意想不到，10月客车出口居然出现了下滑！ 据中国客车统计信息网数据显示，2025年1-10月，我国大、中、轻型客车共计出口 60703辆，相比去年同期多11933辆，同比增长24.47%。其中，2025年10月，大、中、 轻型客车出口量共计为5105辆，环比、同比双降，其中，环比降幅为29.37%，同比降幅 为22.37%，自2024年1月起的同比连增势头以"21连增"结束。 横向来看，10月5105辆的出口量，在2025年目前仅高于1月和2月，相比9月超7200辆且 创下近年第二的优异成绩，10月的出口量存在显著差距。为何客车出口"画风"突转？是偶 然还是另有原因？各家企业表现呈现哪些新的变化？下面请看第一商用车网的分析报道。 10月：大、中、轻客同比全线下滑！公交车降26% 大座逆增16% 从细分市场来看，2025年10月，大、中、轻型客车出口同比均下滑。其中，大型客车出口 2657辆，同比下降3.94%，结束"五连增"，横向来看，该出口量在年内仅高于1月和2 月；中型客车出口1203辆，同比下降20.33%，环比却大涨40.21%，10月表现在年内处 于中等水平；轻型客车出口1245辆，同比下降45.8 ...

Core Viewpoint - The export performance of China's bus industry in the first four months of 2025 shows significant growth, with a total of 21,447 buses exported, marking a year-on-year increase of 30.81% compared to the same period last year [1][12]. Group 1: Overall Export Performance - In April 2025, a total of 5,736 buses were exported, achieving a year-on-year growth of 26.71% [1][5]. - Since January 2024, China's bus exports have experienced 16 consecutive months of year-on-year growth, indicating a sustained strong market momentum [1][5]. Group 2: Segment Performance - In April 2025, the export figures for different bus types were as follows: large buses 3,218 (down 1.8%), medium buses 965 (up 40.67%), and light buses 1,553 (up 175.35%) [5][6]. - The significant increase in light bus exports is attributed to a low base in the previous year, where only 564 units were exported [5][6]. Group 3: Functional Attributes - In April 2025, the export volumes by function were: seat buses 3,345 (up 18.03%), public buses 1,751 (up 9.44%), school buses 51 (down 30.14%), and other buses 589 (up 2,845%) [7][9]. - The seat bus segment continues to show consistent growth, while public buses have rebounded after a brief decline earlier in the year [7][8]. Group 4: Company Performance - The top five companies in bus exports from January to April 2025 were Xiamen Golden Dragon, Xiamen King Long, Yutong, Zhongtong, and Suzhou King Long Haige, with Xiamen Golden Dragon leading the market [12][13]. - Xiamen Golden Dragon and Xiamen King Long both exported around 3,000 units, with a narrowing gap in their export volumes [12][13]. Group 5: Market Dynamics - The competition among the top companies is intensifying, with notable performances from Ankai and BYD, both of which have shown significant year-on-year growth [12][15]. - The overall bus export market is characterized by a "steady improvement with structural differentiation," indicating varying performance across different segments [10][31].