Core Viewpoint - China's bus exports have experienced continuous growth, achieving a 20-month streak of year-on-year increases from January 2024 to August 2025, with a total export of 48,370 vehicles in the first eight months of 2025, representing a 30.97% increase compared to the same period last year [1][3][33]. Group 1: Export Performance - In the first eight months of 2025, the export of large, medium, and light buses reached 48,370 units, with large buses increasing by 46.04% and medium buses by 39.10%, while light buses saw a decline of 15.75% [6][8][19]. - August 2025 saw a total export of 6,649 buses, marking an 8.47% month-on-month increase and a 22.02% year-on-year increase [1][3][6]. - The export of large buses in August was 3,432 units, while medium buses reached 1,537 units, both showing significant year-on-year growth [8][10]. Group 2: Company Rankings - Yutong Bus led the export rankings with 8,630 units in the first eight months of 2025, achieving a year-on-year growth of 7.85% [13][14]. - Xiamen King Long maintained the second position with 8,077 units, reflecting a remarkable 71.78% increase compared to the previous year [13][14]. - The top five companies in bus exports for the first eight months of 2025 were Yutong, Xiamen King Long, Xiamen Jinlv, Suzhou King Long Haige, and Zhongtong, with varying growth rates and market shares [14][19]. Group 3: Market Trends - The market for buses remains robust, with significant growth in the export of seat buses and public transport buses, while other categories like school buses showed negligible export volumes [10][25]. - The trend towards electrification in public transport vehicles is creating new opportunities for Chinese bus manufacturers, with many companies reporting substantial year-on-year growth [26][31]. - The overall outlook for bus exports is positive, with expectations for continued growth and potential monthly exports exceeding 7,000 units in the near future [33].
宇通近9000霸榜 金龙系大涨 欧辉第六 前8月客车出口4.8万辆 | 头条