盈峰环境：2025年一季度新能源环卫车市占率35%

Group 1 - The sanitation vehicle market ended a four-year decline in Q1 2025, with a year-on-year sales increase of 3.5%, marking the first positive growth in recent years [1] - Sales of new energy sanitation vehicles surged to 2,384 units, a remarkable increase of 64% year-on-year, with a penetration rate of 15%, up by 5.7 percentage points compared to the same period last year [1] - Yingfeng Environment (000967) saw a year-on-year sales increase of 117% in Q1 2025, maintaining a 35% market share, which is 2.5 times that of the second-place competitor, solidifying its leading position in the industry [1] Group 2 - Yingfeng Environment has been the top seller of sanitation equipment for 24 consecutive years and is the largest manufacturer of single-brand sanitation equipment globally [1] - From 2022 to 2024, Yingfeng Environment ranked first in global production and sales of new energy sanitation vehicles for three consecutive years, maintaining the highest market share in new energy sanitation equipment [1] - The company leads in sales across eight categories of sanitation vehicles, including street sweepers, high-pressure cleaning vehicles, and dust suppression vehicles, showcasing its comprehensive product line leadership [1] Group 3 - Yingfeng Environment's performance is attributed to its comprehensive development of new energy equipment for cleaning, washing, and waste transfer since 2012, along with the deep integration of "technology + scenarios" [2] - Each product is designed to meet the specific needs of urban sanitation operations, providing efficient and low-carbon lifecycle solutions [2] - The company aims to capitalize on the critical window for the large-scale replacement of traditional fuel vehicles with new energy sanitation vehicles, aligning with the "3060 dual carbon" goals [2]