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中通客车: 2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-11 09:15
特此公告。 中通客车股份有限公司董事会 股票简称:中通客车 股票代码:000957 公告编号:2025-041 中通客车股份有限公司 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。 一、本期业绩预计情况 (一)业绩预告期间:2025 年 1 月 1 日至 2025 年 6 月 30 日 (二)业绩预告情况:同向上升 项目 本报告期 上年同期 盈利:16,500 万元至 21,000 万元 归属于上市公司股 东的净利润 盈利:11,094.60 万元 比上年同期上升 48.72%至 89.28% 扣除非经常性损益 盈利:15,500 万元至 20,000 万元 后的净利润 盈利:10,009.12 万元 比上年同期上升 54.86%至 99.82% 基本每股收益 盈利:0.28 元/股至 0.35 元/股 盈利 0.19 元/股 二、与会计师事务所沟通情况 本次业绩预告相关的财务数据未经注册会计师预审计,但公司已 就业绩预告有关事项与年报审计会计师事务所进行了预沟通,公司 与审计会计师在本报告期的业绩预告方面不存在分歧。 三、业绩变动原因说明 报告期内,公司出口 ...
GreenPower Announces Delay with Annual Filings
Prnewswire· 2025-07-10 17:02
Core Points - GreenPower Motor Company Inc. has received a cease trade order from the British Columbia Securities Commission due to missing the June 30, 2025 filing deadline for its audited financial statements and related documents for the year ended March 31, 2025 [1][2] - As a result of the cease trade order, trading of the company's common shares on the TSX Venture Exchange has been halted, but trading on the Nasdaq stock exchange remains unaffected [2] - The company is actively working with its auditors to complete the necessary filings and plans to resume trading as soon as the cease trade order is revoked [2] Company Overview - GreenPower designs, builds, and distributes a range of all-electric medium and heavy-duty vehicles, including transit buses, school buses, shuttles, and cargo vans [3] - The company employs a clean-sheet design approach to manufacture vehicles that are purpose-built for battery power and zero emissions, integrating global suppliers for key components [3] - Founded in Vancouver, Canada, GreenPower has primary operational facilities in southern California and has been listed on the Toronto exchange since November 2015, completing its U.S. IPO and NASDAQ listing in August 2020 [3]
GreenPower Closes Fifth Tranche of Term Loan Offering
Prnewswire· 2025-07-08 20:58
VANCOUVER, BC, July 8, 2025 /PRNewswire/ -- GreenPower Motor Company Inc. (Nasdaq: GP) (TSXV: GPV) ("GreenPower" and the "Company"), a leading manufacturer and distributor of all-electric, purpose-built, zero-emission medium and heavy-duty vehicles serving the cargo and delivery market, shuttle and transit space and school bus sector, announces the closing of the fifth tranche of its previously announced secured term loan offering on July 4, 2025 for an aggregate principal amount of U.S. $250,000 (collectiv ...
U Power Announces Signing of MOU with Beijing Foton to Jointly Promote Battery-Swapping Compatible Electric Heavy Trucks, Buses, and Vans
Prnewswire· 2025-07-02 12:00
Agreement Targets Southeast Asia, South America, Hong Kong SAR and Macau SAR Markets SHANGHAI, July 2, 2025 /PRNewswire/ -- U Power Limited (Nasdaq: UCAR) (the "Company" or "U Power"), a provider of comprehensive electric vehicle ("EV") battery-swapping solutions with a vision of becoming a smart energy grid solutions provider, today announced the signing of a Memorandum of Understanding (the "MOU") with Beijing Foton International Trade Co., Ltd. ("Beijing Foton"), a wholly-owned subsidiary of Beijing Foto ...
Envirotech (EVTV) Announces Vision for Multi-modal Electric Mobility Ecosystem
Prnewswire· 2025-06-24 14:12
Core Viewpoint - Envirotech Vehicles, Inc. aims to lead the future of electric mobility by integrating sustainable, American-assembled solutions across various sectors, targeting multi-billion-dollar markets [1][2]. Market Opportunities - The company is focusing on high-growth sectors such as agriculture, logistics, infrastructure, and marine applications, driven by the increasing demand for clean-energy solutions [2][3]. - Specific market projections include: - Agricultural Drones: U.S. market expected to reach $1.76 billion by 2030, fueled by precision farming and automation [8]. - Commercial & Industrial Drone Services: Global market projected to reach $58.4 billion by 2030, covering infrastructure inspection, surveillance, logistics, and delivery [8]. - Electric Watercraft: U.S. market anticipated to exceed $1.28 billion by 2032, including personal and light commercial vessels with electric jet propulsion [8]. Growth Drivers and Strategic Initiatives - Envirotech's integrated platform is designed for efficiency and scalability, with ongoing revenue generation from its commercial electric vehicle portfolio, including buses, vans, and trucks [4]. - The company expects additional topline growth starting in 2025, driven by strategic acquisitions and new revenue streams, including potential opportunities with government agencies [4][8]. Future Engagement - The company plans to provide updates on product launches and commercial operations as it executes its market strategy in the latter half of the year [5].
Blue Bird (BLBD) Surpasses Market Returns: Some Facts Worth Knowing
ZACKS· 2025-06-23 22:51
Blue Bird (BLBD) closed at $42.88 in the latest trading session, marking a +2.17% move from the prior day. The stock exceeded the S&P 500, which registered a gain of 0.96% for the day. Elsewhere, the Dow saw an upswing of 0.89%, while the tech-heavy Nasdaq appreciated by 0.94%. Coming into today, shares of the school bus maker had gained 8.65% in the past month. In that same time, the Auto-Tires-Trucks sector lost 6.24%, while the S&P 500 gained 0.5%. Market participants will be closely following the financ ...
Sono Group N.V. Announces Upcoming Public Events in June 2025
Globenewswire· 2025-06-16 13:02
The Company invites individual and institutional investors to attend its online presentation at Small Cap Virtual Investor Conference on June 26, 2025Munich, June 16, 2025 (GLOBE NEWSWIRE) -- The solar technology company Sono Group N.V. (OTCQB: SEVCF) (hereafter referred to as “Sono Group” or “Sono”, parent company to Sono Motors GmbH or “Sono Motors”) today announced that George O’Leary, Managing Director and CEO of Sono, will present live at the Small Cap Virtual Investor Conference hosted by VirtualInves ...
NFI subsidiary New Flyer signs a major contract with New Jersey Transit for up to 750 buses
Globenewswire· 2025-06-16 11:30
Core Viewpoint - NFI Group Inc. has secured a significant contract with New Jersey Transit Corporation for the purchase of up to 750 Xcelsior 60-foot clean-diesel transit buses, marking a major milestone in the company's history of clean-diesel bus procurements [2][3]. Group 1: Contract Details - The contract includes an initial firm order for 200 buses (400 equivalent units) with deliveries starting in 2026, and options for an additional 550 buses (1,100 equivalent units) [3]. - This order has been added to New Flyer's first-quarter 2025 backlog, indicating strong demand for clean-diesel solutions [3]. Group 2: Company Commitment and Partnership - NFI's subsidiary, New Flyer, emphasizes its long-standing partnership with NJ TRANSIT, which is based on trust, innovation, and performance [4]. - NJ TRANSIT operates a diverse fleet, including buses from the NFI family, and relies on a dedicated parts support program to maintain service efficiency [4]. Group 3: Impact on Regional Mobility - NJ TRANSIT provides over 225 million annual passenger trips and operates a fleet of over 3,500 vehicles, playing a crucial role in regional mobility [5]. - The new buses will replace aging vehicles, enhancing service reliability and efficiency across the transit system [5]. Group 4: Technological Advancements - The Xcelsior clean-diesel platform features ultra-low sulfur diesel fuel, next-generation engines, and advanced emissions control systems, designed for high-demand urban environments [6]. Group 5: Company Overview - NFI is a leading global bus manufacturer with a wide range of propulsion-agnostic bus and coach platforms, including electric models, and supports over 100,000 buses and coaches worldwide [9]. - New Flyer is recognized as North America's heavy-duty transit bus leader, actively supporting over 35,000 heavy-duty transit buses currently in service [10].
Allison Transmission: Heavy-Duty Profits And Low Expectations
Forbes· 2025-06-11 14:25
Core Thesis - Allison Transmission (ALSN) remains a strong investment opportunity despite missing top-line estimates in 1Q25, with expectations for stock outperformance continuing [2] Business Overview - Allison Transmission operates a diversified business model with revenue streams from various segments, including 55% from North America on-highway, 20% from parts and support, 15% from international on-highway, 7% from defense, and 3% from global off-highway [4][3] - The company benefits from municipal spending, which constitutes 30% to 40% of its North America on-highway revenue, reducing end-market volatility [3] Market Position - Allison Transmission holds a majority market share in its core addressable market for class 4 through 8 vehicles in North America, with projected production growth of 1% annually through 2030 [5][6] Growth Opportunities - Management identified four opportunities expected to generate an additional $100 million in annual revenue each, totaling a potential $400 million [7] - The company is well-positioned to capitalize on the electric vehicle transition, with significant growth in its electric hybrid propulsion systems for buses, having delivered nearly 9,800 systems and generated over $1.5 billion in revenue since 2003 [9][8] Financial Performance - Allison Transmission has demonstrated strong fundamentals, with revenue and net operating profit after tax (NOPAT) growing at compounded annual rates of 4% and 9% since 2014 [12] - The NOPAT margin improved from 15% in 2014 to 25% in the TTM, with return on invested capital (ROIC) rising from 8% to 19% over the same period [13] Shareholder Returns - The company has returned $506 million in dividends since 2019 and increased quarterly dividends from $0.15/share in 1Q19 to $0.27/share in 1Q25, providing a current yield of 1.0% [16] - Share repurchases totaled $150 million in 1Q25, with $1.4 billion remaining under the current authorization, potentially yielding a combined dividend and repurchase yield of 7.9% [18][20] Cash Flow Generation - Allison Transmission has generated positive free cash flow (FCF) every year since 2013, totaling $3.4 billion from 2019 to 1Q25, which covers its dividend and share repurchase commitments [20][21] Competitive Positioning - The company maintains the highest profit margins in the industry, with the highest NOPAT margin and third-highest ROIC among competitors [24][23] Market Cyclicality - Despite long-term growth projections, the company acknowledges the cyclical nature of its markets, particularly in mining and construction [25][26] - Diversification across end markets helps mitigate overall business cyclicality [28] Valuation Insights - At a current price of $105/share, the market implies no profit growth, contrasting with historical growth rates of 4% and 9% for NOPAT [29] - If NOPAT grows at historical rates, the stock could be valued at least $129/share, indicating a potential upside of 23% [31]
VinFast Auto .(VFS) - 2025 Q1 - Earnings Call Transcript
2025-06-09 13:02
Financial Data and Key Metrics Changes - Net revenue for Q1 2025 was USD 657 million, a 150% increase year over year and largely in line with Q4 2024 [27] - Cost of goods sold for the quarter was USD 888 million, an increase of 113% year over year and down 25% quarter over quarter [27] - Q1 2025 gross margin was -35%, an improvement from -59% in the same period last year [27] - Net loss for the quarter was USD 712 million, with a net loss margin of -109%, compared to -226% in Q1 2024 [30] Business Line Data and Key Metrics Changes - In Q1 2025, VinFast delivered 36,330 electric vehicles, representing a 296% increase year over year and a 32% decline quarter over quarter [7] - Two-wheeler deliveries reached 44,904 units, marking a 473% year over year increase and a 44% rise quarter over quarter [8] - B2C deliveries accounted for over 70% of total sales for three consecutive quarters through Q1 2025 [9] Market Data and Key Metrics Changes - In Vietnam, VinFast's market share of overall auto sales increased to nearly 40% in Q1 2025 from approximately 20% last year [15] - EV penetration in Vietnam reached nearly 40% in Q1, while BEV adoption in Indonesia was 7% and 3% in The Philippines [11] - Vietnam led Southeast Asia in automotive sales growth with a 24% year over year increase [15] Company Strategy and Development Direction - VinFast aims to double vehicle deliveries in 2025 and maintain strong momentum into 2026 [39] - The company is transitioning from a direct-to-consumer model to a dealer-based model to enhance efficiency [28] - New vehicle platforms and EE architecture are expected to drive long-term cost savings and operational efficiency [26][22] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about improved operating leverage driven by economies of scale [6] - The company is focused on scaling operations, accelerating product development, and executing cost optimization to achieve profitability [39] - Management acknowledged the challenges posed by global macroeconomic and trade uncertainties but remains committed to growth [7] Other Important Information - CapEx for Q1 2025 was USD 147 million, down 24% year over year and 40% quarter over quarter [30] - As of May 31, liquidity stands at approximately USD 2.4 billion, including various loans and grants [32] Q&A Session Summary Question: Timeline on new factories in Vietnam, India, and Indonesia - All facilities in Asia are expected to start operations this year, with the India factory opening in July [36] Question: Key catalysts for investors in 2025 - Growth will be driven by deeper market penetration in key international markets and new product offerings [39] Question: Timing of CapEx and when it might peak - Total CapEx planned for 2025 is USD 800 million, with over 50% allocated to R&D [44] Question: Expansion into the bus market - Deliveries of buses have already started in Vietnam, with plans to expand into other markets [46] Question: Average selling price (ASP) trajectory for the rest of the year - ASP for Q1 2025 was around USD 15,000, expected to remain under USD 20,000 for the full year [49] Question: Variable margin versus fixed costs in production - Variable costs are being optimized, with expectations for improvements in gross margin by 2026 [51] Question: Rationale for closing B2C showrooms in North America and Europe - Transitioning to a dealership model to enhance efficiency and scale globally [61] Question: Liquidity status - Total cash burn for 2025 is expected to be around USD 2 billion to USD 2.5 billion [64]