-share listing, Jinlong Automobile has distributed a total of 862 million CNY in dividends, with 104 million CNY distributed over the last three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the seventh largest circulating shareholder, holding 3.7407 million shares as a new shareholder [3]

Summary of Jinlong Automobile Conference Call Industry Overview - The global bus export industry is experiencing significant growth, with China's bus export compound growth rate projected at 31% from 2022 to 2024, maintaining a 30% growth rate in the first eight months of 2025 [3][4] - The European new energy bus market penetration rate has rapidly increased, reaching 22% in the first half of 2025, indicating a strong growth phase for the industry [2][8] Company Performance - Jinlong Automobile's export growth rate reached 54% in the first half of 2025, significantly outperforming the industry average [2][3] - The company ranks among the top three global bus manufacturers alongside Yutong and Daimler Trucks [2][3] - Jinlong's net profit margin improved to 1.6% in the first half of 2025, with a second-quarter margin of 1.8%, indicating a positive trend in profitability [2][3][7] Strategic Initiatives - Jinlong is enhancing its profitability through measures such as increasing centralized procurement, platform-based R&D, and sales channel integration [2][7] - The company has established a parts center in Luxembourg and launched high-end tourist buses and electric vehicles at the Belgium auto show, with plans to enter the Nordic market [2][5][10] Technological Advancements - Jinlong is leading in the autonomous driving sector, having partnered with Baidu to launch the Apollo autonomous bus, which is operational in 45 regions and has been exported to the Middle East [2][6][11] - The company has also collaborated with JD.com to deploy unmanned logistics vehicles across 12 cities and 32 sites in China [2][6][11] - Jinlong's intelligent driving technologies, including the iQOO autonomous driving control system, have been validated over a million kilometers, showcasing its industry-leading capabilities [11][13] Market Trends - The average price and profitability of new energy vehicles are significantly higher than traditional fuel vehicles, providing growth opportunities for companies like Jinlong [8][12] - The rapid increase in the penetration rate of new energy buses in Europe suggests a favorable market environment for Jinlong and similar companies [9][12] Future Outlook - Jinlong is expected to enhance its global competitiveness and profitability through ongoing management improvements and the transition to new energy vehicles [4][10][12] - The company aims to leverage its advancements in intelligent driving and new energy technologies to capture a larger market share in both domestic and international markets [11][13]

证券之星消息，10月16日商用车板块较上一交易日下跌0.86%，金龙汽车领跌。当日上证指数报收于 3916.23，上涨0.1%。深证成指报收于13086.41，下跌0.25%。商用车板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600066 宇通客车 | | -2193.54万 | 5.15% | 1282.92万 | 3.01% | -3476.47万 | -8.16% | | 301039 中集车辆 | | 632.69万 | 4.00% | -325.89万 | -2.06% | -306.80万 | -1.94% | | 000800 -- 汽解放 | | -281.52万 | -2.50% | 513.09万 | 4.56% | -231.57万 | -2.06% | | 600303 曙光股份 | | -463.09万 | -5.05% | -484.37万 | -5.28% | ...

证券代码：600686 证券简称：金龙汽车 公告编号：2025-068 2.分派对象： 厦门金龙汽车集团股份有限公司 2025年半年度权益分派实施公告 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。 重要内容提示： ● 每股分配比例 A股每股现金红利0.03元 一、通过分配方案的董事会届次和日期 根据公司2024年度股东大会对2025年度中期分红事宜的相关授权，本次利润分配方案无需提交股东会审 议。本次利润分配方案经2025年8月27日召开的公司第十一届董事会第十五次会议审议通过。 二、分配方案 1.发放年度：2025年半年度 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本717,047,417股为基数，每股派发现金红利0.03元（含税），共 计派发现金红利21,511,422.51元。 三、相关日期 ■ 四、分配实施办法 1.实施办法 ● 相关日期 ■ ● 差异化分红送转： 否 ...

（文章来源：证券日报） 证券日报网讯 10月15日晚间，金龙汽车发布公告称，2025年半年度利润分配方案为A股每股现金红利 0.03元（含税），股权登记日为2025年10月21日，除权（息）日为2025年10月22日。 ...

证券代码：600686 证券简称：金龙汽车 公告编号：2025-068 厦门金龙汽车集团股份有限公司 2025年半年度权益分派实施公告 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。 重要内容提示： 每股分配比例 A 股每股现金红利0.03元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/10/21 | － | 2025/10/22 | 2025/10/22 | 差异化分红送转： 否 一、 通过分配方案的董事会届次和日期 根据公司 2024 年度股东大会对 2025 年度中期分红事宜的相关授权，本次利润分配方案 无需提交股东会审议。本次利润分配方案经 2025 年 8 月 27 日召开的公司第十一届董事会第 十五次会议审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3 ...

从资金流向上来看，当日商用车板块主力资金净流入4.28亿元，游资资金净流出9260.71万元，散户资金 净流出3.36亿元。商用车板块个股资金流向见下表： | 代码 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600418 江淮汽车 | | 1.50 Z | 8.20% | -8143.49万 | -4.44% | -6896.98万 | -3.76% | | 000957 | 中通客车 | 7847.16万 | 7.80% | -3250.56万 | -3.23% | -4596.60万 | -4.57% | | 600686 | 金龙汽车 | 5430.85万 | 7.58% | -5656.51万 | -7.90% | 225.66万 | 0.32% | | 000951 | 中国重汽 | 4441.70万 | 9.82% | 112.86万 | 0.25% | -4554.56万 | -10.07% | | 600 ...

Core Viewpoint - The A-share automotive sector experienced an initial surge, with notable gains in several companies, indicating positive market sentiment in the industry [1] Company Performance - Haima Automobile reached the daily limit up, reflecting strong investor interest [1] - GAC Group saw an increase of over 4%, suggesting robust performance and market confidence [1] - Jinlong Automobile, Hanma Technology, Dongfeng Motor, and CIMC Vehicles also experienced upward movement, indicating a broader positive trend in the sector [1]