近一年东莞市台铃车业有限公司摩托车产销情况统计图 数据来源：中国汽车工业(摩托车)产销快讯，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2026-2032年中国摩托车行业市场全景评估及发展策略分析报告》 根据中国汽车工业(摩托车)产销快讯数据显示：2025年10月东莞市台铃车业有限公司摩托车产量为 12088辆，同比增长66.41%，销量为12098辆，同比增长66.55%，产销率为100.08%，清仓10辆。 上市公司：钱江摩托（000913），信隆健康（002105），征和工业（003033），久祺股份（300994）， 林海股份（600099），上海凤凰（600679），中路股份（600818），力帆科技（601777），春风动力 （603129），爱玛科技（603529），隆鑫通用（603766），永安行（603776），新日股份（603787）， 绿通 ...

Key Points - The core view is that in the heavy truck sector, exports will surpass domestic sales by 2026, with electric and natural gas vehicles outpacing diesel trucks, focusing on export leaders [2][3][12] - For 2025, domestic sales are expected to reach 814,000 units, a year-on-year increase of 35.2%, while exports are projected at 332,000 units, up 14.3%, leading to a total wholesale volume of 1,143,000 units, reflecting a 26.7% increase [2][19] - The natural demand for heavy trucks is stabilizing, with an estimated 646,000 units driven by natural demand in 2025, indicating that policy support is not the sole driver of growth [2][19] - By 2026, the penetration rate of electric heavy trucks is expected to rise to 30%-35%, with natural gas trucks also gaining traction as gas prices decline and oil prices stabilize [3][12] - Investment recommendations include focusing on export leaders such as China National Heavy Duty Truck Group (China National Heavy Duty Truck H), engine leaders like Weichai Power, and companies with potential in both export and domestic sales like China National Heavy Duty Truck A, FAW Jiefang, Foton Motor, and CIMC Vehicles [3][12] Commercial Vehicle Sector - The bus sector is expected to see stronger external demand than internal demand in 2026, with a projected 3% increase in domestic sales and a 30% increase in exports [5][13] - The key players in the bus sector include Yutong and King Long, which are expected to benefit from the dual drivers of domestic recovery and sustained overseas demand [6][13] Motorcycle Sector - The motorcycle market is witnessing a decline in domestic sales but a significant increase in exports, particularly for large-displacement motorcycles, which are expected to grow by 31% year-on-year in 2026 [8][14] - The total motorcycle sales for 2026 are projected to reach 19.38 million units, a 14% increase, with large-displacement motorcycles expected to account for 1.26 million units [8][14] - Investment recommendations in the motorcycle sector favor leading companies such as Chunfeng Power and Longxin General [9][14]

Core Viewpoint - Guangzhou Dream Monkey Vehicle Products Co., Ltd. has been established with a registered capital of 10,000 RMB, indicating a new player in the market focusing on various retail and wholesale sectors [1] Group 1: Company Overview - The company is registered with a capital of 10,000 RMB, which is relatively low, suggesting it may be in the early stages of development [1] - The business scope includes retail and wholesale of stationery products, indicating a focus on consumer goods [1] Group 2: Business Scope - The company operates in multiple sectors including sales of metal materials, super materials, and new energy vehicle electrical components, showcasing a diverse product range [1] - Additional offerings include retail and wholesale of motorcycle parts, hardware products, computer software and hardware, communication equipment, and electronic components, reflecting a broad market approach [1] - The inclusion of smart robots and automotive decoration products in its sales portfolio suggests an interest in innovative and technology-driven markets [1]

Group 1: Commercial Vehicles - The core conclusion for heavy trucks indicates that exports will surpass domestic sales in 2026, with a focus on leading exporters [2] - In 2025, the total wholesale volume for heavy trucks is expected to reach 1.143 million units, a year-on-year increase of 26.7%, with domestic sales at 814,000 units (+35.2%) and exports at 332,000 units (+14.3%) [11][12] - The penetration rate of electric heavy trucks is projected to rise to 30%-35% in 2026, with natural gas trucks also expected to gain market share [2][11] Group 2: Buses - The bus sector is expected to see stronger external demand than internal demand in 2026, with a projected growth of 3% for domestic sales and 30% for exports [3][22] - The key players in the bus industry, such as Yutong and King Long, are anticipated to benefit from the recovery in both domestic and overseas markets [3][22] - The overall profitability of the bus sector is expected to improve, driven by the recovery in demand and the performance of leading companies [23][39] Group 3: Motorcycles - The motorcycle industry is projected to achieve a total sales volume of 19.38 million units in 2026, a year-on-year increase of 14%, with large-displacement motorcycles expected to grow by 31% [4][29] - Exports of large-displacement motorcycles are expected to reach 830,000 units in 2026, reflecting a 50% increase compared to the previous year [4][29] - Leading motorcycle manufacturers, such as Chunfeng and Longxin, are expected to benefit from the continued growth in exports and large-displacement motorcycle sales [4][30]

Core Insights - The fifth Chongqing Capital Market High-Quality Development Conference highlighted new opportunities for listed companies through mergers and acquisitions [1] - The "Chongqing Listed Companies Development Report (2025)" was released, serving as a comprehensive resource for the development of listed companies in Chongqing [1] Group 1: Company Performance - As of now, there are 78 A-share listed companies in Chongqing with a total market capitalization of approximately 1.3 trillion yuan [1] - In the first three quarters of 2025, Chongqing listed companies achieved a total operating income of 572.13 billion yuan and a net profit of 32.96 billion yuan, with over 40% of companies reporting growth in both metrics [1] - Chongqing listed companies exhibited a "124+N" characteristic, with a notable focus on R&D investment [1] Group 2: Key Metrics - Chongqing ranked first in the nation for R&D investment among listed companies, with a total of 14.77 billion yuan in R&D spending in the first half of 2025, representing a year-on-year increase of 42.1% [2] - The proportion of private listed companies in Chongqing increased from 50.9% at the end of 2020 to 60.3%, the highest among the four direct-controlled municipalities [2] - The number of manufacturing listed companies in Chongqing reached 48, accounting for 61.5% of the total, surpassing Beijing's 39.4% and Shanghai's 56.7% [2] Group 3: Regional Comparisons - Chongqing's listed companies have the largest asset scale in Central and Western China, reaching 4.0173 trillion yuan by the end of the third quarter of 2025 [2] - The refinancing scale of Chongqing listed companies was the second largest in Western China, with 13 billion yuan raised through private placements and convertible bonds, a year-on-year increase of 125.9% [2] - The number of companies with over 50% of revenue from overseas operations ranked second in Western China, with 7 companies achieving 31.39 billion yuan in overseas revenue in the first half of 2025 [2] Group 4: Future Outlook - The Chongqing municipal government is committed to building a multi-level capital market as part of its strategy to enhance the Western financial center, promoting the "Thoroughbred" action for company listings [3] - The Western Financial Research Institute aims to strengthen collaboration with various stakeholders to enhance research on listed companies and capital market development [3] - The annual publication of the "Chongqing Listed Companies Development Report" will continue to improve the recognition and penetration of the "Chongqing Listed Companies" financial brand [3]

当地时间12月10日，墨西哥众议院以压倒性结果批准通过一项重磅关税法案。 该法案计划对来自中国等未签署自由贸易协定的亚洲国家的1463项商品加征关税，税率从原有的0-20%提升至10%-50%，多数商品税率集中在10%-30%， 部分品类关税达50%，覆盖约17个行业。 法案拟于2025年12月15日完成立法程序，将于2026年1月1日起正式生效。 其中，法案涉及到的国家包括中国、韩国、印度、越南、泰国、印度尼西亚、俄罗斯、土耳其、巴西、尼加拉瓜、阿联酋和南非等。 欧盟、美国、加拿大等与墨西哥有自由贸易协定（TLC）的国家不受影响。 但值得注意的是，政策出台的时间节点恰与近日中日关系紧张期重合，这让"单纯经济考量"的说法备受质疑。 文章来源：维运网整理汇编，转载请注明出处 涉及行业具体如下： 有数据显示，受影响的贸易额中约70%来自中国——2024年中墨贸易额达1094.26亿美元，中方出口902.32亿美元，贸易逆差持续扩大成为墨西哥政府推动 加税的重要借口。 中国商务部于12月11日作出回应，明确反对这种单边主义、保护主义做法，指出措施将实质性损害中方利益，希望墨方及早纠正有关错误做法，同中方相 向而行。 ...

证券日报网讯12月11日，钱江摩托（000913）在互动平台回答投资者提问时表示，截至12月10日公司股 东人数为23000户。 ...

Group 1 - Shenzhen Jiuzheng Precision Technology Co., Ltd. has been established with a registered capital of 2 million RMB [1] - The legal representative of the company is Guo Yaozheng [1] - The company's business scope includes manufacturing and sales of optical instruments, 5G communication technology services, semiconductor device manufacturing, and various types of robot manufacturing and sales [1] Group 2 - The company is involved in the processing of mechanical parts and components, as well as the retail of motorcycle and automotive parts [1] - It also engages in the manufacturing and sales of intelligent unmanned aerial vehicles and service robots [1] - The company is authorized to conduct domestic trade agency, import and export of goods, and technology import and export [1]

Core Viewpoint - Zhengzhou Yujidongli Technology Co., Ltd. has been established with a registered capital of 50,000 RMB, focusing on various sectors within the new energy and automotive industries [1] Group 1: Company Overview - The legal representative of Zhengzhou Yujidongli Technology Co., Ltd. is Liu Yangyang [1] - The company is engaged in a wide range of activities including research and development of emerging energy technologies and sales of plug-in hybrid special engines [1] Group 2: Business Scope - The business scope includes sales of new energy power equipment, battery components, and batteries, as well as recycling and secondary utilization of used power batteries from new energy vehicles [1] - The company also offers services in motorcycle and parts research and development, information technology consulting, and various technical services [1] - Additional activities include domestic trade agency, import and export of goods and technology, and wholesale and retail of automotive and motorcycle parts [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 003033 | 征和工业 | 60.92 | 4.21% | 2.18万 | | 1.31亿 | | 301345 | 涛涛车业 | 218.20 | 2.39% | 1.29万 | | 2.83亿 | | 002105 | 信隆健康 | 7.74 | 1.84% | 29.22万 | | 2.25亿 | | 601777 | 千里科技 | 10.42 | 1.17% | 27.52万 | | 2.89亿 | | 920058 | 北法基本 | 31.70 | 0.96% | 2670.84 | | 849.94万 | | 301322 | 绿通科技 | 27.67 | 0.40% | 1.19万 | | 3290.69万 | | 300994 | 久祺股份 | 16.15 | 0.31% | 1.67万 | | 2692.73万 | | 603129 | 春风动力 | 278.71 | 0.26% | 1.17万 | | 3.2 ...