Core Viewpoint - Scania's significant investment in Jiangsu, China, reflects the company's confidence in the region's open economic environment and the benefits of recent policy changes that facilitate foreign investment [1][4]. Group 1: Investment and Expansion - Scania is establishing its third global industrial production base in Rugao, Jiangsu, with plans to roll out its first complete vehicles in Q4 2023 [1]. - The company has committed over 10 billion yuan to enhance its operations in Jiangsu, including a powertrain project and the establishment of a research and development center in 2024 [1][4]. - As the first wholly foreign-owned commercial vehicle manufacturer in Jiangsu, Scania has benefited from favorable policies that expedite project approvals and reduce costs [2][4]. Group 2: Policy and Government Support - The removal of foreign ownership limits in 2020 has been pivotal for foreign companies like Scania, allowing them to enter and invest in the Chinese market more effectively [1][2]. - Jiangsu's government has implemented supportive measures, such as tax exemptions on imported equipment for R&D centers, which have encouraged Scania to reinvest in technology development [2][5]. - A dedicated project service team has streamlined the approval process for Scania, significantly reducing the time required for facility inspections and registrations [3]. Group 3: Local Supply Chain Development - Scania aims to achieve over 85% localization of its vehicle components by collaborating with local suppliers, which will help reduce costs and improve delivery times [3]. - The company has already established partnerships with 40 local suppliers, with peak annual procurement exceeding 1 billion yuan [3]. - The strategy of localizing parts production is expected to enhance Scania's competitiveness in the Asian market, particularly as it plans to export "Jiangsu-made" commercial vehicles to Southeast Asia and Japan [4]. Group 4: Economic Impact and Future Outlook - Jiangsu has attracted significant foreign investment, with actual foreign capital usage reaching $11.54 billion in the first half of the year, accounting for 19.5% of the national total [4]. - The province's proactive measures to create a favorable investment environment have led to a notable increase in reinvestment from foreign enterprises, with profits reinvested rising by 5.9% year-on-year [4][5]. - The ongoing efforts to enhance the open economy in Jiangsu are expected to sustain high-quality development and attract more global capital [5].

证券之星消息，8月13日商用车板块较上一交易日下跌0.31%，宇通客车领跌。当日上证指数报收于3683.46，上涨0.48%。深证成指报收于 11551.36，上涨1.76%。商用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600166 | 福昌汽车 | 2.72 | 1.87% | 126.20万 | 3.40 Z | | 000550 | 江铃汽车 | 21.24 | 1.14% | 5.90万 | 1.25亿 | | 000951 | 中国車汽 | 18.06 | 0.56% | 11.17万 | 2.02亿 | | 600006 | 东风股份 | 7.57 | 0.26% | 44.46万 | 3.37亿 | | 301039 | 中佳车辆 | 8.88 | 0.23% | 15.20万 | 1.35亿 | | 600418 | 江淮汽车 | 47.10 | 0.21% | 40.35万 | 19.01亿 | | 000957 | 中通客车 | 11.15 | ...

金融界8月13日消息，上证指数高开高走，中证香港100工业指数 (H100工业，L11182)报156.47点。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当对应的母指数调整样本时， 行业指数样本将相应调整。当样本公司有特殊事件发生，导致其行业归属发生变更时，将对指数进行相 应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照 计算与维护细则处理。 本文源自：金融界 数据统计显示，中证香港100工业指数近一个月上涨6.35%，近三个月上涨16.03%，年至今上涨 15.30%。 作者：行情君 据了解，中证香港100行业指数系列将中证香港100指数样本按中证行业分类标准进行分类，再以各自行 业全部证券作为对应行业指数的样本。该指数以2004年12月31日为基日，以1000.0点为基点。 从中证香港100工业指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中 ...

Core Viewpoint - Zhongtong Bus continues to support the modernization of public transportation in Central Asia through the delivery of N-series city buses to Uzbekistan's Bukhara region, enhancing local commuting experiences and ecological protection [1][3]. Group 1: Delivery and Impact - The recent delivery of N-series city buses to Bukhara marks another large-scale deployment by Zhongtong Bus in Uzbekistan, following previous deliveries to Namangan and Khorezm regions in 2025 [1]. - Bukhara, known as a historical city and a popular tourist destination, will utilize these buses primarily on tourist routes and main roads, improving travel convenience for both tourists and local residents [3]. Group 2: Bus Features - The N-series buses feature a low-entry design with accessibility options for the elderly and disabled, enhancing ease of boarding [5]. - Equipped with Weichai WP7NG natural gas engines and lightweight technology, these buses offer longer range and reduced energy consumption while providing stronger power output [5]. Group 3: Local Government Initiatives - Uzbekistan has prioritized public transportation development, with local governments implementing vehicle upgrades and dedicated road construction to enhance service capabilities [7]. - In Bukhara, the N-series buses are gradually replacing old diesel vehicles, improving passenger comfort and travel efficiency, while also enhancing the city's image [7]. Group 4: Industry Contribution - Zhongtong Bus is committed to providing efficient public transportation solutions, contributing to the high-quality development of global passenger transport [9].

Core Viewpoint - The commercial vehicle market in China experienced fluctuations in sales throughout 2025, with July marking a significant increase in year-on-year sales, indicating a competitive landscape among manufacturers [1][26]. Sales Performance - In July 2025, the commercial vehicle market sold 306,000 units, representing a month-on-month decrease of 17% but a year-on-year increase of 14%, marking the first consecutive monthly increase of the year [3][26]. - The cumulative sales from January to July 2025 reached 2.4277 million units, showing a year-on-year growth of 4%, with an increase of over 90,000 units compared to the same period last year [7][17]. Historical Context - The sales trend for July over the past five years has shown a pattern of fluctuations, with July 2025's sales being the second highest in this period, only behind July 2021 [5][26]. - The cumulative sales for the first seven months of 2025 are considered normal, ranking second in the last five years, but still falling short by nearly 800,000 units compared to the highest sales in 2021 [7][17]. Market Share and Rankings - In July 2025, the top ten manufacturers collectively held a market share of 76.09%, with the top five alone accounting for over 50% [14][22]. - Foton led the sales with 45,500 units, followed by China National Heavy Duty Truck Group and Dongfeng, with sales of 31,100 and 30,000 units respectively [9][11]. Competitive Landscape - The competition among manufacturers remains intense, with small differences in market share among neighboring companies, indicating potential for shifts in rankings [26]. - Notably, Foton and China National Heavy Duty Truck Group saw significant increases in market share, with Foton's share rising to 15.21% and China National Heavy Duty Truck Group's to 10.03% [22][23]. Future Outlook - The commercial vehicle market is expected to continue its competitive dynamics, with close monitoring of sales performance and market share shifts among key players [26].

8月12日，2025中国国际商用车展（CCVS）新闻发布会在北京举行。展会的各主承办方领导 及50余家媒体记者出席了新闻发布会。 2025中国国际商用车展（CCVS）将于11月10-13日在武汉国际博览中心举办。该展会逢单 年举办，是国内唯一的国家级商用车展会，也是目前亚洲规模最大的商用车展会，自2012年 举办以来，已经成功举办了六届，成为国内外主流商用车企业的首选专业性展会。 本届展会的主题是"高端化、智能化、绿色化"，展出面积预计达到8万平方米，专业观众预计 超过6万人次。 "十四五"以来，我国商用车行业经历了从高速增长向高质量发展转型的关键期，以创新为引 领，以发展新质生产力为核心，能源结构转型驱动整个产业全面升级。 2025年，我国将继续加快改革步伐，投资、出口、消费多点发力，随着政策"组合拳"落地并 发挥效应，宏观经济环境前景乐观。在此背景下，我国商用车市场需求缓慢回升，结构性增长 机会大，随着新能源商用车和出口的持续增长，市场需求和产业生态继续发生巨变。 本届展会的主题是"高端化、智能化、绿色化"，将全面展现我国商用车行业高质量发展、培育 形成新质生产力的最新成果，新能源、智能化商用车及零部件是 ...

展会预计展出面积达8万平方米，吸引超6万人次专业观众。设室外动态演示区，进行无 人驾驶演示、试乘试驾等活动；冷链展区展示冷藏车及零部件，并呈现应用场景和运营模 式，助力企业开拓市场、促成交易。汉诺威米兰展览（中国）有限公司董事总经理刘国良介 绍，展会已吸引南美、欧洲、东南亚、中亚、非洲等海外参观团，国际化程度进一步提升。 近年来，武汉会展业发展按下加速键，重磅展会竞相登场。接下来，2025中国文化旅游 产业博览会、第八届中国国际工业设计博览会等展会将相继在汉举办。会展不仅能带来直接 的经济效益，还能加强举办地与外界的经贸、文化交流，提升区域知名度，被誉为"触摸世 界的窗口"。王侠高度评价了武汉汽车产业和会展经济具有独特优势。在王侠看来，武汉作 为展会举办地，具有得天独厚的产业优势：拥有底盘、专用车及零部件完整的商用车产业 链。在新能源、智能化方面也有明显优势，产业资源丰富。本届中国国际商用车展将整合这 些区域优势资源，进一步提升展会的影响力和可持续发展力。 编辑：赖俊 8月12日，中国国际贸易促进委员会汽车行业分会会长王侠在北京宣布：2025中国国际 商用车展将于11月10日至13日在武汉国际博览中心举办，主 ...

7月重卡销8.49万辆同比大增46%，喜提"4连增" 第一商用车网最新获悉，根据中汽协数据(企业开票数口径，非终端实销口径，下同)，2025年7月份， 我国卡车市场(含底盘、牵引车)共计销售26.44万辆，环比6月份下降16%，同比增长14%。这其中，重 型卡车市场(含底盘、牵引车)7月份销售8.49万辆，环比下降13%，同比增长46%，同比增幅较上月扩大 9个百分点(2025年6月份重卡市场同比增长37%)，重卡市场这一轮的连增势头扩大至"4连增"。 通常来讲，7月份是重卡行业的销售淡季，过去十年(不包括2025年)7月份重卡平均销量约7.08万辆，但 自2022年起，连续三年7月份销量都不足7万辆。 由近五年7月份重卡销量及增幅走势图可见，最近五年7月份的重卡市场仅有两年实现增长，其中就包括 2025年7月份。在连续三年7月份销量都明显低于历史平均水平后，2025年7月份重卡销量不仅再次超过7 万辆，8.49万辆也创造了最近五年7月份的最高销量，如果把时间线拉长到近十年来看，则是十年第三 高的7月份。 TOP5月销破万辆，重汽超2万，福田/徐工等翻倍涨 2025年7月份重卡市场同比增长46%，同比增幅较上 ...

500质量成长ETF 证券之星消息，8月12日商用车板块较上一交易日上涨0.43%，宇通客车领涨。当日上证指数报收于3665.92，上涨0.5%。深证成指报收于 11351.63，上涨0.53%。商用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600066 | 宇通客车 | 27.70 | 4.96% | 21.30万 | | 5.8217 | | 600686 | 金龙汽车 | 12.52 | 0.97% | 20.99万 | | 2.621Z | | 301039 | 中佳车辆 | 8.86 | 0.91% | 17.19万 | | 1.52 Z | | 000957 | 中通客车 | 11.14 | 0.27% | 11.82万 | | 1.32 Z | | 000550 | 江铃汽车 | 21.00 | 0.24% | 4.19万 | | 8787.18万 | | 000951 | 中国車汽 | 17.96 | 0.22% | 11.08万 | ...

Core Viewpoint - In July 2025, the heavy truck market experienced a significant year-on-year sales increase of 46%, while the tractor market grew by 29%, continuing to lag behind the overall heavy truck market performance [1][25]. Market Performance - In July 2025, the total sales of heavy trucks reached 84,900 units, a month-on-month decrease of 13% but a year-on-year increase of 46% [4]. - The tractor market sold 42,800 units in July, reflecting a month-on-month decline of 12% and a year-on-year growth of 29%, which is lower than the overall heavy truck market growth [4][10]. - The tractor market's year-on-year growth rate decreased slightly from 31% in June to 29% in July [10]. Historical Trends - Over the past five years, July tractor sales have shown a pattern of decline followed by growth, with July 2025 marking the highest sales in five years at 42,800 units, an increase of nearly 10,000 units compared to July 2024 [6]. - Cumulatively, from January to July 2025, tractor sales reached 313,000 units, marking the second-highest total in five years, with a 5% increase compared to the same period in 2024 [8][17]. Company Performance - In July 2025, the leading company in tractor sales was China National Heavy Duty Truck Corporation (重汽), selling 10,800 units, capturing a market share of 25.13% [12][15]. - Other notable companies included FAW Jiefang (一汽解放) with 9,125 units sold (21.30% market share) and Shaanxi Automobile Group (陕汽集团) with 6,888 units sold (16.10% market share) [12][15]. - The top ten companies accounted for 99.01% of the tractor market, with the top five companies holding 88.50% of the market share [15][21]. Cumulative Sales and Market Share - From January to July 2025, the cumulative sales of the tractor market reached 313,000 units, with a year-on-year increase of 5% [17]. - The cumulative market share of the top ten companies reached 99.04%, with the top two companies, 重汽 and 一汽解放, each exceeding 20% market share [21]. - Companies such as 徐工 and 远程 saw significant growth, with year-on-year increases of 182% and 108%, respectively [19]. Industry Dynamics - The rankings of the top ten companies in the tractor market remained consistent from June to July 2025, with some shifts in positions among the lower-ranked companies [16][23]. - Compared to the end of 2024, the rankings of some companies have changed, indicating a dynamic competitive landscape [23]. Conclusion - The heavy truck market is showing strong growth, but the tractor segment continues to lag behind, raising questions about its potential to catch up in the remaining months of 2025 [25].