Core Viewpoint - Ankai Bus (000868.SZ) reported a total bus sales of 909 units in September, with a cumulative sales of 6,092 units from January to September, representing a year-on-year growth of 59.52% [1] Group 1 - In September, Ankai Bus sold 909 buses [1] - Cumulative sales from January to September reached 6,092 units [1] - Year-on-year sales growth for the first nine months is 59.52% [1]

Core Viewpoint - Ankai Bus (000868.SZ) reported a total bus sales of 909 units in September, with a cumulative sales of 6,092 units from January to September, representing a year-on-year growth of 59.52% [1] Company Summary - September bus sales reached 909 units [1] - Cumulative sales for the first nine months of the year totaled 6,092 units [1] - Year-on-year sales growth for the first nine months is 59.52% [1]

Group 1 - The core point of the article is that Ankai Bus (000868) reported a significant increase in sales for the year 2023, with a total of 6,092 units sold from January to September, representing a year-on-year growth of 59.52% [1] - In September 2025, the company announced a sales figure of 909 units [1]

每经AI快讯，安凯客车（SZ 000868，收盘价：5.55元）10月10日晚间发布公告称，安凯客车2025年9月 汽车总销量909辆；今年累计销量6092辆，累计数量较去年同期增加59.52%。 2025年1至6月份，安凯客车的营业收入构成为：加工制造业占比100.0%。 截至发稿，安凯客车市值为52亿元。 每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ （记者 曾健辉） ...

证券代码：000868 证券简称：安凯客车 公告编号：2025-047 本表为销售快报数据，最终数据以公司定期报告数据为准。同时，提醒广 大投资者，不能以公司产销数据直接推算公司业绩情况。 特此公告 安徽安凯汽车股份有限公司董事会 2025 年 10 月 11 日 关于 2025 年 9 月份产销情况的自愿性信息披露公告 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。 截至 2025 年 9 月份产销快报数据如下： 单位：辆 | 品 目 | 2025 年 9 月 | 本年累计 | 累计数量较去年同期 增减比率 | | --- | --- | --- | --- | | 产量 | 893 | 6518 | 78.04% | | 其中：大型客车 | 521 | 3661 | 251.34% | | 中型客车 | 240 | 1883 | 33.07% | | 轻型客车 | 132 | 974 | -19.10% | | 销量 | 909 | 6092 | 59.52% | | 其中：大型客车 | 548 | 3262 | 2 ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：近日公司发布公告，中科星驰董事将担任补选为公司 董事，请问公司后继将再前期合作基础上如何深化和中科星驰的合作？有什么发展方向？ 安凯客车（000868.SZ）10月10日在投资者互动平台表示，公司拟补选的董事同时担任中科星驰董事。 截至目前，公司与中科星驰在智能网联汽车项目有零星合作。 ...

Core Viewpoint - The commercial vehicle sector experienced a 0.91% increase on October 10, with Yutong Bus leading the gains, while the overall Shanghai Composite Index fell by 0.94% [1]. Summary by Category Market Performance - The Shanghai Composite Index closed at 3897.03, down 0.94% - The Shenzhen Component Index closed at 13355.42, down 2.7% [1]. Commercial Vehicle Sector - The commercial vehicle sector saw individual stock performances as follows: - Yutong Bus (600066) closed at 29.40, up 5.19% with a trading volume of 436,900 shares and a turnover of 1.29 billion yuan - King Long Automobile (600686) closed at 12.88, up 4.29% with a trading volume of 828,400 shares and a turnover of 1.06 billion yuan - Zhongtong Bus (000957) closed at 11.43, up 3.07% with a trading volume of 292,800 shares and a turnover of 331 million yuan - Other notable performances include Ankai Bus (000868) up 2.40% and Jiangling Motors (000550) up 2.17% [1]. Fund Flow Analysis - The commercial vehicle sector experienced a net outflow of 403 million yuan from institutional investors, while retail investors saw a net inflow of 291 million yuan [3]. - Specific stock fund flows included: - King Long Automobile had a net inflow of 88.14 million yuan from institutional investors - Zhongtong Bus had a net inflow of 31.97 million yuan from institutional investors - China National Heavy Duty Truck (000951) had a net inflow of 31.65 million yuan from institutional investors [4].

Core Insights - The commercial vehicle sector experienced a slight increase of 0.02% on October 9, with Jinlong Automobile leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance Summary - Jinlong Automobile (600686) closed at 12.35, with a rise of 9.00% and a trading volume of 713,600 shares, amounting to a transaction value of 863 million [1] - Yutong Bus (600066) closed at 27.95, up 2.72%, with a trading volume of 238,000 shares, totaling 660 million [1] - China National Heavy Duty Truck Group (000951) closed at 17.52, increasing by 1.80%, with a trading volume of 134,200 shares, amounting to 23.4 million [1] - Hanma Technology (600375) closed at 8.24, up 1.73%, with a trading volume of 1,994,300 shares, totaling 814 million [1] - Other notable performances include FAW Jiefang (000800) at 7.09 (+1.14%) and Foton Motor (600166) at 2.77 (+1.09%) [1] Capital Flow Analysis - The commercial vehicle sector saw a net outflow of 447 million from institutional investors, while retail investors contributed a net inflow of 214 million [2] - The main capital inflow and outflow for key stocks include: - Jinlong Automobile: Net inflow of 14.56 million from main capital, but net outflows from both retail and speculative capital [3] - FAW Jiefang: Net inflow of 21.27 million from main capital, with outflows from speculative and retail investors [3] - Yutong Bus: Net inflow of 11.79 million from main capital, with a significant net inflow from speculative capital [3]

Core Viewpoint - The company, Ankai Bus (000868.SZ), is currently not collaborating directly with Huawei, despite the industry trend of partnerships for innovation in smart driving technology. The company has indicated that it utilizes Huawei's domain controller in its smart driving bus products, but maintains traditional production methods without exploring new innovations [2]. Group 1 - The company’s controlling shareholder has a partnership with Huawei, but the company itself does not have a direct collaboration with Huawei [2]. - Ankai Bus has integrated Huawei's domain controller into its smart driving bus products, indicating some level of technological adoption [2]. - The company has been actively collaborating with smart driving solution providers in the commercial vehicle sector, successfully launching multiple smart driving bus models for various applications such as public transport, scenic areas, and metro connections [2].

Core Insights - The commercial vehicle sector experienced a 0.81% increase on September 30, with Dongfeng Motor leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Commercial Vehicle Sector Performance - Dongfeng Motor (600006) closed at 8.06, with a rise of 6.05% and a trading volume of 1.23 million shares, amounting to a transaction value of 972 million [1] - Other notable performers included: - Zhongjun Vehicles (301039) at 9.61, up 1.69% [1] - Shuguang Co. (600303) at 3.91, up 1.56% [1] - Jianghuai Automobile (600418) at 53.90, up 1.51% [1] - The sector saw a net inflow of 248 million in main funds, while retail investors experienced a net outflow of 206 million [3][4] Fund Flow Analysis - Main funds showed significant net inflows in several companies: - Dongfeng Motor: 218 million, accounting for 22.41% of the total [4] - Yutong Bus (600066): 93.02 million, 17.44% [4] - Jianghuai Automobile: 58.23 million, 1.77% [4] - Retail investors showed net outflows in various companies, with notable outflows from: - Yutong Bus: 6.89 million, -12.93% [4] - Jiangling Motors: 14.95 million, -11.50% [4] - China National Heavy Duty Truck (000951): 15.97 million, -9.42% [4]