YTCO(SH:600066) 第一商用车网·2025-07-22 05:45Core Viewpoint - The sales of new energy buses in China continued to rise significantly in June 2025, with a total of 4,702 units sold, marking a 61.86% month-on-month increase and a 58.32% year-on-year increase, indicating a strong market trend [1][4]. Sales Performance - In June 2025, the top ten companies in the new energy bus market saw 7 companies increase their sales while 3 experienced declines, with 6 companies achieving both month-on-month and year-on-year growth [4][6]. - Yutong Bus led the market with 1,525 units sold, achieving a market share of 32.43% and marking its fourth consecutive month as the sales champion [6][8]. - Xiamen Golden Dragon and Geely Far Star entered the top three, with sales of 567 and 517 units respectively, showing significant growth rates [8][10]. - Cumulative sales from January to June 2025 reached 18,150 units, a 29.10% increase compared to the same period last year [16][17]. Market Segmentation - In June 2025, the bus segment accounted for 76.99% of total sales, with significant growth in both the bus and other vehicle segments, while the seating bus segment saw a decline [21][22]. - The bus segment's cumulative sales for the first half of 2025 reached 13,208 units, reflecting a 43.69% year-on-year increase [21][22]. - The performance of the seating bus market was mixed, with Yutong Bus leading with 598 units sold, while other companies like Geely Far Star and Xiamen Golden Dragon showed varying results [28][29]. Future Outlook - The new energy bus market is expected to see further growth driven by the nationwide vehicle renewal trend among public transport companies and the rising demand for customized and high-end tourism services [34].