Core Insights - Ankai Bus announced a production of 761 units in January 2026, representing a year-on-year increase of 35.65% [1] - The production includes 331 large buses (up 23.51%), 388 medium buses (up 226.05%), and 42 light buses (down 75.86%) [1] - The sales for the month totaled 458 units, showing a year-on-year decline of 18.36% [1] - Sales breakdown includes 102 large buses (down 54.46%), 296 medium buses (up 116.06%), and 60 light buses (down 70.00%) [1]

证券代码：000868 证券简称：安凯客车 公告编号：2026-003 安徽安凯汽车股份有限公司 截至 2026 年 1 月份产销快报数据如下： 单位：辆 | 品 目 | 2026 年 1 月 | 本年累计 | 累计数量较去年同期 增减比率 | | --- | --- | --- | --- | | 产量 | 761 | 761 | 35.65% | | 其中：大型客车 | 331 | 331 | 23.51% | | 中型客车 | 388 | 388 | 226.05% | | 轻型客车 | 42 | 42 | -75.86% | | 销量 | 458 | 458 | -18.36% | | 其中：大型客车 | 102 | 102 | -54.46% | | 中型客车 | 296 | 296 | 116.06% | | 轻型客车 | 60 | 60 | -70.00% | 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 关于 2026 年 1 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 ...

Core Insights - Zhongtong Bus reported a significant increase in sales for January 2026, with total sales of 1,231 vehicles, representing a year-on-year growth of 35.72% [1][3] - The sales growth was driven by a remarkable performance in the light and medium vehicle segments, particularly light vehicles which saw a staggering increase of 400% year-on-year [1][3] Summary by Category Production Data - Total production in January 2026 reached 1,347 units, a 56.81% increase compared to the same month last year [2] - Large vehicle production was 919 units, up 250.76% year-on-year [2] - Medium vehicle production was 395 units, down 26.58% year-on-year [2] - Light and logistics vehicle production was 33 units, down 44.07% year-on-year [2] Sales Data - Total sales for January 2026 were 1,231 units, a 35.72% increase from the previous year [2] - Large vehicle sales amounted to 626 units, reflecting a growth of 15.93% year-on-year [2] - Medium vehicle sales reached 545 units, showing a significant increase of 53.52% year-on-year [2] - Light and logistics vehicle sales were 60 units, marking a remarkable increase of 400% year-on-year [2]

| 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 | | 1347 | 859 | 56.81% | 1347 | 859 | 56.81% | | 其中：大型车 | | 919 | 262 | 250.76% | 919 | 262 | 250.76% | | 中型车 | | 395 | 538 | -26.58% | 395 | 538 | -26.58 | | 轻型及物流车 | | 33 | 59 | -44.07% | 33 | 59 | -44.07% | | 销售量 | | 1231 | 907 | 35.72% | 1231 | 907 | 35.72% | | 其中：大型车 | | 626 | 540 | 15.93% | 626 | 540 | 15.93% | | 中型车 | | 545 | 355 | 53.52% | 545 | 355 | 53.52% | | 轻型及物 ...

Group 1 - The core viewpoint of the articles is that Foton Motor has reported significant growth in both sales and production for January 2026 compared to the same period last year, indicating a positive trend in the company's performance [2][3] Group 2 - In January 2026, Foton Motor's total vehicle sales reached 55,553 units, a year-on-year increase of 10.99%, while production was 67,126 units, reflecting a 24.41% year-on-year growth [2] - In the commercial vehicle segment, medium trucks (including Foton Daimler) sold 15,307 units, with a cumulative year-on-year growth of 46.49%, while light trucks sold 36,394 units, showing a slight increase of 0.1% [2] - Heavy buses recorded sales of 232 units, with a cumulative year-on-year growth of 60%, and medium buses sold 190 units, reflecting a 54.47% increase [2] - Light buses sold 2,926 units, with a cumulative year-on-year growth of 3.54%, while passenger vehicles saw a significant increase in sales to 504 units, marking a 231.58% year-on-year growth [2] Group 3 - The sales of new energy vehicles, including pure electric, hydrogen fuel cell, and plug-in hybrid vehicles, reached 7,813 units in January 2026, with a cumulative year-on-year growth of 10.07% [3] - Engine products (including Foton Cummins) sold 25,487 units in January 2026, reflecting a cumulative year-on-year growth of 9.66% [3] - Foton Daimler's heavy truck sales reached 11,405 units in January 2026, with a cumulative year-on-year growth of 69.14%, while Foton Cummins' engine sales decreased by 7.1% to 14,737 units [3]

| | | | | | 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 | | | 增减 | | | | | 增减 | | | 货 | 中重型货车（含福戴） | 15307 | 10449 | 15307 | 10449 | 46.49% | 19377 | 10900 | 19377 | 10900 | 77.77% | | | 车 | 轻型货车 | 36394 | 36359 | 36394 | 36359 | 0.10% | 44159 | 38842 | 44159 | 38842 | 13.69% | | | 商用 | 大型客车 | 232 | 145 | 232 | 145 | 60.00% | 201 | 154 | 201 | 154 | ...

特此公告。 宇通客车股份有限公司 2026 年 1 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2026年1月份产销数据快报如下： 单位：辆 | 产 | 品 | 2026 年 | 去年同期 | 单月数量 | 本年 | 去年同期 | 累计数量 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 1 月份 | | 同比变动 | 累计 | 累计 | 同比变动 | | 生产量 | | 2,167 | 2,560 | -15.35% | 2,167 | 2,560 | -15.35% | | 其中：大型 | | 1,205 | 1,175 | 2.55% | 1,205 | 1,175 | 2.55% | | 中型 | | 447 | 783 | -42.91% | 447 | 783 | -42.91% | | 轻型 | | 515 | 602 | -14.45% | 515 | 602 | -14.45% | | 销售量 | | ...

宇通客车公告，2026年1月生产量2167辆，同比下降15.35%；其中大型1205辆同比增长2.55%，中型447 辆同比下降42.91%，轻型515辆同比下降14.45%。当月销量1728辆，同比下降32.24%；其中大型892辆 同比下降36.42%，中型432辆同比下降31.54%，轻型404辆同比下降21.71%。 ...

Group 1: Leadership Changes - Chang Rui has been appointed as the General Manager of Beijing Automotive Group Co., Ltd. (BAIC Group), in addition to his roles as Deputy Secretary of the Party Committee and Director [2][4] - Prior to this appointment, Chang Rui served as the Assistant General Manager of BAIC Group and Chairman of Foton Motor [4] Group 2: Company Performance - Foton Motor is expected to achieve a net profit of approximately 1.33 billion yuan for 2025, representing a year-on-year increase of 1551% [8] - The company anticipates a turnaround in its core business profits, driven by strategies focused on internationalization, electrification, and smart technology [10] Group 3: Sales and Market Position - In 2025, BAIC Group's total vehicle sales reached 1.752 million units, a year-on-year growth of 5.60%, with Foton Motor contributing 650,100 units, up 5.85% [7] - Foton Motor's sales of new energy vehicles reached 101,200 units in 2025, marking an increase of 87.21% [11] - The company has a significant presence in the global market, with vehicle sales in overseas markets reaching 164,500 units, a growth of 7.27% [11] Group 4: Shareholding Structure - BAIC Group holds a 40.84% stake in Foton Motor, making it the largest shareholder [4][5] - Other major shareholders include Beijing State-owned Capital Operation Management Co., Ltd. with a 3.75% stake and Hong Kong Central Clearing Limited with a 2.02% stake [5]

Core Viewpoint - The automotive sales and production data for December and the entire year indicate a mixed performance across different vehicle segments, with significant growth in commercial vehicles and electric vehicles, while some segments like light trucks and large buses experienced declines [1][2][3][4]. Group 1: Commercial Vehicles - The sales of medium and heavy trucks (including Foton Daimler) reached 11,561 units in December, up from 6,726 units in the same month last year, with a total annual sales of 151,330 units, representing a substantial increase of 57.13% compared to 96,311 units last year [1]. - The production of medium and heavy trucks in December was 12,811 units, compared to 5,171 units last year, with an annual production total of 152,166 units, reflecting a year-on-year growth of 66.29% [1]. - Foton Daimler heavy trucks sold 6,632 units in December, with a total of 102,917 units sold for the year, marking a remarkable year-on-year increase of 81.61% [1]. Group 2: Light Trucks - Light truck sales in December were 42,147 units, down from 52,694 units in the same month last year, with total annual sales of 446,113 units, a decrease of 3.99% from 464,643 units last year [2]. - The production of light trucks in December was 40,814 units, compared to 49,980 units last year, with an annual production total of 451,520 units, down 3.15% from 466,213 units last year [2]. Group 3: Buses - Large bus sales in December were 301 units, up from 57 units last year, but total annual sales reached 2,715 units, down 18.57% from 3,334 units last year [2]. - Medium bus sales showed strong performance with 325 units sold in December, compared to 515 units last year, and total annual sales of 3,306 units, an increase of 45.51% from 2,272 units last year [2]. - Light bus sales in December were 3,316 units, up from 2,997 units last year, but total annual sales were 39,701 units, down 11.78% from 45,003 units last year [2]. Group 4: Passenger Vehicles - Passenger vehicle sales experienced explosive growth, with December sales of 522 units, compared to 178 units last year, and total annual sales of 6,888 units, a staggering increase of 170.12% from 2,550 units last year [2]. - The production of passenger vehicles in December was 616 units, up from 173 units last year, with an annual production total of 8,344 units, reflecting a significant increase of 219.82% from 2,609 units last year [2]. Group 5: New Energy Vehicles - New energy vehicles emerged as a major highlight for Foton in 2025, with December sales of 9,175 units, compared to 5,373 units last year, and total annual sales of 101,200 units, a remarkable increase of 87.21% from 54,057 units last year [3]. - The production of new energy vehicles in December was 9,909 units, compared to 6,199 units last year, with an annual production total of 104,655 units, reflecting an 83.08% increase from 57,164 units last year [3]. Group 6: Overall Performance - In December, total automotive sales reached 58,172 units, down from 63,167 units last year, with total annual sales of 650,053 units, representing a growth of 5.85% compared to 614,113 units last year [4]. - The total production in December was 58,014 units, compared to 59,225 units last year, with an annual production total of 659,455 units, indicating a year-on-year growth of 7.95% from 610,902 units last year [4].