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淳厚基金调研中通客车,旗下淳厚信睿A(008186)近一年回报达37.82%
Xin Lang Cai Jing· 2025-07-07 07:21
Group 1: Industry Overview - The cumulative sales of buses over 6 meters in the industry from January to May 2025 reached approximately 42,600 units, representing a year-on-year growth of 1.81% [2] - The company reported sales of 4,813 buses from January to May 2025, showing a year-on-year increase of 3.53% [2] - The industry is expected to maintain a positive growth trend in 2025, with adjustments in product structure, while the overall situation will not change significantly compared to 2024 [2] Group 2: Company Operations - The company plans to continue expanding its overseas market presence, focusing on the Middle East, Africa, and Asia, while actively developing high-end markets in Europe and the United States [2] - The company aims to leverage the sales channels and information networks of heavy industry groups to enhance the development of new energy buses [2] Group 3: Future Dividend Plans - The company emphasizes shareholder returns and will consider market conditions, operational performance, cash flow, and future funding needs to determine a reasonable dividend ratio [2]
110辆新能源公交车招标结果公布 谁中标?
第一商用车网· 2025-07-02 15:56
Core Viewpoint - The procurement project for 110 new energy pure electric buses in Zigong City has been successfully completed, with Yutong Bus and Zhongtong Bus winning the bids for different packages [1][2]. Group 1: Project Overview - The project involves the procurement of 110 new energy pure electric buses, with the first package consisting of 4 buses measuring 8500-9000mm and the second package consisting of 106 buses measuring 10450-11000mm [1][3]. - The bid number for the project is GYGL-SCZC-2025001, and the public announcement period ends on July 3, 2025 [2][3]. Group 2: Bid Results - For the first package, Yutong Bus won with a bid of 2.48 million yuan, achieving a comprehensive score of 92.29 [5][6]. - Zhongtong Bus won the second package with a bid of 6.89 million yuan and a comprehensive score of 91.07 [6][7]. - Other notable bidders for the first package included Jinlong United Automotive with a bid of 2.51 million yuan and a score of 87.09, and CRRC Times Electric with a bid of 2.58 million yuan and a score of 85.46 [5][6]. - In the second package, Jinlong United Automotive and Zhongtong Bus were also among the bidders, with scores of 87.1 and 86.79 respectively [6][7]. Group 3: Bidder Information - Zhongtong Bus's project leader is Luo Hang, while Yutong Bus's project leader is Sun Weidong [4]. - Both winning bidders met the qualification requirements as specified in the tender documents [4]. Group 4: Contact Information - The procurement is managed by Zigong Public Transport Group, located at Huichuan Road, Zigong City, with contact persons Mr. Yang and Mr. Yuan [8][11]. - The procurement agency is Zigong Gongyuan Enterprise Management Co., Ltd., located at Yantian District, Zigong City [8][11].
中通客车(000957) - 2024年度权益分配实施公告
2025-07-02 11:00
一、股东大会审议通过利润分配方案情况 1、公司于 2025 年 5 月 30 日召开 2024 年年度股东大会,审议通 过了《公司 2024 年度利润分配方案》:以总股本 592,903,936 为基 数,向全体股东每 10 股派发现金股利 0.50 元(含税),不送红股, 不以资本公积金转增股本。 具体内容详见公司于 2025 年 6 月 3 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《2024 年 年度股东大会决议公告》(公告编号:2025-032)。 证券代码:000957 证券简称:中通客车 公告编号:2025-038 中通客车股份有限公司 2024 年年度权益分派实施公告 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。 特别提示: 根据《中华人民共和国公司法》《深圳证券交易所上市公司自律 监管指引第 9 号—回购股份》等相关规定,本公司回购专用证券账户 中的 A 股股份不参与 2024 年度分红派息。公司以 2024 年末总股本 592,903,936 股剔除已回购股份 6,521,000 股后的 586,382,9 ...
中通客车又要中标了
第一商用车网· 2025-07-02 06:47
Group 1 - Hainan Haikou Transportation Group has completed the procurement of 6-meter series first-level step new energy pure electric buses on July 1, 2025 [1] - The procurement results show that the top three companies are Zhongtong Bus, Yutong Bus, and Xiamen Jinlong with the same battery capacity of 115.92 Kwh from CATL [1] - The public announcement period for the procurement results is from July 1 to July 3, 2025, allowing for objections to be raised during this time [1] Group 2 - The contact information for Hainan Haikou Transportation Group's Automotive Service Management Department is provided for any inquiries related to the procurement [2] - Other industry news includes the bankruptcy restructuring application for SAIC Hongyan and a significant increase in heavy truck sales in June [6]
中通客车: 关于回购公司股份的进展公告
Zheng Quan Zhi Xing· 2025-07-01 16:30
Core Viewpoint - The company has approved a share buyback plan to enhance shareholder value and support employee stock ownership initiatives, with a total fund allocation between RMB 100 million and RMB 200 million [1] Group 1: Buyback Plan Details - The company will use its own or raised funds to repurchase shares through centralized bidding [1] - The maximum buyback price is set at RMB 15 per share, with a buyback period of 12 months from the board's approval date [1] Group 2: Buyback Progress - As of June 30, 2025, the company has repurchased 6,521,000 shares, representing 1.1% of the total share capital [2] - The highest repurchase price was RMB 11 per share, while the lowest was RMB 10.49 per share, with a total transaction amount of approximately RMB 69.99 million [2] Group 3: Compliance and Future Actions - The buyback activities comply with relevant laws and regulations, and the company will continue to implement the buyback plan based on market conditions [2]
中通客车(000957) - 关于回购公司股份的进展公告
2025-07-01 10:34
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—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 证券代码:000957 证券简称:中通客车 公告编号:2025-037 中通客车股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、 ...
宇通份额26% 比亚迪/中通/欧辉等翻倍 5月新能源客车销量看点 | 头条
第一商用车网· 2025-06-22 13:19
Core Viewpoint - In May 2025, China's new energy bus market experienced a rebound with both month-on-month and year-on-year growth after a decline in April, indicating a positive trend in the industry [1][26]. Sales Performance - In May 2025, a total of 2,905 new energy buses (7 meters and above) were sold, representing a month-on-month increase of 14.82% and a year-on-year increase of 18.43%. Cumulatively, sales from January to May reached 13,448 units, up 17.72% compared to the same period last year [1][12]. - The top three companies in May were Yutong Bus, BYD, and Zhongtong Bus, maintaining their positions from the previous month. Yutong sold 758 units (26.09% market share), BYD sold 429 units (14.77% market share), and Zhongtong sold 368 units (12.67% market share) [5][7]. Brand Highlights - Notable performances included: - BYD's sales increased by 113.43% year-on-year, while Zhongtong's sales surged by 225.66% [9][20]. - New entrants in the top ten included Shanghai Shenwo and Ankai, with significant growth rates [4][9]. - The market concentration remains stable, with the top three companies holding a combined market share of 53.53% and the top ten companies accounting for 93.53% of the market [11] Segment Analysis - In the bus segment, sales increased significantly, with 2,295 units sold in May, reflecting a month-on-month increase of 31.14% and a year-on-year increase of 51.39% [17][18]. - The seat bus segment saw a decline, with only 102 units sold in May, down 9.78% month-on-month and 33.37% year-on-year [23][24]. Future Outlook - The market is expected to continue its positive trajectory due to the release of new policies and increasing demand for electric buses, particularly in tourism and high-end customized travel [27].
中通客车: 关于回购公司股份比例达到1%的进展公告
Zheng Quan Zhi Xing· 2025-06-20 11:51
Core Viewpoint - Zhongtong Bus Holdings Limited has announced the progress of its share repurchase plan, indicating a commitment to enhancing shareholder value through stock buybacks [1][2]. Group 1: Share Repurchase Plan - The company approved a share repurchase plan on April 24, 2025, allowing for the buyback of shares using self-funds or raised funds, with a total amount not exceeding RMB 200 million and not less than RMB 100 million [1]. - The repurchase price is capped at RMB 15 per share, and the implementation period is set for 12 months from the board's approval date [1]. Group 2: Progress of Share Repurchase - As of June 20, 2025, the company has repurchased 6,047,600 shares, representing 1.02% of the total share capital, with a total transaction amount of RMB 64,973,427, excluding transaction fees [2]. - The highest repurchase price was RMB 11 per share, while the lowest was RMB 10.55 per share, aligning with the established repurchase plan and regulatory requirements [2]. Group 3: Compliance and Future Actions - The company has adhered to relevant laws and regulations regarding share repurchase, ensuring that no shares were bought back during critical decision-making periods [2]. - The company plans to continue the repurchase based on market conditions and will fulfill its information disclosure obligations as required by law [2].
中通客车(000957) - 关于回购公司股份比例达到1%的进展公告
2025-06-20 11:02
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)。 中通客车股份有限公司 关于回购公司股份比例达到 1%的进展公告 证券代码:000957 证券简称:中通客车 公告编号:2025-036 1、自可能对本公司证券及其衍生品种交易价格产生重大影响的 重大事项发生之日或者在决策过程中,至依法披露之日内; 2、中国证监会和深圳证券交易所规定的其他情形。 ...
65辆新能源公交车招标结果揭晓 谁中标?
第一商用车网· 2025-06-20 03:06
Group 1 - The procurement results for electric buses in Shanxi Wutai Mountain indicate that Shanxi Ruihong Trading Co., Ltd. won the bid for 20 electric buses with a bid price of 14.6 million yuan [1][2][4] - The second and third bidders were Shanxi Shengshi Yitong Engineering Machinery Co., Ltd. with a bid of 14.9 million yuan and Shanxi Hangzhi Shuo Trading Co., Ltd. with a bid of 14.4 million yuan, respectively [2][4] - The delivery period for the buses is set to be completed within 40 working days after the contract is signed [2][4] Group 2 - The procurement project by Xiyu Tourism Development Co., Ltd. resulted in Zhongtong Bus Holding Co., Ltd. winning the bid for 20 electric passenger buses at a price of 15.936 million yuan [7] - The supply deadline for these buses is within 30 calendar days after the contract is signed [7] Group 3 - The public transport procurement project in Pujiang County awarded the contract to Pujiang Kaihe Automobile Sales Service Co., Ltd. for 25 electric buses at a total contract amount of 16.875 million yuan [10][11] - The unit price for each bus is 675,000 yuan, and the delivery must be completed within 50 days after receiving the bid notification [11][12]