Core Viewpoint - Ankai Bus's stock price is currently at 5.84 yuan, reflecting a decline of 1.02% from the previous trading day, with a total market capitalization of 5.487 billion yuan and a price-to-earnings ratio of 313.87 [1] Group 1: Company Performance - Ankai Bus primarily engages in the research, development, manufacturing, and sales of buses and components, including various types of highway buses, tourist buses, and public transport buses [1] - The company's revenue for 2024 is expected to come entirely from the manufacturing sector [1] - In the first quarter of 2025, Ankai Bus achieved a revenue of 658 million yuan and a net profit attributable to shareholders of 4.37 million yuan [1] Group 2: Sales and Production Data - In July 2025, the total vehicle sales reached 668 units, with a cumulative sales figure of 4,410 units for the year, representing a year-on-year growth of 39.38% [1] - The production output in July was 524 units, with a cumulative production of 4,613 units for the year [1] Group 3: Market Activity - On August 7, the net inflow of main funds was 7.4765 million yuan, accounting for 0.17% of the circulating market value [1] - Over the past five days, the net outflow of main funds was 46.9781 million yuan, representing 1.1% of the circulating market value [1] Group 4: Management Changes - The company's securities affairs representative, Zhao Baojun, resigned for personal reasons and will no longer hold any position [1]

Core Viewpoint - Ankai Bus (000868) reported a total sales volume of 668 units for July 2025, with a cumulative sales volume of 4,410 units for the year, reflecting a year-on-year growth of 39.38% [1] Company Summary - Ankai Bus achieved a sales volume of 668 units in July 2025 [1] - The company has recorded a total of 4,410 units sold in the current year, indicating a significant increase of 39.38% compared to the previous year [1]

证券代码：000868 证券简称：安凯客车 公告编号：2025-031 赵保军先生在担任公司证券事务代表期间恪尽职守、勤勉尽责，公司及公司 董事会对赵保军先生在任职期间为公司所做出的贡献表示衷心感谢！ 赵保军先生已完成所负责相关工作的交接,其辞职不会对公司相关工作及生 产经营产生影响。公司董事会将按相关规定，尽快聘任符合任职资格的人员担任 证券事务代表。 特此公告。 安徽安凯汽车股份有限公司董事会 2025 年 8 月 8 日 安徽安凯汽车股份有限公司 关于证券事务代表辞职的公告 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"）董事会于近日收到证券事 务代表赵保军先生提交的书面辞职报告。赵保军先生因个人原因，申请辞去公司 证券事务代表职务，辞职后不再担任公司任何职务，其辞职申请自送达公司董事 会之日起生效。截至本公告披露日，赵保军先生未持有公司股份。 ...

证券代码：000868 证券简称：安凯客车 公告编号：2025-032 | 品 目 | 2025 | 年 | 7 月 | | 本年累计 | | 累计数量较去年同期 增减比率 | | --- | --- | --- | --- | --- | --- | --- | --- | | 产量 | | | | 524 | | 4613 | 50.07% | | 其中：大型客车 | | | | 355 | | 2438 | 166.74% | | 中型客车 | | | | 68 | | 1465 | 30.69% | | 轻型客车 | | | | 101 | | 710 | -31.67% | | 销量 | | | | 668 | | 4410 | 39.38% | | 其中：大型客车 | | | | 435 | | 2292 | 148.59% | | 中型客车 | | | | 169 | | 1430 | 14.22% | | 轻型客车 | | | | 64 | | 688 | -30.51% | 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。 ...

Group 1 - The commercial vehicle sector increased by 0.37% on August 5, with Shuguang Co. leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] - Key stocks in the commercial vehicle sector showed varied performance, with Shuguang Co. closing at 3.72, up 2.76% [1] Group 2 - The commercial vehicle sector experienced a net outflow of 4.92 billion yuan from institutional investors, while retail investors saw a net inflow of 3.58 billion yuan [2] - Among individual stocks, China National Heavy Duty Truck had a net inflow of 972.34 million yuan from institutional investors, but a net outflow of 1499.16 million yuan from retail investors [3] - Foton Motor and Shuguang Co. also showed mixed fund flows, with Foton Motor seeing a net inflow of 731.12 million yuan from institutional investors [3]

Group 1 - The company Ankai Bus (000868.SZ) has announced that its operational buses over 9 meters are now equipped with AEBS (Advanced Emergency Braking System) [1] - The company will comply with the Ministry of Transport's requirements to add AEBS systems to operational buses under 9 meters [1]

7月12日公司发布上半年业绩预告，预计实现净利润1500.00万元至2100.00万元，变动区间为 106.67%~189.34%。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计，截至发稿，安凯客车收盘价为5.83元，上涨0.34%，本期筹码集中以来股价累计 下跌0.51%。具体到各交易日，5次上涨，5次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入6.58亿元，同比增长14.84%，实现净利润 437.03万元，同比下降9.95%，基本每股收益为0.0100元，加权平均净资产收益率0.51%。 安凯客车8月1日披露，截至7月31日公司股东户数为51554户，较上期（7月20日）减少3866户，环比降 幅为6.98%。这已是该公司股东户数连续第3期下降。 ...

Core Viewpoint - The public announcement on July 22, 2025, reveals the results of the bidding for 10 pure electric buses without standing areas, with Anhui Ankai Automobile Co., Ltd. winning the bid at a price of 6.87 million yuan [1][3]. Group 1: Bidding Overview - The bidding for 10 pure electric buses was published on June 20, 2025, and the opening and evaluation took place on July 18, 2025 [3]. - The first candidate is Anhui Ankai Automobile Co., Ltd. with a bid of 6.87 million yuan, followed by Yutong Bus Co., Ltd. at 7.43 million yuan, and Xiamen King Long United Automotive Industry Co., Ltd. at 7.42 million yuan [1][3][8]. Group 2: Evaluation Process - All four bidding units passed the preliminary review, qualification review, and responsiveness review, allowing them to enter the detailed evaluation phase [4][5][6]. - The detailed evaluation was based on the bidding price, technical proposals, and overall strength of the bidders, leading to the ranking of the candidates [6]. Group 3: Contract and Warranty - The contract stipulates that the winning bidder must complete the production and delivery of all vehicles within 40 calendar days from the signing of the contract, with a warranty period of three years for the vehicles [1][3][8].

Group 1 - Several listed companies have announced large orders, leading to significant stock price movements and improved performance expectations [1] - Companies like Juxing Technology have secured substantial orders in the European market, with a projected annual procurement amount of at least $15 million, which exceeds their 2024 revenue from electric tools [1][2] - Aerospace Rainbow reported that its foreign trade orders are at historically high levels, with strong international sales of its drone products [2] Group 2 - Shenghui Integrated disclosed that its order backlog reached 2.813 billion yuan, a year-on-year increase of 69.24%, with significant contributions from the IC semiconductor and precision manufacturing sectors [3] - Donghua Technology reported a total of 49.903 billion yuan in signed but uncompleted orders, with a diverse portfolio across domestic and international markets [4] - Companies are experiencing notable increases in order volumes, which is driving significant profit growth, as seen in the forecasts of Ankai Bus and Zhimi Intelligent [5][6]

Core Insights - The automotive industry is experiencing a shift as companies disclose their 2025 semi-annual performance forecasts, serving as a test for their responsiveness to industry initiatives [1] - Among the 11 disclosed forecasts, 7 companies expect positive net profits, while 5 anticipate losses [1] Group 1: Passenger Vehicle Companies - Great Wall Motors is projected to have the highest net profit at 63.4 billion yuan, but with a decline of 10.2% year-on-year [2][3] - GAC Group and JAC Motors are expected to report significant losses, with GAC's loss estimated between 18.2 billion to 26 billion yuan, and JAC's loss around 6.8 billion yuan [3][6] - Seres is expected to achieve a net profit between 27 billion to 32 billion yuan, reflecting a substantial growth of 66.2% to 96.98% year-on-year, despite a 15.77% decline in sales volume [5][3] Group 2: Commercial Vehicle Companies - Commercial vehicle manufacturers generally report positive forecasts, with notable growth in net profits for companies like Foton Motor (7.76 billion yuan, up 87.5%) and King Long Motor (11.6 billion yuan, up 74.71%) [9][11] - The export market is a significant contributor to the performance of commercial vehicle companies, with a 10.8% increase in bus exports and a 10.5% increase in truck exports in the first half of 2025 [11] - Despite a projected profit of 1.8 million to 2.2 million yuan, FAW Jiefang anticipates a dramatic decline of 96.45% to 95.66% year-on-year due to intensified competition and market conditions [12]