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宇通客车(600066)点评:8月出口交付加速带动环比高增 三季度业绩提升预期增强

Group 1 - The company reported a significant increase in bus sales for August 2023, achieving 4,260 units sold, which represents a year-on-year growth of 16.8% and a month-on-month increase of 32.3% [1] - The production for August was 4,165 units, showing a slight decline of 0.6% year-on-year but an increase of 8.2% month-on-month [1] - Cumulative sales from January to August reached 29,000 units, reflecting a year-on-year growth of 4.5%, indicating a continuous expansion in sales momentum [1] Group 2 - The company has successfully tested its new generation pure electric intercity bus IC12E in Italy, marking its entry into the European electric intercity bus market [2] - The IC12E has been delivered to the V.I.T.A. transport company in Italy and is now in operation, contributing to the company's comprehensive electric product matrix [2] - The company signed four cooperation agreements in Chile, totaling over 300 million RMB, further solidifying its presence in the Latin American market [2] Group 3 - Revenue forecasts for the company from 2025 to 2027 are projected to be 43.04 billion, 52.74 billion, and 61.94 billion RMB, respectively, with net profits expected to be 4.90 billion, 6.22 billion, and 7.62 billion RMB [3]