第一商用车网·2025-06-20 06:49Core Viewpoint - The bus export market has seen significant growth since 2025, with continuous increases in export volume and major contracts being fulfilled, showcasing the strong performance of Chinese bus manufacturers in overseas markets [1]. Group 1: Export Volume Growth - In the first five months of 2025, China exported a total of 28,256 buses, marking an increase of 6,428 units or 29.45% year-on-year [1][13]. - In May 2025 alone, the export volume reached 6,809 units, representing a month-on-month growth of 18.71% and a year-on-year increase of 25.35% [1][5]. - The growth trend has extended to 17 consecutive months of year-on-year increases in bus exports [1]. Group 2: Breakdown by Bus Type - In May 2025, large, medium, and light buses all experienced positive year-on-year growth, with medium buses increasing by 37.58% and light buses surging by 78.78% [5][10]. - The export volume of medium buses has achieved a remarkable 20 consecutive months of year-on-year growth [10]. - The export volume of seat buses in May 2025 was 3,607 units, up 15.76% year-on-year, while the total for the first five months reached 17,317 units, reflecting a 33.04% increase [7][18]. Group 3: Company Performance - In the first five months of 2025, Xiamen King Long surpassed Xiamen Jinlv to become the top exporter, with 4,573 units exported, a 59.06% increase year-on-year [13][14]. - Yutong Bus maintained its third position with 3,866 units exported, although it saw a decline of 21.44% compared to the previous year [13][14]. - The top ten companies in bus exports have seen significant shifts, with notable increases for Xiamen King Long and Xiamen Jinlv, while Ankai Bus dropped from seventh to ninth place [13][14]. Group 4: Market Dynamics - The structure of bus exports is changing, with light buses showing the fastest growth, indicating a shift in market demand [32]. - The competitive landscape among companies is evolving, with the rise of light buses potentially altering the dynamics of the bus export market [32]. - The overall growth in bus exports suggests that Chinese bus manufacturers are poised to become a dominant force in the global bus market [32].