客车板块呈现分化态势。大型客车12月销量301辆，去年同期为57辆；全年累计销量2715辆，较去年累计的3334辆同比下降18.57%，产量累计同比下降 18.9%。中型客车表现亮眼，12月销量325辆，去年同期为515辆；全年累计销量3306辆，较去年累计的2272辆同比增长45.51%，产量累计同比增长44.4%。 轻型客车12月销量3316辆，去年同期为2997辆；全年累计销量39701辆，较去年累计的45003辆同比下降11.78%，产量累计同比下降7.67%。 新能源汽车成为福田汽车2025年最大亮点之一，全年表现尤为突出。12月销量9175辆，去年同期为5373辆；全年累计销量101200辆，较去年累计的54057辆 同比大幅增长87.21%。产量方面，12月生产9909辆，去年同期为6199辆；全年累计产量104655辆，较去年累计的57164辆同比增长83.08%。 | | | 产品类型 | | | | 销 量(辆) | | | | | 文 量(朝 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

1月7日，厦门金龙汽车集团股份有限公司（证券代码：600686，证券简称：金龙汽车）发布2025年12月客车产销数据快报。 | 项目名称 | 本月数 | 去年同月 | 当月同比 | 本年累计 | 去年同期 | 累计同比 | | --- | --- | --- | --- | --- | --- | --- | | | | | 增减 | | 累计 | 增減 | | 客车生产量 | 7, 029 | 6, 399 | 9. 85% | 52, 723 | 49, 357 | 6. 82% | | 其中:大型客车 | 2, 178 | 1, 448 | 50. 41% | 19, 362 | 18, 305 | 5.77% | | 中型客车 | 2, 221 | 2, 245 | -1. 07% | 11, 024 | 10, 272 | 7. 32% | | 轻型客车 | 2, 630 | 2, 706 | -2. 81% | 22, 337 | 20, 780 | 7. 49% | | 客车销售量 | 7, 254 | 7, 297 | -0. 59% | 51, 250 | 50, 104 | 2. 29% ...

赛力斯（601127）(09927)发布公告，本公司2025年11月份汽车产量合计5.89万辆，同比增加30.36%;汽 车销量合计5.81万辆，同比增加36.34%。 2025年1-11月，本公司汽车产量合计46.04万辆，同比增加0.73%;汽车销量合计45.31万辆，同比减少 0.52%。 ...

Core Insights - In October 2025, the production and sales of commercial vehicles showed a month-on-month decline for both buses and trucks, while year-on-year comparisons indicated growth for both categories [1][4][7] Group 1: Commercial Vehicle Overview - In October 2025, commercial vehicle production and sales reached 364,000 units and 361,000 units, respectively, representing a month-on-month decrease of 3.3% and 1.9%, but a year-on-year increase of 25.4% and 21% [1] - From January to October 2025, the total production and sales of commercial vehicles were 3.456 million units and 3.479 million units, reflecting a year-on-year growth of 10.9% and 9% [1] Group 2: Bus Segment - In October 2025, bus production and sales both totaled 50,000 units, with month-on-month declines of 8.8% and 11.2%, while year-on-year growth was recorded at 13.3% and 15% [4] - Within the bus segment, medium buses experienced double-digit growth month-on-month, while other categories saw varying degrees of decline [4] - For the January to October 2025 period, bus production and sales reached 454,000 units and 457,000 units, with year-on-year increases of 12.7% and 13% [4] Group 3: Truck Segment - In October 2025, truck production and sales were 314,000 units and 311,000 units, showing month-on-month declines of 2.3% and 0.3%, but year-on-year increases of 27.6% and 22.1% [7] - Among truck types, heavy and light trucks saw varying degrees of growth, while medium trucks experienced a slight production decline but a double-digit sales increase; micro trucks showed different levels of decline [7] - From January to October 2025, truck production and sales totaled 3.001 million units and 3.022 million units, with year-on-year growth of 10.6% and 8.5% [7]

股票简称：中通客车 股票代码：000957 公告编号:2025-059 中通客车股份有限公司董事会 中通客车股份有限公司 2025 年 11 月 7 日 2025 年 10 月份产销数据自愿性信息披露公告 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。 | 项 | 目 | 本月数 | 去年同期 | 单月同比 | 本年累计 | 去年同 | 累计同比 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 变动 | | 期累计 | 变动 | | 生产量 | | 883 | 726 | 21.63% | 10141 | 9639 | 5.21% | | 其中：大型车 | | 314 | 363 | -13.50% | 6008 | 5685 | 5.68% | | 中型车 | | 534 | 324 | 64.81% | 3456 | 3207 | 7.76% | | 轻型及物流车 | | 35 | 39 | -10.26% | 677 | 747 | -9.37% | | 销售量 | | 1083 ...

Core Insights - In October, the production of new energy vehicles was 631 units, a year-on-year decrease of 10.75%, while the cumulative production for the year reached 13,915 units, showing a significant increase of 180.60% [1][2] - The sales of new energy vehicles in October amounted to 2,090 units, reflecting a year-on-year growth of 15.34%, with cumulative sales for the year at 28,577 units, up 62.07% [1][2] - The total production in October was 6,517 units, representing a year-on-year increase of 216.67%, and the cumulative total production for the year was 64,171 units, up 163.36% [3] - Total sales in October reached 8,468 units, a year-on-year increase of 111.44%, with cumulative total sales for the year at 81,053 units, reflecting a growth of 97.97% [3] Production and Sales Data - New energy vehicle production in October: 631 units, cumulative production: 13,915 units [1][2] - New energy vehicle sales in October: 2,090 units, cumulative sales: 28,577 units [1][2] - Other vehicle production in October: 5,886 units, cumulative production: 50,256 units [2] - Other vehicle sales in October: 6,378 units, cumulative sales: 52,476 units [2] - Total production in October: 6,517 units, cumulative total production: 64,171 units [3] - Total sales in October: 8,468 units, cumulative total sales: 81,053 units [3]

Core Insights - The China Association of Automobile Manufacturers reported that in the first nine months, automobile production and sales reached 24.33 million and 24.36 million units, respectively, representing year-on-year growth of 13.3% and 12.9% [1] - Passenger vehicle production and sales totaled 21.24 million and 21.25 million units, with year-on-year increases of 13.9% and 13.7% [1] - New energy vehicles (NEVs) saw production and sales of 11.24 million and 11.23 million units, marking year-on-year growth of 35.2% and 34.9%, with NEV sales accounting for 46.1% of total new vehicle sales [1] - In September, both automobile production and sales exceeded 3 million units, setting a new record [1] Production and Sales Data - Total automobile production for the first nine months was 24.33 million units, a 13.3% increase year-on-year [1] - Total automobile sales for the first nine months reached 24.36 million units, reflecting a 12.9% year-on-year growth [1] - Passenger vehicle production was 21.24 million units, with a year-on-year growth of 13.9% [1] - Passenger vehicle sales were 21.25 million units, showing a year-on-year increase of 13.7% [1] New Energy Vehicles (NEVs) - NEV production reached 11.24 million units, with a year-on-year growth of 35.2% [1] - NEV sales totaled 11.23 million units, reflecting a year-on-year increase of 34.9% [1] - NEVs accounted for 46.1% of total new vehicle sales during this period [1] September Performance - In September, automobile production exceeded 3 million units, marking a new high [1] - September sales also surpassed 3 million units, indicating strong market demand [1]

Core Insights - The China Association of Automobile Manufacturers (CAAM) reported that in September, automobile production and sales reached 3.276 million and 3.226 million units respectively, marking year-on-year increases of 17.1% and 14.9% [2] - This is the first time in history that monthly automobile production and sales have exceeded 3 million units, with a continuous year-on-year growth rate of over 10% for five consecutive months [2] - For the first nine months of the year, automobile production and sales totaled 24.333 million and 24.436 million units, reflecting year-on-year growth of 13.3% and 12.9% [2] Passenger Vehicles - In September, production and sales of passenger vehicles reached 2.9 million and 2.859 million units, with year-on-year growth of 15.9% and 13.2% respectively [2] - For the first nine months, production and sales of passenger vehicles amounted to 21.241 million and 21.246 million units, showing year-on-year increases of 13.9% and 13.7% [2] New Energy Vehicles - In September, production and sales of new energy vehicles (NEVs) were 1.617 million and 1.604 million units, with year-on-year growth of 23.7% and 24.6% respectively, accounting for 49.7% of total new vehicle sales [2] - For the first nine months, NEV production and sales reached 11.243 million and 11.228 million units, with year-on-year growth of 35.2% and 34.9%, representing 46.1% of total new vehicle sales [2] Exports - In September, automobile exports totaled 652,000 units, reflecting a year-on-year increase of 21% [2] - For the first nine months, automobile exports reached 4.95 million units, with a year-on-year growth of 14.8% [2]

Core Insights - GAC Group (02238.HK) reported a production of 179,178 vehicles in September 2025, representing an increase of 11.17% compared to the same period last year [1] - Cumulative production for the year reached 1,237,571 vehicles, showing a decline of 7.21% year-on-year [1] - Vehicle sales in September 2025 totaled 173,176 units, reflecting a decrease of 5.17% compared to the same month last year [1] - Year-to-date sales amounted to 1,183,653 vehicles, which is a decline of 11.34% compared to the previous year [1]

Core Insights - GAC Group (601238)(02238) announced that its automobile production in September 2025 reached 179,200 units, representing an increase of 11.17% compared to the same period last year [1] - The cumulative production for the year stands at 1,237,600 units, reflecting a decrease of 7.21% year-on-year [1] - In September 2025, the automobile sales were 173,200 units, which is a decline of 5.17% compared to the same month last year [1] - The cumulative sales for the year totaled 1,183,700 units, marking a year-on-year decrease of 11.34% [1]