Core Viewpoint - Ankai Bus (000868.SZ) reported its production and sales figures for August 2025, indicating a total production of 1,012 buses and total sales of 773 buses [1] Production and Sales Summary - The total production of various types of buses in August 2025 reached 1,012 units [1] - The total sales for the same period amounted to 773 units [1]

Group 1 - The core point of the announcement is that Ankai Bus has reported production and sales figures for the year, indicating significant growth in certain categories while showing declines in others [1] Group 2 - In August 2025, Ankai Bus produced 1,012 vehicles and sold 773 vehicles [1] - Cumulatively, the production for the year reached 5,625 vehicles, representing a year-on-year increase of 68.06% [1] - The breakdown of cumulative production includes: - Large buses: 3,140 units, an increase of 214.00% - Medium buses: 1,643 units, an increase of 34.78% - Light buses: 842 units, a decrease of 25.35% [1] Group 3 - The cumulative sales for the year totaled 5,183 vehicles, reflecting a year-on-year increase of 46.95% [1] - The breakdown of cumulative sales includes: - Large buses: 2,714 units, an increase of 164.26% - Medium buses: 1,644 units, an increase of 15.45% - Light buses: 825 units, a decrease of 23.33% [1]

Group 1 - The company, Ankai Bus (000868.SZ), stated on the investor interaction platform that it has no cooperative projects with leading AI companies [1]

Core Viewpoint - Ankai Bus (000868.SZ) clarified that there is no specific cooperation project with Huawei, and only some of its autonomous vehicles are equipped with Huawei's domain controller products [1] Company Summary - Ankai Bus has stated that its relationship with Huawei is limited to the integration of Huawei's domain controller products in certain autonomous vehicles, without any formal collaboration [1]

Market Overview - The commercial vehicle sector experienced a decline of 0.19% on September 4, with Dongfeng Motor leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Individual Stock Performance - Notable stock performances include: - Shuguang Co. (600303) closed at 3.74, up 0.81% with a trading volume of 265,900 shares [1] - Jiangling Motors (000550) closed at 20.83, up 0.53% with a trading volume of 60,600 shares [1] - Dongfeng Motor (600006) closed at 7.42, down 2.62% with a trading volume of 514,400 shares and a transaction amount of 383 million yuan [2] - Anhui Ankai Automobile (000868) closed at 5.69, down 0.70% with a trading volume of 179,100 shares [2] Capital Flow Analysis - The commercial vehicle sector saw a net inflow of 202 million yuan from institutional investors, while retail investors experienced a net inflow of 32.54 million yuan [2][3] - Key capital flows for individual stocks include: - Jianghuai Automobile (600418) had a net inflow of 335 million yuan from institutional investors [3] - Foton Motor (600166) experienced a net outflow of 12.92 million yuan from institutional investors [3] - Ankai Bus (000868) had a net outflow of 251,240 yuan from institutional investors [3]

Sales Performance - In August, the total retail sales of passenger cars in China reached 1.952 million units, a year-on-year increase of 3% and a month-on-month increase of 7% [3] - The retail sales of new energy vehicles (NEVs) in August amounted to 1.079 million units, showing a year-on-year growth of 5% and a month-on-month increase of 9% [3] - The penetration rate of NEVs in the retail market reached 55.3% in August, marking a new monthly high and surpassing 50% for six consecutive months [3] Company Sales Data - BYD sold 373,600 vehicles in August, a slight increase of 543 units year-on-year [5] - SAIC Group's sales reached 363,400 units, with a significant year-on-year growth of 41.04% [2] - Changan Automobile reported sales of 233,900 units, reflecting a year-on-year increase of nearly 25% [5] - Geely Automobile sold 250,200 units, with a year-on-year increase of 38% [2] - Chery Group's sales were 242,700 units, up 14.6% year-on-year [5] - NIO delivered 31,300 vehicles, a year-on-year increase of 55.2%, surpassing Li Auto [5] - Leap Motor achieved a delivery volume of 57,100 units, marking an impressive year-on-year growth of over 88% [5] Market Outlook - The automotive market is expected to perform better in September due to the traditional peak season and the implementation of national and local purchase subsidies [5] - The cumulative retail sales of passenger cars for the year reached 14.698 million units, with a year-on-year increase of 9% [3] Stock Performance - The average stock price of automotive companies has increased by 7.02% year-to-date, with Qianli Technology showing the highest increase of 51.76% [6] - BYD reported a total revenue of 371.3 billion yuan for the first half of the year, a year-on-year increase of 23.3% [6] - Ankai Bus experienced the highest growth in net profit, with a year-on-year increase of 153.5% [6]

安徽安凯汽车股份有限公司 证券代码：000868 证券简称：安凯客车 公告编号：2025-036 安徽安凯汽车股份有限公司 关于持股 5%以上股东减持股份触及 1%整倍数的公告 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。 安徽安凯汽车股份有限公司（以下简称"公司"）于2025年5月27日在巨潮 资讯网披露了《关于持股5%以上股东减持计划的预披露公告》（公告编号： 资集团控股有限公司（以下简称"省投资集团"）计划在减持股份的预披露公告 发布之日起15个交易日之后的90个自然日内，以集中竞价方式减持本公司股份不 超过939.51万股（即不超过公司总股本的1%）。 划进展情况的告知函》，2025 年 8 月 26 日至 2025 年 9 月 2 日，省投资集团通 过集中竞价方式减持本公司股份合计 4,025,600 股（占公司总股本的 0.43%）， 本次减持持股变动跨越触及 1%整数倍。根据《证券法》《上市公司收购管理办 法》《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、高级 管理人员减持股份》等有关规 ...

2025 年 9 月 3 日，公司接到省投资集团出具的《关于安凯客车股份减持计 划进展情况的告知函》，2025 年 8 月 26 日至 2025 年 9 月 2 日，省投资集团通 过集中竞价方式减持本公司股份合计 4,025,600 股（占公司总股本的 0.43%）， 本次减持持股变动跨越触及 1%整数倍。根据《证券法》《上市公司收购管理办 法》《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、高级 管理人员减持股份》等有关规定，现将股东减持情况公告如下： 证券代码：000868 证券简称：安凯客车 公告编号：2025-036 安徽安凯汽车股份有限公司 关于持股 5%以上股东减持股份触及 1%整倍数的公告 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。 安徽安凯汽车股份有限公司（以下简称"公司"）于2025年5月27日在巨潮 资讯网披露了《关于持股5%以上股东减持计划的预披露公告》（公告编号： 2025-025），持有公司69,245,331股（占公司总股本的7.37%）的股东安徽省投 资集团控股有限公司（ ...

格隆汇9月3日丨安凯客车(000868.SZ)在互动平台表示，公司与比亚迪公司没有合作项目。 ...

Market Overview - The commercial vehicle sector experienced a decline of 0.32% on September 3, with Ankai Bus leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Hanma Technology saw an increase of 1.77%, closing at 6.90 with a trading volume of 591,100 shares and a turnover of 409 million yuan [1] - Ankai Bus reported a decrease of 3.37%, closing at 5.73 with a trading volume of 240,400 shares and a turnover of 141 million yuan [2] - Other notable declines included Jianghuai Automobile down 2.41% to 51.93 and Foton Motor down 2.51% to 2.72 [2] Capital Flow Analysis - The commercial vehicle sector experienced a net outflow of 210 million yuan from institutional investors, while retail investors saw a net inflow of 215 million yuan [2] - The main capital inflow and outflow for individual stocks showed that Hanma Technology had a net inflow of 44.72 million yuan from institutional investors [3] - Ankai Bus had a minor net inflow of 1.15 million yuan from institutional investors, while retail investors had a net outflow of 397,840 yuan [3]