注：本表为快报数据，最终数据以公司定期报告数据为准。 特此公告。 厦门金龙汽车集团股份有限公司董事会 证券代码：600686 证券简称：金龙汽车 编号：2026-004 厦门金龙汽车集团股份有限公司2026年1月客车产销数据快报如下： 单位：辆 ■ 厦门金龙汽车集团股份有限公司 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。 2026年2月6日 ...

| 单位：辆 | | --- | | 项目名称 | 本月数 | 去年同月 | 当月同比 | 本年累计 | 去年同期 | 累计同比 | | --- | --- | --- | --- | --- | --- | --- | | | | | 增减 | | 累计 | 增减 | | 客车生产量 | 4,672 | 3,880 | 20.41% | 4,672 | 3,880 | 20.41% | | 其中：大型客车 | 1,693 | 1,617 | 4.70% | 1,693 | 1,617 | 4.70% | | 中型客车 | 1,401 | 694 | 101.87% | 1,401 | 694 | 101.87% | | 轻型客车 | 1,578 | 1,569 | 0.57% | 1,578 | 1,569 | 0.57% | | 客车销售量 | 4,712 | 3,482 | 35.32% | 4,712 | 3,482 | 35.32% | | 其中：大型客车 | 1,575 | 1,072 | 46.92% | 1,575 | 1,072 | 46.92% | | 中型客车 | 1,274 | 617 ...

金龙汽车（600686）(600686.SH)发布公告，公司2026年1月客车销售量为4712辆，同比增长35.32%。 ...

Core Viewpoint - Jinlong Automobile (600686.SH) announced that its bus sales volume for January 2026 is projected to be 4,712 units, representing a year-on-year increase of 35.32% [1] Group 1 - The company expects a significant growth in bus sales for January 2026, with a total of 4,712 units sold [1] - The year-on-year growth rate of 35.32% indicates a strong demand for the company's products [1]

Core Viewpoint - Jinlong Automobile announced a significant increase in bus production and sales for January 2026, indicating strong growth in the bus manufacturing sector [1] Production Summary - The production volume for buses in January 2026 is projected to be 4,672 units, representing a year-on-year increase of 20.41% [1] - Breakdown of production by bus type: - Large buses: 1,693 units, up 4.70% year-on-year - Medium buses: 1,401 units, up 101.87% year-on-year - Light buses: 1,578 units, up 0.57% year-on-year [1] Sales Summary - The sales volume for buses in January 2026 is expected to reach 4,712 units, reflecting a year-on-year increase of 35.32% [1] - Breakdown of sales by bus type: - Large buses: 1,575 units, up 46.92% year-on-year - Medium buses: 1,274 units, up 106.48% year-on-year - Light buses: 1,863 units, up 3.90% year-on-year [1]

南平市延平区水东片区公共交通场站建设项目- 更换60辆纯电动公交车动力电池、回收原车旧动力电池采购项目(第二期)中标 候选人公示(暨中标结果公示) (招标编号:福晖采招[2025]061号) 公示结束时间:2026年02月13日 一、评标情况 标段(包)[001]南平市延平区水东片区公共交通场站建设项目- 更换60辆纯电动公交车动力电池、回收原车旧动力电池采购项目(第二期): 2月3日，南平市延平区水东片区公共交通场站建设项目=更换60辆纯电动公交车动力电池、回收原车旧动力电池采购项目（第二期）中 标候选人公示（暨中标结果公示）发布。中标候选人第一名为厦门金龙汽车新能源科技有限公司，投标报价1598.016万元。 如投标人对评标结果有异议,请于公示期2026年02月03日~2026年02月13 日内以书面形式(盖法人单位公章和法定代表人签字,并注明电话、地址和联 系人)向招标人及招标代理人反映。 监督部门:南平公共交通有限公司监察审计部 监督电话:0599- 8735836 .. 1、中标候选人基本情况 中标候选人第1名:厦门金龙汽车新能源科技有限公司,投标报价:1598.0160 万元,质量:符合采购人要求 ...

Core Viewpoint - The commercial vehicle sector experienced a decline of 2.31% on February 2, with Jianghuai Automobile leading the drop, while the Shanghai Composite Index fell by 2.48% and the Shenzhen Component Index decreased by 2.69% [1] Group 1: Market Performance - The closing price of Jianghuai Automobile was 52.51, down by 4.00%, with a trading volume of 489,500 shares and a transaction value of 2.61 billion [2] - The commercial vehicle sector saw a net outflow of 182 million in main funds, while retail investors contributed a net inflow of 40.3 million [2][3] - Key stocks in the commercial vehicle sector showed varied performance, with Jinlong Automobile increasing by 3.99% to a closing price of 17.22, while other companies like China National Heavy Duty Truck and FAW Jiefang saw declines of 2.01% and 2.31% respectively [1][2] Group 2: Fund Flow Analysis - Main funds showed a net inflow of 23.30 million into Jinlong Automobile, while there was a significant outflow from China National Heavy Duty Truck amounting to 20.77 million [3] - Retail investors had a net inflow of 211.62 million into Jinlong Automobile, contrasting with outflows from other companies like Ankai Bus and Dongfeng Motor [3] - The overall sentiment in the commercial vehicle sector indicates a mixed response from different types of investors, with main funds generally withdrawing while retail investors showed some interest [2][3]

Group 1: Automotive Sector Overview - The automotive sector is currently experiencing weak performance during the off-season, but market pessimism regarding sales expectations is gradually stabilizing, indicating a potential bottoming out of negative sentiment [1] - Tesla's recent quarterly report shows a year-on-year increase in gross profit for Q4 2025, with gross margin reaching a two-year high, driven by higher sales prices in the Asia-Pacific region and an increase in FSD subscriptions [1] - Capital expenditures for Tesla in 2026 are expected to exceed $20 billion, focusing on computing infrastructure and new factory capacity expansion [1] Group 2: Autonomous Driving Developments - 2026 is anticipated to be a pivotal year for the commercialization of autonomous driving, with Tesla's FSD subscription rates increasing significantly throughout 2025 [2] - The FSD subscription model will shift to a monthly subscription starting in 2026, with a current fee of $99 per month [2] - As of the end of 2025, FSD has accumulated over 7 billion miles (approximately 11.5 billion kilometers) of driving distance, with ongoing localization efforts in China and Europe pending regulatory approval [2] Group 3: Humanoid Robotics Sector - The robotics sector is experiencing volatility, with recent adjustments in trading volumes and external rumors affecting market sentiment [3] - Key catalysts for the T-chain include the release of Gen3 in Q1 2025 and the commencement of overseas production capacity construction later in the year [3] - There is a positive outlook for specific investment targets within the robotics sector, focusing on high-probability Tesla supply chain participants and undervalued companies with growth potential [3] Group 4: Commercial Vehicle Outlook - The heavy-duty truck and bus segments are expected to benefit from policy support for domestic demand and ongoing export growth in 2026 [4] - Weichai Power is favored due to the recovery of domestic bidding and the pressing electricity shortages in North America, which are expected to boost market expectations for its products [4] - Recommended stocks include Jianghuai Automobile, Hengbo Technology, Longsheng Technology, Weichai Power, Yutong Bus, King Long Automobile, and Cao Cao Mobility, focusing on low-valuation leaders with strong performance [4]

Group 1: Automotive Sector Overview - The automotive sector is currently experiencing a weak performance during the off-season, but market pessimism regarding sales expectations is gradually stabilizing, indicating a potential bottoming out of negative sentiment [1] - Tesla's recent quarterly report shows a year-on-year increase in gross profit for Q4 2025, with gross margin reaching a two-year high, driven by higher sales prices in the Asia-Pacific region and an increase in FSD subscriptions [1] - Capital expenditures for Tesla in 2026 are expected to exceed $20 billion, focusing on computing infrastructure and new factory capacity expansion [1] Group 2: Autonomous Driving Developments - 2026 is anticipated to be a pivotal year for the commercialization of autonomous driving, with Tesla's FSD subscription rates increasing significantly throughout 2025 [2] - By the end of 2025, Tesla's FSD has accumulated over 7 billion miles (approximately 11.5 billion kilometers) of driving distance, with ongoing localization efforts in China and Europe pending regulatory approvals [2] - Tesla is shifting its strategic focus from hardware sales to physical AI, including FSD iterations, Robotaxi services, and the production of Cybercab models [2] Group 3: Humanoid Robots and Supply Chain Updates - The humanoid robot sector is experiencing volatility, with recent adjustments in trading volumes and external rumors affecting market sentiment [3] - Key catalysts for the T-chain include the release of Gen3 in Q1 2025 and the commencement of overseas production capacity and mass production later in the year [3] - There is a positive outlook for specific investment targets within the T-chain, including Tesla-related high-probability segments and undervalued companies with growth potential [3] Group 4: Commercial Vehicles Outlook - The heavy-duty truck and bus segments are expected to benefit from policy support for domestic demand and ongoing export growth in 2026 [4] - Weichai Power is favored in the heavy-duty truck sector due to increased domestic bidding and market expectations for product volume growth [4] - In the bus sector, Yutong and King Long are highlighted for their potential upside, driven by export growth and favorable valuation margins [4]

Core Viewpoint - The article discusses the public announcement of the candidates for the second batch of bus procurement project by China Xiong'an Group Transportation Co., Ltd. for 2025, highlighting the competitive bidding process and the selected candidates along with their bid prices [1][2]. Group 1: Bid Candidates - The first candidate is Xiamen King Long Motor Group Co., Ltd. with a bid price of 33.92 million yuan [2]. - The second candidate is Hebei Xiong'an Green Xinrui Technology Co., Ltd. with a bid price of 33.98 million yuan [2]. - The third candidate is CRRC Electric Vehicle Co., Ltd. with a bid price of 33.968 million yuan [2]. Group 2: Bid Details - The opening date for bids is set for January 27, 2026, and the public announcement period is from January 30, 2026, to February 2, 2026 [2]. - All candidates met the qualification requirements as specified in the bidding documents [3]. Group 3: Candidate Performance - Xiamen King Long has previous contracts including a 27.8824 million yuan project for 56 new energy buses for Hunan Yongzhou Automotive Transport Company signed on September 10, 2024 [3]. - Hebei Xiong'an Green Xinrui has a contract for 40.25 million yuan for electric operational buses with Guizhou Yuke Four Aggregates New Energy Co., Ltd. signed on October 15, 2022 [3]. - CRRC Electric Vehicle has a contract for 22.5045 million yuan for bus procurement with Wuhan Public Transport Group signed on June 27, 2025 [4]. Group 4: Scoring and Evaluation - The scoring for the bidders shows Xiamen King Long with a score of 95.7, Hebei Xiong'an Green Xinrui with 95.58, and CRRC Electric Vehicle with 94.5 [5]. - There were no rejected bids in this procurement process [6].