□本报记者 杨凌 河南日报社全媒体记者 杨亚坤 本报通讯员 林婷婷 7月4日，一则来自欧洲的消息让中国智造再次成为焦点——宇通新一代纯电城间车IC12E顺利穿越德 国、丹麦、瑞典、挪威四国，完成全球首次纯电城间车长途全路况测试。 全程1272公里的严苛挑战，不仅验证了车辆在复杂路况下的续航、补能和动力性能，更让意大利 Adnkronos、西班牙Europa Press等国际媒体纷纷赞叹："中国新能源客车正在重新定义行业标准。" 据了解，这并非宇通客车第一次在欧洲"出圈"，早在此前，在挪威希尔克内斯-33℃的冰雪公路上，宇通 U12就以1.56kWh/km的能耗驰骋北极圈。此外，在沙特60℃以上地表炙烤中，宇通U12以每公里仅0.74 千瓦时的超低能耗实现113公里续航；在澳大利亚沿海，宇通C12E满电状态下555公里的续航纪录重新 定义了电动客车的可能性。 "从-40℃到60℃，我们的电池管理系统能自动调节工作状态。"宇通新能源研究院相关负责人说，这样的 创新源于持续的投入。宇通每年将超过5%的营收投入研发，相当于每卖出20辆客车就有一辆的收益反 哺创新。 截至2024年年底，宇通已建立7个国家级、14个省级 ...

安凯客车（000868）公告，预计2025年上半年净利润为1500万元—2100万元，比上年同期的725.78万元 增长106.67%—189.34%。 ...

中通客车（000957）公告，预计2025年上半年净利润为1.65亿元至2.1亿元，比上年同期的1.11亿元上升 48.72%至89.28%。 ...

乌鲁木齐市公共交通集团有限公司 200 辆新能源公交车采购项目中标结果公示 (招标编号: SJX-2025-332) 一、中标人信息: 标段(包)[001]乌鲁木齐市公共交通集团有限公司 200 辆新能源公交车采购项目标段一: 中标人:新疆客车厂有限公司 标段(包)[002]乌鲁木齐市公共交通集团有限公司 200 辆新能源公交车采购项目标段二: 中标人:新疆客车厂有限公司 中标价格:3165 万元 二、其他: 7月10日，乌鲁木齐市公共交通集团有限公司200辆新能源公交车采购项目中标结果公示发 布。公示显示，标段一和标段二中标人均为新疆客车厂有限公司，中标价格分别为17850万元 和3165万元。 本招标项目的监督部门为乌鲁木齐市公共交通集团有限公司 纪检。 四、联系方式 招 标 人:乌鲁木齐市公共交通集团有限公司 电子邮件: / 标段(包)[001]标段一:购置 170 辆 10.5 米低入口配电度数 300 度纯电动城市公交大客 车: 中标人:新疆客车厂有限公司 | 中标价格:17850 万元 标段(包)[002]标段二:购置 30 辆 10.5 米低入口配电度数 300 度纯电动城市公交大客车: 中标人 ...

证券研究报告 东吴证券晨会纪要 东吴证券晨会纪要 2025-07-09 宏观策略 [Table_MacroStrategy] 海外周报 20250706：6 月超预期非农令市场降息预期延后至 9 月 核心观点：本周美越贸易协议与对华芯片设计软件出口限制解除提振市 场情绪，美股上涨；而经济数据的走强令美债利率随降息预期降温而大幅 上行，10 年期美债利率全周升 6.89bps 至 4.346%。本周美国"软数据" PMI 调查超预期，ISM 服务业 PMI 重回荣枯线之上。而周五公布的"硬 数据"美国 6 月非农就业再度超预期，失业率也有所回落，市场对此解 读偏乐观，7 月降息预期被彻底打消。此外本周特朗普《大美丽法案》 （OBBB）正式签署落地，债务上限进一步提高 5 万亿美元至 41 万亿美 元。由于《大美丽法案》带来的赤字增加预期已被市场关注许久，因此 OBBB 的落地或意味着"买预期、卖现实"的交易进入后半程。短期看， 30 年美债利率或 10s30s 期限利差的上行或因此告一段落。 风险提示： 特朗普政策超预期；美联储降息幅度过大引发通胀反弹甚至失控；美联储 维持高利率水平时间过长，引发金融系统流动性 ...

Core Insights - The launch of Yutong's high-end S series model, Tianyu S12, represents a significant response to the booming high-end tourism market in China, showcasing the company's integration of global resources in research and development [2][11] - The global tourism market is projected to reach 14.2 billion trips and $6.1 trillion in revenue in 2024, indicating a strong recovery and a shift towards high-end travel experiences [3] - High-end tourism is experiencing a structural transformation, with consumers willing to pay a premium for quality experiences, leading to a demand for upgraded travel products and services [3][12] Industry Trends - The high-end tourism market has surpassed $1.7 trillion, growing at a rate of 23.4%, reflecting a shift from price-sensitive to experience-oriented consumption [3] - There is a growing need for high-quality travel tools, as high-end travelers believe that the quality of transportation directly impacts their overall satisfaction [4] - The current bus market lacks sufficient high-end models and service standards, highlighting the need for a new product standard system in the industry [4][11] Yutong's Strategic Positioning - Yutong aims to address market demands by establishing a new product standard system, focusing on four key elements: excellent experience, beautiful design, superior operation, and high quality [4][11] - The Tianyu S12 is designed to meet the needs of high-end tourism and business reception, offering customized solutions for various scenarios [7][12] - Yutong's competitive edge is reinforced by 102 patented technologies, setting new industry benchmarks in terms of vehicle specifications and user experience [7][8] Product Features and Innovations - The Tianyu S12 features advanced technologies such as an active remote pre-purification system, zero-gravity seats, and a dedicated navigation system tailored for buses, enhancing passenger comfort and safety [8][9] - The vehicle's design includes a spacious interior, high visibility, and a long service life, which collectively redefine high-end bus standards [7][8] - Yutong's cloud platform, "Anruitong," provides intelligent operational support, optimizing maintenance and monitoring for improved efficiency [9][12] Market Impact and Future Outlook - The introduction of the Tianyu S12 signifies a pivotal moment in the evolution of China's bus manufacturing industry, aligning with global standards and enhancing competitiveness [11][12] - Yutong is transitioning from a hardware supplier to a comprehensive solution provider, fostering collaboration with tourism and transportation sectors to enhance the overall travel experience [12] - The company's commitment to innovation and quality is expected to drive further growth in the high-end travel market, establishing new benchmarks for the industry [12]

Core Viewpoint - Yutong Bus has launched its first high-end highway passenger bus, the Tianyu S12, in response to the evolving trends in tourism consumption and diversified travel demands, indicating a strategic shift towards high-end models despite a shrinking market for traditional buses [2][3]. Industry Trends - The market for highway passenger buses has been compressed due to changes in travel methods, leading to a decline in their status as the preferred choice for intercity and provincial travel [2]. - The demand and positioning of large buses have transformed, now serving as important facilitators for consumption upgrades and tourism expansion rather than merely transporting passengers from point A to point B [2]. Product Features - The Tianyu S12 exceeds national standards for large high-level buses and features industry-leading performance in air purification and structural longevity [3]. - 86% of the 114 key performance indicators of the Tianyu S12 align with those of top international high-end buses, showcasing its competitive edge in energy consumption, interior space, and aesthetics [3]. Design Philosophy - The design of the Tianyu S12 integrates Eastern aesthetics with global technology, drawing inspiration from traditional Chinese elements such as Ming-style furniture and ancient architecture [4]. - The vehicle's design team meticulously selected colors from over 1,000 options, simulating various lighting conditions to ensure optimal visual appeal, reflecting a commitment to high-end design [4]. Market Positioning - The launch of the Tianyu S12 aligns with the current phase of China's tourism industry, which is transitioning from rapid recovery to prosperous development, highlighting consumer aspirations for enhanced travel experiences [2]. - The emphasis on aesthetic design and high-end features in the Tianyu S12 sets a precedent for the future of China's bus industry, suggesting a potential for greater recognition on the international stage [5].

(招标编号: SJX-2025-332) 公示结束时间: 2025 年 07 月 09 日 一、评标情况 标段(包)[001]鸟鲁木齐市公共交通集团有限公司 200 赖新能源公交车采购项目标段一： 1、中标候选人基本情况 中标候选人第１名:新疆客车厂有限公司,投标报价:17850万元,质量:合格,工 期/交货期/服务期:55天; 7月4日，乌鲁木齐市公共交通集团有限公司200辆新能源公交车采购项目中标候选人公示发 布。标段1为170 辆10.5米低入口配电度数300度纯电动城市公交大客车，中标候选人前三名 依次为新疆客车厂有限公司、宇通客车股份有限公司和扬州亚星客车股份有限公司。 标段2为30 辆10.5米低入口配电度数300度纯电动城市公交大客车，中标候选人前三名依次 为新疆客车厂有限公司、中车时代电动汽车股份有限公司和宇通客车股份有限公司。可见，两 标段中标候选人第一名均为新疆客车厂有限公司，其对应两标段投标报价分别为17850万元和 3165万元，投标总报价为21015万元。 乌鲁木齐市公共交通集团有限公司 200 辆新能源公交车采购项目中标候选人公 示 标段(包)[002]鸟鲁木齐市公共交通集团有限公 ...

Group 1 - The event organized by the Henan Securities Regulatory Bureau aimed to enhance the governance and compliance practices of listed companies in Henan, with Yutong Bus as a model company [1][2] - The event included a visit to Yutong Bus's brand experience center and its new energy bus assembly workshop, showcasing the company's commitment to quality and innovation in the bus manufacturing industry [1] - Over 50 participants, including secretaries of boards from 42 listed companies and media representatives, attended the event to learn from Yutong's practices [1] Group 2 - Yutong Bus's secretary shared insights on governance and compliance, covering five key areas: information disclosure, corporate governance, investor relations, public opinion management, and capital operations [2] - The sharing session utilized various tools such as tables, checklists, manuals, and Q&A databases to simplify legal requirements into actionable processes [2] - The Henan Listed Companies Association emphasized the role of leading companies in enhancing governance and compliance, and plans to continue organizing similar events to improve the overall operational standards of listed companies in Henan [2]

金龙汽车（600686）公告，2025年6月客车销售量为4283辆，同比下降9.83%。1-6月累计客车销售量为 22510辆，同比下降1.88%。 ...