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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]
中通客车(000957) - 关于首次回购公司股份的公告
2025-06-16 09:00
股票简称:中通客车 股票代码:000957 公告编号:2025-035 中通客车股份有限公司 关于首次回购公司股份的公告 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。 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,上市公司应当在首次回购 股份事实发生的次一交易日予以披露回购进展情 ...
ESG信披观察 | A股新能源汽车整车行业近七成企业披露碳排放数据,产品安全披露不足
Mei Ri Jing Ji Xin Wen· 2025-06-15 13:43
Core Viewpoint - The recent release of new models by leading electric vehicle companies has drawn significant market attention, highlighting the importance of ESG (Environmental, Social, and Governance) issues for the survival and development of these companies [1] ESG Disclosure Summary - Among the 16 listed companies in the A-share electric vehicle sector, 14 have disclosed ESG-related reports, resulting in a disclosure rate of 87.5%, which is significantly higher than the overall industry rate of 45.94% [1][2] - In terms of carbon emissions, 11 companies have disclosed relevant data, achieving a disclosure rate of 68.75%. However, only 3 companies have disclosed Scope 3 emissions data, resulting in a low disclosure rate of 18.75% [2][4] - The types of reports disclosed include 3 sustainability reports, 2 corporate social responsibility reports, and 9 ESG reports, with sustainability reports being favored due to their broader applicability [2] Product Responsibility and Employee Turnover - Eight companies have disclosed product responsibility-related issues, but the quantitative data on product quality, such as recall rates and customer complaints, is limited [6][8] - Employee turnover rates have been disclosed by 8 companies, with Great Wall Motors reporting the highest turnover rate. However, most companies only report voluntary turnover rates, with little information on involuntary turnover [9] Challenges in Carbon Emission Disclosure - The ability to disclose carbon emissions varies among companies, with larger firms having more leverage to require suppliers to provide data. Smaller companies may lack this capability, affecting their disclosure practices [4][5] Market Dynamics and ESG Importance - The high ESG disclosure rates among electric vehicle companies are partly driven by the need to meet international sustainability standards, especially for those exporting to Europe [1][2]
中通/宇通/福建一禄通竞争这一纯电客车项目 谁中标?
第一商用车网· 2025-06-14 08:33
新疆招标有限公司受西域旅游开发股份有限公司的委托,对西域旅游开发股份有限公司纯电客车采购 项目(二次)进行公开招标,现就本次招标的中标候选人公示如下: 二、采购方式:公开招标 6月13日,西域旅游开发股份有限公司纯电客车采购项目候选人公示发布。公示显示,中标候 选人第一名为中通客车,投标报价为1593.6万元;中标候选人第二名为宇通客车股份有限公 司,投标报价为1596万元;中标候选人第三名为福建省一禄通特种车有限公司,投标报价为 1536万元。 西域旅游开发股份有限公司纯电客车采购项目(二次)中标候选人公示 一、项目名称:西域旅游开发股份有限公司纯电客车采购项目(二次) 三、招标范围:西域旅游开发股份有限公司纯电客车采购项目(二次)采购范围内所有工作内容,关 于招标范围的详细说明见招标文件第四章"技术标准和要求"。 四、公告发布时间:2025年05月16日 五、开标时间: 2025年06月13日11:00(北京时间) 六、开标地点:新疆乌鲁木齐市昆仑东街789号金融大厦10楼开标室 七、中标候选人: 第一中标候选人:中通客车股份有限公司 投标报价:15936000.00元 第二中标候选人:宇通客车股份有限公 ...
1.85亿元公交车招标结果揭晓 谁中标?| 头条
第一商用车网· 2025-06-13 02:41
6月10日,武汉市公共交通集团有限责任公司2025年度公交车辆更新采购项目中标候选人公 示在中国招标投标公共服务平台发布。该采购项目划分7个标段,车辆需求总数量为299辆, 根据各个标段的单价限价和数量需求计算可得,最高预算金额为18520.26万元。 从中标候选人信息来看,标段1到标段6各有三个中标候选人,标段7因投标单位不足三家,作 流标处理。各标段中标候选人情况如下: 标段1 为12米级无站立区纯电动城市客车80辆(参考大型高一级配置),中标候选人前三名 依次为东风汽车股份有限公司、南京金龙客车制造有限公司和比亚迪汽车工业有限公司; 标段2 为11米级纯电动公路客车(大型高一级)27辆,中标候选人前三名依次为武汉客车制 造股份有限公司、吉利四川商用车有限公司和中通客车股份有限公司; 标段3 为11米级纯电动公路客车(大型高一级)27辆,中标候选人前三名依次为中车时代电 动汽车股份有限公司、中通客车股份有限公司和吉利四川商用车有限公司; 标段4 为7米级低入口(低地板)纯电动城市客车30辆,中标候选人前三名依次为国唐汽车有 限公司、吉利四川商用车有限公司、南京金龙客车制造有限公司; 标段5 为7米级低入口 ...
中通客车(000957) - 000957中通客车投资者关系管理信息20250612
2025-06-12 08:48
证券代码:000957 证券简称:中通客车 中通客车股份有限公司投资者关系活动记录表 编号:2025-004 | 投资者关系活动类别 | √特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 □其他 (请文字说明其他 | | | 活动内容) | | 参与单位名称及人员姓名 | 国海证券徐鸣爽 淳厚基金 王沿朴 | | 时间 | 2025 年 6 月 12 日 | | 地点 | 公司会议室 | | 上市公司接待人员姓名 | 张峰、赵磊 | | | 望? | | | 从中国客车统计信息网数据显示,2025 年 月行 1-5 | | | 业 6 米以上客车累计销量约 4.26 万辆,同比增长 | | | 快报显示,公司 1-5 月累计销售客车 4813 辆,同比 | | | 增长 3.53%。从行业以及公司运行情况来看,2025 | | 投资者关系活动主要内容 | 年符合年初预期,预计将继续保持正增长趋势,但与 | | 介绍 | 2024 年相比整体不会发生较大变化,相关产品结构 | | | 将出现一定调整。20 ...
中通客车提升市场竞争力—— 定制化服务畅通出海路
Jing Ji Ri Bao· 2025-06-09 21:41
Core Viewpoint - The company has successfully exported 895 electric buses to Chile, with the first batch of 300 buses officially dispatched, highlighting its achievements in the overseas market [2]. Group 1: Export and Market Performance - The company has exported buses to over 100 countries and regions, with overseas sales accounting for more than 50% of total sales in the past three years [2]. - The company experienced a year-on-year export growth of 63.5% last year [5]. Group 2: Product Customization and Design - The company emphasizes product customization based on customer needs, optimizing vehicle design for different climate conditions and road situations [2]. - In Singapore, the company tailored buses with features like three doors and low-floor design to enhance passenger accessibility and reduce energy consumption [2]. - In Portugal, the company focuses on economic, safety, comfort, and operational convenience in bus design, incorporating European cultural elements and reducing maintenance costs through modular body design [3]. Group 3: Technological Innovation and R&D - The company invests in R&D to enhance technology levels, including the development of an integrated vehicle control system and energy-saving technologies [4]. - The company collaborates with Tsinghua University on national research projects, achieving breakthroughs in key technologies for electric buses and applying for 43 patents [4]. Group 4: Environmental Sustainability - The company has developed buses that use natural gas, achieving a reduction in carbon emissions by 20% to 30% compared to fuel buses, and a 99% reduction in sulfur emissions [3].