证券之星消息，12月29日商用车板块较上一交易日下跌0.33%，中集车辆领跌。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。商用车板块个股涨跌见下表： 从资金流向上来看，当日商用车板块主力资金净流出1.85亿元，游资资金净流入651.62万元，散户资金净 流入1.79亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600686 | 金龙汽车 | | > 290.77万 | 1.17% | 1878.38万 | 7.58% | -2169.14万 | -8.75% | | 000800 | 一汽解放 | | 182.52万 | 2.60% | -150.26万 | -2.14% | -32.26万 | -0.46% | | 000550 江铃汽车 | | | -114.89万 | -2.23% | 352.19万 ...

Core Viewpoint - The new energy light commercial vehicle (NE LCV) market is experiencing fluctuations, resembling a mature market, with a cumulative sales growth of 18% year-on-year as of October 2025, amounting to nearly 36,000 units [1][5]. Group 1: Market Performance - In November 2025, NE LCV sales reached 28,700 units, marking a 24% year-on-year increase and achieving a "seven consecutive months of growth" [5][34]. - The NE LCV market has shown a pattern of alternating growth and decline throughout the year, with a notable increase in sales from May to November, maintaining monthly sales above 20,000 units [7][34]. - The cumulative sales for NE LCVs from January to November 2025 reached 262,600 units, reflecting a 19% year-on-year growth, surpassing the total sales of the previous year [11][28]. Group 2: Market Penetration and Share - The penetration rate of NE LCVs in the commercial vehicle market has exceeded 70% in recent months, indicating a strong adoption of electric vehicles in this segment [2][9]. - In November 2025, NE LCVs accounted for 70.80% of the total light commercial vehicle market, marking the highest penetration rate recorded [9][32]. - By the end of November 2025, three companies held over 10% market share in the NE LCV sector, with SAIC-GM-Wuling leading at 20.65%, followed closely by Farizon at 19.67% and Changan at 13.35% [25][32]. Group 3: Regional Performance - All 31 provincial-level administrative regions in mainland China have registered NE LCVs, with Guangdong province leading with 47,400 units, accounting for 18.04% of the national total [13][15]. - Notably, provinces like Chongqing and Yunnan have seen their NE LCV registrations double compared to the previous year, while Guangdong experienced a decline in registrations [15][17]. Group 4: Company Performance - In November 2025, 14 companies sold over 300 units of NE LCVs, with 9 companies exceeding 1,000 units, indicating a competitive market landscape [19][21]. - Companies such as Changan, Jiangling, and Dongfeng reported significant year-on-year growth rates, with Changan and Jiangling achieving increases of 128% and 315%, respectively [21][26]. - The cumulative sales rankings for NE LCVs from January to November 2025 show that SAIC-GM-Wuling, Farizon, and Changan are the top three companies, with respective sales of 54,200, 51,700, and 35,100 units [30][32].

Core Viewpoint - Jiangling Ford celebrates its 30th anniversary, emphasizing its commitment to quality, safety, and efficiency in the light commercial vehicle (LCV) market, having served over 1.3 million customers and maintained a leading position in the market [1] Group 1: Strategic Direction - Jiangling Ford plans to leverage its 30 years of manufacturing experience and market insights to focus on trends in new energy, intelligence, and personalized consumption, aiming for systematic innovation and comprehensive layout [1] - The company has established new energy as a core strategy, utilizing the E-Fushun platform to target the mid-size electric van segment, achieving optimal balance in space utilization, operational efficiency, and safety [4][6] Group 2: Market Trends and Projections - The penetration rate of new energy LCVs in China is expected to exceed 70% by September and October 2025, a significant increase from 56.37% in 2024, indicating a rapid shift in the industry landscape [3] - By 2030, traditional fuel vehicles are projected to hold 20% to 30% of the market share, with a "three-legged" structure emerging in the new energy sector, comprising pure electric vehicles, plug-in hybrids, and hydrogen fuel technologies [7] Group 3: Product and Technology Development - Jiangling will continue to upgrade the E-Fushun platform, focusing on breakthroughs in smart driving, ultra-fast charging, and long-range capabilities while expanding into overseas markets [6] - The company aims to enhance its intelligent capabilities by establishing a dedicated software and ecosystem company, focusing on larger, heavier-duty autonomous vehicles rather than low-threshold small delivery vehicles [9] Group 4: Customization and Ecosystem Development - Jiangling Ford has built a mature global engineering and management system, optimizing over 6,000 items to meet complex market demands in China, and is committed to a "co-creation and win-win" philosophy in its customization ecosystem [11] - The company is proactively developing its electric platform's customization ecosystem, focusing on higher configurations, longer ranges, and stronger load capacities, while ensuring compatibility with smart devices like drones [13]

Core Viewpoint - The commercial vehicle sector experienced a slight increase of 0.23% on December 26, with Jinlong Automobile leading the gains, while the overall market indices also showed modest increases [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3963.68, up 0.1%, and the Shenzhen Component Index closed at 13603.89, up 0.54% [1]. - The commercial vehicle sector's individual stock performances varied, with Jinlong Automobile closing at 17.04, up 2.16%, and China National Heavy Duty Truck down 0.18% at 16.82 [1]. Group 2: Trading Volume and Value - Jinlong Automobile had a trading volume of 170,100 shares and a transaction value of 291 million yuan [1]. - Jiangling Motors recorded a closing price of 18.78 with a trading volume of 31,700 shares, resulting in a transaction value of approximately 5.97 million yuan [1]. Group 3: Capital Flow - The commercial vehicle sector saw a net outflow of 226 million yuan from institutional investors, while retail investors contributed a net inflow of 175 million yuan [2]. - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2]. Group 4: Individual Stock Capital Flow - Jianghuai Automobile had a net inflow of 6.35 million yuan from institutional investors, but a net outflow of 2.91 million yuan from retail investors [3]. - China National Heavy Duty Truck experienced a significant net outflow of 5.06 million yuan from institutional investors, while retail investors contributed a net inflow of 16.72 million yuan [3].

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1974次，财产线索方面有商标信息851条，专利信息4861条，此外企业还拥 有行政许可675个。 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"一种兼容多套夹具的移动检修装置及 夹具自动检修系统"的专利，公开号CN121201677A，申请日期为2025年8月。 专利摘要显示，本申请涉及夹具检修设备技术领域，具体公开一种兼容多套夹具的移动检修装置及夹具 自动检修系统，装置包括框架、滑轨以及滑动支撑臂，框架的顶表面设置有固定支撑臂以及沿第一方向 设置的基轨，基轨沿第二方向布置；滑轨分别与基轨滑动连接，滑动支撑臂一端与滑轨滑动连接，另一 端沿第三方向延伸，其中，滑动支撑臂及固定支撑臂背离框架的一端分别设置有共平面的支撑块，支撑 块顶表面设置有与夹具上预设凹槽相适配的凸起部，滑动支撑臂位置可调节，使装置可以对多种不同类 型的夹具进行支撑，同时，减少对自动生产线上机器人的占用时间，以及在 ...

Group 1 - The commercial vehicle sector saw a slight increase of 0.05% on December 25, with Shuguang Co. leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up by 0.47%, while the Shenzhen Component Index closed at 13531.41, up by 0.33% [1] - Key stocks in the commercial vehicle sector included Shuguang Co. with a closing price of 3.33, up by 1.22%, and China National Heavy Duty Truck Group with a closing price of 16.85, up by 1.02% [1] Group 2 - The commercial vehicle sector experienced a net outflow of 35.47 million yuan from institutional investors, while retail investors saw a net inflow of 23.6 million yuan [2] - Major stocks with significant net inflows from retail investors included Jianghuai Automobile with 90.02 million yuan and Ankai Bus with 54.19 million yuan [3] - Conversely, stocks like FAW Jiefang and Ankai Bus experienced notable net outflows from institutional investors, with FAW Jiefang seeing an outflow of 8.39 million yuan [3]

Core Viewpoint - The article emphasizes the practicality and efficiency of the Jiangling E Shun Da vehicle for urban distribution, highlighting its features that address common challenges faced by delivery drivers in narrow streets and high cargo platforms [1][9]. Group 1: Vehicle Features - The Jiangling E Shun Da has a cargo platform height of 866mm, which is 29-59mm lower than many competitors, making it easier to load and unload goods without bending or straining [2][3]. - The vehicle's cargo box width of 1940mm is the widest in its class, allowing for the transportation of more goods, which can reduce the number of trips needed for deliveries [2][3]. Group 2: Operational Efficiency - The vehicle is designed for easy maneuverability in narrow streets, allowing drivers to turn with minimal effort, even when fully loaded [5]. - With a single charge, the vehicle can cover four to five delivery locations, maintaining a remaining range of over 70 kilometers, alleviating concerns about running out of power during the day [5]. Group 3: Cost Savings - Transitioning from a fuel vehicle to the Jiangling E Shun Da can save drivers over 130 yuan per day on fuel costs, translating to an annual savings of over 40,000 yuan [7]. - The vehicle purchase includes incentives such as a 6,000 yuan subsidy and an additional 4,000 yuan for trade-ins, totaling a potential savings of 10,000 yuan [7]. Group 4: Market Positioning - The Jiangling E Shun Da focuses on essential needs for urban delivery drivers: capacity, ease of use, and cost-effectiveness, without unnecessary features [9].

江铃汽车股份有限公司于2025年12月19日召开十一届十一次董事会，审议通过《关于2026年度外汇套期 保值业务的议案》，表决结果为同意9票，反对0票，弃权0票，该议案无需提交股东大会审议。同时批 准2026年度A类和B类日常性关联交易预计方案，涉及关联交易的董事回避表决，相关具体内容详见同 日披露的公告。 截至2025年12月23日收盘，江铃汽车(000550)报收于18.55元，下跌0.8%，换手率0.32%，成交量1.66万 手，成交额3079.36万元。 当日关注点 交易信息汇总 资金流向 12月23日主力资金净流出293.44万元；游资资金净流出63.67万元；散户资金净流入357.1万元。 公司公告汇总 江铃汽车十一届十一次董事会决议公告 江铃汽车关于2026年日常关联交易的预计公告 江铃汽车董事会于2025年12月19日审议通过2026年度日常性关联交易预计方案，涉及与福特、江铃集 团、江铃投资等关联方的采购、销售、存款利息等交易。A类关联交易预计总额超5.6亿元，包括江铃财 务公司货款结算349.2亿元、江西江铃进出口销售230.28亿元等。B类关联交易预计金额在5,646万元至 5.6亿元之 ...

Market Overview - The commercial vehicle sector experienced a decline of 1.04% on December 23, with Jinlong Automobile leading the drop [1] - The Shanghai Composite Index closed at 3919.98, up 0.07%, while the Shenzhen Component Index closed at 13368.99, up 0.27% [1] Individual Stock Performance - Jinlong Automobile (600686) closed at 16.50, down 3.62% with a trading volume of 242,400 shares [1] - Ankai Bus (000868) closed at 4.90, down 2.78% with a trading volume of 144,600 shares [1] - Shuguang Co. (600303) closed at 3.28, down 2.67% with a trading volume of 175,300 shares [1] - China National Heavy Duty Truck Group (000951) closed at 16.82, down 1.64% with a trading volume of 141,900 shares [1] - Hanma Technology (600375) closed at 6.02, down 1.47% with a trading volume of 196,100 shares [1] - Dongfeng Motor (600006) closed at 7.18, down 1.37% with a trading volume of 153,800 shares [1] - FAW Jiefang (000800) closed at 6.80, down 1.16% with a trading volume of 124,200 shares [1] - Foton Motor (600166) closed at 2.91, down 1.02% with a trading volume of 1,333,100 shares [1] - Jiangling Motors (000550) closed at 18.55, down 0.80% with a trading volume of 16,600 shares [1] - JAC Motors (600418) closed at 47.69, down 0.79% with a trading volume of 345,000 shares [1] Fund Flow Analysis - The commercial vehicle sector saw a net outflow of 316 million yuan from main funds, while retail investors contributed a net inflow of 279 million yuan [1] - Among individual stocks, Ankai Bus had a main fund net inflow of 5.08 million yuan, while Jinlong Automobile experienced a net outflow of 12.92 million yuan [2] - Shuguang Co. had a main fund net inflow of 3.65 million yuan, while Hanma Technology saw a net outflow of 1.91 million yuan [2] - Jiangling Motors had a net outflow of 2.93 million yuan from main funds, but a net inflow of 3.57 million yuan from retail investors [2]

每经AI快讯，江铃汽车（SZ 000550，收盘价：18.7元）12月22日晚间发布公告称，公司十一届十一次 董事会会议于2025年12月19日在南昌江铃汽车大厦20楼会议中心召开。会议审议了《关于2026年度外汇 套期保值业务的议案》等文件。 每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 （记者 贾运可） 2025年1至6月份，江铃汽车的营业收入构成为：汽车制造占比100.0%。 截至发稿，江铃汽车市值为161亿元。 ...