Core Viewpoint - Weichai Power (02338.HK) has signed a manufacturing license agreement with its associate company Ceres Power Holdings plc to establish production lines for batteries and stacks aimed at the stationary power generation market [1] Group 1: Agreement Details - The agreement was signed on November 5, 2025, and involves the establishment of production lines for batteries and stacks [1] - Key components will be supplied by Ceres Power, indicating a collaborative approach to manufacturing [1] Group 2: Market Applications - The products developed from this agreement will provide power for AI data centers, commercial buildings, and industrial parks [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 部或任何部分內容而產生或因依賴該等內容而引致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） 自願性公告 本公告乃濰柴動力股份有限公司（「本公司」，連 同 其 附 屬 公 司，統 稱 為「本集團」） 自 願 作 出。 於2025年11月5日，本 公 司 與 本 公 司 参 股 公 司Ceres Power Holdings plc（「希鋰斯」） 簽訂一項製造許可協議（「許可協議」），根 據 該 協 議，本 集 團 擬 建 立 應 用 於 固 定 式 發 電 市 場 的 電 池 和 電 堆 生 產 產 綫，部 分 關 鍵 部 件 由 希 鋰 斯 供 應，產 品 將 為AI 數 據 中 心、商 業 樓 宇 及 工 業 園 區 等 場 景 提 供 電 力。 上 述 許 ...

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 二零二五年十一月六日 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Michael Martin Macht先 生；本 公 司 獨 立 非 執 行 董 事 為 蔣 彥 女 士、遲 德 強 先 生、趙 福 全 先 生、徐 兵 先 生 及 陶 化 安 先 生。 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., LT ...

Core Viewpoint - Weichai Power (000338.SZ) has signed a manufacturing license agreement with its associate company Ceres Power Holdings plc to establish a production line for batteries and stacks aimed at the stationary power generation market [1] Group 1 - The production line will supply power for AI data centers, commercial buildings, and industrial parks [1] - Key components for the production will be supplied by Ceres Power [1]

Core Viewpoint - Weichai Power (000338.SZ) has signed a manufacturing license agreement with its associate company Ceres Power Holdings plc to establish a production line for batteries and stacks aimed at the stationary power generation market [1] Group 1 - The agreement is set to be executed on November 5, 2025 [1] - Key components for the production will be supplied by Ceres Power [1] - The products will provide power for AI data centers, commercial buildings, and industrial parks [1]

Market Overview - After a rebound yesterday, the markets continued to rise today, with the Hang Seng Index increasing by 2.12% [1] - The potential end of the government shutdown is seen as a positive for the stock market, as President Trump urged the Republican Party to pass the spending bill quickly [1] - AI sector developments, particularly comments from NVIDIA's CEO Jensen Huang regarding China's advantages in AI, have fueled market sentiment [1] Company Performance - Hua Hong Semiconductor reported a record third-quarter revenue of $635.2 million, with expectations for fourth-quarter revenue between $650 million and $660 million [2] - The company's 12-inch wafer business now accounts for 59.3% of total revenue, driving overall growth [2] - The utilization rate of the 8-inch wafer plant is at 109.5%, indicating strong market demand in specialty processes [2] Strategic Partnerships - Ceres Power signed a manufacturing license agreement with Weichai Power for solid oxide fuel cells, aiming to produce batteries for data centers and industrial markets [3] - A strategic cooperation agreement was signed between DayOne and Weisheng Holdings to deepen collaboration in the data center sector [3] Resource Sector Developments - Major gas turbine orders in North America are projected to extend to 2030, driven by increased capital expenditure in data centers [3] - The aluminum industry is experiencing a positive trend, with companies like China Aluminum and China Hongqiao seeing stock increases of over 10% due to improved profit margins [3] Robotics and AI Applications - Xpeng Motors showcased its new generation humanoid robot, which is expected to begin commercialization next year [4] - Blues Technology has received an order for 10,000 quadruped robots, highlighting its manufacturing capabilities in the intelligent hardware sector [5] Financial Transactions - Cathay Pacific announced a share buyback agreement with Qatar Airways for approximately 9.57% of its shares, valued at HKD 6.969 billion [6] - The buyback price represents a 4% discount compared to the closing price before the announcement, which is seen as favorable for the company [6] Industry Events - The Fourth China Nuclear Energy High-Quality Development Conference will be held in November 2025, showcasing innovations in nuclear technology [7] PCB Industry Insights - Kingboard Laminates reported a revenue increase of 11% year-on-year, driven by rising prices of copper-clad laminates [8] - The company is advancing in high-end product development, with plans for new production lines for low dielectric materials [9]

证券代码：000338 证券简称：潍柴动力 公告编号：2025-075 潍柴动力股份有限公司 关于签署许可协议的自愿性信息披露公告 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。 2025 年 11 月 5 日，潍柴动力股份有限公司（下称"本公司"）与 本公司参股公司 Ceres Power Holdings plc（下称"希锂斯"）签订一项 制造许可协议（下称"许可协议"），根据许可协议，本公司拟建立 应用于固定式发电市场的电池和电堆生产产线，部分关键部件由希锂 斯供应，产品将为 AI 数据中心、商业楼宇及工业园区等场景提供电力。 上述许可协议的签订及据此拟进行的交易均属本公司日常及一般 业务行为，未达到《深圳证券交易所股票上市规则》规定的披露标准， 敬请广大投资者注意投资风险。 特此公告。 2025 年 11 月 6 日 潍柴动力股份有限公司董事会 ...

Core Viewpoint - Weichai Power (000338) has signed a manufacturing license agreement with its associate company Ceres Power Holdings plc to establish a production line for batteries and stacks aimed at the stationary power generation market [1] Group 1 - The agreement was signed on November 5, and it involves the supply of key components from Ceres Power [1] - The products developed will provide power for AI data centers, commercial buildings, and industrial parks [1]

Core Viewpoint - Weichai Power (000338.SZ) has signed a manufacturing license agreement with its associate company Ceres Power Holdings plc to establish production lines for batteries and fuel cells aimed at the stationary power generation market [1] Group 1 - The license agreement was signed on November 5, 2025 [1] - The production lines will supply power for AI data centers, commercial buildings, and industrial parks [1] - Key components for the products will be supplied by Ceres Power [1]

Core Viewpoint - Weichai Power announced a manufacturing license agreement with its associate company Ceres Power Holdings plc to establish production lines for batteries and stacks aimed at the stationary power generation market [1] Group 1 - The agreement is set to be effective from November 5, 2025 [1] - Key components for the production will be supplied by Ceres Power [1] - The products will provide power for AI data centers, commercial buildings, and industrial parks [1]