格隆汇9月17日丨安凯客车(000868.SZ)在投资者互动平台表示，公司自动驾驶技术处于L4级别，是目前 公开道路允许的最高级别，处于行业领先水平。目前，公司自动驾驶客车订单量较小，不会对公司业务 产生较大影响。 ...

格隆汇9月17日丨安凯客车(000868.SZ)在投资者互动平台表示，公司自动驾驶技术处于L4级别，是目前 公开道路允许的最高级别，处于行业领先水平。目前，公司自动驾驶客车订单量较小，不会对公司业务 产生较大影响。 ...

Market Overview - The commercial vehicle sector experienced a decline of 1.28% on September 16, with Jianghuai Automobile leading the drop [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Stock Performance - Notable gainers in the commercial vehicle sector included: - Shuguang Co., Ltd. (600303) with a closing price of 3.83, up 3.23% [1] - Hanma Technology (600375) at 7.18, up 1.99% [1] - Foton Motor (600166) at 2.93, up 1.38% [1] - Major decliners included: - Jianghuai Automobile (600418) at 56.58, down 2.68% [2] - Zhongtong Bus (000957) at 11.72, down 0.93% [2] - Dongfeng Motor (600006) at 7.56, down 0.40% [2] Capital Flow - The commercial vehicle sector saw a net outflow of 237 million yuan from institutional investors, while retail investors contributed a net inflow of 203 million yuan [2] - The detailed capital flow for key stocks showed: - Hanma Technology had a net outflow of 34.83 million yuan from institutional investors [3] - China National Heavy Duty Truck (000951) saw a net inflow of 20.18 million yuan from institutional investors [3] - Ankai Bus (000868) experienced a significant net outflow of 21.92 million yuan from institutional investors [3]

Group 1 - The commercial vehicle sector increased by 2.58% on September 15, with Jianghuai Automobile leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] - Jianghuai Automobile's closing price was 58.14, reflecting a rise of 6.68% with a trading volume of 1.3597 million shares and a transaction value of 7.728 billion [1] Group 2 - The commercial vehicle sector saw a net inflow of 405 million in main funds, while retail funds experienced a net outflow of 108 million [3][4] - Jianghuai Automobile had a net inflow of 423 million in main funds, with a net outflow of 32.3 million in speculative funds [4] - The trading volume and transaction values for other companies in the sector varied, with notable performances from Zhongtong Bus and Ankai Bus, which saw increases of 2.78% and 2.43% respectively [1][3]

Core Viewpoint - The Quanzhou Public Transport Group has announced the results of its 2025 bus procurement tender, with multiple manufacturers winning contracts for electric and diesel buses, indicating a significant investment in public transportation infrastructure and a shift towards more sustainable vehicle options [1][2]. Summary by Sections Tender Results - The tender results show that Foton Bus won the bid for 231 units of 8.5-meter pure electric buses and 2 units of 38-seat diesel tourist buses [1]. - King Long Bus secured contracts for 72 units of 10.5-meter pure electric buses, 238 units of 8-meter pure electric buses, 72 units of 5.9-meter pure electric buses, 59 units of 8.5-meter wheel-side electric buses, and 5 units of 6-meter non-standing pure electric buses [1][4]. - Ankai Bus was awarded a contract for 67 units of 7-meter pure electric buses [1][4]. - Golden Dragon Bus received contracts for 20 units of 8-meter non-standing pure electric buses, 7 units of 50-seat tourist buses, and 1 unit of 19-seat tourist buses [1][4]. - Ge Run An won a bid for 25 units of "Little White" electric sightseeing vehicles [1][4]. Procurement Details - The total procurement project is identified as project number 21XMG1.2025085, with the procurement conducted through public tendering [2]. - The procurement agency is located in Quanzhou, Fujian Province, and the contact person is Mr. Huang [2]. - The bid amounts for various contracts include: - Contract Package 1: ¥178.56 million for Foton [2]. - Contract Package 2: ¥462.42 million for King Long [2]. - Contract Package 3: ¥160.10 million for King Long [2]. - Contract Package 4: ¥35.06 million for King Long [2]. - Contract Package 5: ¥18.79 million for King Long [2]. - Contract Package 6: ¥43.54 million for Ankai [2]. - Contract Package 7: ¥0.399 million for Ge Run An [2]. Vehicle Specifications - The procurement includes various specifications for electric buses, such as: - 8.5-meter or longer low-entry/low-floor pure electric buses from Foton [4]. - 10.5-meter or longer low-entry/low-floor pure electric buses from King Long [4]. - 8-meter or longer low-entry/low-floor pure electric buses from King Long [4]. - 5.9-meter or longer low-entry/low-floor pure electric buses from King Long [4]. - 7-meter or longer pure electric buses from Ankai [4]. - Various models of tourist buses from King Long and Foton [4].

Group 1 - The commercial vehicle sector experienced a decline of 1.02% on September 12, with King Long Automobile leading the drop [1][3] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] - Major stocks in the commercial vehicle sector showed mixed performance, with Yutong Bus increasing by 1.39% and King Long Automobile decreasing by 1.49% [1][3] Group 2 - The net outflow of main funds in the commercial vehicle sector was 540 million yuan, while retail investors saw a net inflow of 315 million yuan [3][4] - The detailed fund flow indicated that King Long Automobile had a significant net outflow of 39.38 million yuan from main funds [4] - Other companies like Ankai Bus and Foton Motor also experienced varying levels of net inflow and outflow from different investor categories [4]

格隆汇9月12日丨安凯客车(000868.SZ)在互动平台表示，公司业务暂不涉及代工生产无人机零部件领 域。 ...

Market Overview - The commercial vehicle sector increased by 0.37% on September 10, with Hanma Technology leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Hanma Technology (600375) closed at 7.14, up 3.78% with a trading volume of 873,800 shares and a transaction value of 630 million [1] - Jianghuai Automobile (600418) closed at 55.40, up 2.04% with a trading volume of 830,500 shares [1] - Other notable performances include: - Shuguang Co. (600303) at 3.81, up 0.26% - Dongfeng Motor (600006) at 7.46, unchanged - Yutong Bus (600066) at 29.25, down 0.20% [1] Fund Flow Analysis - The commercial vehicle sector experienced a net outflow of 82.58 million from institutional investors, while retail investors saw a net inflow of 151 million [2] - The detailed fund flow for key stocks includes: - Hanma Technology: Net inflow of 25.41 million from institutional investors [3] - Yutong Bus: Net inflow of 8.88 million from institutional investors [3] - Foton Motor (600166): Net outflow of 1.73 million from institutional investors [3] Individual Stock Insights - China National Heavy Duty Truck (000951) saw a decline of 2.17% to 17.59 with a trading volume of 106,900 shares [2] - Jiangling Motors (000550) decreased by 1.54% to 21.03 with a trading volume of 43,700 shares [2] - Foton Motor (600166) had a significant trading volume of 1.29 million shares despite a slight decline [2]

Core Viewpoint - Anhui Ankai Automobile Co., Ltd. announced the resignation of its board secretary, Yu Gang, and the chairman, Huang Liping, will temporarily assume the secretary's duties until a new appointment is made [1][4]. Summary by Sections Resignation Announcement - The board of directors received Yu Gang's written resignation report, and he has completed the handover of his responsibilities [1][3]. - Yu Gang's resignation will not impact the company's daily operations and management [3]. Acknowledgment of Contributions - The company and its board expressed gratitude for Yu Gang's diligent service during his tenure as board secretary [4]. Interim Arrangements - During the vacancy of the board secretary position, Chairman Huang Liping will act as the interim secretary until a new appointment is finalized [4].

Group 1 - The company announced the resignation of its board secretary, Yu Gang, due to work adjustments, effective immediately upon delivery of the resignation report [1] - Yu Gang has completed the handover of responsibilities, and his resignation will not affect the company's daily operations [1] - During the vacancy of the board secretary, the chairman, Huang Liping, will temporarily assume the duties of the board secretary until a new appointment is made [1] Group 2 - The company disclosed its production and sales data for August 2025, emphasizing that the final figures will be included in the regular reports [3][4] - The sales data is preliminary and should not be directly used to infer the company's performance [5]