格隆汇1月6日丨金龙汽车(600686.SH)公布2025年12月份产销数据快报，客车销售量7254辆，同比 下降0.59%。 ...

Group 1 - The core viewpoint of the article indicates that Jinlong Automobile (600686.SH) has reported a slight decline in bus sales for December 2025, with a total of 7,254 units sold, representing a year-on-year decrease of 0.59% [1] - The cumulative bus sales for the current year reached 51,250 units, showing a year-on-year growth of 2.29% [1]

证券代码：600686 证券简称：金龙汽车 编号：2026-001 单位：辆 | 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 | 增减 | | 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% | | 其中：大型客车 | 2,232 | 1,959 | 13.94% | 18,560 | 18,2 ...

金龙汽车公告，2025年12月客车生产量7029辆，当月同比增长9.85%；本月客车销售量7254辆，同比下 降0.59%。 ...

证券代码：600066 证券简称：宇通客车 编号：临2026-001 宇通客车股份有限公司董事会 二零二六年一月五日 单位：辆 注：本表为销售快报数据，最终数据以公司定期报告数据为准。 特此公告。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 宇通客车股份有限公司2025年12月份产销数据快报如下： ...

证券日报网讯1月5日，安凯客车（000868）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司股东总户数为48681户。 ...

12月31日，2025年大连公交老旧车辆新能源城市公交车替代项目（一标段）中标结果公告 发布。公告显示，中车电动独家中标6.9亿元大单，包括 12米级纯电动城市公交客车500辆、 8米级限高纯电动城市公交客车55辆。 公告正文如下： 2025年大连公交老旧车辆新能源城市公交车替代项目（一标段）中标结果公告 一、中标人信息 中标人：中车时代电动汽车股份有限公司 中标价：690862000.00元 二、其他 1.项目名称：2025年大连公交老旧车辆新能源城市公交车替代项目一标段 2.项目编号：JTJT2025-GJ018-01 3.开标日期：2025年12月31日 5.项目所在地区：辽宁省，大连市 6.招标内容：12米级纯电动城市公交客车500辆、8米级限高纯电动城市公交客车55辆及其 8年全生命周期维保服务。 7.供货时间：2026年2月10日前完成全部车辆交货。2026年2月15日前办理完成全部车辆 上牌手续。若由于中标人原因未能按期办理好全部车辆上牌手续，视为逾期交货。 8.供货地点：招标人指定地点 三、监督部门 监督部门：大连公交客运集团有限公司综合管理部 联系人：衣工 联系电话：0411-8809581 ...

Core Viewpoint - The public transportation sector in Yuxi City is moving towards electrification with the procurement of 60 pure electric buses, indicating a shift in focus towards sustainable transportation solutions [1]. Group 1: Procurement Details - The procurement project is for Yuxi City Public Bus Service Company, specifically for level-step pure electric buses [2]. - The total budget for this procurement is 34.8 million yuan, with individual bids from the top three candidates being 549,800 yuan, 519,800 yuan, and 525,000 yuan respectively [1][2]. - The bidding process is open and follows a comprehensive evaluation method for assessing bids [2]. Group 2: Bidding Results - The first candidate, Xiamen King Long United Automotive Industry Co., Ltd., has a bid of 549,800 yuan and received a score of 92.94 [4]. - The second candidate, Anhui Ankai Automobile Co., Ltd., submitted a bid of 519,800 yuan with a score of 90.5 [5]. - The third candidate, Zhongtong Bus Holding Co., Ltd., offered a bid of 525,000 yuan and scored 89.56 [6]. Group 3: Delivery and Warranty Terms - All candidates are required to complete the production, delivery, debugging, and acceptance of the buses within 40 calendar days after the contract signing, with a penalty of 1,000 yuan per day for delays [4][5][6]. - The buses must meet various safety and quality standards, including a warranty of no less than 3 years or 150,000 kilometers for the vehicle and 10 years or 1 million kilometers for the battery [4][5][6].

Core Insights - Indonesian public transport company has successfully integrated electric buses into its fleet, with a significant shift from traditional fuel sources to electric vehicles, highlighting the growing acceptance and preference for electric buses among drivers and operators [1] - Chinese electric vehicle manufacturers, particularly BYD, are rapidly expanding their presence in Southeast Asia, capitalizing on the region's increasing demand for electric buses as part of broader decarbonization strategies [1][2] Group 1: Market Trends - In 2024, China is expected to export over 15,000 new energy buses, marking a 25% year-on-year increase, with BYD, Yutong, and Suzhou Jinlong leading the market [2] - By the first half of 2025, China is projected to export approximately 9,000 pure electric buses, a staggering 124% increase compared to the previous year, indicating a robust growth trajectory in the electric bus sector [4] Group 2: Regional Developments - In Indonesia, BYD is collaborating with local company VKTR to establish an electric bus and truck assembly plant, aiming to deliver 50 buses by the end of December and an additional 30 by early 2026 [4] - Malaysia has already deployed at least 146 electric buses, with plans to significantly increase this number in the coming years, reflecting a strong commitment to electric vehicle adoption [5] - Singapore has awarded contracts for electric buses to Chinese manufacturers, with plans to procure over 2,000 electric buses by 2030, further demonstrating the region's shift towards electric public transport [6] Group 3: Local Manufacturing and Policy - VKTR has achieved 40% localization of bus components, qualifying for government incentives aimed at promoting electric vehicle production [4] - The Philippines has enacted legislation requiring government agencies to ensure that at least 5% of their vehicles are electric, which is expected to boost the adoption of electric buses in the country [6] Group 4: Challenges and Perceptions - Despite the positive outlook for Chinese electric buses in Southeast Asia, concerns have been raised regarding cybersecurity risks associated with these vehicles, as highlighted by accusations from European countries [8] - Yutong has denied allegations of remote control risks, emphasizing the technical safeguards in place to protect critical safety systems [9]

Core Viewpoint - In November 2025, the sales of large and medium-sized new energy buses in China experienced significant growth, with a total of 9,924 units sold, marking a 39.05% month-on-month increase and a 56.60% year-on-year increase, indicating a robust market performance [1][2]. Sales Performance of Leading Companies - Ankai Bus achieved the highest sales with 2,274 units, reflecting a staggering month-on-month growth of 501.59% and a year-on-year growth of 1,676.56%, capturing a market share of 22.91% [2][5]. - Yutong Bus ranked second with 1,786 units sold, showing a month-on-month increase of 45.80% and a year-on-year increase of 42.99% [5][7]. - CRRC Electric ranked third with 1,142 units sold, with a month-on-month growth of 23.86% and a year-on-year growth of 66.47% [5][7]. - Other notable performers included Xiamen Golden Dragon and Geely Far Star, with sales of 767 and 557 units respectively, both showing significant growth [5][7]. Market Share Insights - The top three companies accounted for a combined market share of 52.42%, an increase from 39.30% in October, while the top five companies held nearly 70% of the market [11][12]. - The total market share of the top ten companies reached 89.03%, up from 86.72% in September [11]. Cumulative Sales Data - From January to November 2025, a total of 49,103 units were sold, representing a year-on-year increase of 37.13% [1][11]. - Ankai Bus and Suzhou King Long were the only two companies among the top ten to achieve cumulative sales growth exceeding 100%, with increases of 257.01% and 153.15% respectively [11][21]. Segment Performance - In the bus segment, 6,390 units were sold in November, with a market share of 64.39%, while the seat bus segment saw sales of 3,218 units, reflecting a month-on-month increase of 197.41% and a year-on-year increase of 210.62% [14][22]. - The "other buses" category, including school buses, sold 316 units, with a remarkable year-on-year growth of 532.00% [14][15]. Conclusion - The November performance of the new energy bus market in China indicates a competitive landscape with several brands showing significant growth, setting the stage for a strong finish to the year as companies prepare for the annual competition [26].