证券日报网讯中通客车（000957）8月4日在互动平台回答投资者提问时表示，公司专注于客车产品的研 发、生产及销售，当前涉及机器人领域的主要是各类机器人的应用，公司通过产线的升级改造，不断推 进生产工艺的智能化发展，如采用智能喷涂机器人等工艺设备，提升产品防腐、美观等质量水平。 ...

（文章来源：每日经济新闻） 中通客车（SZ 000957，最新价：10.94元）8月1日晚间发布公告称，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约652万股，占公司目前总股本的比例为1.1%， 回购成交最高价为11元/股，最低价为10.49元/股，成交总金额为人民币约6999万元。 2024年1至12月份，中通客车的营业收入构成为：客车制造占比100.0%。 ...

Core Viewpoint - The company has approved a share buyback plan using its own or raised funds, with a total amount not exceeding RMB 200 million and not less than RMB 100 million, at a maximum price of RMB 15 per share, within a 12-month period [1] Group 1: Share Buyback Plan - The company plans to repurchase shares for employee stock ownership plans or equity incentives [1] - As of July 31, 2025, the company has repurchased 6,521,000 shares, accounting for 1.1% of the total share capital, with a total transaction amount of RMB 69,986,694 [1] - The highest and lowest prices for the repurchased shares were RMB 11 and RMB 10.49 per share, respectively [1] Group 2: Compliance and Regulations - The share buyback is in compliance with relevant laws and regulations, including the rules set by the Shenzhen Stock Exchange [2][3] - The company has not repurchased shares during periods that could significantly impact the trading price of its securities [3] - The buyback transactions adhere to specific requirements, such as not exceeding the daily trading price limit and avoiding certain trading periods [3]

Group 1 - The company announced a share repurchase plan, intending to buy back 6,521,000 shares, which represents 1.1% of its total share capital as of July 31, 2025 [2]

格隆汇8月1日丨中通客车(000957.SZ)公布，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%，回购成交最高价为11元/ 股，最低价为10.49元/股，成交总金额为人民币69,986,694.00元（不含交易费用）。本次回购符合相关 法律法规要求，符合既定的回购方案。 ...

证券代码：000957 证券简称：中通客车 公告编号：2025- 042 中通客车股份有限公司 二、其他事项说明 公司回购股份的时间、回购股份的数量、回购股份价格及集中竞 价交易的委托时段均符合 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》等法律法规的相关规 定。 （一）公司未在下列期间回购公司股份： 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、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 ...

从资金流向上来看，当日商用车板块主力资金净流入3.16亿元，游资资金净流出2824.19万元，散户资金 净流出2.88亿元。商用车板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600418 江淮汽车 | | 3.12 乙 ﮯ | 8.96% | -6625.70万 | -1.90% | -2.45 Z- | -7.06% | | 600166 | 福田汽车 | 958.05万 | 4.83% | 86.85万 | 0.44% | -1044.90万 | -5.27% | | 600006 | 东风股份 | 583.35万 | 3.22% | -487.16万 | -2.69% | -96.19万 | -0.53% | | 600375 汉马科技 | | 442.76万 | 1.93% | -412.21万 | -1.80% | -30.55万 | -0.13% | | 000800 | ...

Company Overview - Zhongtong Bus's stock price closed at 11.14 yuan on July 29, 2025, down by 0.01 yuan, a decrease of 0.09% from the previous trading day [1] - The stock opened at 11.15 yuan, reached a high of 11.17 yuan, and a low of 10.97 yuan, with a trading volume of 151,700 lots and a transaction value of 168 million yuan [1] Business Operations - Zhongtong Bus specializes in the research, development, manufacturing, and sales of buses and components, including both new energy buses and traditional fuel buses [1] - The company's products are primarily used in public transport, tourism, and group travel sectors [1] - Zhongtong Bus is part of the automotive manufacturing industry and is also involved in new energy vehicles and vehicle networking concepts [1] Financial Performance - The company expects a year-on-year increase in net profit attributable to shareholders for the first half of the year [1] - Zhongtong Bus's valuation is currently below the 30th percentile for the year [1] Market Context - The scale of share buybacks among A-share listed companies has been increasing, with a cumulative buyback amount nearing 90 billion yuan this year [1]

近年来，监管层接连出台多项政策措施，积极引导上市公司进行回购并注销，上市公司对股票回购的重视程度明显提升。 7月29日，A股市场量价齐升，沪指涨0.33%，深证成指涨0.64%，创业板指涨1.86%。 从板块上来看，光模块、医药方向领涨，CRO概念指数大涨6.37%，光模块概念指数涨5.36%，其他还有半导体、中药、水电等概念涨幅居前。传统板块 相对较弱，养殖、保险、银行等板块下跌。 年内合计回购金额近900亿元 近期在市场表现较好的情况下，上市公司继续积极参与回购，为市场提供新的增量资金来源。 30家公司回购金额上限均在10亿元及以上 从分行业来看，7月家用电器、基础化工、电子、医药生物四大行业上市公司回购最积极，合计回购金额均在10亿元以上。本月家用电器行业指数表现较 弱，上市公司以回购彰显长期发展信心。 回购增持贷款助力上市公司回购 去年10月，中国人民银行联合金融监管总局、中国证监会发布《关于设立股票回购增持再贷款有关事宜的通知》，该政策显著降低企业融资成本，鼓励上 市公司运用回购、增持等方式进行市值管理，增强资本市场内在稳定性。 统计显示，今年以来上市公司取得回购增持专项贷款金额上限达到919.17 ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [7] Core Insights - The automotive industry is experiencing a gradual recovery in growth, with passenger vehicles continuing to show stable and rapid growth [2] - The report highlights the synergy between technological advancements and anti-involution reforms, driving the industry's development momentum [5] Summary by Sections Weekly Market Review (2025.07.19-07.25) - The automotive sector rose by 1.03% this week, with all related sub-sectors also increasing. The Shanghai and Shenzhen 300 index rose by 1.69% [13] - The commercial vehicle sector saw the highest increase at 4.22%, while individual stocks like Great Wall Motors and BYD also performed well [13][16] Data Tracking (2025.07.19-07.25) - From July 1-20, the national retail sales of passenger vehicles reached 978,000 units, a year-on-year increase of 11%, while wholesale sales were 960,000 units, up 22% year-on-year [21] - In the new energy vehicle segment, retail sales reached 537,000 units, a 23% increase year-on-year, with a penetration rate of 54.9% [21] Industry News (2025.07.19-07.25) - The Ministry of Industry and Information Technology proposed a new policy to ban the transfer of new cars to second-hand status within six months of registration to combat zero-kilometer second-hand cars [34][35] - Guangdong and Anhui provinces are implementing measures to promote fair competition in the automotive industry, including commitments from manufacturers to optimize payment processes for suppliers [42] Investment Recommendations - The report suggests focusing on technology-driven sectors such as artificial intelligence and autonomous driving, as well as opportunities in the anti-involution segment, particularly in dealership-related areas [5]