Group 1 - The core viewpoint of the report emphasizes the strong performance of the heavy truck sector, particularly highlighting China National Heavy Duty Truck Group (China National Heavy Duty Truck) benefiting from improved domestic sales and sustained export growth, with expectations for significant performance increases in the second half of the year [1] - In July, heavy truck sales reached approximately 83,000 units, representing a year-on-year increase of 42.4%, while the cumulative sales from January to July amounted to 622,000 units, reflecting a year-on-year growth of 10.6% [1] - The report indicates that the heavy truck market is experiencing a recovery, with domestic demand remaining robust and the sales structure continuously optimizing, including notable performance in natural gas and electric heavy trucks [1][3] Group 2 - The natural gas heavy truck segment is expected to reach a turning point due to the implementation of scrapping and updating policies in northern regions and the decline in LNG prices, which enhances economic viability [2] - In the first half of the year, the cumulative sales of natural gas heavy trucks were 92,000 units, a year-on-year decrease of 15.9%, with Q2 sales dropping by 30.0% year-on-year, but the profitability of natural gas trucks is higher than that of traditional fuel vehicles [2] - The third quarter is anticipated to see continued improvement in the heavy truck market, with July sales exceeding expectations and a dual-driven growth model from both domestic demand and exports emerging [3] Group 3 - Related stocks to watch include China National Heavy Duty Truck A/H, Weichai Power, Foton Motor, and others, indicating potential investment opportunities in the sector [4]

Core Viewpoint - The heavy truck sector is experiencing a recovery, with companies like China National Heavy Duty Truck Group (China National Heavy Duty Truck) benefiting from improved domestic sales and continued export growth, leading to a potential high growth in performance in the second half of the year [1] Group 1: Heavy Truck Sales Performance - In July, heavy truck sales reached approximately 83,000 units, representing a year-on-year increase of 42.4%, despite a month-on-month decline of 15.2% due to seasonal fluctuations [1] - From January to July, total heavy truck sales amounted to 622,000 units, showing a year-on-year growth of 10.6% [1] - The domestic terminal demand remains robust, with a year-on-year increase exceeding 20%, particularly in natural gas heavy trucks, which saw a penetration rate rise to 24% [1] Group 2: Natural Gas Heavy Truck Market - The natural gas heavy truck segment is expected to reach a turning point due to the implementation of scrapping and updating policies in northern regions and the decline in LNG prices, enhancing economic viability [2] - In the first half of 2023, cumulative sales of natural gas heavy trucks were 92,000 units, reflecting a year-on-year decrease of 15.9%, with Q2 sales at 45,000 units, down 30.0% year-on-year [2] - As demand recovers, the profitability of natural gas heavy trucks, which is higher than traditional fuel vehicles, is anticipated to release industry profit elasticity [2] Group 3: Market Outlook and Export Performance - The third quarter is expected to see continued improvement in heavy truck market conditions, with July sales growth exceeding 42%, establishing a strong foundation for high growth in Q3 [3] - The export market is experiencing structural optimization, with 156,000 units exported in the first half of 2023, a year-on-year increase of 2.3%, surpassing initial market expectations [3] - Non-Russian regions have shown remarkable performance, with a year-on-year growth exceeding 36%, making emerging markets like the Middle East and South America significant growth points [3] Group 4: Related Companies - Key companies in the sector include China National Heavy Duty Truck A/H, Weichai Power, Foton Motor, FAW Jiefang, and CIMC Vehicles [4]

Group 1 - The company held its fourth temporary board meeting on April 29, 2025, and approved a share repurchase plan using self-owned and self-raised funds, with a repurchase price not exceeding RMB 23.57 per share and a total fund amount between RMB 5 billion and RMB 10 billion [2] - The repurchase period is set for 12 months from the date of the shareholders' meeting approval [2] - Following the implementation of the 2024 dividend distribution plan on July 25, 2025, the maximum repurchase price was adjusted to RMB 23.22 per share [3] Group 2 - As of July 31, 2025, the company had repurchased a total of 19,685,475 A-shares, accounting for approximately 0.23% of the total share capital, with a total payment of RMB 299,979,726.55 [3][4] - The highest transaction price during the repurchase was RMB 15.43 per share, and the lowest was RMB 15.05 per share [3] - The company will continue to implement the repurchase plan based on market conditions and will fulfill information disclosure obligations as required by relevant laws and regulations [6]

证券日报网讯8月1日晚间，潍柴动力（000338）发布公告称，截至2025年7月31日，公司通过回购专用 证券账户以集中竞价交易方式累计回购A股股份共计19，685，475股，占公司目前总股本的比例约为 0.23%。 ...

潍柴动力（000338）(02338)公布，截至2025年7月31日，公司通过回购专用证券账户以集中竞价交易方 式累计回购A股股份共计19,685,475股，占公司目前总股本的比例约为0.23%，最高成交价为人民币 15.43元/股，最低成交价为人民币15.05元/股，支付的总金额为人民币299,979,726.55元(不含交易费用)， 本次回购符合相关法律法规及公司既定回购股份方案的要求。 ...

智通财经APP讯，潍柴动力(02338)公布，截至2025年7月31日，公司通过回购专用证券账户以集中竞价 交易方式累计回购A股股份共计19,685,475股，占公司目前总股本的比例约为0.23%，最高成交价为人民 币15.43元/股，最低成交价为人民币 15.05元/股，支付的总金额为人民币299,979,726.55元(不含交易费 用)，本次回购符合相关法律法规及公司既定回购股份方案的要求。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部或任何部份內容而產生或因依賴該等內容而引起的任何損失承擔任何責任。 濰柴動力股份有限公司 WEICHAI POWER CO., LTD. （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：2338） 海外監管公告 本公告乃根據香港聯合交易所有限公司（「聯交所」）證券上市規則第13.10B條 而 作 出。 茲載列濰柴動力股份有限公司（「本公司」）在深圳證券交易所網站刊登日期為 二零二五年八月一日的公告，僅供參閱。中文公告的全文刊登於聯交所及本公司 網 站。 承董事會命 董事長 馬常海 中國山東濰坊 二零二五年八月一日 於本公告刊發之日，本公司執行董事為馬常海先生、王德成先生、黃維彪先生、 孫 少 軍 先 生、袁 宏 明 先 生 及 馬 旭 耀 先 生；本 公 司 非 執 行 董 事 為 張 良 富 先 生、 Richard Robinson Smith先生及Michae ...

证券代码：000338 证券简称：潍柴动力 公告编号：2025-055 潍柴动力股份有限公司 关于回购公司部分 A 股股份的进展公告 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。 潍柴动力股份有限公司（下称"公司"）于2025年4月29日召开 2025年第四次临时董事会会议，于2025年5月20日召开2025年第二次 临时股东大会、2025年第二次A股股东会议和2025年第二次H股股东 会议，审议通过了《关于回购公司部分A股股份方案的议案》，同意 公司使用自有资金和自筹资金以集中竞价交易方式回购公司部分A 股股份，回购股份用于注销并减少公司注册资本，回购价格为不超过 人民币23.57元/股，预计用于回购的资金总额不低于人民币5亿元，不 超过人民币10亿元，回购期限为自公司股东大会审议通过回购股份方 案之日起12个月内。具体内容详见公司分别于2025年4月30日、2025 年5月21日、2025年6月4日在巨潮资讯网（http://www.cninfo.com.cn） 上披露的《潍柴动力股份有限公司关于回购公司部分A股股份的方案》 《潍柴动力股份有限公司202 ...

潍柴动力公告，截至2025年7月31日，公司通过回购专用证券账户以集中竞价交易方式累计回购A股股 份共计1968.55万股，占公司目前总股本的比例约为0.23%，最高成交价为人民币15.43元/股，最低成交 价为人民币15.05元/股，支付的总金额为人民币3亿元（不含交易费用）。回购价格上限调整为不超过 人民币23.22元/股。公司后续将继续实施本次回购方案，并及时履行信息披露义务。 ...

Group 1 - The core point of the news is that several companies, including VITASOY INT'L, Jieli Trading, Miniso, Meiheng Industrial, HYPEBEAST, and Weichai Power, conducted share buybacks on July 31, 2025, with Weichai Power having the largest buyback amount [1] Group 2 - Weichai Power (02338) repurchased 9.8742 million shares for a total amount of 150 million, with a year-to-date cumulative buyback of 19.6855 million shares, representing 0.226% of its total share capital [2] - VITASOY INT'L (00345) repurchased 2 million shares for 18.4078 million, with a year-to-date cumulative buyback of 21.38 million shares, representing 1.992% of its total share capital [2] - Jieli Trading (08017) repurchased 2 million shares for 2.763 million, with a year-to-date cumulative buyback of 46.888 million shares, representing 7.810% of its total share capital [2] - Miniso (09896) repurchased 53,000 shares for 1.9872 million, with a year-to-date cumulative buyback of 3.3765 million shares, representing 0.272% of its total share capital [2] - HYPEBEAST (00150) repurchased 924,000 shares for 145,100, with a year-to-date cumulative buyback of 11.34 million shares, representing 0.552% of its total share capital [2] - Meiheng Industrial (01897) repurchased 2 million shares for 9 million, with a year-to-date cumulative buyback of 3.518 million shares, representing 0.850% of its total share capital [2]