Core Insights - The launch of Yutong's high-end S series model, Tianyu S12, represents a significant response to the booming high-end tourism market in China, showcasing the company's integration of global resources in research and development [2][11] - The global tourism market is projected to reach 14.2 billion trips and $6.1 trillion in revenue in 2024, indicating a strong recovery and a shift towards high-end travel experiences [3] - High-end tourism is experiencing a structural transformation, with consumers willing to pay a premium for quality experiences, leading to a demand for upgraded travel products and services [3][12] Industry Trends - The high-end tourism market has surpassed $1.7 trillion, growing at a rate of 23.4%, reflecting a shift from price-sensitive to experience-oriented consumption [3] - There is a growing need for high-quality travel tools, as high-end travelers believe that the quality of transportation directly impacts their overall satisfaction [4] - The current bus market lacks sufficient high-end models and service standards, highlighting the need for a new product standard system in the industry [4][11] Yutong's Strategic Positioning - Yutong aims to address market demands by establishing a new product standard system, focusing on four key elements: excellent experience, beautiful design, superior operation, and high quality [4][11] - The Tianyu S12 is designed to meet the needs of high-end tourism and business reception, offering customized solutions for various scenarios [7][12] - Yutong's competitive edge is reinforced by 102 patented technologies, setting new industry benchmarks in terms of vehicle specifications and user experience [7][8] Product Features and Innovations - The Tianyu S12 features advanced technologies such as an active remote pre-purification system, zero-gravity seats, and a dedicated navigation system tailored for buses, enhancing passenger comfort and safety [8][9] - The vehicle's design includes a spacious interior, high visibility, and a long service life, which collectively redefine high-end bus standards [7][8] - Yutong's cloud platform, "Anruitong," provides intelligent operational support, optimizing maintenance and monitoring for improved efficiency [9][12] Market Impact and Future Outlook - The introduction of the Tianyu S12 signifies a pivotal moment in the evolution of China's bus manufacturing industry, aligning with global standards and enhancing competitiveness [11][12] - Yutong is transitioning from a hardware supplier to a comprehensive solution provider, fostering collaboration with tourism and transportation sectors to enhance the overall travel experience [12] - The company's commitment to innovation and quality is expected to drive further growth in the high-end travel market, establishing new benchmarks for the industry [12]

Core Viewpoint - Yutong Bus has launched its first high-end highway passenger bus, the Tianyu S12, in response to the evolving trends in tourism consumption and diversified travel demands, indicating a strategic shift towards high-end models despite a shrinking market for traditional buses [2][3]. Industry Trends - The market for highway passenger buses has been compressed due to changes in travel methods, leading to a decline in their status as the preferred choice for intercity and provincial travel [2]. - The demand and positioning of large buses have transformed, now serving as important facilitators for consumption upgrades and tourism expansion rather than merely transporting passengers from point A to point B [2]. Product Features - The Tianyu S12 exceeds national standards for large high-level buses and features industry-leading performance in air purification and structural longevity [3]. - 86% of the 114 key performance indicators of the Tianyu S12 align with those of top international high-end buses, showcasing its competitive edge in energy consumption, interior space, and aesthetics [3]. Design Philosophy - The design of the Tianyu S12 integrates Eastern aesthetics with global technology, drawing inspiration from traditional Chinese elements such as Ming-style furniture and ancient architecture [4]. - The vehicle's design team meticulously selected colors from over 1,000 options, simulating various lighting conditions to ensure optimal visual appeal, reflecting a commitment to high-end design [4]. Market Positioning - The launch of the Tianyu S12 aligns with the current phase of China's tourism industry, which is transitioning from rapid recovery to prosperous development, highlighting consumer aspirations for enhanced travel experiences [2]. - The emphasis on aesthetic design and high-end features in the Tianyu S12 sets a precedent for the future of China's bus industry, suggesting a potential for greater recognition on the international stage [5].

宇通客车（600066.SH）销量缓慢增长之下，无法掩盖公司难以达到业绩目标的事实。7月3日，宇通客车发布产销数据快报显示，上半年，公司累计生产量为2.14万辆，同比增长0.72%；销售 宇通客车一季度整体销量达9011辆，同比增长16.56%。但同期公司实现营业收入64.18亿元，同比下降3%。这其中的主要原因是大型客车的销量不济，数据显示，2025年上半年，公司大型客 截至2025年一季度末，宇通客车合同负债达19.66亿元，同比下降30.43%，公司营业收入有进一步下降的可能。 就在此时，宇通客车发布了一款豪华客车——天域S12的客车，面向国内高端旅游市场。 有行业人士向五星评车表示，当前国内旅游业在逐步回暖，但消费者更倾向于"穷游"，也就是尽量减少旅游开支。"宇通客车此时迈向高端，并不是很好的时机，大概率销量不会太好，甚至成为 01一季度营收仅完成全年目标15.23% 宇通客车销量出现回暖，但全年目标依然难以达成。7月3日，宇通客车发布产销数据快报显示，上半年公司累计生产量为2.14万辆，同比增长0.72%；销售量为2.13万辆，同比增长3.73%。 需要注意的是，宇通客车销量正增长，还要得益于个别月 ...

Core Viewpoint - The bus industry, particularly in the context of passenger travel, is experiencing an irreversible trend towards high-end offerings, with Yutong's new high-end S series model, the Tianyu S12, exemplifying this shift [1][4][20]. Industry Trends - In 2024, domestic travel in China is expected to reach 5.615 billion trips, with total tourism revenue projected at 5.75 trillion yuan, reflecting a 1.9% year-on-year increase in per trip spending [5]. - The demand for diverse, personalized, and high-quality travel experiences is on the rise, driven by new tourism models such as small group tours and customized travel [5][7]. Company Strategy - Yutong has proactively anticipated the market's demand for high-end products and has strategically positioned itself in the high-end segment since the early 2000s, breaking the monopoly of joint venture brands in this market [8][9]. - The company has launched several high-end models, including the ZK6120 series, Shenyingjian, Xiaoyaojian, and others, rapidly capturing market share and establishing a strong presence in the high-end bus market [9][19]. Product Features - The Tianyu S12 features the highest vehicle height in the industry at 3.815 meters, the largest window area at 18.4 square meters, and a spacious storage capacity of 12 cubic meters, providing a luxury experience comparable to high-end passenger vehicles [15][18]. - The bus includes wide seating arrangements and sofa-style airline seats, enhancing passenger comfort and privacy, along with seamless dining services [15][18]. Market Position - Yutong currently holds a market share of approximately 55% in the medium and large bus market, and over 80% in the high-end bus market, demonstrating its commitment to user-centered design and market penetration [19].

"我主要跑建材配送，用的是江淮新能源轻卡，这车时效快、不限行、省钱，装得也多。" 随着房地产市场进入低谷期，山东卡友赵师傅主营的建材配送业务也受到了需求量下滑、竞争 压力加大及运价大幅缩减的情况。时间回到2022年初，深处逆境中的他，果断选择购置了江 淮新能源轻卡，有效地化解了限行、时效、能耗以及实用性等方面的诸多挑战和顾虑。那么， 经过三年使用，这辆电动轻卡的表现究竟如何？ 持久长效续航 澎湃动力解决时效困扰 三年前，面对日益严格的环保限行政策，赵师傅萌生了更换新能源轻卡的念头。由于是初次接 触这类车型，缺乏深入的使用体验，赵师傅在广泛试驾了市面上的多种车型后，最终选择了相 信江淮1卡的品质口碑，购置了当时新能源轻卡市场的热销车型。 "三年前，由于是初次更换电动轻卡，我对车辆品质和电池续航心存顾虑。考虑到那些年一直 使用江淮的帅铃柴油轻卡，无论是品质还是售后服务都信得过，我也没怎么犹豫选择了江淮新 能源轻卡。"赵师傅回忆道。 据了解，这辆车搭载宁德时代磷酸铁锂电池，容量89.12度。赵师傅使用三年来，该车累计行 驶里程已超过15万公里，电池并没有存在明显的续航衰减情况，满载货物的额定续航里程仍 然保持在20 ...

在政策、市场和技术的三重因素驱动作用下，商用车的"智电革命"正在全面提速。 据第一商用车网最新掌握的交强险数据显示，2025年1-5月国内新能源重卡累计销售6.12万 辆，同比大涨195%。其中5月份，国内新能源重卡实销1.51万辆，创下史上同期新高，且居 史上月度销量第三高峰，同比大涨190.7%。新能源重卡市场"没有最火只有更火"，也为行业 和企业带来了前所未有的发展机遇。 同时，参考乘用车发展路径，商用车在完成电动化布局后，智能化将成为下一阶段竞争焦点。 消息面上，不管是交通运输领域人工智能发展的顶层设计，还是智慧城市建设中的"车路云一 体化"，商用车企业都是重要参与者和技术实现者。 2024年国内重卡BEV（纯电动）加速渗透，主要因供给丰富，且电池价格下降及购置补贴使 BEV在部分细分市场具备强产品力与经济性。根据交强险数据，2024年BEV重卡上险约7.7万 辆，同比高速增长154%，BEV重卡渗透率快速提升至接近13%。国海汽车研报预计，2025 年全年国内BEV渗透率或为23%左右，在补能基础设施不断完善、产品供给持续丰富、路权 等政策稳定支持下，国内BEV重卡渗透率的阶段性顶点或为30-35% ...

Core Viewpoint - The launch of the Yutong Tianyu S12 high-end bus is set to redefine the value of high-end transportation, targeting premium tourism and business reception markets with a focus on lifecycle value enhancement and a new model for high-end travel [4][36]. Design and Aesthetics - The Yutong Tianyu S12 features a striking new exterior design that emphasizes its high-end status, with significant changes from previous models, including full matrix LED headlights and a luxurious body profile [6][10]. - The vehicle's side design incorporates larger black windows and a golden ratio layout, enhancing its visual appeal and presence [12]. - The bus offers a variety of color options, including unique shades like Liujing Blue and Guanghui Gold, showcasing its premium characteristics [18]. Interior Comfort and Functionality - The interior of the Yutong Tianyu S12 is designed for high comfort, with a clear division between the driver's area and passenger space, enhancing privacy [20]. - The driver's area is equipped with advanced features such as a multifunctional steering wheel, electronic handbrake, and a 15.6-inch central touchscreen, along with comprehensive safety configurations [22][24]. - The passenger area offers a spacious layout with options for 2+2 or 1+1 seating arrangements, ensuring a luxurious travel experience, likened to a "land first-class cabin" [24][26]. Performance and Powertrain - The Yutong Tianyu S12 is available in four variants, with the flagship and luxury versions powered by Weichai WP10H engines delivering 375 horsepower, while the business and official versions use Yuchai K09L engines with 360 horsepower [30][34]. - The vehicle is designed for superior performance across various terrains, featuring enhanced air intake and cooling systems to maintain optimal engine conditions [32]. - The bus is equipped with a dual-arm independent suspension and a large-span C-type bracket, improving adaptability and reliability for different operational scenarios [35]. Market Positioning - As the first model in Yutong's new high-end S series, the Tianyu S12 aims to meet the growing demand for customized and differentiated products in the competitive tourism and business reception markets [36].

点 击 蓝 字 关 注 我 们 本文全文共 4292 字，阅读全文约需 14 分钟 目录 国内新闻 1.中国一汽集团成立新公司 含AI及机器人业务 2.别克逍遥架构新一代智舱首发 3.东风汽车成立新公司 聚焦整合资源做强自主乘用车事业 4.雷克萨斯新能源项目在上海市金山区正式开工 5.理想汽车全国首座穿梭超充旗舰站落地 6.宁德时代计划将换电技术引入欧洲 7.广汽集团泰国电池服务中心开业 加速出海 8.盖瑞特武汉创新中心揭幕 加速零排放布局 1.美国6月新车销量预计将同比增长2.5% 2.日本重申无法接受美国对进口汽车加征25%关税 3.特斯拉推虚拟排队系统 解决超充桩供不应求 4.宝马坚持内燃机研发 同时推进电动化进程 1. 客车高端化再进一步 宇通天域S12西安上市 2. 新央企首款新车 长安凯程V919全球上市 3. 一汽解放晋蒙新能源千辆竞发 4. 三一电动重卡亮相迪拜新能源车展 国内新闻 1 中国一汽集团成立新公司 含AI及机器人业务 时间:2025.6.27 来源:易车原创报道 作者: 文昊YC 近日，据企查查数据显示，一汽旗新动力 (长春) 科技有限公司成立，注册资本5亿元，由中国一汽集团间 接 ...