Core Viewpoint - Ankai Bus announced the appointment of Mr. Chen Shundong as the secretary of the board of directors, effective from the date of the board meeting on February 27, 2026, until the end of the current board's term [2] Group 1 - The ninth board of directors' twelfth meeting will be held on February 27, 2026 [2] - The resolution to appoint the board secretary was approved during this meeting [2] - The term of the newly appointed board secretary will last until the end of the ninth board's term [2]

证券代码：000868 证券简称：安凯客车 公告编号：2026-006 安徽安凯汽车股份有限公司 1、公司第九届董事会第十二次会议决议； 地址：安徽省合肥市包河区花园大道 568 号 电话：0551-62297712 传真：0551-62297710 2、公司第九届董事会提名委员会 2026 年第一次会议决议。 关于聘任公司董事会秘书的公告 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 2026 年 2 月 27 日召开公司 第九届董事会第十二次会议，审议通过《关于聘任公司董事会秘书的议案》，同意聘 任陈顺东先生为公司董事会秘书（简历详见附件），任期自本次董事会审议通过之日 起至第九届董事会届满之日止。 陈顺东先生已经取得深圳证券交易所颁发的《董事会秘书资格证书》，具备履行 董事会秘书职责所必需的专业知识和能力，其任职资格符合《中华人民共和国公司法》 《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号— 主板上市公司规范运作》及《公司章程》等有关 ...

一、审议通过《关于聘任公司董事会秘书的议案》。 根据《中华人民共和国公司法》等法律法规、规范性文件及《公司章程》的 有关规定，经公司董事长提名和第九届董事会 2026 年第一次提名委员会审核， 董事会同意聘任陈顺东先生为公司董事会秘书（简历详见附件），任期自本次董 事会审议通过之日起至本届董事会任期届满之日止。陈顺东先生已取得深圳证券 交易所颁发的《董事会秘书资格证书》，其任职资格符合《深圳证券交易所股票 上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规 范运作》等有关规定。 具体内容详见公司同日于指定信息披露媒体《证券时报》《上海证券报》《中 国证券报》及巨潮资讯网（http://www.cninfo.com.cn）披露的《关于聘任公司 董事会秘书的公告》（公告编号：2026-006）。 表决结果：9 票赞成，0 票反对，0 票弃权。 证券代码：000868 证券简称：安凯客车 公告编号：2026-005 安徽安凯汽车股份有限公司 第九届董事会第十二次会议决议公告 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 ...

Core Insights - The report highlights the rapid growth of the new energy bus market in China, driven by government policies supporting the development of new energy vehicles [1] - Key players in the new energy bus industry include Yutong Bus, Zhongtong Bus, CRRC, Ankai Bus, Foton Motor, King Long, BYD, Dongfeng Motor, and Changan Automobile [1] Industry Overview - The new energy bus sector is a focal point for research and production within China's automotive industry, with numerous listed companies involved across various segments of the supply chain [1] - The report provides a comprehensive summary of listed companies in the new energy bus industry, detailing their revenue, profit, and business structure [1] Company Summaries - Yutong Bus (600066.SH), Zhongtong Bus (000957.SZ), and CRRC (601766.SH) are identified as leading companies in the bus manufacturing sector, focusing on new energy commercial vehicles and core components [4] - Ankai Bus (000868.SZ) and Foton Motor (600166.SH) are also significant players, with a diversified product range that includes both traditional and new energy vehicles [4] Revenue Performance - The report includes detailed revenue figures for various companies, with notable performances such as: - BYD (002594.SH) reported a revenue of 566.26 billion [7] - Ningde Times (300750.SH) achieved a revenue of 2830.72 billion [6] - King Long (600686.SH) generated a revenue of 110.06 billion [11] Business Structure and Focus - Companies like Ankai Bus, Zhongtong Bus, and King Long have a high proportion of their business focused on new energy buses, while others like Foton Motor and Dongfeng Motor have a more diversified approach [9] - The majority of these companies have a global sales presence, indicating a trend towards international market expansion [9] Manufacturing and Technology - The report emphasizes the technological advancements in the industry, with companies focusing on electric drive systems, battery management, and energy efficiency [11] - Key technologies include high-energy batteries, electric control systems, and integrated vehicle designs, which are crucial for maintaining competitive advantages in the market [11] Future Outlook - The new energy bus industry is expected to continue its growth trajectory, with companies planning to enhance their international market presence and invest in smart technology innovations [12]

Group 1 - Anhui Investment Group, a major shareholder of Ankai Bus, plans to reduce its holdings by 2,197,100 shares, representing 0.23% of the company's total share capital, between November 27, 2025, and February 24, 2026, with an estimated cash-out of approximately 11.05 million yuan [1] - This is the second reduction by Anhui Investment Group within six months, totaling approximately 65.92 million yuan from two transactions [4] - The first reduction occurred between August 26, 2025, and September 15, 2025, where 9,395,100 shares were sold, accounting for 1% of the total share capital, with a cash-out of about 54.87 million yuan [4][6] Group 2 - Ankai Bus is expected to report a net loss of 50 million to 60 million yuan for the year 2025, a significant decline from a profit of 839.20 million yuan in the previous year [7][8] - The company's revenue for 2025 is projected to be between 3.4 billion and 3.5 billion yuan, showing a notable increase from 2.735 billion yuan in the previous year [7][8] - The company specializes in manufacturing various types of buses and automotive components, with an annual production capacity of 20,000 buses and 6,000 sets of new energy motors [9]

Core Viewpoint - Anhui Ankai Automobile Co., Ltd. announced the completion of a share reduction plan by its major shareholder, Anhui Investment Group Co., Ltd., which involved a maximum reduction of 9.3951 million shares, accounting for no more than 1% of the company's total share capital [1][2]. Group 1: Shareholder Reduction Plan - Anhui Investment Group planned to reduce its holdings within 90 calendar days after the announcement, starting from November 6, 2025 [1]. - The shares were sold through centralized bidding, with a price range between 4.92 yuan/share and 5.09 yuan/share [1]. Group 2: Compliance and Impact - The reduction complied with relevant laws and regulations, including the Company Law and Securities Law of the People's Republic of China, and adhered to the disclosed reduction plan [2]. - The total number of shares reduced did not exceed the planned amount, and the reduction period has now concluded [2]. - The reduction by Anhui Investment Group will not lead to any change in the company's control or governance structure, as it is not the controlling shareholder [2].

Core Viewpoint - Ankai Bus is facing significant financial pressure, with major shareholder Anhui Investment Group reducing its stake twice within six months, coinciding with the company's anticipated return to losses in 2025 [1][3]. Shareholder Actions - Anhui Investment Group reduced its holdings by 2.2 million shares from November 27, 2025, to February 24, 2026, representing 0.23% of the total share capital, with a total reduction amounting to approximately 11.05 million yuan [1][2]. - In a previous reduction from August 26 to September 15, 2025, the group sold 9.3951 million shares, accounting for 1% of the total share capital, realizing about 54.87 million yuan [2]. Financial Performance - Ankai Bus is projected to incur a net loss of 50 million to 60 million yuan for the year 2025, a stark contrast to a profit of 8.392 million yuan in the previous year [3][4]. - The company's net profit excluding non-recurring items is expected to be a loss of 90 million to 100 million yuan, worsening from a loss of 54.931 million yuan in the prior year [4]. - Revenue is forecasted to be between 3.4 billion and 3.5 billion yuan, showing a significant increase from 2.735 billion yuan in the previous year, indicating growth in sales despite the losses [4]. Production and Sales Trends - In January 2026, Ankai Bus produced 761 vehicles, a 35.65% increase year-on-year, while sales fell by 18.36% to 458 vehicles [5]. - As of February 25, 2026, Ankai Bus shares closed at 4.94 yuan, with a total market capitalization of approximately 4.641 billion yuan, reflecting a decline of over 30% in the past year [5].

Group 1 - The core viewpoint of the article indicates that Ankai Bus (000868.SZ) expects an increase in bus sales and revenue in 2025 compared to the previous year, despite current performance losses attributed to a decline in overall gross profit margin and special provisions for unrecovered subsidy impairment losses [2] - The management is actively implementing various measures to improve operational results [2] - The company has launched products in hydrogen fuel and autonomous driving sectors, and plans to explore the application of new technologies such as AI in smart driving and smart manufacturing to enhance its core competitiveness [2]

证券代码：000868 证券简称：安凯客车 公告编号：2026-004 安徽安凯汽车股份有限公司 关于持股 5%以上股东减持期限届满的公告 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"或"本公司"）2025 年 11 月 6 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：2025-050），持股 5%以上股东安徽省投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%）。 2026 年 2 月 25 日，公司接到省投资集团出具的《关于安凯客车股份减持届 满的告知函》，截至本公告日，省投资集团本次减持计划期限已届满。根据《中 华人民共和国证券法》《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 将股东减持计划完成情况 ...

Group 1 - The core point of the article is that Ankai Bus (000868) reported its total number of shareholders as 46,720 as of February 13, 2026 [1]