比利时客车展。比利时客车展，看什么？ 看中国的宇通。 2025年国庆期间，两年一度的世界客车博览会（比利时客车展）如约而至。作为客车界 的"奥斯卡"，参评世界客车博览会车辆大奖（Busworld Vehicle Awards）的都是行业佼 佼者，若能获奖则是最权威的肯定。这份"肯定"，宇通客车本次车展一口气拿下7个。除了 上届展会已拿过的"Label of Excellence Ecology Bus"环保奖和"Label of Excellence Design Bus"设计奖，宇通客车这次还斩获了含金量最高的"Grand Award Bus"年度最佳 巴士大奖与"Grand Award Coach"年度最佳客车大奖，以及"Label of Excellence Safety Bus"安全奖、"Label of Excellence Ecology Coach"环保奖、"Busworld Digital Award"等奖项。 国庆期间的商用车，看什么？ 经过国际专家评审团的专业评比，宇通U15一举获得"Grand Award Bus"年度最佳巴士大 奖和"Label of Excellence Safety ...

盈利预测：2025-2027 年公司有望实现营业收入430.4、527.4、619.4 亿元，归母净利润49.0、62.2、76.2 亿元，维持"推荐"评级。 事件：10 月9 日，公司发布2025 年9 月产销快报，实现客车销量4,756辆，同比+25.6%、环比+11.6%； 实现客车产量4,447 辆，同比+14.7%、环比+6.8%。1-9 月公司累计实现客车销量3.4 万辆，同比 +7.1%。 风险提示：行业竞争加剧；原材料价格波动；关税等贸易壁垒风险。 新获多项国际奖项认可，欧洲城间车布局加速：10 月3 日，公司于比利时世界客车博览会重磅亮相，携 全新产品、前沿技术及智能解决方案，并凭借在整车性能、安全与环保等方面的卓越表现，一举斩获7 项大奖，创历史新高。除整车奖项外，其Link+车队管理系统与智能座舱系统亦获认可，充分彰显软硬 件一体化整合能力。此外，公司首次发布纯电城间车IC12E，搭载"车电同寿"长寿命电池技术，可实现 15 年或150 万公里超长使用寿命，助力运营商降低全生命周期成本约4%–5%，有望助力公司进一步拓 展欧洲新能源增量市场。 国际赛事规模订单持续交付，中长期增量可观：9 ...

Core Viewpoint - The event marked the launch of EVE Energy's first commercial vehicle battery technology day, showcasing the company's commitment to advancing electric vehicle technology and collaboration with industry partners [2][4]. Group 1: Market Insights - The global and Chinese new energy commercial vehicle market is at a critical turning point, with a penetration rate of 20% in China, indicating a phase of rapid growth [4]. - The penetration rate for new energy vans has surpassed 40%, aligning closely with the passenger vehicle market, while new energy light trucks are approaching a 20% penetration rate [4]. Group 2: Product Launch and Innovations - EVE Energy introduced eight new open-source battery products designed for various commercial vehicle applications, emphasizing a comprehensive solution for logistics, heavy trucks, buses, and construction machinery [6][8]. - The LF125P-41.86kWh battery targets the urban logistics market, while the LM254-160kWh battery addresses the challenges of light trucks, focusing on reducing empty load energy consumption [8]. - In the bus sector, the LF324S-43.8kWh battery aims to solve the "vehicle and battery lifespan mismatch" issue, offering a warranty of 10 years or 1 million kilometers [9]. Group 3: Technological Advancements - EVE Energy's open-source battery system features five core technologies, including cell upgrades that enhance energy density and reduce charging time in low temperatures [11]. - The integration of advanced cooling technology and safety standards surpassing national regulations ensures improved performance and longevity of the battery systems [11]. Group 4: Strategic Partnerships - EVE Energy signed strategic cooperation agreements with key industry partners, indicating a collaborative approach to enhance the commercial vehicle battery ecosystem [13].

Core Viewpoint - The article highlights the rapid growth of the new energy commercial vehicle market in China, with a penetration rate reaching 20%, indicating a significant development opportunity driven by technological advancements and innovative applications [3][6]. Group 1: Market Trends - The penetration rate of new energy commercial vehicles in China has reached 20%, marking the beginning of a high-growth phase [6]. - The penetration rate for new energy VANs has surpassed 40%, aligning with the growth momentum seen in the passenger vehicle market [7]. - In the new energy light truck sector, the penetration rate is close to 20%, with increasing demand for high-capacity models driven by intercity logistics in regions like Beijing-Tianjin-Hebei and Sichuan-Chongqing [8]. Group 2: Product Launches - EVE Energy launched eight new "open-source battery" products aimed at various commercial vehicle applications, focusing on faster charging, lighter weight, longer lifespan, and better cost efficiency [4][10]. - The LF125P-41.86kWh battery targets the micro-van market, offering rapid charging capabilities and an 8-year warranty [12]. - The LM254-160kWh battery for light trucks supports a range of 400 kilometers and maintains high energy efficiency even in low temperatures [12]. Group 3: Technological Innovations - EVE Energy's new battery series is supported by five core technologies, including advanced lithium iron phosphate chemistry, which enhances energy density and charging efficiency [18]. - The integration of third-generation liquid cooling technology allows for precise temperature control, improving battery lifespan by 20% [18]. - The company employs AI and cloud technology for remote monitoring and predictive maintenance of battery systems, enhancing operational efficiency [19]. Group 4: Strategic Collaborations - EVE Energy signed a strategic cooperation agreement with Haihua Chuangye, expanding its ecosystem in the new energy commercial vehicle sector [20]. - The company collaborates with various industry players, including Huawei for ultra-fast charging technology and major commercial vehicle manufacturers like SANY and Dongfeng [21]. - Through product launches and strategic partnerships, EVE Energy aims to accelerate its market expansion and technological implementation in the new energy commercial vehicle industry [23].