YTCO(SH:600066) 第一商用车网·2025-07-25 07:01Core Viewpoint - The Chinese bus export market has shown remarkable growth in June 2025, achieving a record high in exports and marking the 18th consecutive month of growth, with a total of 35,591 buses exported in the first half of the year, representing a 29.18% increase year-on-year [1][3][15]. Group 1: Overall Export Performance - In June 2025, a total of 7,335 buses were exported, a year-on-year increase of 28.17%, setting a new monthly record [1][3]. - The export of large buses exceeded 4,000 units for the first time, reaching 4,057 units, a significant increase of 37.06% year-on-year [5][6]. - The overall export volume for large, medium, and light buses continued to show positive growth, with medium buses exporting 1,700 units (up 15.02%) and light buses exporting 1,578 units (up 22.8%) [5][6]. Group 2: Segment Performance - The export of seat buses, public transport buses, and school buses all experienced year-on-year growth, while other bus categories saw declines [8]. - Public transport buses saw a remarkable increase of 73.99% in June, with 3,518 units exported, marking the highest monthly export volume of the year [8][29]. - The export of light seat buses showed the most significant growth, with a year-on-year increase of 52.95%, while large seat buses also maintained a positive growth trend [21][27]. Group 3: Company Rankings - Yutong Bus regained its position as the top exporter in the first half of 2025, exporting 6,020 units, despite a year-on-year decline of 7.38% [15][16]. - Xiamen King Long and Xiamen King Travel ranked second and third, with significant year-on-year increases of 56.43% and 73.59%, respectively [15][16]. - Ankai Bus made a notable leap in rankings, achieving a year-on-year growth of 129.48% and moving up to sixth place in the export rankings [15][16]. Group 4: Monthly Export Insights - In June 2025, the top ten exporting companies included Yutong (2,154 units), Xiamen King Long (1,279 units), and Ankai (776 units), with Yutong leading significantly [18][32]. - The public transport bus export volume in June reached 3,518 units, the highest of the year, just shy of the previous December's peak [29][32]. - The export performance of various companies in the bus segment indicates a competitive landscape, with several companies showing strong growth and shifting rankings [15][30].