股票简称：曙光股份 证券代码：600303 编号：临 2026-004 辽宁曙光汽车集团股份有限公司 2026 年 1 月产销数据快报如下： 单位：辆 | | | 产品名称 | | 月度对比 | | | 年度对比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本月 | 去年同期 | 增减% | 本年累计 | 去年累计 | 增减% | | | | 客车 | 5 | 0 | - | 5 | 0 | - | | | | 皮卡 | 264 | 30 | 780.00% | 264 | 30 | 780.00% | | 产 | 整车 | 特种车 | 12 | 2 | 500.00% | 12 | 2 | 500.00% | | 量 | | 合计 | 281 | 32 | 778.13% | 281 | 32 | 778.13% | | | | 其中：新能源客车 | 5 | 0 | - | 5 | 0 | - | | | 其他 | 客车非完整车辆 | 0 | 0 | - | 0 | 0 | - | | | 汽车零 | 车桥（支） | ...

Core Viewpoint - The company reported a significant decline in production and sales for the year 2025, particularly in the vehicle segment, with a notable drop in December figures compared to the previous year [1][3]. Production and Sales Data - In 2025, the total production reached 1,848 vehicles, while sales amounted to 1,720 vehicles, representing year-on-year decreases of 22.74% and 40.83% respectively [1][3]. - December alone saw production of 70 vehicles and sales of 164 vehicles, with year-on-year declines of 83.72% in production and 75.78% in sales [1][3]. Breakdown by Vehicle Type - The bus segment produced 27 units in December, down 38.64% from the previous year, while the total for the year was 147 units, a slight increase of 1.38% [3]. - Pickup truck production plummeted to 5 units in December, a decrease of 98.63%, with annual production at 1,510 units, down 27.19% [3]. - Special vehicles showed a positive trend, with December production at 38 units, up 90% year-on-year, and an annual total of 191 units, reflecting a 10.4% increase [3]. Performance of Auto Parts Segment - The auto parts sector demonstrated strong performance, with December axle production reaching 56,832 units, a significant year-on-year decline of 66.69% [4]. - Notably, the production of new energy axles increased by 86.04% year-on-year, indicating a growing focus on this segment [4]. - The company aims to enhance operational efficiency and integrate its supply chain, particularly in the new energy vehicle parts and complete vehicle manufacturing sectors [4].

Core Viewpoint - Wei County is actively pursuing high-quality development through various initiatives, including the return of the Weixian duck pear to the UAE market, the launch of a lithium battery recycling production line, and the completion of BYD's new energy vehicle bridge smart workshop, showcasing a blend of historical culture and modern vitality [3][4]. Economic Development - In 2025, Wei County signed 17 projects with a total investment exceeding 2.6 billion yuan, marking a breakthrough for central state-owned enterprises [6] - The fixed asset investment in the economic development zone grew by 175% in the first three quarters, while revenue from above-scale enterprises increased by 67.6% [6] - The industrial added value growth rate ranked among the top in the city, with 3 new specialized and innovative enterprises added, bringing the total to 49 [6] Industry Upgrades - The special vehicle parts industry cluster achieved revenue exceeding 8.7 billion yuan, while the robotics industry made significant progress with key enterprises like Xiniu Intelligent Technology successfully established [6] - The 30,000-ton waste lithium battery comprehensive utilization project has begun to release capacity, marking the initial formation of a circular economy industrial chain [6] Urban and Rural Development - Wei County added 3,245 square meters of public park green space, enhancing the livability of the area [9] - Urban renewal and rural revitalization efforts are ongoing, with improvements in transportation and housing infrastructure, including the completion of 8 bridges and the renovation of heating networks in old communities [9] - The "Digital Wei County" platform has integrated 15 vertical scene models to enhance urban governance [9] Healthcare and Education - Wei County People's Hospital was certified as a national chronic disease management center, improving healthcare access for residents [12] - Educational reforms have been implemented, with 7,526 teachers participating in a structured flow system, ensuring balanced resource allocation across schools [12] Social Welfare - In 2025, Wei County completed 22 "guaranteed housing" projects, delivering 6,263 housing units to address residents' housing concerns [13] - The county exceeded its targets for 30 social welfare projects, creating 8,000 new urban jobs and enhancing educational opportunities [13]

股票简称：曙光股份 证券代码：600303 编号：临 2026-001 | 单位：辆 | | --- | | | | 产品名称 | | 月度对比 | | | 年度对比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本月 | 去年同期 | 增减% | 本年累计 | 去年累计 | 增减% | | | | 客车 | 27 | 44 | -38.64% | 147 | 145 | 1.38% | | | | 皮卡 | 5 | 366 | -98.63% | 1510 | 2074 | -27.19% | | 产 | 整车 | 特种车 | 38 | 20 | 90.00% | 191 | 173 | 10.40% | | 量 | | 合计 | 70 | 430 | -83.72% | 1848 | 2392 | -22.74% | | | | 其中：新能源客车 | 26 | 44 | -40.91% | 109 | 139 | -21.58% | | | 其他 | 客车非完整车辆 | 0 | 0 | - | 400 | 0 | 净 ...

Core Viewpoint - The company, Shuguang Co., announced a significant decline in production and sales figures for December 2025, indicating challenges in the automotive sector, particularly in the production of vehicles and axles [1] Group 1: Vehicle Production and Sales - The total vehicle production for December 2025 is projected to be 70 units, representing a decrease of 83.72% compared to previous figures, with breakdowns of 27 buses, 5 pickups, and 38 special vehicles [1] - The total vehicle sales for December 2025 are expected to be 164 units, reflecting a decline of 75.78%, including 28 buses, 98 pickups, and 38 special vehicles [1] Group 2: Axle Production and Sales - The axle production for December 2025 is forecasted to be 47,826 units, showing a decrease of 66.69%, with 25,358 units being for new energy vehicles, which is a decline of 74.29% [1] - The axle sales for December 2025 are anticipated to be 56,832 units, down by 52.02%, with 33,763 units for new energy vehicles, reflecting a decrease of 53.47% [1]

Core Insights - The company reported a total vehicle production of 85 units in November, a 39.34% increase from 61 units in the same month last year, but a 9.38% decrease in cumulative production for the year compared to the previous year [2][4] - The production of buses reached 79 units in November, up 79.55% from 44 units last year, with a cumulative production of 120 units, an 18.81% increase year-over-year [2][4] - Pickup truck production saw a significant decline, with only 1 unit produced in November, down 80% from 5 units last year, and a cumulative production of 1505 units, down 11.89% from 1708 units [2][4] - Special vehicle production also decreased, with 5 units produced in November, down 58.33% from 12 units last year, maintaining a cumulative production of 153 units [2][4] Sales Performance - Total vehicle sales in November amounted to 207 units, a 71.07% increase from 121 units in the same month last year, but a 30.22% decrease in cumulative sales for the year compared to the previous year [4][5] - Bus sales mirrored production figures, with 79 units sold in November, up 71.74% from 46 units last year, and a cumulative sales figure of 109 units, slightly up from 106 units [4][5] - Pickup truck sales increased significantly to 123 units in November, a 95.24% rise from 63 units last year, but cumulative sales fell to 1294 units, down 34.35% from 1971 units [4][5] - Special vehicle sales decreased to 5 units in November, down 58.33% from 12 units last year, with cumulative sales remaining flat at 153 units [4][5] New Energy Vehicles - The production of new energy buses matched the overall bus production, with 79 units produced in November, a 79.55% increase from 44 units last year, but cumulative production fell to 83 units, down 12.63% from 95 units [2][4] - New energy bus sales also reflected production trends, with 79 units sold in November, a 79.55% increase from 44 units last year, but cumulative sales decreased to 82 units, down 14.58% from 96 units [5] Auto Parts Production - In November, the production of axles totaled 56,890 units, a 49.33% decrease from 112,278 units last year, but cumulative production increased by 29.39% to 1,089,759 units from 842,223 units [3][4] - New energy axles showed strong performance, with 37,902 units produced in November, down 48% from 72,889 units last year, but cumulative production surged by 86.68% to 718,012 units from 384,631 units [3][4] Auto Parts Sales - Axle sales in November reached 56,022 units, a 44.44% decrease from 100,827 units last year, while cumulative sales increased by 40.40% to 1,120,284 units from 797,941 units [5] - New energy axle sales also declined to 33,992 units in November, down 45.15% from 61,976 units last year, but cumulative sales saw a significant increase of 116.66% to 716,220 units from 330,570 units [5]

Core Points - The company reported a significant decline in vehicle production and sales for the current month, with a production of 6 units, representing an 83.33% year-on-year decrease, and sales of 108 units, down 56.80% year-on-year [1] - The production of axle components also saw a notable decline, with a total of 51,914 units produced, reflecting a 48.60% decrease year-on-year, while the production of new energy axles was 33,306 units, down 48.90% year-on-year [1] - Cumulatively, the company produced 1,693 vehicles, marking a 10.94% year-on-year decline, and sold 1,349 vehicles, which is a 36.04% decrease year-on-year [1] - In contrast, the total production of axles reached 1,032,900 units, showing a year-on-year increase of 41.50%, and the production of new energy axles was 680,100 units, reflecting a substantial year-on-year growth of 118.16% [1]

股票简称：曙光股份 证券代码：600303 编号：临 2025-046 辽宁曙光汽车集团股份有限公司 2025 年 9 月产销数据快报 注：本表为产销快报数据，最终数据以公司定期报告数据为准。 特此公告。 辽宁曙光汽车集团股份有限公司 2025 年 10 月 15 日 辽宁曙光汽车集团股份有限公司 2025 年 9 月产销数据快报如下： 单位：辆 | | | 产品名称 | | 月度对比 | | | 年度对比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本月 | 去年同期 | 增减% | 本年累计 | 去年累计 | 增减% | | | | 客车 | 2 | 0 | - | 41 | 53 | -22.64% | | | | 皮卡 | 143 | 229 | -37.55% | 1502 | 1683 | -10.75% | | 产 | 整车 | 特种车 | 18 | 4 | 350.00% | 144 | 129 | 11.63% | | 量 | | 合计 | 163 | 233 | -30.04% | 1687 | 1 ...

Core Insights - The company reported a significant increase in overall vehicle sales for August, with a total of 336 units sold, representing a year-on-year growth of 180% [2] - However, the cumulative sales for the year show a decline of 25.28%, with a total of 1132 units sold [2] Production and Sales Data - In August, the total vehicle production was 151 units, marking a remarkable year-on-year increase of 1061.54%, while the cumulative production for the year stands at 1524 units, down 6.62% compared to last year [3] - The production of pickup trucks in August reached 135 units, reflecting a staggering growth of 6650%, with a cumulative production of 1359 units, which is a slight increase of 6.53% year-on-year [3] New Energy Vehicle Performance - The production of new energy buses in August was only 2 units, a decrease of 71.43% year-on-year, with a total cumulative production of 4 units for the year, down 92.16% [3] - Sales of new energy buses in August were just 1 unit, representing a decline of 83.33%, with cumulative sales for the year also at 1 unit, down 98.04% [3] Auto Parts Sales - The sales of automotive components, specifically axles, reached 101,084 units in August, showing a year-on-year increase of 45.58%, with cumulative sales for the year at 904,280 units, up 77.77% [3] - Notably, the sales of new energy axles in August were 69,089 units, reflecting a significant growth of 146.92%, with cumulative sales for the year at 576,834 units, which is an impressive increase of 255.63% [3]

辽宁曙光汽车集团股份有限公司 股票简称：曙光股份 证券代码：600303 编号：临 2025-044 辽宁曙光汽车集团股份有限公司 2025 年 8 月产销数据快报 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个别及连带责任。 辽宁曙光汽车集团股份有限公司 2025 年 8 月产销数据快报如下： | 单位：辆 | | --- | | | | 产品名称 | | 月度对比 | | | 年度对比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本月 | 去年同期 | 增减% | 本年累计 | 去年累计 | 增减% | | | | 客车 | 2 | 7 | -71.43% | 39 | 53 | -26.42% | | | | 皮卡 | 135 | 2 | 6650.00% | 1359 | 1454 | -6.53% | | 产 | 整车 | 特种车 | 14 | 4 | 250.00% | 126 | 125 | 0.80% | | 量 | | 合计 ...