Group 1 - The commercial vehicle sector saw a slight increase of 0.14% on January 22, with Jinlong Automobile leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Jinlong Automobile's stock price rose by 8.82% to 21.97, with a trading volume of 513,200 shares and a transaction value of 1.087 billion yuan [1] Group 2 - The commercial vehicle sector experienced a net outflow of 5.1958 million yuan from institutional investors, while retail investors saw a net outflow of 24.388 million yuan [3] - Retail investors contributed a net inflow of 29.5837 million yuan, indicating a mixed sentiment among different investor types [3] - The individual stock performance showed varied results, with Jinlong Automobile having a net inflow of 71.1658 million yuan from institutional investors, while Foton Motor and other stocks experienced net outflows [4]

Group 1 - The leadership of Shaanxi Automobile Holding has undergone a change, with Liu Yi appointed as the new Party Committee member and Secretary, as well as a candidate for the position of Chairman [1] - Yuan Hongming has retired due to age and will no longer hold the positions of Party Secretary, Committee member, Chairman, or Director of Shaanxi Automobile Holding [1] Group 2 - The commercial vehicle industry is expected to exhibit six major characteristics in 2025, with predictions for the 2026 market trends being discussed [6] - XCMG has maintained its position as the sales champion in the new energy heavy truck sector for three consecutive years, highlighting its strong performance [6] - Dongfeng Ruida has redefined the new energy logistics vehicle market with its all-scenario capabilities, setting new benchmarks [6] - Zhongtong Bus has received national-level authoritative recognition for its export achievements [6]

Core Viewpoint - Zhongtong Bus (000957) announced the election of Mr. Zhao Hongqing as the employee representative director of the company's 11th board of directors during the employee representative conference scheduled for January 20, 2026 [1] Group 1 - The company will hold a joint meeting of the employee representative conference on January 20, 2026 [1] - Mr. Zhao Hongqing has been elected as the employee representative director [1]

Core Viewpoint - The commercial vehicle industry in China experienced a rapid recovery in 2025, with overall sales reaching approximately 4.3 million units, marking an 11% year-on-year increase, nearing the peak levels of 2018 and 2019 [1] Group 1: Sales Performance - The total sales volume of commercial vehicles in 2025 was 4.296 million units, which is comparable to the sales during the "Four Trillion Project" in 2010 and slightly lower than the peak years of 2018 and 2019 [1] - The heavy and medium-duty truck segment saw significant growth, with sales reaching 1.27 million units, a net increase of over 240,000 units, while light trucks also grew from 1.9 million to over 2.02 million units, a net increase of over 120,000 units [2] Group 2: Policy Impact - The "policy market" effect was significant, with the old vehicle replacement policy for National III and IV trucks driving growth in the medium and heavy-duty truck market. The subsidies for scrapping and updating vehicles remained unchanged, with a maximum subsidy of 140,000 yuan for new energy trucks and 110,000 yuan for fuel and gas trucks [5] - The reduction of the purchase tax for new energy vehicles starting January 1, 2026, combined with the old-for-new policy expiring on December 31, 2025, significantly boosted the sales of new energy heavy trucks, exceeding 230,000 units with a domestic penetration rate close to 29% [5] Group 3: Export Performance - 2025 marked a milestone for commercial vehicle exports, with total exports exceeding 1 million units for the first time, reaching nearly 1.06 million units. Light truck exports surpassed 500,000 units, while heavy truck exports also set a record at 340,000 units [7] Group 4: Market Trends - The sales of gas trucks increased due to lower gas prices and subdued freight rates, with the N1, N2, and N3 class gas trucks all showing growth. The blue plate light truck segment is entering a replacement cycle, with electric, gas, and diesel models all experiencing growth [9][10] - Despite the overall sales growth, the industry faces severe competition and a downgrade in consumer spending, leading to a deterioration in product structure. The market saw a general price decline of 5%-15% for trucks compared to the previous year, with some models experiencing even larger price drops [12]

Core Viewpoint - Zhongtong Bus Holdings Co., Ltd. plans to sign a cooperation framework agreement with Liao City Antai Urban Investment Development Co., Ltd. and Liao City Jiaming Economic Development Zone Management Committee to optimize asset structure and respond to local urban planning needs [1][2] Group 1: Land Acquisition and Compensation - The government of Liao City Dongchangfu District intends to negotiate the acquisition of 238.86 acres of state-owned land use rights and associated structures (excluding employee dormitories) from Zhongtong Bus and its wholly-owned subsidiary Shandong Tongsheng Automotive Technology Co., Ltd. [1] - The estimated compensation for the land acquisition and relocation is approximately RMB 119,837,564.00, based on a third-party asset appraisal report [1] Group 2: New Energy Project Development - Jiaming Management Committee and Antai Company will be responsible for the construction of new energy project facilities on a land area of 482,145 square meters, as per Zhongtong Bus's design requirements [1] - The compensation for the land acquisition will be directly paid to Antai Company for the upgrade of the new energy project, and no additional payments will be required from the parties involved regarding the land acquisition and facility transfer [2]

Core Viewpoint - Zhongtong Bus Holdings Co., Ltd. plans to sign a cooperation framework agreement with Liao City Antai Urban Investment Development Co., Ltd. and Liao City Jiaming Economic Development Zone Management Committee to optimize asset structure and respond to urban planning needs in Liaocheng [1] Group 1 - The government of Liaocheng Dongchangfu District and Jiaming Management Committee intends to negotiate the acquisition of 238.86 acres of state-owned land use rights and above-ground attachments (excluding employee apartments) from Zhongtong Bus and its wholly-owned subsidiary Shandong Tongsheng Automotive Technology Co., Ltd. [1] - The estimated compensation for the land acquisition and relocation is approximately RMB 119,837,564.00, based on a third-party asset appraisal report [1] - The Jiaming Management Committee and Antai Company will be responsible for the construction of a new energy project factory on a land area of 482,145 square meters, as per Zhongtong Bus's design requirements [1] Group 2 - The compensation for the land acquisition will be directly paid to Antai Company by the land acquisition management department for the upgrade of the new energy project [2] - Unless otherwise agreed, no additional payments are required from any party regarding the land acquisition and factory construction transfer [2]

证券代码：000957 证券简称：中通客车 公告编号：2026-006 中通客车股份有限公司 关于公司土地收储暨新能源项目升级建设的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、交易概述 为响应聊城市东昌府区城市规划和产业发展需要，盘活企业现有 资产及优化资产结构，中通客车股份有限公司（以下简称"中通客车" 或"公司"）拟与聊城市安泰城乡投资开发有限责任公司（以下简称 "安泰公司"）、聊城市嘉明经济开发区管理委员会（以下简称"嘉 明管委会"）签署《合作框架协议》，就公司部分土地收储、搬迁与 新能源项目升级建设事宜展开合作。 本次交易对方嘉明管委会为政府管理机构，安泰公司为聊城市东 昌府区财政局全资国有企业，与公司及公司控股股东在产权、业务、 资产、债权债务、人员等方面不存在关联关系以及其他可能或已经造 成公司对其利益倾斜的其他关系。 三、交易标的基本情况 1. 聊城市东昌府区政府/嘉明管委会拟对中通客车及其全资子公 司山东通盛汽车科技有限公司（以下简称"通盛汽车"）位于聊位路 以东、南环路以南、翡翠城以西、纬一路北侧，实际收储面积为 238.86 ...

中通客车股份有限公司董事会 2026 年 1 月 22 日 1 证券代码：000957 证券简称：中通客车 公告编号：2026—003 中通客车股份有限公司 关于选举公司第十一届董事会职工代表董事的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 中通客车股份有限公司（以下简称"公司"）于 2025 年 9 月 12 日召开 2025 年第二次临时股东大会，审议通过了《关于变更经营范 围并修订〈公司章程〉的议案》。根据最新的《中通客车股份有限公 司章程》（以下简称"《公司章程》"），公司董事会成员中包括 1 名职工代表董事，职工代表董事由公司职工通过职工代表大会、职工 大会或者其他形式民主选举产生和罢免。 2026 年 1 月 20 日，公司召开职工代表大会联席会议，选举赵洪 清先生为公司第十一届董事会职工代表董事，任期自公司职工代表大 会选举通过之日起至公司第十一届董事会任期届满之日止。赵洪清先 生的任职资格符合《中华人民共和国公司法》《深圳证券交易所上市 公司自律监管指引第 1 号—主板上市公司规范运作》等法律法规及 《公司章程》等规定，赵洪清先生当选 ...

股票简称：中通客车 股票代码：000957 公告编号:2026-005 中通客车股份有限公司 2026 年度日常关联交易预计公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、日常关联交易基本情况 （一）日常关联交易概述 公司于 2026 年 1 月 20 日召开第十一届董事会第十四次会议，审议通过了《关于预 计 2026 年度日常关联交易的议案》，公司关联董事张燕对相关关联交易议案进行了回避 表决，其余董事均表示同意。该关联交易事项将提交公司 2026 年第一次临时股东会审议。 根据相关规定，届时关联股东须回避表决。 单位：万元 | 关联交 | 关联人 | 关联交易内容 | 关联交易定 | 合同签订金 | 上年发生金额 | | --- | --- | --- | --- | --- | --- | | 易类别 | | | 价原则 | 额或预计金额 | （未经审计） | | 向关联 | 潍柴控股集团 及其子公司 | 客车及配件 | 市场定价 | 3,000.00 | 2,372.65 | | 人销售 | | | | ...

2、股东会的召集人：董事会 关于召开 2026 年第一次临时股东会的通知 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 一、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交 易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号—主板 上市公司规范运作》等法律、行政法规、部门规章、规范性文件及《公司章 程》的有关规定。 4、会议时间： 证券代码：000957 证券简称：中通客车 公告编号：2026-007 中通客车股份有限公司 （1）现场会议时间：2026 年 02 月 06 日 14:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间 为 2026 年 02 月 06 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券 交易所互联网投票系统投票的具体时间为 2026 年 02 月 06 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 6、会议的股权登记日：2026 年 0 ...