Core Insights - The top short-selling ratios for the last trading day were recorded at 100% for New World Development Co. Ltd. (80016), Anta Sports Products Ltd. (82020), and Li Ning Company Limited (82331) [1][2] - The highest short-selling amounts were for Tencent Holdings Ltd. (00700) at 2.284 billion, Alibaba Group Holding Ltd. (09988) at 1.855 billion, and Meituan (03690) at 1.779 billion [1][2] - The highest deviation values were for New World Development Co. Ltd. (80016) at 47.23%, Hang Seng Bank Ltd. (80011) at 43.60%, and China International Marine Containers (Group) Co., Ltd. (02039) at 39.58% [1][3] Short-Selling Ratios - New World Development Co. Ltd. (80016) had a short-selling amount of 170,500 with a 100% short-selling ratio and a deviation of 47.23% [2] - Anta Sports Products Ltd. (82020) reported a short-selling amount of 131,200 with a 100% short-selling ratio and a deviation of 32.87% [2] - Li Ning Company Limited (82331) had a short-selling amount of 91,300 with a 100% short-selling ratio and a deviation of 32.41% [2] Short-Selling Amounts - Tencent Holdings Ltd. (00700) led with a short-selling amount of 2.284 billion and a short-selling ratio of 19.43% [2] - Alibaba Group Holding Ltd. (09988) followed with a short-selling amount of 1.855 billion and a short-selling ratio of 21.48% [2] - Meituan (03690) had a short-selling amount of 1.779 billion with a short-selling ratio of 32.58% [2] Deviation Values - New World Development Co. Ltd. (80016) had a deviation value of 47.23% with a short-selling amount of 170,500 and a short-selling ratio of 100% [3] - Hang Seng Bank Ltd. (80011) reported a deviation value of 43.60% with a short-selling amount of 612,100 and a short-selling ratio of 89.42% [3] - China International Marine Containers (Group) Co., Ltd. (02039) had a deviation value of 39.58% with a short-selling amount of 16.5625 million and a short-selling ratio of 55.28% [3]

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7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 濰柴動力股份有限公司 呈交日期: 2025年8月6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 | 股份類 ...

Group 1 - The company, Weichai Power, responded to investor inquiries on August 5, indicating that it complies with regulatory requirements by uniformly disclosing the number of shareholders as of the end of the reporting period in its periodic reports [2] - Investors are encouraged to pay attention to the company's periodic reports for detailed information [2]

炎炎夏日，全国迎来用电高峰。在位于杭州的浙江云计算数据中心机房内，由15台潍柴12M55大缸径柴 油发动机驱动的发电机组整齐排列，一旦出现停电等紧急状况，不到10秒钟，这些"大块头"发动机便可 迅速启动，2000kW的功率将瞬间覆盖整个数据中心的算力负载，保障数据安全。 随着AI技术快速迭代，算力需求呈指数级增长，数据中心行业迎来快速发展。同时，数据中心备用电 源市场也在快速扩容。面对激增的市场需求，以潍柴动力股份有限公司（以下简称"潍柴动力"）为代表 的国产品牌凭借技术优势，打破国际传统柴油动力巨头的垄断，迅速切入这一蓝海赛道。如今的数据中 心备用电源市场，"中国心"正加速律动，重构全球行业竞争格局。 在与国际巨头"掰手腕"的过程中，国产品牌何以迅速破局？以数据中心为代表的算力基建快速扩容带来 的市场机遇是短期窗口还是"长坡厚雪"？近日，《证券日报》记者走进潍柴动力，解码中国企业的进阶 之路。 切入：从配角到主角 "为匹配AI产业对算力的更高要求，我们今年对数据中心进行了升级，配备了更多服务器。"浙江云计算 数据中心工作人员向《证券日报》记者介绍，同步配建的发电机组中，国产品牌大缸径柴油发动机已成 为备用供 ...

7月重卡销量达8.3万辆，同比大幅增长42.4%，延续高景气态势;环比下降15.2%，主要系行业季节性波 动影响，整体呈现"淡季不淡"特征。分结构来看：1)国内终端需求稳健，同比增长超20%，其中天然气 重卡表现亮眼，渗透率环比提升至24%;2)新能源渗透保持，电动重卡渗透率突破26%，维持高速增长;3) 出口持续发力，预计同比增幅超20%。行业复苏态势明确，销售结构持续优化。 政策落地叠加经济性修复，天然气重卡有望迎来拐点 智通财经APP获悉，方正证券发布研报称，优先关注重卡板块龙头，中国重汽(03808)则受益于内销转暖 与出口持续增长，成本与费用管控持续推进，下半年业绩有望实现高增，考虑板块景气度回升，估值有 望同步扩张，具备双击机会。潍柴动力(02338)天然气发动机边际已开始改善，非重卡的大缸径发动机 产品持续高增，全年有望贡献显著业绩增量，成长性显著优于行业，全年分红有望提升，股息率具备吸 引力。福田汽车(600166.SH)则关注福田戴姆勒拖累减轻，重卡市占率提升带来业绩弹性机会。 事件：根据第一商用车网，7月重卡实现整体销量约8.3万辆，同比增长42.4%，环比下降15.2%;1-7月重 卡实 ...

事件：根据第一商用车网，7月重卡实现整体销量约8.3万辆，同比增长42.4%，环比下降15.2%;1-7月重 卡实现销量62.2万辆，同比增长10.6%。 方正证券主要观点如下： 方正证券发布研报称，优先关注重卡板块龙头，中国重汽（000951）(03808)则受益于内销转暖与出口 持续增长，成本与费用管控持续推进，下半年业绩有望实现高增，考虑板块景气度回升，估值有望同步 扩张，具备双击机会。潍柴动力（000338）(02338)天然气发动机边际已开始改善，非重卡的大缸径发 动机产品持续高增，全年有望贡献显著业绩增量，成长性显著优于行业，全年分红有望提升，股息率具 备吸引力。福田汽车（600166）(600166.SH)则关注福田戴姆勒拖累减轻，重卡市占率提升带来业绩弹 性机会。 相关标的：中国重汽A/H、潍柴动力、福田汽车、一汽解放（000800）、中集车辆（301039）等。 政策落地叠加经济性修复，天然气重卡有望迎来拐点 6月以来，北方地区报废更新政策密集落地，叠加LNG价格下行致油气价差扩大，天然气重卡经济性再 度提升，7月销量环比改善明显，8月有望延续增长态势。上半年受油气价差收窄拖累，行业销量承压 ...

Group 1 - The company held its fourth temporary board meeting on April 29, 2025, and approved a share repurchase plan using self-owned and self-raised funds, with a repurchase price not exceeding RMB 23.57 per share and a total fund amount between RMB 5 billion and RMB 10 billion [2] - The repurchase period is set for 12 months from the date of the shareholders' meeting approval [2] - Following the implementation of the 2024 dividend distribution plan on July 25, 2025, the maximum repurchase price was adjusted to RMB 23.22 per share [3] Group 2 - As of July 31, 2025, the company had repurchased a total of 19,685,475 A-shares, accounting for approximately 0.23% of the total share capital, with a total payment of RMB 299,979,726.55 [3][4] - The highest transaction price during the repurchase was RMB 15.43 per share, and the lowest was RMB 15.05 per share [3] - The company will continue to implement the repurchase plan based on market conditions and will fulfill information disclosure obligations as required by relevant laws and regulations [6]

证券日报网讯8月1日晚间，潍柴动力（000338）发布公告称，截至2025年7月31日，公司通过回购专用 证券账户以集中竞价交易方式累计回购A股股份共计19，685，475股，占公司目前总股本的比例约为 0.23%。 ...

潍柴动力（000338）(02338)公布，截至2025年7月31日，公司通过回购专用证券账户以集中竞价交易方 式累计回购A股股份共计19,685,475股，占公司目前总股本的比例约为0.23%，最高成交价为人民币 15.43元/股，最低成交价为人民币15.05元/股，支付的总金额为人民币299,979,726.55元(不含交易费用)， 本次回购符合相关法律法规及公司既定回购股份方案的要求。 ...

智通财经APP讯，潍柴动力(02338)公布，截至2025年7月31日，公司通过回购专用证券账户以集中竞价 交易方式累计回购A股股份共计19,685,475股，占公司目前总股本的比例约为0.23%，最高成交价为人民 币15.43元/股，最低成交价为人民币 15.05元/股，支付的总金额为人民币299,979,726.55元(不含交易费 用)，本次回购符合相关法律法规及公司既定回购股份方案的要求。 ...