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惊现595辆新能源公交车招标!
第一商用车网· 2025-07-11 22:33
Group 1 - In July, various regions including Shanghai, Shenzhen, Guangdong, Jilin, and Zhejiang are actively issuing bus procurement tenders, with a total vehicle demand of nearly 600 units [1] - Shenzhen Eastern Bus plans to procure 339 pure electric buses with a budget of nearly 300 million yuan [2][3] - The procurement includes 300 units of 8.5-8.999 meter low-floor electric buses and 39 units of 6-6.499 meter low-entry/low-floor electric buses, with a total budget of 29.56 million yuan [2][5] Group 2 - Zhejiang Quzhou is tendering for 74 new energy buses with a budget exceeding 49.09 million yuan, divided into three categories of buses [9][10] - The tender includes 28 units of 8.5-meter short rear overhang electric buses, 34 units of 7-meter short rear overhang electric buses, and 12 units of 6.99-meter short rear overhang electric buses [9][10] Group 3 - Jilin Liaoyuan City is tendering for 35 pure electric buses, requiring delivery within 45 days from the contract signing [16] - Jiangsu Liyang City is planning to procure 50 units of 5.9-meter level new energy buses with a budget of 32.9 million yuan [18] Group 4 - Shanghai Fengxian District is planning to procure 19 units of 7-meter high-level pure electric buses with a budget of 22.23 million yuan [21][22] - The procurement includes 19 sets of batteries and service packages for maintenance, testing, and monitoring over 8 years [21] Group 5 - Guangdong Zhanjiang is tendering for 78 pure electric buses with a total budget of 61.54 million yuan, divided into four sections [24][28] - The procurement includes various types of buses, with the option for bidders to participate in one or more sections [24][28]
首开2条区域内公交线,北京助力墨玉驶入绿色智慧公交时代
Xin Jing Bao· 2025-06-29 14:17
Group 1 - Beijing donated 10 new energy buses to Moyu County, Xinjiang, along with support for the construction of a smart dispatch center and smart bus stations [1] - The new bus routes will connect 7 towns and cover 32 stops, improving public transport for students and workers in the area [1][2] - The buses feature enhanced sealing to withstand local sandstorms and have special battery protection for high temperatures, ensuring safety and comfort for passengers [2] Group 2 - The previous donation of 60 buses in 2012 served over 102 million passengers and covered more than 22.73 million kilometers [2] - The ongoing support includes the purchase of 165 electric buses and the establishment of charging stations and dispatch centers in the region [2] - The smart dispatch center will enable real-time monitoring of drivers and passenger flow data, enhancing operational efficiency and passenger experience [2][3]
这一客运巨头要招标两批新能源公交车!谁能拿下大单?
第一商用车网· 2025-06-17 06:54
Core Viewpoint - Hainan Haikou Transportation Group Co., Ltd. is actively seeking suppliers for its new energy pure electric buses, indicating a strategic move towards sustainable transportation solutions [1]. Group 1: 6-Meter Series Bus Supplier Recruitment - The company plans to procure a batch of 6-meter series pure electric buses, with a minimum vehicle price of 470,000 yuan per unit [4]. - Required specifications for the 6-meter buses include a battery capacity of at least 110 kWh and an energy density of at least 170 Wh/kg, with standard batteries from CATL or BYD [4]. Group 2: 8-Meter Series Bus Supplier Recruitment - The company is also looking for suppliers for 8-meter series pure electric buses, with a maximum vehicle price of 550,000 yuan per unit [7]. - Specifications for the 8-meter buses require a battery capacity of at least 170 kWh and an energy density of at least 160 Wh/kg, also standardizing on batteries from CATL or BYD [7]. Group 3: Supplier Application Process - Suppliers must submit electronic application materials by June 18, 2025, including various documentation such as business licenses and vehicle specifications [9]. - Physical application documents should be sent to the company's office in Haikou, Hainan, with a specified postal code [9]. Group 4: Contact Information - Contact persons for the supplier recruitment process are Mr. Zeng and Mr. Wang, with provided phone numbers for inquiries [10].
10760万元招标80辆纯电动公交车!
第一商用车网· 2025-06-09 07:06
Core Viewpoint - Shanghai Minhang Passenger Transport Service Co., Ltd. plans to procure 80 pure electric buses with a total budget of 107.6 million yuan, scheduled for August 2025 [1]. Group 1: Procurement Projects - The first project involves the procurement of 12 units of 7-meter pure electric buses, with a budget of 14.04 million yuan [4]. - The second project includes the procurement of 48 units of 8-meter pure electric buses, with a budget of 68.64 million yuan [6]. - The third project consists of 8 units of 9-meter pure electric buses, with a budget of 12.32 million yuan [8]. - The fourth project is for 12 units of 10-meter plug-in hybrid buses, with a budget of 18 million yuan [9]. Group 2: Regulatory Approval - The procurement projects are based on the approval from the Municipal Transportation Commission for the scrapping and updating of the existing buses [3][5][7]. Group 3: Future Considerations - The public procurement intention is a preliminary arrangement, and specific project details will be confirmed through related procurement announcements and documents [10].
宇通客车(600066):Q1总销量同比增长,结构变化影响毛利率,看好全年增长
Changjiang Securities· 2025-05-09 04:43
Investment Rating - The investment rating for the company is "Buy" and is maintained [6]. Core Views - The company reported a revenue of 6.42 billion yuan in Q1 2025, a year-on-year decrease of 3.0%, while the net profit attributable to shareholders was 760 million yuan, reflecting a year-on-year increase of 14.9%. The company is recognized as a global leader in the bus industry, with good long-term growth potential and a consistent high dividend capability, highlighting its investment value [2][4]. - In the domestic market, the sales of seated buses continue to grow, supported by the "old-for-new" policy, which promotes the growth of new energy buses. In the overseas market, the company's globalization and high-end strategy are advancing, with exports demonstrating profitability, supporting continuous performance improvement [2][9]. - The company's capital expenditure has slowed down, and its cash flow is sufficient to ensure high dividends. The expected dividend for the full year of 2024 is 1.5 yuan per share (before tax), with a total distribution of 3.32 billion yuan and a dividend payout ratio of 80.7%, resulting in a dividend yield of 5.6% [9]. Summary by Sections Q1 Performance - In Q1 2025, the total sales volume increased by 16.6% year-on-year, reaching 9,011 units, although the export and new energy export proportions decreased due to order rhythm impacts. The average selling price (ASP) per unit was 712,000 yuan, down 16.8% year-on-year [9]. - The gross margin for Q1 2025 was 18.9%, a decrease of 2.6 percentage points year-on-year, influenced by changes in product structure. The net profit margin reached 11.8%, an increase of 1.8 percentage points year-on-year [9]. Future Outlook - The company is expected to achieve net profits of 4.82 billion yuan and 5.60 billion yuan for 2025 and 2026, respectively, with corresponding price-to-earnings (PE) ratios of 12.3X and 10.6X [9]. - The company is enhancing its direct sales and service model, improving service quality and efficiency, and is expanding its overseas production capacity, with a new factory in Qatar expected to be operational by the end of 2025 [9].