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 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。 潍柴液压传动有限公司，成立于2014年，位于潍坊市，是一家以从事通用设备制造业为主的企业。企业 注册资本5204万人民币。通过天眼查大数据分析，潍柴液压传动有限公司共对外投资了1家企业，参与 招投标项目18次，专利信息481条，此外企业还拥有行政许可8个。 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"一种液压控制阀系统及装载机"的专 利，授权公告号CN118686817B，申请日期为2024年7月。 ...

Core Insights - Weichai Power has successfully transformed its business structure, moving beyond its traditional association with the heavy truck industry to become a comprehensive energy solutions provider, highlighting its resilience and growth potential [1][9] - Concerns regarding the cyclical nature of the heavy truck market and the impact of electrification may be overstated, as Weichai Power has diversified its engine business, particularly in large-bore engines and new energy power systems [1][2] Group 1: Industry Opportunities - The global digital transformation and AI wave are driving unprecedented growth in data center electricity demand, with the International Energy Agency predicting that global data center electricity consumption will more than double by 2030 [2] - The U.S. power system is under severe strain, with McKinsey forecasting a 10% to 20% increase in electricity demand driven by AI over the next five to seven years, potentially leading to a power supply gap of approximately 73.2 GW by 2025-2030 [2] - Various energy supply routes are poised for growth, with gas power being a mainstream method in the U.S., already exceeding 40% in several regions due to its cost advantages and operational flexibility [2] Group 2: Weichai Power's Business Potential - Weichai Power has strategically positioned itself in the global data center market, investing heavily in technology development and product innovation, leading to a compound annual growth rate (CAGR) of 22% in global power business from 2021 to 2025 [4][5] - The company has achieved significant sales milestones, with global sales of power generation products expected to exceed 100,000 units by 2025, maintaining a top-three position globally [4] - The M-series large-bore engines have become a growth pillar, with sales surpassing 10,000 units, and data center-related business has seen a year-on-year growth of over 200% [5] Group 3: Product Innovations - Weichai Power has established a comprehensive diesel power generation product matrix, covering a displacement range of 2.3-122L and power output from 16-5000 kWe, catering to various applications from small backup units to large power plants [6] - The company has launched the world's first 5MW high-speed diesel generator set, which is designed for large computing centers and cloud service data centers, showcasing its high-end market capabilities [6] - In the gas power generation sector, Weichai's gas engines cover a power range of 16-3000 kWe, demonstrating adaptability to various fuels and providing reliable solutions even in extreme conditions [7] Group 4: SOFC Technology - Solid Oxide Fuel Cells (SOFC) are emerging as a high-efficiency, zero-emission power generation technology, with a projected market value of $6.8 billion by 2033, driven by increasing demand for zero-emission power [3][8] - Weichai's SOFC systems have achieved a net power generation efficiency exceeding 60% and a combined heat and power efficiency of 92.55%, setting a global record [8] - The company has successfully delivered SOFC systems to major clients, laying a solid foundation for future large-scale deployment [8]

Core Insights - Weichai Power has successfully transformed its business structure beyond just heavy-duty trucks, positioning itself as a comprehensive energy solutions provider with significant growth potential [1][9] - Concerns regarding the cyclical nature of the heavy-duty truck market and the impact of electrification may be overstated, as highlighted by Goldman Sachs [1][2] - The demand for power in data centers is surging, driven by digital transformation and artificial intelligence, leading to a projected doubling of global data center electricity consumption by 2030 [2][3] Group 1: Weichai Power's Business Transformation - Weichai Power has diversified its engine business, particularly in large-bore engines and new energy power systems, which are crucial for meeting the growing electricity demands of data centers [1][4] - The company has established a comprehensive presence in the power generation sector, particularly in backup and continuous power markets, with products that cater to various energy needs [1][4][5] - Weichai's solid oxide fuel cell (SOFC) products, launched in 2018, are gaining traction due to their low carbon emissions and cost-effectiveness, making them attractive solutions for data centers and industrial parks [1][4][8] Group 2: Market Opportunities and Growth Potential - The U.S. is facing a significant electricity supply gap, with projections indicating a shortfall of approximately 73.2 GW by 2025, which could expand to 201 GW if data center construction accelerates [2][3] - SOFC technology is expected to see rapid growth, with market value projected to reach $6.8 billion by 2033, driven by increasing demand for zero-emission power solutions [3][4] - Weichai Power's global sales of power generation products are expected to exceed 100,000 units by 2025, with a compound annual growth rate of 22% in global power generation business from 2021 to 2025 [4][5] Group 3: Product Innovations and Competitive Advantages - Weichai Power has developed a robust diesel power generation product matrix, covering a wide range of power outputs from 16 kWe to 5000 kWe, ensuring comprehensive market coverage [6][7] - The company has made significant advancements in natural gas power generation, offering flexible solutions that can adapt to various fuel types, enhancing its competitive edge [7] - Weichai's SOFC systems have achieved EU CE certification, boasting a net power generation efficiency exceeding 60% and a combined heat and power efficiency of 92.55%, setting a global record [8] Group 4: Strategic Positioning and Future Outlook - Weichai Power has evolved from a traditional heavy-duty truck manufacturer to a global leader in comprehensive energy solutions, solidifying its core competitiveness in power supply scenarios [9] - The company's strategic investments in technology and product innovation position it well to capitalize on the global energy supply chain restructuring and the transition to low-carbon energy [9] - Weichai's approach reflects the broader trend of Chinese manufacturing moving towards high-end, globalized solutions, contributing to sustainable pathways for addressing global energy supply and demand challenges [9]

Core Viewpoint - Weichai Power has successfully transformed its business structure beyond just heavy-duty trucks, positioning itself as a comprehensive energy solutions provider with significant growth potential in various sectors, particularly in power generation systems [1][9]. Group 1: Industry Context - The global demand for electricity in data centers is expected to double by 2030, driven primarily by artificial intelligence [2]. - The U.S. power system is under severe strain, with predictions of a 10% to 20% increase in electricity demand due to AI over the next five to seven years, potentially leading to a power supply gap of approximately 73.2 GW by 2025-2030 [2]. - Gas power generation is a dominant method in the U.S., accounting for over 40% in several regions, offering cost advantages and flexibility to meet the rising electricity demand [2]. Group 2: Weichai Power's Business Potential - Weichai Power has strategically invested in the power generation market, anticipating the growth of data centers and developing a comprehensive product lineup, achieving a compound annual growth rate (CAGR) of 22% in global power generation business from 2021 to 2025 [4]. - The company has seen a significant increase in sales of its large-bore engines, with the M series surpassing 10,000 units sold, and data center-related business volumes increasing by over 200% year-on-year [5]. - Weichai's power generation product matrix covers a wide range of applications, from small backup units to large power plants, with a focus on high-end diesel generators and gas power systems [6][7]. Group 3: SOFC Technology and Market Growth - Solid Oxide Fuel Cells (SOFC) are emerging as a high-efficiency, zero-emission power generation technology, with a projected market value of $6.8 billion by 2033 [3]. - Weichai's SOFC systems have achieved a net power generation efficiency exceeding 60% and a combined heat and power efficiency of 92.55%, setting a global record [8]. - The company has established partnerships and production capabilities to support the commercialization of SOFC technology, with significant deliveries planned for 2024 [8]. Group 4: Strategic Positioning and Future Outlook - Weichai Power has evolved from a traditional heavy-duty engine manufacturer to a global provider of comprehensive energy solutions, solidifying its competitive edge in current power supply scenarios while positioning itself for future zero-carbon energy markets [9]. - The company's strategic focus on core technology and full-scenario solutions reflects a broader trend of Chinese manufacturing moving towards high-end, globalized production, contributing to the restructuring of the global energy supply chain [9].

Core Insights - Weichai Power has successfully transformed its business structure, moving beyond its traditional association with the heavy truck industry to become a comprehensive energy solutions provider, highlighting its resilience and growth potential [1][9] - Concerns regarding the cyclical nature of the heavy truck market and the impact of electrification may be overstated, as Weichai Power has diversified its engine business, particularly in large-bore engines and new energy power systems [1][2] Group 1: Industry Opportunities - The global digital transformation and AI wave are driving unprecedented growth in data center electricity demand, with the International Energy Agency predicting that global data center electricity consumption will more than double by 2030 [2] - The U.S. power system is under severe strain, with McKinsey forecasting a 10% to 20% increase in electricity demand driven by AI over the next five to seven years, potentially leading to a power supply gap of approximately 73.2 GW by 2025-2030 [2] - Various energy supply routes are poised to benefit from the ongoing "power shortage," with gas power generation being a mainstream method in the U.S., accounting for over 40% in several regions due to its cost-effectiveness and operational flexibility [2] Group 2: Weichai Power's Business Potential - Weichai Power has strategically positioned itself in the global data center market, investing heavily in technology development and product innovation, resulting in a compound annual growth rate (CAGR) of 22% in global power business from 2021 to 2025 [4][5] - The company has achieved significant sales milestones, with global sales of power generation products expected to exceed 100,000 units by 2025, maintaining a top-three position globally [4] - The M-series large-bore engines have become a growth pillar, with sales surpassing 10,000 units, and data center-related business has seen a year-on-year growth of over 200% [5] Group 3: Product Innovations - Weichai Power has established a comprehensive diesel power generation product matrix, covering a displacement range of 2.3-122L and power output from 16-5000 kWe, catering to various applications from small backup units to large power plants [6] - The company has launched the world's first 5MW high-speed diesel generator set, which features a 15-year overhaul life and rapid load response capabilities, making it suitable for large computing centers and cloud service data centers [6] - In the gas power generation sector, Weichai's gas engines cover a power range of 16-3000 kWe and can adapt to various fuels, providing reliable solutions even in extreme conditions [7] Group 4: SOFC Technology - Solid Oxide Fuel Cells (SOFC) are emerging as a high-efficiency, zero-emission power generation technology, with a projected market value of $6.8 billion by 2033, driven by increasing demand for zero-emission power [3][8] - Weichai's SOFC systems have achieved a net power generation efficiency exceeding 60% and a combined heat and power efficiency of 92.55%, setting a global record [8] - The company has successfully delivered SOFC systems to major clients, laying a solid foundation for future large-scale promotion and commercialization [8]

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 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 二零二五年十二月二十四日 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、孫少軍先生、 袁 宏 明 先 生 及 馬 旭 耀 先 生；本 公 司 職 工 代 表 董 事 為 黃 維 彪 先 生；本 公 司 非 執 行 董事為張 ...

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 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 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） 中國山東濰坊 二零二五年十二月二十四日 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、孫少軍先生、 袁 宏 明 先 生 及 馬 旭 耀 先 生；本 公 司 職 工 代 表 董 事 為 黃 維 彪 先 生；本 公 司 非 執 行 董事為張 ...

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 董事長 馬常海 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） 補充公告 茲提述濰柴動力股份有限公司（「本公司」，連 同 其 附 屬 公 司 統 稱「本集團」）有 關 提 名 張 偉 麗 女 士 為 獨 立 非 執 行 董 事 的 公 告。除 非 文 義 另 有 所 指，否 則 本 公 告 所 用 詞 彙 與 上 述 公 告 所 界 定 者 具 有 相 同 涵 義。 張 偉 麗 女 士 確 認，(i)其已符合香港上市規則第3.13條 規 定 的 獨 立 性 因 素；(ii)其 並 無 於 本 集 團 業 務 擁 有 任 何 過 往 或 現 時 的 財 務 或 其 他 利 益，與 本 公 司 任 何 ...

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） 公 告 A股限制性股票激勵計劃 第一個解除限售期解除限售股份上市流通 本 次 解 除 限 售 的 限 制 性 股 票 上 市 流 通 日 為 二 零 二 五 年 十 二 月 二 十 六 日。 – 2 – 本 次 限 制 性 股 票 解 除 限 售 並 上 市 流 通 後，本 公 司 股 本 結 構 的 變 動 如 下： A股激勵計劃第一個解除限售期解除限售股份上市流通 於 二 零 二 五 年 十 二 月 十 九 日，本 公 司 董 事 會 已 審 議 並 批 准 有 關A股限制性股 票 激 勵 計 劃 第 一 個 解 除 限 售 期 解 除 限 售 條 件 成 就 的 決 ...

I. 原承諾背景及內容 根 據 山 東 省 委、省 政 府 的 指 示，經 山 東 省 國 資 委 及 濟 南 市 政 府 批 覆，於 二 零 一 九 年 十 二 月，山 東 重 工 通 過 無 償 劃 轉 及 股 權 委 託 的 方 式 取 得 中 國 重 型汽車集團有限公司（「中國重汽集團」）的 控 制 權。本 公 司 與 中 國 重 汽 集 團 下 屬 相 關 公 司 在 重 卡 整 車 業 務 方 面 存 在 一 定 的 重 合。 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 部或任何部分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） 公 告 實際控制人延期履行避免同業競爭承諾 濰柴動力股份有限公司（「本公司」或「濰柴動力」）近日收到本公司實際控制人山 東重工集團有限 ...