7月12日公司发布上半年业绩预告，预计实现净利润1500.00万元至2100.00万元，变动区间为 106.67%~189.34%。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计，截至发稿，安凯客车收盘价为5.83元，上涨0.34%，本期筹码集中以来股价累计 下跌0.51%。具体到各交易日，5次上涨，5次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入6.58亿元，同比增长14.84%，实现净利润 437.03万元，同比下降9.95%，基本每股收益为0.0100元，加权平均净资产收益率0.51%。 安凯客车8月1日披露，截至7月31日公司股东户数为51554户，较上期（7月20日）减少3866户，环比降 幅为6.98%。这已是该公司股东户数连续第3期下降。 ...

证券之星消息，根据天眼查APP信息整理，7月30日公布的《赤水竹城公交公司纯电动城市公交车采购成交结果公示》中显示宇通客车股份有限公 司中标。公告内容如下： 项目名称：赤水竹城公交公司纯电动城市公交车采购 项目编号：ZBCG2025070***** 项目实施地点：赤水竹城公交或采购人指定地点 项目概况：根据赤水市竹城公共交通有限公司生产需求，采购车型为8.5米-8.7米全承载，二级踏步纯电动城市公交车6辆;动力蓄电池电量 ≥175kw.h，磷酸铁锂，电池24h监控系统，电池箱专用灭火装置。 供应商基本要求：1.一般资格条件： 1)企业法人或其他组织：提供法人或其他组织的营业执照(有效的营业执照、组织机构代码证和税务登记证， 或三证合一或五证合一证书)(复印件加盖供应商单位公章(电子印章)); 2)具有良好的商业信誉和健全的财务会计制度：提供2023或2024年度经第三 方审计的财务报告或基本开户银行出具的资信证明(注：如为新成立公司(成立未满1年)需提供情况说明，证明无财务往来等情况)(复印件加盖供应 商单位公章(电子印章)); 3)具有履行合同所必需的设备和专业技术能力：提供履行合同所必需的设备和专业技术能 ...

Core Viewpoint - Yantai Public Transport Group announced the results of the electric bus procurement, with Yutong winning two packages and other companies winning one package each, totaling 96 vehicles [1][2]. Group 1: Bid Results - Package 1 was awarded to Yutong Bus for 30 units of 10.2-10.7 meter electric air-conditioned buses at a bid price of 29.808 million yuan [2][3]. - Package 2 was awarded to Suzhou Jinlong Haige for 17 units of 8-8.99 meter electric air-conditioned buses at a bid price of 13.77 million yuan [2][3]. - Package 3 was awarded to Yangzhou Yaxing Bus for 18 units of 8-8.99 meter electric air-conditioned buses at a bid price of 15.354 million yuan [2][4]. - Package 4 was awarded to CRRC Electric for 19 units of 8-8.99 meter electric air-conditioned buses at a bid price of 15.675 million yuan [2][4]. - Package 5 was awarded to Yutong Bus for 12 units of 8-8.99 meter electric air-conditioned buses at a bid price of 10.032 million yuan [2][4]. Group 2: Project Information - The project name is "Electric Bus Procurement" with the project number YC2025-150 [3]. - The tender announcement was published on July 4, 2025, and the bid opening date was July 25, 2025 [3]. - The procurement method used was public bidding [3]. Group 3: Contact Information - The bidding organization is Yantai Public Transport Group [5]. - The address for the bidding agency is Yantai Development Zone, Changjiang Road, 300, Yida Zhihui Valley Incubator, A2 Building [5].

东部公交339辆新能源公交车招标结果来了！看看谁中标？ 本次候选人公示显示，东部公交300辆8.5米-8.999米低地板纯电动公交客车采购项目，第一中标候选人为中兴智能汽车有限 公司，中标数量110辆；第二中标候选人为金龙联合汽车工业（苏州）有限公司，中标数量100辆；第三中标人为南京金龙客 车制造有限公司，中标数量90辆；备选中标候选人为比亚迪汽车工业有限公司。 | 项目信息 | | | | | --- | --- | --- | --- | | 项目名称 | 东部公交2025年300辆8.5米-8.999 米低地板纯电动公交客车采购 | 项目编号 | YG25QG0001224 | 7月25日，东部公交2025年300辆8.5米-8.999米低地板纯电动公交客车采购候选人公示和39辆6米-6.499米低入口/低地板 纯电动公交客车采购候选人公示在中国招标投标公共服务平台分别发布。根据此前招标公告， 300辆8.5米至8.999米低地板纯电 动公交客车采购控制价为2.685亿元，39辆6米至6.499米低入口/低地板纯电动公交客车采购控制价为2710.5万元，两个采购项目预算 总额近3亿元。 | 项目信息 ...

Core Viewpoint - The Chinese bus export market has shown remarkable growth in June 2025, achieving a record high in exports and marking the 18th consecutive month of growth, with a total of 35,591 buses exported in the first half of the year, representing a 29.18% increase year-on-year [1][3][15]. Group 1: Overall Export Performance - In June 2025, a total of 7,335 buses were exported, a year-on-year increase of 28.17%, setting a new monthly record [1][3]. - The export of large buses exceeded 4,000 units for the first time, reaching 4,057 units, a significant increase of 37.06% year-on-year [5][6]. - The overall export volume for large, medium, and light buses continued to show positive growth, with medium buses exporting 1,700 units (up 15.02%) and light buses exporting 1,578 units (up 22.8%) [5][6]. Group 2: Segment Performance - The export of seat buses, public transport buses, and school buses all experienced year-on-year growth, while other bus categories saw declines [8]. - Public transport buses saw a remarkable increase of 73.99% in June, with 3,518 units exported, marking the highest monthly export volume of the year [8][29]. - The export of light seat buses showed the most significant growth, with a year-on-year increase of 52.95%, while large seat buses also maintained a positive growth trend [21][27]. Group 3: Company Rankings - Yutong Bus regained its position as the top exporter in the first half of 2025, exporting 6,020 units, despite a year-on-year decline of 7.38% [15][16]. - Xiamen King Long and Xiamen King Travel ranked second and third, with significant year-on-year increases of 56.43% and 73.59%, respectively [15][16]. - Ankai Bus made a notable leap in rankings, achieving a year-on-year growth of 129.48% and moving up to sixth place in the export rankings [15][16]. Group 4: Monthly Export Insights - In June 2025, the top ten exporting companies included Yutong (2,154 units), Xiamen King Long (1,279 units), and Ankai (776 units), with Yutong leading significantly [18][32]. - The public transport bus export volume in June reached 3,518 units, the highest of the year, just shy of the previous December's peak [29][32]. - The export performance of various companies in the bus segment indicates a competitive landscape, with several companies showing strong growth and shifting rankings [15][30].

Core Viewpoint - The Chinese passenger travel industry is accelerating its transition towards high-quality development, driven by consumption upgrades and dual carbon goals, with electric light buses becoming a key driver for industry upgrades [1][6]. Group 1: Industry Trends - The demand for travel has shifted from merely being able to travel to a focus on quality travel experiences, necessitating collaboration across the passenger travel industry to achieve high-quality development [6][12]. - The industry is expected to enter a vacation tourism era, with travel becoming more customized, smaller-scale, high-end, and electric [12][14]. Group 2: Product Launch and Features - The launch of the Yutong Tianjun V6E, a new pure electric light bus, showcases Yutong's commitment to green transformation in the passenger travel industry [3][20]. - The Tianjun V6E features a high-capacity battery of 100.46 kWh (with an option for 132.016 kWh), a maximum power of 180 kW, and a range of up to 280 km/380 km, significantly enhancing operational efficiency [17][19]. - The vehicle offers various seating configurations (7, 9, 14, and 15 seats) to meet diverse passenger transport needs, with the 7 and 9-seat versions being easy to drive with a C license [17][19]. Group 3: Industry Collaboration and Case Studies - Industry leaders emphasize the importance of green transformation and service enhancement in the passenger travel sector, with Yutong positioned as a key partner in upgrading transportation equipment [8][10]. - Companies like Shanxi Wutai Mountain Jinyu Transport and Ningxia Tianbao Guguan Transport have successfully integrated Yutong's light buses into their operations, demonstrating high operational efficiency and customer satisfaction [23][25]. Group 4: Future Outlook - Yutong aims to continue innovating and breaking through technological and scenario boundaries, positioning its products as vital components in activating industry potential and supporting a more efficient, low-carbon, and resilient travel ecosystem [27].

Project Overview - The project is for the procurement of 20 new energy buses in Yishui County, with a budget of 10 million yuan [1][2]. - The bidding process is open and follows relevant laws and regulations in China [1]. Supplier Qualification Criteria - Eligible suppliers must be registered manufacturers or authorized agents with the ability to assume civil liability and must possess valid business licenses and tax registration [2][4]. - Manufacturers must have the necessary qualifications for bus production and be listed in the national vehicle announcement directory [2][3]. - Suppliers must have a good commercial reputation and a sound financial accounting system, with no major legal violations in the past three years [4][5]. Bidding Process - The procurement documents can be obtained online, with a deadline for download set for July 30, 2025 [8]. - Electronic response documents must be submitted through the designated procurement platform by August 15, 2025 [9][10]. - The opening of bids will occur on August 15, 2025, at a specified location in Jinan, Shandong Province [11]. Contact Information - The procurement is managed by Yishui County Guoyun Asset Management Co., Ltd., with contact details provided for inquiries [11][13].

Group 1: Company Performance and Market Trends - In the first half of 2025, the company sold 5,839 buses, representing a year-on-year increase of 2.38% [1] - The bus industry in China saw a cumulative sales volume of approximately 21,000 units in the first half of 2025, with a year-on-year growth of 5.59% [2] - The company's net profit for the first half of 2025 is expected to be between 165 million and 195 million yuan, an increase of 48.72% to 89.28% compared to the same period last year [1] Group 2: Overseas Market Development - The demand for public transportation in emerging overseas markets is increasing due to enhanced infrastructure and urbanization efforts [2] - The company views overseas markets as a key direction for high-quality development and plans to expand its sales network while leveraging resources from Shandong Heavy Industry Group [2] - The company aims to improve its overseas after-sales service and parts supply system while focusing on talent development and retention [2]

Core Viewpoint - The procurement results for the 2025 pure electric bus project by Xianyou County Zhongyi Public Transport Co., Ltd. have been announced, with Xiamen Jinlv and Xiamen Jinlong winning the bids for different vehicle packages [1][6]. Summary by Sections Procurement Results - Xiamen Jinlv won Contract Package 1 with a bid amount of 16.56 million yuan for 20 units of 8.5-meter low-entry pure electric buses [1][2]. - Xiamen Jinlong won Contract Package 2 with a bid amount of 10.81 million yuan for 16 units of 7-meter low-floor pure electric buses [1][6]. Key Information on Contract Package 1 - Contract Package 1 includes: - 20 units of 8.5-meter low-entry pure electric buses from Jinlv, model XML6855JEVY0C3, with a unit price of 82.80 million yuan [2]. - Total bid amount for Package 1 is 16.56 million yuan [1][2]. Key Information on Contract Package 2 - Contract Package 2 includes: - 16 units of 7-meter low-floor pure electric buses from Jinlong, model XMQ6701DGBEVL, with a unit price of 67.58 million yuan [6]. - Total bid amount for Package 2 is 10.81 million yuan [1][6]. Evaluation and Fees - The evaluation scores for the winning bids were 97.643 for Package 1 and 97.500 for Package 2 [2][6]. - The agency service fee for Package 1 is 18,122 yuan, while for Package 2 it is 11,878 yuan [4][7]. Contact Information - For inquiries, the contact for Xianyou County Zhongyi Public Transport Co., Ltd. is Mr. Yu at 15892095451, and for the procurement agency, it is Ms. Huang at 0594-2278989 [5][7].

Group 1 - Several listed companies have announced large orders, leading to significant stock price movements and improved performance expectations [1] - Companies like Juxing Technology have secured substantial orders in the European market, with a projected annual procurement amount of at least $15 million, which exceeds their 2024 revenue from electric tools [1][2] - Aerospace Rainbow reported that its foreign trade orders are at historically high levels, with strong international sales of its drone products [2] Group 2 - Shenghui Integrated disclosed that its order backlog reached 2.813 billion yuan, a year-on-year increase of 69.24%, with significant contributions from the IC semiconductor and precision manufacturing sectors [3] - Donghua Technology reported a total of 49.903 billion yuan in signed but uncompleted orders, with a diverse portfolio across domestic and international markets [4] - Companies are experiencing notable increases in order volumes, which is driving significant profit growth, as seen in the forecasts of Ankai Bus and Zhimi Intelligent [5][6]