Core Viewpoint - Ankai Bus announced that by October 2025, the company's production will reach 475 units, with a cumulative production of 6,993 units this year, representing a year-on-year increase of 65.83% [1] Production Summary - The production of large buses this year reached 3,726 units, showing a year-on-year increase of 206.67% [1] - The production of medium buses totaled 2,186 units, reflecting a year-on-year increase of 33.95% [1] - The production of light buses was 1,081 units, indicating a year-on-year decrease of 21.09% [1] Sales Summary - The sales volume was 961 units, with a cumulative sales of 7,053 units this year, marking a year-on-year increase of 65.99% [1] - Sales of large buses totaled 3,668 units, representing a year-on-year increase of 231.05% [1] - Sales of medium buses reached 2,289 units, showing a year-on-year increase of 28.31% [1] - Sales of light buses were 1,096 units, indicating a year-on-year decrease of 19.23% [1]

单位：辆 | 品 目 | 2025 年 10 月 | 本年累计 | 累计数量较去年同期 增减比率 | | --- | --- | --- | --- | | 产量 | 475 | 6993 | 65.83% | | 其中：大型客车 | 65 | 3726 | 206.67% | | 中型客车 | 303 | 2186 | 33.95% | | 轻型客车 | 107 | 1081 | -21.09% | | 销量 | 961 | 7053 | 65.99% | | 其中：大型客车 | 406 | 3668 | 231.05% | | 中型客车 | 430 | 2289 | 28.31% | | 轻型客车 | 125 | 1096 | -19.23% | 证券代码：000868 证券简称：安凯客车 公告编号：2025-051 安徽安凯汽车股份有限公司 关于 2025 年 10 月份产销情况的自愿性信息披露公告 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个别及连带责任。 截至 2025 年 10 月份产销快报数据如下： 本表为销售快报数据 ...

Core Insights - The company reported a significant increase in sales and production for October, with total sales reaching 1,083 units, a 33.87% increase compared to 809 units in the same month last year [2] - The production volume for October was 883 units, reflecting a year-on-year growth of 21.63% [2] Sales Performance - In October, the sales of medium-sized buses surged to 563 units, marking a substantial year-on-year increase of 102.52% [2] - Cumulatively, from January to October, the company sold 10,093 units, which is a 7.95% increase from 9,350 units during the same period last year [2] Production Performance - The cumulative production from January to October reached 10,141 units, showing a year-on-year growth of 5.21% [2] - Medium-sized bus production for October was 534 units, with a year-on-year increase of 64.81% [2] - Large vehicle production decreased by 13.50% to 314 units, while light and logistics vehicle production fell by 10.26% to 35 units [2] Segment Analysis - Cumulative sales of large vehicles reached 6,119 units, reflecting a year-on-year growth of 9.76% [2] - Cumulative sales of medium-sized vehicles were 3,370 units, with a growth of 12.18% [2] - However, cumulative sales of light and logistics vehicles dropped to 604 units, a decline of 21.66% year-on-year [2]

证券代码：600066 证券简称：宇通客车 编号：临 2025-055 二零二五年十一月四日 2025 年 10 月份产销数据快报 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10月份产销数据快报如下： 宇通客车股份有限公司 特此公告。 宇通客车股份有限公司董事会 单位：辆 | 产 | 品 | 2025 年 | 去年同期 | 单月数量 | 本年 | 去年同期 | 累计数量 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 10 月份 | | 同比变动 | 累计 | 累计 | 同比变动 | | 生产量 | | 3,228 | 3,558 | -9.27% | 37,102 | 35,485 | 4.56% | | 其中：大型 | | 1,584 | 1,558 | 1.67% | 19,347 | 19,844 | -2.50% | | 中型 | | 1,039 | 1,549 | -32.92% | 11,164 | 11,51 ...

Core Insights - The company reported a total vehicle sales of 56,617 units in October, a slight increase from 56,053 units in the same month last year, resulting in a year-to-date total of 536,678 units, which is a 9.8% increase compared to 488,774 units last year [3] - The production for October was 56,672 units, up from 53,229 units year-on-year, with a cumulative production of 539,990 units, reflecting a 10.1% increase from 490,440 units last year [3] Commercial Vehicle Performance - Heavy-duty trucks (including Foton Daimler) sold 14,276 units in October, showing significant year-on-year growth, with a cumulative total of 125,754 units for the year, marking a 52.95% increase [1] - Light-duty trucks recorded sales of 38,089 units in October, with a year-to-date total of 366,960 units, reflecting a modest growth of 1.43% [4] - The sales of large buses were 167 units in October, with a cumulative total of 2,169 units, indicating a decline of 29.6% year-on-year [4] - Medium buses saw sales of 395 units in October, with a cumulative total of 2,489 units, representing a significant year-on-year increase of 84.37% [4] - Light passenger vehicles sold 3,190 units in October, with a cumulative total of 33,441 units, showing a decline of 12.2% [4] Passenger Vehicle Performance - The company sold 500 passenger vehicles in October, with a year-to-date total of 5,865 units, reflecting a substantial year-on-year increase of 160.67% [2] New Energy Vehicle Performance - New energy vehicles sold 8,006 units in October, with a cumulative total of 82,339 units for the year, marking a significant year-on-year growth of 98.83% [2] - The production of new energy vehicles in October was 8,386 units, with a cumulative production of 85,719 units, reflecting a year-on-year increase of 99.25% [2] Engine Product Performance - Engine products (including Foton Cummins) sold 22,819 units in October, with a cumulative total of 218,402 units for the year, showing a modest year-on-year growth of 1.24% [2] - The production of engine products in October was 25,204 units, with a cumulative production of 235,559 units, reflecting an 8.81% year-on-year increase [2] Foton Daimler and Foton Cummins Performance - Foton Daimler heavy-duty trucks sold 10,809 units in October, with a cumulative total of 85,774 units for the year, indicating a year-on-year growth of 79.67% [2] - Foton Cummins engines sold 15,659 units in October, with a cumulative total of 149,603 units for the year, reflecting a year-on-year increase of 15.24% [2]

注：1.本表为销售快报数据，具体数据以定期报告数据为准。2.福田戴姆勒与福田康明斯是 50：50 的合资公司。福戴重型货车 10 月销量 10809 辆，1-10 月累计销 量 85774 辆，累计同比 79.67%；福康发动机 10 月销量 15659 台，1-10 月累计销量 149603 台，累计同比 15.24%。3.新能源汽车包括纯电动汽车、氢燃料电池汽车、 插电式混合动力汽车。4.商用车数据含非完整车辆，轻型货车数据含微型货车。 北汽福田汽车股份有限公司 董 事 会 二〇二五年十一月三日 北汽福田汽车股份有限公司 2025 年 10 月份各产品产销数据快报如下： | | | | | | 销 量（辆） | | | | | 产 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 产品类型 | | 本月数 | 去年同 | 本年累计 | 去年累计 | 累计同比 | 本月数量 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | | | | | 量 | 期 | | ...

Core Insights - The China Automobile Circulation Association reported that the wholesale bus sales in September 2025 reached 55,800 units, representing a year-on-year increase of 33.70% and a month-on-month increase of 24.96% [1][5] - Cumulative wholesale bus sales from January to September 2025 totaled 407,300 units, showing a year-on-year growth of 9.54% [5] Sales Breakdown - In September 2025, the sales of different bus categories were as follows: - Large buses: 7,500 units sold, cumulative sales of 50,600 units - Medium buses: 4,700 units sold, cumulative sales of 32,400 units - Light buses: 43,600 units sold, cumulative sales of 324,300 units [5] Market Share - For large buses in September, the top five companies accounted for 73.99% of the market share, including Yutong, Suzhou Jinlong, Zhongtong Bus, Xiamen Jinlong, and Ankai Bus [16] - For medium buses, the top five companies held 56.86% of the market share, with Yutong, Shenwo Bus, Dongfeng Group, Geely Commercial Vehicles, and Suzhou Jinlong leading [20] - In the light bus segment, the top five companies captured 87.86% of the market share, led by Changan Automobile, SAIC Maxus, Jiangling Motors, Foton Motor, and Iveco [23]

股票简称：中通客车 股票代码：000957 公告编号:2025-052 中通客车股份有限公司 2025 年 9 月份产销数据自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特此公告。 中通客车股份有限公司董事会 2025 年 10 月 14 日 中通客车股份有限公司截至 2025 年 9 月份产销数据快报如下： 单位：辆 | 项 | 目 | 本月数 | 去年同期 | 单月同比 | 本年累计 | 去年同 | 累计同比 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 变动 | | 期累计 | 变动 | | 生产量 | | 1086 | 807 | 34.57% | 9258 | 8913 | 3.87% | | 其中：大型车 | | 604 | 517 | 16.83% | 5694 | 5322 | 6.99% | | 中型车 | | 362 | 264 | 37.12% | 2922 | 2883 | 1.35% | | 轻型及物流车 | | 120 | 26 | ...

Core Insights - King Long Automobile reported significant growth in bus production and sales for September 2025, with production reaching 4,655 units, a year-on-year increase of 14.26% compared to 4,074 units in the same month last year [2][3] - The total bus sales for September were 4,876 units, marking a 24.96% increase from 3,902 units in the same month last year [2][3] Production Summary - Bus production in September 2025: 4,655 units, up from 4,074 units last year, representing a 14.26% increase; year-to-date production stands at 36,177 units, compared to 33,622 units last year, a 7.60% increase [3][4] - Breakdown of production: - Large buses: 1,816 units (up 0.72% from 1,803 units last year); year-to-date: 14,098 units (up 0.61% from 14,013 units) [4] - Medium buses: 942 units (up 46.27% from 644 units last year); year-to-date: 5,785 units (up 5.80% from 5,468 units) [4] - Light buses: 1,897 units (up 16.59% from 1,627 units last year); year-to-date: 16,294 units (up 15.23% from 14,141 units) [4] Sales Summary - Bus sales in September 2025: 4,876 units, up from 3,902 units last year, a 24.96% increase; year-to-date sales total 34,862 units, compared to 32,931 units last year, a 5.86% increase [3][4] - Breakdown of sales: - Large buses: 2,043 units (up 19.33% from 1,712 units last year); year-to-date: 13,370 units (up 0.84% from 13,258 units) [4] - Medium buses: 863 units (up 43.36% from 602 units last year); year-to-date: 5,647 units (down 2.81% from 5,810 units) [4] - Light buses: 1,970 units (up 24.06% from 1,588 units last year); year-to-date: 15,845 units (up 14.30% from 13,863 units) [4]

证券代码：000868 证券简称：安凯客车 公告编号：2025-047 本表为销售快报数据，最终数据以公司定期报告数据为准。同时，提醒广 大投资者，不能以公司产销数据直接推算公司业绩情况。 特此公告 安徽安凯汽车股份有限公司董事会 2025 年 10 月 11 日 关于 2025 年 9 月份产销情况的自愿性信息披露公告 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个别及连带责任。 截至 2025 年 9 月份产销快报数据如下： 单位：辆 | 品 目 | 2025 年 9 月 | 本年累计 | 累计数量较去年同期 增减比率 | | --- | --- | --- | --- | | 产量 | 893 | 6518 | 78.04% | | 其中：大型客车 | 521 | 3661 | 251.34% | | 中型客车 | 240 | 1883 | 33.07% | | 轻型客车 | 132 | 974 | -19.10% | | 销量 | 909 | 6092 | 59.52% | | 其中：大型客车 | 548 | 3262 | 2 ...