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第二批50+重磅报告公布!2025高分子产业年会,看新兴产业机会在哪里?
DT新材料· 2025-08-14 16:04
2025高分子产业年会暨"新塑奖"评选 9月10-12日 安徽·合肥 全球化工产业正处于深刻变革的浪潮中,焦虑、迷茫又充满希望是许多企业的真实状态,下一步究竟应该往哪走?我们认为, 中国新兴产业崛起将引 领高分子下个十年! 2025高分子产业年会 , 立足全球视野,邀请国际领先企业、代表性产业化专家、政府、园区、资本、协会和联盟等产业链上下游,共探 AI、具身机 器人、低空经济、航空航天、新能源汽车、新能源、数据中心和新一代通信等新兴产业的材料、技术、装备新机遇 。 主办单位: 宁波德泰中研信息科技有限公司(DT新材料) 大会主席: 蹇锡高,中国工程院院士,亚太材料科学院院士 协办单位: 舟山市投资促进中心 支持单位: 中国新材料产业技术创新平台 安徽省复合材料工业协会 浙江省生物基高分子材料技术与应用重点实验室 北京化工大学新材料校友会 中国科学院大学新材料校友联合会 专家顾问团: 黄家奇 ,国家轻量化材料成型技术及装备创新中心高级工程师 王 钦 ,信维通信股份有限公司高分子研究院院长 潘 凯 ,北京化工大学教授/博导 (持续更新中……) 特别鸣谢: 德国耐驰仪器制造有限公司 (领先的热分析、热物性测量系统 ...
中通客车在这一国再实现规模化交付!
第一商用车网· 2025-08-13 06:06
近日,中通客车又一批N系城市公交车交付乌兹别克斯坦布哈拉州。这是2025年继交付纳曼干 州、花剌子模州等地后,中通客车在乌兹别克斯坦的又一次规模化交付,持续助力中亚地区公 共交通现代化进程。 布哈拉州是中亚最古老城市的聚集地,其首府布哈拉市是中亚的历史名城,拥有"博物馆城"之 美誉,是中亚地区最受欢迎的旅游目的地之一。在这里,游客可感受穿越千年的历史厚重感。 在交付仪式上,布哈拉州州长Botir Zaripov表示,这批车辆在改善市民通勤体验的同时,更 通过减少尾气排放物助力世界文化遗产地的生态保护。该批车辆将优先投放于古城旅游线路及 主干道,为游客及当地市民带来舒享便捷的出行服务。 从丝绸古镇到现代都市,中通客车不断输出智慧高效的公共交通解决方案,助力全球客运交通 事业高质量发展。 ● 福田超4万 重汽/东风超3万拼前二!7月商用车销31万辆增14% | 头条 ● 150辆采购+50辆交付 换电重卡领域又现大单 ● 超3.3亿元招标350辆纯电公交车! ● 新能源大战燃油车 电动挂车将首秀!亚洲最大规模商用车展来袭 ● 东风商用车高管发生重要变动!强势发力新能源 | 头条 据了解,本次交付的中通N系公交采用 ...
中通客车获融资买入0.14亿元,近三日累计买入0.39亿元
Jin Rong Jie· 2025-08-13 01:13
融券方面,当日融券卖出0.00万股,净买入0.01万股。 8月12日,沪深两融数据显示,中通客车获融资买入额0.14亿元,居两市第2090位,当日融资偿还额0.14 亿元,净买入59.31万元。 最近三个交易日,8日-12日,中通客车分别获融资买入0.11亿元、0.14亿元、0.14亿元。 ...
乘联会小幅上调全年预期
Dong Zheng Qi Huo· 2025-08-10 07:43
1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - In the 31st week of 2025 (July 28 - August 3), domestic passenger car and new energy passenger car sales increased week - on - week. Passenger car retail sales were 465,000 units, a year - on - year increase of 2.8%; new energy passenger car retail sales were 247,000 units, a year - on - year increase of 10.4%, with a penetration rate of 53.1%. Since the beginning of the year, cumulative passenger car retail sales were 12.563 million units, a year - on - year increase of 7.0%; cumulative new energy passenger car retail sales were 6.407 million units, a year - on - year increase of 26.9%, with a cumulative penetration rate of 51.0% [2][110][118]. - The China Passenger Car Association slightly raised the full - year forecast for 2025. It is expected that passenger car retail sales will reach 24.35 million units, a 6% increase, with the forecast volume 300,000 units more than the June forecast; passenger car exports will be 5.46 million units, a 14% increase, with the forecast volume 160,000 units higher than the initial forecast; new energy passenger car wholesale will be 15.48 million units, a 27% increase, with the forecast volume slightly down from the June forecast, and the new energy wholesale penetration rate will reach 56%; automobile wholesale will be 34.04 million units, an 8% increase, with the forecast volume 5 percentage points higher than the initial forecast [2][108][118]. 3. Summary According to the Directory 3.1. Key Target Tracking - The report presents the weekly price changes of relevant sectors and listed companies. For example, among listed companies, Great Wall Motor (601633.SH) had a weekly increase of 3.00%, while BYD (002594.SZ) had a weekly decrease of 1.77% [16]. 3.2. Industrial Chain Data Tracking 3.2.1. China New Energy Vehicle Market Tracking - **Sales and Exports**: Charts show the sales (seasonal), penetration rate, domestic sales (seasonal), exports (seasonal), and sales of EV and PHV in the Chinese new energy vehicle market [17][22][24]. - **Inventory Changes**: Charts display the monthly new inventory of new energy passenger vehicle channels and manufacturers [26]. - **Delivery Volume of New Energy Vehicle Manufacturers**: Charts present the monthly delivery volumes of several new energy vehicle manufacturers such as Leapmotor, Li Auto, XPeng, etc. [29][33][35]. 3.2.2. Global and Overseas New Energy Vehicle Market Tracking - **Global Market**: Charts show the sales (by region), penetration rate, and sales of EV and PHV in the global new energy vehicle market [41][44]. - **European Market**: Charts present the sales, penetration rate, and sales of EV and PHV in the European new energy vehicle market, as well as the sales of EV and PHV in the UK, Germany, and France [46][49][50]. - **North American Market**: Charts show the sales, penetration rate, and sales of EV and PHV in the North American new energy vehicle market [59][60]. - **Other Regions**: Charts display the sales, penetration rate, and sales of EV and PHV in other regions, including Japan, South Korea, and Thailand [62][63][67]. 3.2.3. Power Battery Industry Chain - Charts show the power battery loading volume (by material), export volume (by material), weekly average price of battery cells, cell material cost, and the operating rates and prices of various battery materials such as ternary materials, precursors, lithium iron phosphate, etc. [78][82][83]. 3.2.4. Other Upstream Raw Materials - Charts present the daily prices of rubber, glass, steel, and aluminum [102][104]. 3.3. Hot News Summary 3.3.1. China: Policy Dynamics - The State Administration for Market Regulation plans to build a number of national carbon measurement centers by 2030, with priority given to the carbon measurement needs of key industries such as power batteries [108]. 3.3.2. China: Industry Dynamics - The China Passenger Car Association slightly raised the full - year forecast for 2025, including the increase in passenger car retail, exports, and automobile wholesale, and a slight decrease in new energy passenger car wholesale forecast [108]. - In July, the new energy wholesale sales were 1.18 million units, a year - on - year increase of 25%, and the cumulative wholesale from January to July was 7.63 million units, a year - on - year increase of 35% [109]. - From July 1 - 31, new energy retail sales increased by 14% year - on - year, and the cumulative retail sales since the beginning of the year increased by 30% year - on - year [110]. - From January to June, the domestic charging infrastructure increment was 3.282 million units, a year - on - year increase of 99.2%, and the vehicle - to - charging - pile increment ratio was 1.8:1 [111]. 3.3.3. China: Enterprise Dynamics - Sunwoda plans to list in Hong Kong and build a new production base in Vietnam with a total investment of no more than RMB 2 billion [113]. - Leapmotor's first batch of electric SUVs arrived in Brazil [114]. 3.3.4. Overseas: Policy Dynamics - Russia will allocate 5.7 billion rubles from 2025 - 2027 to develop electric vehicle charging infrastructure, aiming to have 28,000 DC charging stations with an output power over 149kW in operation by 2030 [114]. 3.3.5. Overseas: Industry Dynamics - In the UK, July passenger car sales decreased by 5.0% to 140,000 units, while pure - electric and plug - in hybrid vehicles increased by 9.1% and 33.0% respectively [115]. - In Germany, July passenger car sales increased by 11.1% to 265,000 units, with pure - electric and plug - in hybrid vehicles increasing by 58.0% and 83.6% respectively [116]. - In Brazil, July new car sales increased by 0.8% to 243,000 units, with pure - electric and plug - in hybrid vehicles increasing by 48.2% and 22.3% respectively [116]. 3.4. Industry Views - Similar to the core views, it emphasizes the sales situation in the 31st week of 2025 and the adjustment of the full - year forecast by the China Passenger Car Association [118]. 3.5. Investment Suggestions - The penetration rate of the Chinese new energy vehicle market exceeded 30% in 2023 and 50% since 2024. In 2025, high - competitiveness new car products continue to be launched, and price wars are gradually halted. Overseas, due to strong trade protectionism in Europe and the US, there are risks in exports. Attention should be paid to new growth points such as countries along the Belt and Road and the Middle East. In terms of the competitive landscape, domestic independent brands' market share continues to expand, and attention should be paid to companies with strong product capabilities, smooth overseas expansion, and stable supply [3][119].
中通客车股份有限公司2025年7月份产销数据自愿性信息披露公告
股票简称:中通客车 股票代码:000957 公告编号:2025-043 中通客车股份有限公司 2025年7月份产销数据自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 本表为产销快报数据,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。 中通客车股份有限公司董事会 2025年8月6日 中通客车股份有限公司截至2025年7月份产销数据快报如下: 单位:辆 ...
第一批15+大终端报告剧透!2025高分子产业年会邀您9月10日共聚合肥!
DT新材料· 2025-08-05 16:04
Core Viewpoint - The conference focuses on the development trends of the polymer industry, emphasizing new resins, materials, equipment, and emerging applications such as embodied robots, low-altitude economy, aerospace, new energy vehicles, and electromagnetic shielding [1]. Group 1: Conference Overview - The event will take place from September 10-12, 2025, in Hefei, Anhui [1]. - It aims to promote collaboration among industry, academia, research, and finance to explore high-quality development directions for modified plastics and high-performance materials [1]. Group 2: Organizers and Support - Organized by Ningbo Detai Zhongyan Information Technology Co., Ltd. (DT New Materials) with the chairmanship of Qian Xigao, an academician of the Chinese Academy of Engineering [2]. - Supported by various institutions including the China New Materials Industry Technology Innovation Platform and the Anhui Composite Materials Industry Association [2]. Group 3: Expert Advisory Team - The advisory team includes prominent figures such as Liu Xiaobo, a foreign academician of the Russian Academy of Sciences, and Yang Jie, a professor at Sichuan University specializing in polymer materials [2]. Group 4: Featured Guests and Companies - Notable guests include representatives from leading companies in the new energy vehicle sector, such as Xiaopeng Motors and Lantu Motors, focusing on new material applications [5][6]. - The conference will also feature experts from the robotics field, including CEOs from companies specializing in humanoid robots [8][9]. Group 5: Emerging Applications - The conference will address applications in the low-altitude economy and aerospace, with contributions from experts at China Aerospace Science and Technology Corporation and other specialized research centers [15][16]. - Discussions will include advancements in electromagnetic polymer composite materials, with insights from companies like Xinyi Communication and ZTE [12][13]. Group 6: Participation and Fees - Participation fees are set at 3,500 yuan per person for corporate representatives, with discounts for DT members and group registrations [21].
中通客车(000957) - 2025年7月份产销数据自愿性信息披露公告
2025-08-05 10:30
中通客车股份有限公司 2025 年 7 月份产销数据自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 股票简称:中通客车 股票代码:000957 公告编号:2025-043 中通客车股份有限公司截至 2025 年 7 月份产销数据快报如下: 单位:辆 | 项 目 | 本月数 | 去年同期 | 单月同比 | 本年累计 | 去年同 | 累计同比 | | --- | --- | --- | --- | --- | --- | --- | | | | | 变动 | | 期累计 | 变动 | | 生产量 | 1009 | 909 | 11.00% | 7137 | 7485 | -4.65% | | 其中:大型车 | 639 | 284 | 125.00% | 4522 | 4457 | 1.46% | | 中型车 | 274 | 586 | -53.24% | 2199 | 2404 | -8.53% | | 轻型及物流车 | 96 | 39 | 146.15% | 416 | 624 | -33.33% | | 销售量 | 1013 | 1078 ...
商用车板块8月5日涨0.37%,曙光股份领涨,主力资金净流出4.92亿元
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]
中通客车股份有限公司关于回购公司股份的进展公告
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假记载、误导性陈述或重大遗 漏。 中通客车股份有限公司(以下简称"公司")于2025年4月24日召开了第十一届董事会第十一次会议,审 议通过了《关于回购部分A股股份方案的议案》,同意公司使用自有资金或自筹资金以集中竞价交易方 式回购部分公司股份,用于股权激励或者员工持股计划。本次回购股份的资金总额不超过人民币2亿元 (含)且不低于1亿元(含);回购价格不超过人民币15元/股;实施期限为自公司董事会审议通过回购 方案之日起12个月内。具体内容详见公司于2025年6月7日在《中国证券报》《证券时报》《证券日报》 《上海证券报》及巨潮资讯网披露的《关于回购部分A股股份的回购报告书》(公告编号:2025-034)。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第9号一回购股份》等相关规 定,上市公司应当在每个月的前三个交易日内披露截至上月末的回购进展情况。现将公司回购进展情况 公告如下: 一、回购股份进展情况 截至2025年7月31日,公司通过股份回购专用证券账户以集中竞价交易方式回购 ...
中通客车:累计回购公司股份6521000股
Zheng Quan Ri Bao· 2025-08-01 14:09
(文章来源:证券日报) 证券日报网讯 8月1日晚间,中通客车发布公告称,截至2025年7月31日,公司通过股份回购专用证券账 户以集中竞价交易方式回购公司股份6,521,000股,占公司目前总股本的比例为1.1%。 ...