潍柴动力（000338）(000338.SZ)公告，公司截至2025年10月31日以集中竞价交易方式累计回购A股股份 共计5025.25万股，占公司目前总股本的比例约为0.58%，支付的总金额为7.61亿元(不含交易费用)。 ...

智通财经APP讯，潍柴动力(000338.SZ)公告，公司截至2025年10月31日以集中竞价交易方式累计回购A 股股份共计5025.25万股，占公司目前总股本的比例约为0.58%，支付的总金额为7.61亿元(不含交易费 用)。 ...

Summary of Key Points Core Viewpoint - Weichai Power announced a share buyback plan, indicating confidence in its stock value and commitment to returning capital to shareholders [1] Group 1: Share Buyback Details - As of October 31, 2025, Weichai Power has repurchased approximately 50.25 million A-shares, representing about 0.58% of the company's total share capital [1] - The highest transaction price during the buyback was RMB 15.43 per share, while the lowest was RMB 14.57 per share [1] - The total amount spent on the buyback was approximately RMB 761 million [1]

证券代码：000338 证券简称：潍柴动力 公告编号：2025-074 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 ...

Core Viewpoint - Weichai Power (000338)(02338) announced a share buyback plan, indicating a commitment to enhancing shareholder value through strategic capital allocation [1] Summary by Categories Share Buyback Details - The company has repurchased a total of 50.2525 million A-shares, which represents approximately 0.58% of the current total share capital [1] - The highest transaction price during the buyback was RMB 15.43 per share, while the lowest was RMB 14.57 per share [1] - The total amount spent on the buyback was RMB 761 million, excluding transaction fees [1] Compliance and Strategy - The buyback is in accordance with relevant laws and regulations, as well as the company's established share repurchase plan [1]

Core Points - Weichai Power (02338) announced a share buyback program, having repurchased a total of 50.25 million A-shares, which represents approximately 0.58% of the company's total share capital [1] - The highest transaction price during the buyback was RMB 15.43 per share, while the lowest was RMB 14.57 per share [1] - The total amount paid for the buyback was RMB 761 million, excluding transaction fees, and the buyback complies with relevant laws and the company's established share repurchase plan [1]

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。 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Michael Martin M ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 公司名稱: 濰柴動力股份有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02338 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,943,040,000 | RMB | | 1 | RMB | | 1,943,040,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,943,040,000 | RMB | | 1 | RMB | | 1,943,040,000 | | 2. 股份分類 | 普通股 ...

Core Viewpoint - Weichai Power (000338)(02338) has seen its stock price increase by over 5%, currently trading at 16.84 HKD with a transaction volume of 248 million HKD, following the announcement of its Q1-Q3 2025 performance, which shows significant growth in revenue and net profit [1] Financial Performance - For the first three quarters of 2025, Weichai Power reported revenue of approximately 170.57 billion CNY, representing a year-on-year increase of 5.32% [1] - The net profit attributable to shareholders was approximately 8.88 billion CNY, reflecting a year-on-year growth of 5.67% [1] - In Q3 alone, the company achieved revenue of 57.4 billion CNY, marking a year-on-year increase of 16.1% [1] - The net profit for Q3 was 3.23 billion CNY, which is a year-on-year increase of 29.5% [1] Market Drivers - CITIC Securities attributes the unexpected growth in Q3 to a recovery in the sales of the engine business, including high-value gas engine sales, alongside improved performance from Kion and breakthroughs in emerging businesses such as large-bore engines [1] - Southwest Securities highlights the rapid growth of Weichai Power's M-series large-bore engine business, driven by the expanding demand from data centers, with over 7,700 units sold in Q1-Q3 2025, representing a year-on-year increase of over 30% [1] - The data center market has shown particularly strong performance, with sales exceeding 900 units, which is more than a threefold increase year-on-year, contributing significantly to the company's overall performance [1]

Weichai Power (000338.SZ) Conference Call Summary Industry and Company Overview - **Company**: Weichai Power - **Industry**: Engine manufacturing, specifically focusing on heavy-duty trucks (HDT), large-bore engines, and e-powertrain solutions Key Takeaways 1. **HDT Engine Volume Expectations**: Weichai anticipates an increase in HDT engine volume into 2026, with solid momentum expected in Q4 2025 [1][7] 2. **E-Powertrain Capacity**: The e-powertrain business is operating at full capacity in Q4 2025, indicating a rapid ramp-up in production [1][9] 3. **KION Efficiency Program Impact**: The negative impact from one-off expenses related to KION's efficiency program is expected to be lower than previously guided [1][6] 4. **Data Center Engine Sales**: Management expects sales volume of large-bore engines for data centers to exceed the upper end of the previously guided range, with overseas markets seeing both an increase in average selling price (ASP) and a strong order backlog, particularly in North America [1][10] 5. **SOFC Positioning**: Weichai is well-positioned in the solid oxide fuel cell (SOFC) market, which is gaining traction as an alternative power solution in data centers [1][12][14] Financial Performance 1. **Sales Volume Decline**: Overall engine sales volume saw a low single-digit percentage decline year-over-year in the first nine months of 2025, primarily due to softness in LNG engines [6] 2. **Gross Profit Margin (GPM) Decline**: GPM declined by 0.7 percentage points year-over-year in Q3 2025, attributed mainly to promotional activities for LNG engines, although the impact was mitigated by cost optimization [6] 3. **Sales Volume Targets**: For 2025, management reiterated a target of over 10,000 units for large-bore engines, with expectations for data center engines to exceed 1,200 units [10] 4. **Future Growth Projections**: For 2026, management expects large-bore engine sales volume to increase to 12,000-13,000 units, representing a year-over-year growth of 20%-30% [10] Market Dynamics 1. **HDT Market Concerns**: Management addressed concerns regarding potential contraction in the HDT engine market due to electrification, suggesting that a 30% penetration rate for eHDT may be a ceiling without stronger incentives [11] 2. **Customer Base Expansion**: Weichai is actively expanding its customer base to include more domestic large HDT OEMs, stabilizing its wallet share among key customers [6] Additional Insights 1. **ASP Trends**: The ASP for domestic sales remains stable, while overseas sales ASP has increased by 20% year-over-year due to upsizing trends [10] 2. **Long-term Contracts**: Weichai has signed long-term sales agreements with multiple North American customers, with contract sizes reaching tens of billions, to be delivered over five years [10][14] Conclusion - Weichai Power is positioned for growth in both traditional and emerging markets, with a strong focus on data center applications and e-powertrain solutions. The company maintains a positive outlook for sales volume and market share despite challenges in the HDT segment due to electrification trends. The management's proactive strategies in customer expansion and product development are expected to drive future performance.