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潍柴动力:发电量取决于发电设备的运行效率
Zheng Quan Ri Bao Wang· 2025-12-23 14:12
证券日报网讯12月23日,潍柴动力(000338)在互动平台回答投资者提问时表示,发电量取决于发电设 备的运行效率,不同工况、不同场景下发电效率存在差异。 ...
潍柴动力取得用于控制挖掘机动臂下降方法专利
Sou Hu Cai Jing· 2025-12-23 12:41
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"用于控制挖掘机动臂下降的方法、装 置及挖掘机"的专利,授权公告号CN116770914B,申请日期为2023年6月。 潍坊潍柴动力科技有限责任公司,成立于2017年,位于潍坊市,是一家以从事研究和试验发展为主的企 业。企业注册资本17600万人民币。通过天眼查大数据分析,潍坊潍柴动力科技有限责任公司参与招投 标项目6次,专利信息879条,此外企业还拥有行政许可3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。 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741条,专利信息5000条,此外企 业还拥有行政许可778个。 来源:市场资讯 ...
走进潍柴动力:“智造未来”对话制造业出海与新质生产力
Xin Lang Cai Jing· 2025-12-23 11:11
走进制造一线:近距离探访新质生产力在企业落地 活动当天,与会嘉宾先后走访了潍柴材料成型中心二期、博杜安(潍坊)公司、潍柴二号工厂等多个代 表性场所,近距离感受潍柴在高端制造、智能制造和绿色制造方面的系统性能力。 在材料成型中心二期,自动化、数字化生产线显著提升了生产效率与产品一致性,绿色铸造与循环经济 理念贯穿园区运营;在博杜安(潍坊)公司,中外融合的发展路径和大缸径发动机的高端应用场景,生 动呈现了潍柴国际化战略的深度与韧性;潍柴二号工厂则以100%自动化率、柔性化生产能力,展现出 中国高端重型发动机制造的世界一流水平。 从材料成型到总装下线,从自动化产线到数字化运营系统,潍柴的多点位参访给嘉宾们留下了深刻印 象。多位嘉宾在现场表示,潍柴在自动化、智能化和绿色制造方面呈现出的整体水平,刷新了对中国高 端装备制造的认知,也让新质生产力从概念转化为可感知、可验证的现实场景。 2025年12月22日,由新浪财经联合洋河股份发起的"'智造未来'对话中国先锋企业"系列活动走进潍柴动 力。围绕"新质生产力赋能:制造业出海与高质量发展新路径"这一主题,活动通过实地调研与专题研讨 相结合的方式,深入探讨中国制造业在技术创新 ...
潍柴动力取得浪涌电流抑制电路及方法专利
Sou Hu Cai Jing· 2025-12-23 10:57
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"一种浪涌电流抑制电路及方法"的专 利,授权公告号CN115714363B,申请日期为2022年11月。 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741条,专利信息5000条,此外企 业还拥有行政许可778个。 潍坊潍柴动力科技有限责任公司,成立于2017年,位于潍坊市,是一家以从事研究和试验发展为主的企 业。企业注册资本17600万人民币。通过天眼查大数据分析,潍坊潍柴动力科技有限责任公司参与招投 标项目6次,专利信息879条,此外企业还拥有行政许可3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。 来源:市场资讯 ...
潍柴动力荣获“格隆汇金格奖·年度ESG先锋”奖
Ge Long Hui A P P· 2025-12-23 09:42
"年度ESG先锋"奖项旨在寻找经济效能与社会责任并重的绿色企业与先进企业。该奖项是对公司在环境 (Environmental)、社会(Social)、公司治理(Governance)三方面工作的高度认可,获奖公司在其 推广ESG理念、追求高质量可持续发展上均做出了突出贡献。 格隆汇12月23日|格隆汇昨日线上举办"科技赋能·资本破局"分享会。备受瞩目的卓越公司评选榜单隆 重揭晓。其中,格隆汇"金格奖"年度卓越公司评选中,潍柴动力(000338.SZ/2338.HK)荣获"年度ESG先 锋"奖项。 ...
潍柴动力取得车辆上坡换挡控制方法专利
Sou Hu Cai Jing· 2025-12-23 07:46
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"车辆上坡的换挡控制方法、装置以及 系统"的专利,授权公告号CN116292865B,申请日期为2023年3月。 来源:市场资讯 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741条,专利信息5000条,此外企 业还拥有行政许可778个。 潍坊潍柴动力科技有限责任公司,成立于2017年,位于潍坊市,是一家以从事研究和试验发展为主的企 业。企业注册资本17600万人民币。通过天眼查大数据分析,潍坊潍柴动力科技有限责任公司参与招投 标项目6次,专利信息879条,此外企业还拥有行政许可3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。 ...
格隆汇“科技赋能·资本破局”线上分享会暨“金格奖”——“年度ESG先锋奖(大市值)”奖项揭晓:爱尔眼科(300015.SZ)、贝壳(02423.HK/BEKE.US)、波司登(03998.HK)等10家企业上榜
Ge Long Hui· 2025-12-22 12:13
Group 1 - The "Annual ESG Pioneer Award (Large Market Capitalization)" recognizes companies that balance economic efficiency with social responsibility, highlighting their contributions to environmental, social, and governance (ESG) practices [1] - Ten companies, including Aier Eye Hospital, Beike, Bosideng, Mengniu Dairy, CATL, Tongcheng Travel, Weichai Power, China Feihe, China State Construction International, and Sinotruk, received the award [1] - The evaluation process involved quantitative data analysis and expert review to determine the final results of the award [1] Group 2 - The "Golden Award" aims to create a reference list of the most valuable listed companies and unicorns in the investment community, covering all listed companies on major exchanges including HKEX, SSE, SZSE, NYSE, and NASDAQ [2]
格隆汇“科技赋能·资本破局”线上分享会暨“金格奖”——“年度ESG先锋奖(大市值)”奖项揭晓:爱尔眼科(300015.SZ)、贝壳(02423.HK/B...
Ge Long Hui· 2025-12-22 08:50
Core Insights - The "Golden Award" annual excellence company selection by Gelonghui will reveal a list of notable companies, highlighting those recognized for their contributions to ESG (Environmental, Social, Governance) principles [1][2] Group 1: Award Winners - Ten companies have been awarded the "Annual ESG Pioneer Award (Large Market Capitalization)," including Aier Eye Hospital, Beike, Bosideng, Mengniu Dairy, CATL, Tongcheng Travel, Weichai Power, China Feihe, China State Construction International, and Sinotruk [1] - The award aims to identify companies that balance economic efficiency with social responsibility, recognizing their outstanding contributions to promoting ESG concepts and pursuing high-quality sustainable development [1] Group 2: Evaluation Process - The selection process for the awards involved quantitative data analysis and evaluation by an expert review panel to determine the final results [1] - The "Golden Award" aims to create a reference list of the most valuable listed companies and unicorns in the investment community, covering all listed companies on major exchanges including the Hong Kong Stock Exchange, Shanghai Stock Exchange, Shenzhen Stock Exchange, New York Stock Exchange, and NASDAQ [2]
智通AH统计|12月22日
智通财经网· 2025-12-22 08:21
Core Insights - The article highlights the top and bottom AH share premium rates as of December 22, with Northeast Electric (00042), Zhejiang Shibao (01057), and Hongye Futures (03678) leading in premium rates, while CATL (03750), China Merchants Bank (03968), and Hansoh Pharmaceutical (01276) are at the bottom [1][2][3] Group 1: Top AH Share Premium Rates - Northeast Electric (00042) has a premium rate of 864.29% with a deviation value of -11.58% [2][5] - Zhejiang Shibao (01057) shows a premium rate of 354.83% and a deviation value of 86.04% [2][4] - Hongye Futures (03678) has a premium rate of 274.70% with a deviation value of 3.11% [2][4] Group 2: Bottom AH Share Premium Rates - CATL (03750) has a premium rate of -12.58% and a deviation value of -4.76% [3][5] - China Merchants Bank (03968) shows a premium rate of -1.90% with a deviation value of -1.08% [3][5] - Hansoh Pharmaceutical (01276) has a premium rate of 3.44% and a deviation value of 0.44% [3][5] Group 3: Deviation Values - Zhejiang Shibao (01057) leads in deviation value at 86.04% [4] - Junda Co. (02865) follows with a deviation value of 46.60% [4] - COSCO Shipping Development (02866) has a deviation value of 19.01% [4] Group 4: Negative Deviation Values - GAC Group (02238) has the lowest deviation value at -26.02% [5] - Yangtze Optical Fibre and Cable (06869) shows a deviation value of -16.85% [5] - Andeli Juice (02218) has a deviation value of -14.47% [5]
【策略报告】2026年汽车行业总投资策略:坚定“破旧立新”
Core Viewpoint - The automotive industry is at a new crossroads in 2026, with the end of the electric vehicle (EV) boom and the rise of smart technology. Investment opportunities lie in commercial vehicles and two-wheeled vehicles, focusing on finding resilient alpha varieties and embracing the next industrial trends of smart technology and robotics/AIDC [4][10]. Group 1: Automotive Sector Investment Strategy - The automotive industry should reference the years 2011 and 2018 for strategic insights. The focus is on finding resilient alpha varieties and embracing the next industrial trends, particularly in smart technology and robotics/AIDC [4][10]. - The total domestic demand for passenger vehicles in 2026 is expected to be 22 million units, a decrease of 3.5% year-on-year, while the demand for new energy vehicles is projected to reach 13.2 million units, an increase of 6.4% [5][10]. - The wholesale sales of heavy trucks are forecasted to be 1.16 million units in 2026, with a year-on-year increase of 1.5%. Domestic sales are expected to decline by 5.5% to 770,000 units, while exports are projected to rise by 18.8% to 390,000-400,000 units [5][27]. Group 2: Key Investment Opportunities - In the bus sector, the top picks are Yutong Bus and Jinlong Automobile. For motorcycles, the preferred choices are Chunfeng Power and Longxin General. In the heavy truck sector, China National Heavy Duty Truck and Weichai Power are favored. For passenger vehicles, BYD is the primary choice, with Jianghuai Automobile as a secondary option. In the parts sector, Fuyao Glass, Xingyu Co., and Minth Group are recommended [6][10]. - The L4 RoboX investment opportunities focus on the B-end software sector over C-end hardware. Preferred stocks include XPeng Motors, Horizon Robotics, and others in the H-share market, while A-share selections include Qianli Technology and Desay SV [7][10]. - The robotics and AIDC investment opportunities are highlighted, with a focus on the upcoming Optimus V3 overseas and the rapid development of domestic robotics. Key selections include Top Group for robotics and liquid cooling, and Junsheng Electronics for robotics [7][10]. Group 3: Market Forecasts - The passenger vehicle market is expected to see a total sales volume of 22 million units in 2026, with a year-on-year decrease of 3.5%. New energy vehicle sales are projected to reach 13.2 million units, an increase of 6.4% [5][17]. - The heavy truck market is forecasted to have a wholesale volume of 1.16 million units in 2026, with domestic sales declining by 5.5% to 770,000 units, while exports are expected to rise by 18.8% [5][27]. - The bus sector is anticipated to maintain a strong export growth rate of over 30%, with domestic sales expected to reach 81,000 units, a year-on-year increase of 3% [5][32]. Group 4: Motorcycle Market Insights - The motorcycle industry is projected to have total sales of 19.38 million units in 2026, a year-on-year increase of 14%. The large-displacement motorcycle segment is expected to reach 1.26 million units, a 31% increase [5][34]. - Domestic sales of large-displacement motorcycles are expected to reach 430,000 units, a 5% increase, while exports are projected to be 830,000 units, a 50% increase [5][35]. Group 5: Future Trends and Innovations - The penetration rate of smart driving technology in new energy vehicles is expected to rise to 40% by 2026, with significant growth in the use of domestic chips [22][23]. - The heavy truck export market is expected to recover, with significant growth in regions such as Southeast Asia and Africa, driven by local infrastructure and mining demands [28][29].