宇通客车预计中国客车未来海外市场占比将进一步提升

Group 1 - The core viewpoint is that Yutong Bus expects stable macroeconomic conditions in overseas markets, with overall growth in bus industry demand, driven by advancements in technology and a strong position in the new energy supply chain [1] - Yutong Bus anticipates an increase in its market share in the overseas bus market due to improvements in vehicle technology and manufacturing processes, as well as its first-mover advantage in new energy technology [1] Group 2 - The company notes that the demand for buses in the domestic market has been boosted by the "old-for-new" policy, leading to sustained growth in the domestic bus market [2] - Yutong Bus highlights that the ongoing implementation of policies such as "Bus City" and integrated urban-rural transportation pilot projects is expected to further stimulate demand in the bus market [2] - The export market is benefiting from increased personnel mobility and steady growth in demand across various segments, including public transport, tourism, and passenger transport, particularly in Europe and the Americas [2]