Core Viewpoint - The rapid iteration of AI technology is driving the acceleration of computing infrastructure, which in turn is expanding the data center power equipment market and significantly increasing the demand for the company's power energy business [1] Group 1: Company Developments - The company has established a comprehensive energy solution capability through various technological routes and collaborative advancements [1] - The company has successfully completed delivery and acceptance in multiple projects across domestic and international markets, with increasing recognition in these markets [1] Group 2: Future Strategy - The company plans to leverage its advantages in delivery, product performance, and product portfolio to expand its strategic customer base both domestically and internationally [1]

Core Viewpoint - Weichai Power is optimistic about the future development of the heavy truck industry, planning to adopt multiple technological routes to adapt to industry trends and changes [1] Industry Summary - According to statistics from the China Association of Automobile Manufacturers (CAAM), the cumulative sales of heavy trucks in China are projected to reach 1.145 million units in 2025, representing a year-on-year growth of 27% [1] - Exports are expected to reach 341,000 units, with a year-on-year increase of 17.4% [1] - The industry is showing a balanced development trend across various energy sources, including diesel, natural gas, and new energy [1] Company Strategy - The company aims to strengthen its product matrix and build comprehensive power solutions for all scenarios and cycles [1] - There is a focus on accelerating the layout of new energy products and enhancing production capacity to meet diverse customer needs [1] - The company plans to deepen its presence in overseas markets by optimizing products and coordinating personnel to seize growth opportunities abroad [1]

Group 1 - The State Intellectual Property Office of China has granted Weichai Power Co., Ltd. a patent for a "Battery Heating System, Method, Equipment, and Program Product," with the authorization announcement number CN120756351B, and the application date is September 2025 [1] - Weichai Power Co., Ltd., established in 2002 and located in Weifang City, primarily engages in the automotive manufacturing industry, with a registered capital of 87,156.71296 million RMB [1] - The company has invested in 64 enterprises, participated in 5,000 bidding projects, holds 738 trademark records, and has 5,000 patent records, along with 778 administrative licenses [1] Group 2 - Weichai New Energy Power Technology Co., Ltd., founded in 2017 and also located in Weifang City, focuses on the manufacturing of chemical raw materials and products, with a registered capital of 1,508.5714286 million RMB [1] - This subsidiary has invested in 2 enterprises, participated in 13 bidding projects, holds 640 patent records, and has 12 administrative licenses [1]

Group 1 - Weichai Power announced that it will conduct investor research on January 22 and 23, 2026, with participation from company representatives Li Tingting, Liu Han, and Yuan Jing to address investor inquiries [1] Group 2 - Local state-owned assets are beginning to "bottom-fish" in the auction housing market, purchasing over 60 properties in the Nansha District of Guangzhou at unit prices around 6,000 to 7,000 yuan, while the average listing price for second-hand homes in the same community exceeds 20,000 yuan [1]

南财智讯1月23日电，潍柴动力在投资者关系活动中表示，受AI技术迭代驱动算力基建加速影响，数据 中心电力设备市场快速扩容，带动公司电力能源业务需求井喷；公司已构建覆盖多种技术路线的全谱系 能源解决方案能力，并在国内外多个地区完成项目交付验收，市场认可度持续提升；后续将依托交付能 力、产品性能及组合优势，进一步开拓国内外战略客户。 ...

南财智讯1月23日电，潍柴动力在投资者关系活动中表示，公司在SOFC领域持续推进技术创新与市场布 局，2025年11月与希锂斯签署制造许可协议，拟建设面向固定式发电市场的电池和电堆产线；已推出对 标国际竞品的新一代大功率金属支撑商业化产品，在发电效率、体积功率密度、可启停次数及启动速度 等指标上显著提升，并与国内外多家头部企业达成意向合作，为规模化商用奠定基础。 ...

Group 1: Company Business Development - The company has established a comprehensive energy solution capability, driven by rapid expansion in the power equipment market, with increasing domestic and international project recognition [3] - The company is focusing on strategic customers to enhance business contributions, leveraging delivery, product performance, and product mix advantages [3] Group 2: SOFC Business Development - The company is committed to the SOFC sector, with a manufacturing license agreement signed with Xilis in November 2025 to establish production lines for fixed power generation [4] - Recent innovations have led to significant improvements in power generation efficiency and product performance, facilitating partnerships with leading domestic and international companies [4] Group 3: Heavy Truck Industry Trends - According to the China Association of Automobile Manufacturers, the heavy truck market is projected to sell 1.145 million units in 2025, a 27% year-on-year increase, with exports reaching 341,000 units, up 17.4% [5] - The company is optimistic about the heavy truck industry's future, planning to enhance its product matrix and accelerate new energy layouts to meet diverse customer needs [5] Group 4: Shareholder Returns Outlook - The company aims to optimize profit structure and enhance long-term competitiveness while maintaining a high cash dividend and share buyback policy to improve shareholder returns [6] - Future shareholder return policies will consider various stakeholder expectations and market conditions, ensuring a proactive and stable approach [6]

潍柴动力（02338）午后股价上涨4.92%，现报25.60港元，成交额6.16亿港元。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 东吴证券认为，由于燃机供应链高度复杂，并与航空、军工产业深度共享上游资源，整体产能扩张节奏 受限，难以快速匹配订单的爆发式增长，在此背景下，GEV此次上调扩产目标进一步明确燃气轮机行 业景气度持续上行趋势。 责任编辑：卢昱君 受益于订单强劲增长，GEV原计划于2026Q3实现燃机年产能20GW，公司现已前移至2026H1完成目 标，并进一步上调扩产计划至2028年24GW。为支撑产能上调，GEV预计于2025-2028年持续投入100亿 美元资本开支。 潍柴动力（02338）午后股价上涨4.92%，现报25.60港元，成交额6.16亿港元。 东吴证券认为，由于燃机供应链高度复杂，并与航空、军工产业深度共享上游资源，整体产能扩张节奏 受限，难以快速匹配订单的爆发式增长，在此背景下，GEV此次上调扩产目标进一步明确燃气轮机行 业景气度持续上行趋势。 受益于订单强劲增长，GEV原计划于2026Q3 ...

每经AI快讯，潍柴动力(02338.HK)午后涨超5%，截至发稿，涨5.08%，报25.6港元，成交额5.45亿港 元。 ...

财经频道更多独家策划、专家专栏，免费查阅>> 天眼查资料显示，潍柴动力股份有限公司，成立于2002年，位于潍坊市，是一家以从事汽车制造业为主 的企业。企业注册资本871567.1296万人民币。通过天眼查大数据分析，潍柴动力股份有限公司共对外 投资了64家企业，参与招投标项目5000次，财产线索方面有商标信息738条，专利信息5000条，此外企 业还拥有行政许可778个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，潍柴动力股份有限公司取得一项名为"一种汽车发电机的控制方法、控制系 统和汽车"的专利，授权公告号CN116533977B，申请日期为2023年6月。 ...