交易行情显示，7月19日，中通客车高开8.14%，开盘价为27.5元/股，盘中一度触及涨停。下午开盘 后，中通客车股价直线跳水，并于尾盘触及跌停，最终收于跌停价22.89元/股，跌幅为9.99%，总市值 为135.7亿元，当日成交金额为59.46亿元，换手率为39.52%。 中通客车本次闪崩或与一则市场传闻有关。据了解，7月19日午间收盘时分，一则传闻称，有券商接到 交易所电话，称将对频繁参与中通客车交易的投资者从严从重处理，还考虑对券商进行扣分处理。此外 还指出，相应分支机构应加强投资者宣导，非必要不参与该标的的交易，针对已持有（特别是大额持 有）该标的的投资者，建议明确传达交易所警示要求，切勿继续买入。 行业资深研究人士王剑辉表示，无论是个人投资者还是券商，是否违规都有明文规定，该传闻是否可靠 仍有待查证，投资者还是应以监管所发布的官方消息为准。 会出现该传闻的根本源头还是因为中通客车近期的股价涨幅较大，不到3个月间曾大涨逾5倍。东方财富 显示，4月27日-7月18日，中通客车区间累计涨幅为534.16%，是今年不折不扣的大牛股。 传闻的威力有多猛？7月19日午后，大牛股中通客车（000957）股价出现大 ...

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].

天眼查资料显示，中通客车股份有限公司，成立于1994年，位于聊城市，是一家以从事汽车制造业为主 的企业。企业注册资本59290.3936万人民币。通过天眼查大数据分析，中通客车股份有限公司共对外投 资了19家企业，参与招投标项目2407次，财产线索方面有商标信息132条，专利信息976条，此外企业还 拥有行政许可124个。 专利摘要显示，本实用新型公开了一种机架式交流电源控制系统，属于专用车辆技术领域，包括市电电 源、UPS电源和机架，所述机架上固定设置有控制面板，所述控制面板外侧固定设置有面板防护罩；所 述控制面板上固定设置有双能源切换开关，所述双能源切换开关包括UPS端和市电端，所述UPS端的输 入端与UPS电源的输出端连接，所述市电端的输入端与市电电源的输出端连接，所述UPS端的输出端与 关键电源总开关的输入端连接，所述关键电源总开关的输出端与关键电源连接，所述市电端的输出端与 非关键电源总开关的输入端连接，所述非关键电源总开关的输出端与非关键电源连接，可实现专项作业 车交流配电方面的优化和升级。 金融界2025年8月7日消息，国家知识产权局信息显示，中通客车股份有限公司取得一项名为"一种机架 式交流电 ...

Core Insights - Zhongtong Bus Co., Ltd. reported significant growth in large and light logistics vehicles, while medium vehicle sales declined sharply in July 2025 [2][3]. Production Data - In July 2025, the company produced 1,009 vehicles, representing an 11% increase year-on-year [3]. - Large vehicle production reached 639 units, a substantial increase of 125% compared to the same month last year [2][3]. - Medium vehicle production fell to 274 units, a decrease of 53.24% year-on-year, indicating a notable shift in market demand [2][3]. - Light and logistics vehicle production was 96 units, showing a significant increase of 146.15% year-on-year [2][3]. - Cumulatively, from January to July 2025, the company produced 7,137 vehicles, a decline of 4.65% from 7,485 units in the same period last year [3]. Sales Data - In July 2025, the company sold 1,013 vehicles, a decrease of 6.03% year-on-year [3]. - Large vehicle sales were 587 units, a slight decline of 4.24% compared to the previous year [3]. - Medium vehicle sales dropped to 364 units, down 15.74% year-on-year [3]. - Light and logistics vehicle sales increased to 62 units, reflecting a growth of 87.88% year-on-year [3]. - Cumulatively, from January to July 2025, the company sold 6,852 vehicles, a slight increase of 1.05% compared to 6,781 units in the same period last year [4].

| | | 8月5日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 中马传动 | 不涉及机器人业务 | | 项目投资 | 回盛生物 | 拟投资建设兽用原料药绿色设备技改项目 | | 中标合同 | 珠江钢琴 | 白水寨公司中标白水寨风景名胜区白水仙瀑景区经营权招选项目 | | 经营数据 | 牧原股份 | 7月商品猪销售收入116.39亿元 | | 股权收购 | 嵘泰股份 | 拟收购中山澳多51%股权 | | 回购 | 舜禹股份 | 已累计回购3.07%股份 | | 业绩 | 长虹华意 | 上半年净利润2.57亿元 同比增长13.42% | | 增减持 | 光格科技 | 股东基石创投、方广二期拟合计减持不超4.04%股份 | | | 道道全 | 兴创投资拟增持5000万元-1亿元公司股份 | | 其他 | 豪恩汽电 | 拟定增募资不超11.05亿元 用于投资豪恩汽电深圳产线扩建项目等 | | | 英联股份 | 子公司与某知名圆柱电池公司签署《战略合作协议》 に 簡屋に | 【热点】 上纬新材(688585.SH)：如未来公司股票价格进一步上涨，可能再次 ...

Group 1 - The company disclosed its production and sales data for July 2025, emphasizing that the figures are preliminary and subject to final reporting [1][2] - The announcement includes a reminder to investors that production and sales data should not be directly used to infer the company's performance [1]

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）(000957.SZ)披露2025年7月份产销数据，公司7月份生产量1009辆，同比增长 11.00%;销售量1013辆，同比下降6.03%。 ...

智通财经APP讯，中通客车(000957.SZ)披露2025年7月份产销数据，公司7月份生产量1009辆，同比增长 11.00%;销售量1013辆，同比下降6.03%。 ...

格隆汇8月5日｜中通客车公告，2025年7月生产量1009辆，同比增加11.00%，销量1013辆，同比下降 6.03%；本年累计生产量7137辆，同比下降4.65%，累计销量6852辆，同比增长1.05%。 ...