证券之星消息，9月12日商用车板块较上一交易日下跌1.02%，金龙汽车领跌。当日上证指数报收于3883.69，上涨0.22%。深证成指报收于 12996.38，上涨0.13%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600066 | 宇通客车 | 29.20 | 1.39% | 8.80万 | | 2.57亿 | | 600166 | 福田汽车 | 2.86 | 0.35% | 109.08万 | | · 3.11亿 | | 000550 | 江铃汽车 | 21.32 | -0.09% | 4.69万 | | 1.01亿 | | 000800 | 一汽解放 | 7.13 | -0.14% | 9.48万 | | 6756.34万 | | 301039 | 中佳车辆 | 9.41 | -0.42% | 8.98万 | | 8505.42万 | | 000868 | 安凯客车 | 5.78 | -0.52% | 11.91万 | | 6911.11 ...

| | | 2025年H1部分车企应付账款及票据变化情况 | | | | --- | --- | --- | --- | --- | | 证券简称 | | | | | | 比亚迪 | 2366.86 | 2440.27 | -73.41 | | | 上汽集团 | 2305.53 | 2411.44 | -105.91 | | | 吉利汽车 | 1050.61 | 1131.85 | -81.24 | | | 长城汽车 | 732.85 | 795.71 | -62.86 | | | 赛力斯 | 627.64 | 684.51 | -56.87 | | | 东风集团股份 | 559.81 | 566.00 | -6.19 | | | 长安汽车 | 545.61 | 786.46 | -240.85 | Í | | 理想汽车 | 499.67 | 535.96 | -36.29 | | | 北京汽车 | 392.55 | 393.08 | -0.53 | | | 蔚来 | 349.51 | 343.87 | 5.64 | | | 小鹏汽车 | 306.87 | 230.80 | 76.07 | | | 广汽集团 ...

证券之星消息，9月10日商用车板块较上一交易日上涨0.37%，汉马科技领涨。当日上证指数报收于 3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600375 汉马科技 | | 2540.92万 | 4.03% | -1400.86万 | -2.22% | -1140.07万 | -1.81% | | 600066 宇通客车 | | 887.69万 | 2.98% | -1153.77万 | -3.87% | 266.09万 | 0.89% | | 000800 | 一汽解放 | 819.81万 | 9.83% | -510.88万 | -6.13% | -308.93万 | -3.70% | | 000550 江铃汽车 | | 199.57万 | 2.16% | -247.63万 | -2.68% | 48.0 ...

9月8日，江铃汽车盘中下跌2.01%，截至10:43，报20.92元/股，成交6179.81万元，换手率0.56%，总市 值180.58亿元。 资金流向方面，主力资金净流出370.34万元，大单买入607.26万元，占比9.83%，卖出977.60万元，占比 15.82%。 资料显示，江铃汽车股份有限公司位于江西省南昌市南昌县迎宾中大道2111号，成立日期1997年1月8 日，上市日期1993年12月1日，公司主营业务涉及生产和销售商用车、SUV以及相关的零部件。主营业 务收入构成为：整车91.05%，零部件4.86%，销售材料及其他2.46%，汽车保养服务等1.63%。 江铃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：华为汽车、整车、新能源、 电动物流车、高派息等。 截至6月30日，江铃汽车股东户数4.28万，较上期减少6.08%；人均流通股14082股，较上期增加7.55%。 2025年1月-6月，江铃汽车实现营业收入180.92亿元，同比增长0.96%；归母净利润7.33亿元，同比减少 18.17%。 分红方面，江铃汽车A股上市后累计派现142.22亿元。近三年，累计派现15.71亿 ...

国家知识产权局信息显示，江铃汽车股份有限公司申请一项名为"维修开关互锁控制方法、装置、存储 介质及汽车"的专利，公开号 CN120588795A，申请日期为 2025 年 04 月。 专利摘要显示，本申请涉及一种维修开关互锁控制方法、装置、存储介质及汽车，该方法应用于维修开 关互锁控制电路，用于区分电池包处于维修状态或高压互锁状态；该方法步骤包括：实时检测维修开关 的回路电压；当检测到电压值低于设定值时，判定为维修模式并发送该维修指令；当接收到维修指令 时，反馈下高压指令至电池管理系统；当检测到下高压指令时，反馈当前车辆下高压指令信息至后台 端。 天眼查资料显示，江铃汽车股份有限公司，成立于1997年，位于南昌市，是一家以从事汽车制造业为主 的企业。企业注册资本86321.4万人民币。通过天眼查大数据分析，江铃汽车股份有限公司共对外投资 了9家企业，参与招投标项目1782次，财产线索方面有商标信息851条，专利信息4722条，此外企业还拥 有行政许可675个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

9月4日，江铃汽车股份有限公司发布2025年8月产、销情况的资源性信息披露公告。公告显示，2025年8月，江铃汽车销售各类车型 30003辆，同比增长8.92%。其中，轻型客车7402辆，同比增长7.95%；卡车销售5498辆，同比大涨27.77%；皮卡销售4065辆， 同比下降30.00%；SUV 销售13038辆，同比增长23.26%。 | 产品 | | 去年 | 同比 | 销量(辆) | | | | --- | --- | --- | --- | --- | --- | --- | | | 本月数 | | | 本年 | 去年同期 | 同比 | | | | 同月数 | 变化(%) | 累计数 | 累计数 | 变化(%) | | 轻型家车 | 7.402 | 6.857 | 7.95% | 61.168 | 52.190 | 17.20% | | 卡车 | 5.498 | 4.303 | 27.77% | 45.012 | 38.100 | 18.14% | | 皮卡 | 4.065 | 5.807 | -30.00% | 39.976 | 48.497 | -17.57% | | SUV | 13,038 ...

Market Performance - The commercial vehicle sector increased by 1.14% on September 5, with Jiangling Motors leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Jiangling Motors (000550) closed at 21.35, up 2.50% with a trading volume of 66,100 shares and a turnover of 140 million yuan [1] - Yutong Bus (600066) closed at 29.77, up 2.16% with a trading volume of 263,500 shares and a turnover of 788 million yuan [1] - China National Heavy Duty Truck Group (000951) closed at 17.78, up 1.77% with a trading volume of 117,700 shares and a turnover of 208 million yuan [1] - Other notable stocks include Zhongtong Bus (000957) at 11.44 (up 1.51%), Foton Motor (600166) at 2.74 (up 1.48%), and Ankai Bus (000868) at 5.77 (up 1.41%) [1] Capital Flow Analysis - The commercial vehicle sector experienced a net outflow of 129 million yuan from institutional investors, while retail investors saw a net inflow of 23.1 million yuan [1] - Notable capital flows include China National Heavy Duty Truck Group with a net inflow of 17.64 million yuan from institutional investors and a net inflow of 20.14 million yuan from retail investors [2] - Foton Motor had a net inflow of 9.55 million yuan from institutional investors, but a net outflow of 24.23 million yuan from retail investors [2]

Key Points - Zhonghuan Hailu terminated the planning of the change of company control and resumed trading [1][2] - Shida Shenghua plans to establish a subsidiary with an investment of 25 million yuan to build a 53,000 tons/year calcium chloride project [1] - Southeast Network Frame won a bid for approximately 1.686 billion yuan for the Pujiang Street Five Villages joint planning and development project [1] - Roman Co. intends to acquire 39.2308% equity of Wutong Gaoxin for 196 million yuan [1] - Torch Electronics completed a share repurchase, having repurchased shares worth 49.9907 million yuan [1] - Jiangling Motors reported cumulative sales of 226,500 vehicles from January to August, a year-on-year increase of 5.67% [1] - Wen's Co. reported August sales revenue of 2.956 billion yuan for broilers and 4.825 billion yuan for live pigs [2] - Some directors and senior management of Shanghai Caishi plan to increase their holdings by no less than 6 million yuan [1] - Actual controller of Gongdong Medical, Shi Huiyong, plans to reduce holdings by no more than 4.4099 million shares through block trading [1] - Shida Shenghua's subsidiary establishment and investment in the calcium chloride project indicates growth in the chemical industry [1]

Group 1 - Guoxin Technology successfully tested a new generation of automotive electronic BLDC motor drive control high-performance chip "CBC2100B," which is based on 130nm BCD process and aims to address the MCU chip shortage in China's automotive industry, especially in new energy vehicles [1] - The chip is applicable in automotive electronic fields such as water pumps, oil pumps, and air conditioning fans, as well as in industrial control for BLDC motor drives and electrified equipment [1] Group 2 - Hangzhou High-tech experienced a change in control with the resignation of multiple key executives, including the chairman, vice chairman, and general manager, which may lead to a temporary reduction in the board's member count below the minimum required [2] - The resigning executives will continue to perform their duties until new appointments are made to ensure the company's normal operations [2] Group 3 - Zhonghuan Hailu decided to terminate the planning of a change in control due to disagreements with the trading party regarding future development arrangements [4] - The stock and convertible bonds of the company will resume trading on September 5, 2025 [4] Group 4 - ST Tianmao plans to voluntarily withdraw its A-shares from trading on the Shenzhen Stock Exchange and apply for transfer to the National SME Share Transfer System after the termination of listing [5] - The decision has been approved by the company's first temporary shareholders' meeting in 2025 [5] Group 5 - Beijing Lier signed a strategic cooperation agreement with SenseTime and Xiwang to explore AI computing power collaboration and the development of industrial manufacturing and decision-making AI vertical models [6] - Hunan Baiyin adjusted its share repurchase price ceiling from 5 yuan to 7 yuan per share due to the stock price exceeding the original limit [6] Group 6 - Dongnan Network won the bid for the "Pujiang Street Five Villages Joint Development Project" with a bid amount of 1.686 billion yuan, accounting for 15% of the company's audited revenue for 2024 [8] - Wens Foodstuff reported sales of 3.2457 million pigs in August 2025, generating revenue of 4.825 billion yuan, with a year-on-year price change of 37.88% [8] - Jiangling Motors sold 30,003 vehicles in August 2025, representing a year-on-year increase of 8.92% [8] Group 7 - Hubei Yihua completed the construction of a 200,000 tons/year caustic soda energy-saving renovation project, which has been put into production [9] - Satellite Chemical announced routine maintenance for its polyethylene and ethylene oxide/ethylene glycol facilities, expected to last 45 days [9] Group 8 - Shida Shenghua plans to establish a subsidiary for a 53,000 tons/year calcium chloride project with an investment of 25 million yuan, aimed at enhancing its resource advantages in the new energy materials sector [11] - Roman Co. intends to acquire a 39.2308% stake in Wutong Technology for 196.154 million yuan, which will make Wutong a subsidiary of Roman [11] Group 9 - Shanghai Laishi's executives plan to increase their shareholdings in the company with a total investment of no less than 6 million yuan [13]

Major Events - China Shipbuilding announced that it plans to absorb and merge with China Heavy Industry, with the latter's A-share stock set to be delisted on September 5, 2025. After the delisting, the stock value will not be reflected in investors' accounts until the conversion to China Shipbuilding A-shares is completed [4] - Anzheng Fashion's stock has experienced three consecutive trading days of limit-up prices, indicating potential irrational speculation in the market. No significant media reports or market rumors have been found that could impact the stock price [5] - Zhonghuan Hailu has terminated its plans for a change in control after failing to reach an agreement with the trading party regarding future development. The company's stock will resume trading on September 5 [6] - Kebo Da plans to acquire 60% of Kebo Da Intelligent Technology for 345 million yuan, aiming to enter the automotive intelligence sector and enhance its technological capabilities [7] - Shangneng Electric reported no undisclosed significant matters that could affect its stock trading, confirming stable operational conditions [8] - Jingxing Paper also stated that there have been no significant changes in its operational environment, with no undisclosed major information affecting stock prices [9] - Guoxin Health announced the passing of its independent director Bai Yan due to illness on August 31, 2025 [10] - Jiangsu Shuntian will change its stock name to "Suhao Fashion" starting September 10, 2025, while the stock code remains unchanged [11] Performance Overview - Yutong Bus reported sales of 4,260 units in August 2025, representing a year-on-year increase of 16.78%. Cumulative sales from January to August reached 28,800 units, up 4.51% year-on-year [12][13] - Wen's Shares recorded sales of 324,570 pigs in August, generating revenue of 4.825 billion yuan, with a slight month-on-month decline of 1.07%. The average selling price of live pigs was 13.9 yuan/kg, with year-on-year changes of 37.88% and -17.7% respectively [14] - Jiangling Motors reported a year-on-year increase of 8.92% in automobile sales for August, totaling 30,003 units. Cumulative sales from January to August reached 226,500 units, up 5.67% year-on-year [15] Shareholding Changes - Jimin Health's controlling shareholder plans to reduce its stake by up to 3%, equivalent to a maximum of 15.7527 million shares, within three months after 15 trading days [16] - Changfei Fiber announced that its major shareholder, Yangtze Communication, intends to reduce its stake by up to 0.15%, or 1.1 million shares, within three months after 15 trading days [17] Major Contracts - Ningbo Construction's subsidiaries have won construction projects worth a total of 1.117 billion yuan [18]