Market Overview - The commercial vehicle sector increased by 0.77% on August 26, with Shuguang Co. leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Shuguang Co. (600303) closed at 3.88, up 5.15% with a trading volume of 822,400 shares and a turnover of 321 million yuan [1] - Jianghuai Automobile (600418) closed at 53.38, up 1.71% with a trading volume of 925,700 shares and a turnover of 4.961 billion yuan [1] - Zhongtong Bus (000957) closed at 11.57, up 1.58% with a trading volume of 256,500 shares and a turnover of 29.5 million yuan [1] - Other notable performances include JMC (000550) up 1.54%, Ankai Bus (000868) up 1.34%, and Hanma Technology (600375) up 1.29% [1] Capital Flow - The commercial vehicle sector saw a net inflow of 267 million yuan from institutional investors, while retail investors experienced a net outflow of 176 million yuan [2][3] - The main capital inflow was observed in Jianghuai Automobile with 488 million yuan, while retail investors withdrew 360 million yuan [3] - Hanma Technology also saw a net inflow of 27.9432 million yuan from institutional investors, but retail investors withdrew 18.5206 million yuan [3]

安徽安凯汽车股份有限公司 2025 年半年度财务报告 【2025 年 8 月】 安徽安凯汽车股份有限公司 2025 年半年度财务报告 1 安徽安凯汽车股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：安徽安凯汽车股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 1,228,772,765.24 | 1,075,255,591.01 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | | | | 应收账款 | 1,155,039,570.76 | 1,012,369,827.51 | | 应收款项融资 | 8,809,720.66 | 15,368,037.60 | | 预付款项 | 30,349,879.19 | 28,452,671.41 | | 应 ...

附件： | | 公司 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 安徽江淮汽车 | | | | | | | | | | | | | 集团股份有限 | | 母公司 | 应收账款 | 7,727,406.17 | 56,781,861.62 | | 55,299,669.17 | 9,209,598.62 | 销售 | 经营性往来 | | | 公司 | | | | | | | | | | | | | 合肥汇凌汽车 零部件有限公 | | 同受母公司控 | 应收账款 | 43,314.35 | | | | 43,314.35 | 销售 | 经营性往来 | | | 司 | | 制 | | | | | | | | | | 上市公司的子 | | | | | | | | | | | 非经营性往来 | | 公司及其附属 | | | | | | | | | | | | | 企业 | | | | | | | | | | | 非经营性往来 | | 其他关联方及 | | | | | ...

第九届监事会第七次会议决议公告 本公司监事会及全体监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"）第九届监事会第七次会议于2025 年8月12日以电话和短信方式发出通知，并于2025年8月22日以通讯方式召开。本次会议应 参与表决监事3人，实际参与表决监事3人，会议由公司监事会主席华中应先生召集并主持。 本次会议的召集、召开符合《中华人民共和国公司法》等相关法律法规和《公司章程》的 有关规定，决议合法有效。经过认真审议，本次会议通过了以下议案并形成决议： 1、审议通过《关于2025年半年度报告及其摘要的议案》 经审核，监事会认为：董事会编制和审核公司《2025 年半年度报告及其摘要》的程 序符合法律、法规和中国证监会、深圳证券交易所的规定，报告内容真实、准确、完整地 反映了公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 （具体内容详见与本公告同日披露的《2025 年半年度报告》《2025 年半年度报告摘 要》）。 表决结果：同意 3 票、反对 0 票、弃权 0 票。 特此公告。 证 ...

安徽安凯汽车股份有限公司 第九届董事会第八次会议决议公告 证券代码：000868 证券简称：安凯客车 公告编号：2025-033 2025 年 8 月 26 日 表决结果：同意 9 票、反对 0 票、弃权 0 票。 特此公告。 安徽安凯汽车股份有限公司 董事会 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"）第九届董事会第八次会议通知于 2025 年 8 月 12 日以电话和短信方式发出通知，并于 2025 年 8 月 22 日以通讯方式召开。 本次会议应参与表决董事 9 人，实际参与表决董事 9 人，会议由公司董事长黄李平先生召 集并主持。本次会议的召集、召开符合《中华人民共和国公司法》等相关法律法规和《公 司章程》的有关规定，决议合法有效。经过认真审议，本次会议通过了以下议案并形成决 议： 1、审议通过《关于2025年半年度报告及其摘要的议案》 （具体内容详见与本公告同日披露的《2025 年半年度报告》《2025 年半年度报告摘 要》）。 ...

Group 1 - The company reported a revenue of 1.592 billion yuan for the first half of 2025, representing a year-on-year increase of 38.74% [1] - The net profit for the same period was 18.3958 million yuan, showing a significant year-on-year growth of 153.46% [1]

安徽安凯汽车股份有限公司 2025 年半年度报告全文 安徽安凯汽车股份有限公司 2025 年半年度报告 【2025 年 8 月】 1 安徽安凯汽车股份有限公司 2025 年半年度报告全文 2025 年半年度报告 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人黄李平、主管会计工作负责人刘恩秀及会计机构负责人(会计 主管人员)刘恩秀声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司本报告中涉及的未来计划等前瞻性描述不构成公司对投资者的实质 承诺，投资者及相关人士均应当对此保持足够的风险认识，并理解计划、预 测与承诺之间的差异。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第一节 | 重要提示、目录和释义 | | 2 | | --- | --- | --- | --- | | 第二节 | 公司简介和主要财务指标 | | 6 | | 第三节 | 管理层讨论与分析 | | 9 | | 第四节 | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600006 | 东风股份 | 8.28 | -2.36% | 187.25万 | | 15.77亿 | | 000550 | 江铃汽车 | 20.72 | -0.43% | 6.68万 | | 1.38亿 | | 600686 | 金龙汽车 | 12.73 | -0.31% | 22.90万 | | 2.91亿 | | 600375 | 汉马科技 | 6.95 | -0.29% | - 32.93万 | | 2.29亿 | | 600303 | 曙光股份 | 3.69 | -0.27% | 19.31万 | | 7104.70万 | | 000868 | 安凯客车 | 5.95 | -0.17% | 23.24万 | | 1.38亿 | | 000957 | 中通客车 | 11.39 | 0.18% | 21.86万 | | 2.48(Z | | 000800 | 一汽解放 | 7.30 | 0.27% | 46.42万 | | ...

Core Viewpoint - The bus export market in China has shown a robust performance in July 2025, with significant year-on-year growth across various segments, indicating a strong demand despite the seasonal downturn [1][30]. Group 1: Overall Export Performance - From January to July 2025, China exported a total of 41,721 buses, an increase of 10,238 units compared to the same period last year, representing a year-on-year growth of 32.52% [1]. - In July 2025 alone, the export volume reached 6,130 units, marking a remarkable year-on-year increase of 55.90%, the highest monthly growth rate of the year [1][3]. Group 2: Segment Performance - All categories of buses (large, medium, and light) experienced positive year-on-year growth in July 2025, with large buses seeing a 97.94% increase, medium buses up by 42.47%, and light buses growing by 6.71% [4][5]. - The export of seating buses and public transport buses continued to grow, with seating buses exporting 3,267 units (up 28.27%) and public transport buses surging to 2,705 units (up 149.54%) [5][7]. Group 3: Company Performance - Yutong maintained its lead in bus exports with nearly 7,000 units exported from January to July 2025, followed closely by Xiamen Jinlong with 6,719 units, which saw a significant increase of 56.18% [8][11]. - Ankai Bus achieved a remarkable growth rate of 146.33%, positioning itself among the top exporters with over 2,000 units exported [8][11]. Group 4: Market Share Dynamics - The market share of several companies increased from January to July 2025, with notable gains for Haige, Ankai, Foton Ouhui, and BYD, indicating a competitive landscape [11]. - In the seating bus segment, Xiamen Jinlong led with 5,385 units exported, followed by Xiamen Jinlv and Yutong, showcasing a diverse competitive field [16][17]. Group 5: Future Outlook - The bus export market is expected to continue evolving, driven by changing market demands and intensifying competition among companies, suggesting potential for further growth and innovation [30][31].

Market Performance - The commercial vehicle sector increased by 2.66% on August 22, with Dongfeng Motor leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Dongfeng Motor (600006) closed at 8.48, up 6.94% with a trading volume of 1.6073 million shares and a transaction value of 1.338 billion [1] - Jianghuai Automobile (600418) closed at 52.20, up 6.29% with a trading volume of 1.1598 million shares [1] - Other notable stocks include Ankai Bus (000868) at 5.96, up 0.85%, and Foton Motor (600166) at 2.76, up 0.73% [1] Capital Flow - The commercial vehicle sector saw a net inflow of 473 million in main funds, while retail funds experienced a net outflow of 510 million [2] - Retail investors contributed a net inflow of 36.997 million [2] Individual Stock Capital Flow - Jianghuai Automobile (600418) had a main fund net inflow of 427 million, but a retail net outflow of 33.638 million [3] - Dongfeng Motor (600006) experienced a main fund net inflow of 119 million, with retail investors withdrawing 57.4602 million [3] - Zhongtong Bus (000957) had a main fund net inflow of 14.5613 million, while retail investors withdrew 7.7159 million [3]