Financial Performance - In the first half of 2025, the company achieved operating revenue of CNY 113.15 billion, maintaining the same level as the previous year [2] - The net profit attributable to shareholders was CNY 5.64 billion, a slight decrease of 4.4% year-on-year [2] - Gross profit margin increased by 0.4 percentage points to 22.2% [2] - Cash dividend payout ratio for the first half of 2025 was raised to 57%, with total cash dividends since listing reaching CNY 38 billion [3] Natural Gas Heavy-Duty Truck Engine Sales Outlook - Domestic sales of natural gas heavy-duty trucks in the first half of the year were 91,000 units, a year-on-year decline of 16%, primarily due to a drop in sales in the second quarter [3] - Short-term outlook suggests that the replacement policy will boost sales in the second half of the year, while long-term projections indicate that natural gas will remain a significant energy type in the heavy-duty truck sector [3] - The company is enhancing its product competitiveness and ensuring leading performance and quality in natural gas engine products [3] New Energy Power Business Development Outlook - The penetration rate of new energy in the domestic commercial vehicle and construction machinery sectors is increasing, with the company well-prepared for this market [3] - Revenue from new energy power business reached CNY 1.21 billion in the first half of 2025, representing a year-on-year growth of 37% [3] - The company anticipates that full-year revenue will more than double, supported by comprehensive product layout and improved customer engagement [3] Future Dividend Policy Outlook - The company is committed to returning value to shareholders through cash dividends and share buybacks [3] - The mid-year dividend for 2025 has been increased to 57%, with plans to consider shareholder expectations and market conditions for future dividend strategies [3]

证券日报网讯 潍柴动力9月10日在互动平台回答投资者提问时表示，公司不存在向关联方输送利益、损 害潍柴动力中小股东合法利益的情况。对客户的信用减值损失，公司会根据客户的信用风险特征，以账 龄组合、信用记录优质组合和逾期账龄组合为基础评估应收款项的预期信用损失而进行计提，且会计估 计政策具有一致性、延续性，不会仅基于客户半年度业绩调整会计估计政策。2025年上半年，信用减值 损失增加主要是因半年度末应收款项余额增加而导致。 （编辑 袁冠琳） ...

Core Viewpoint - The company is accelerating the application and promotion of hydrogen fuel cell technology, having established a comprehensive layout across the entire industry chain, including basic materials, key components, fuel stacks, and engines [1] Group 1: Technology Development - The company has developed high-performance fuel cell stacks that achieve a common platform design, reducing research and development cycles and costs [1] - The hydrogen fuel cell engine power range covers from 13 kW to 300 kW, catering to various applications including buses and light, medium, and heavy-duty trucks [1] Group 2: Market Application - The 300 kW hydrogen fuel cell power system addresses issues of insufficient power and high energy consumption in long-distance transportation, fully meeting users' demands for high efficiency and low-cost transportation [1] - The advancements in hydrogen fuel cell technology are expected to significantly promote the commercialization of heavy-duty fuel cell commercial vehicles [1]

格隆汇9月10日丨潍柴动力(000338.SZ)在互动平台表示，公司目前正在开展60Ah硫化物全固态电池研发 及低成本化硫化物全固态电解质材料研发，并计划建设硫化物全固态电池试制线。 ...

长江商报记者汪静 制造业转型升级的关键窗口期，潍柴动力（000338.SZ,2338.HK）的2025年半年报交出了一份稳中有进 的成绩单。 8月29日晚间，潍柴动力发布2025年半年报。报告期内，公司实现营业收入1131.5亿元，净利润56.4亿 元。同时公司拟每10股派发现金红利3.58元，分红比例提升至57%，在战略转型期持续回报投资者。 长江商报记者发现，在行业周期波动中，潍柴动力展现出较强韧性。这份业绩的背后，是传统高端业务 持续领跑、新能源赛道加速突破与全球布局深度协同的三重支撑。尤为亮眼的是，新能源重卡销量同比 激增255%至1万辆，数据中心备用电源销量暴涨491%。 潍柴还在加速出海。2025年上半年，公司海外市场拓展成绩显著，出口重卡2.7万辆，行业地位稳固， 海外子公司表现稳健。整体来看，2025年上半年，潍柴海外营收达到574.9亿元，收入比例达到 50.81%。 多维支撑构建业绩韧性 潍柴动力上半年业绩稳健的核心逻辑，在于构建了"传统业务筑根基、新兴业务拓增量、全球布局抗周 期"的立体增长体系。 从业绩轨迹看，潍柴动力一直都有着较强的抗周期能力。 2021-2024年，公司营业收入从2 ...

每经AI快讯，有投资者在投资者互动平台提问：公司氢燃料电池相关技术应用进度是到什么地步了？ 潍柴动力（000338.SZ）9月10日在投资者互动平台表示，公司不断加快氢燃料电池技术应用推广，已全 面布局基础材料、关键组件、电堆、发动机全产业链、多层级氢燃料电池技术规划，相关产品已批量投 放市场。同时，公司研制出高性能燃料电池电堆，实现共平台设计，降低研发周期和成本，氢燃料电池 发动机功率覆盖13kW-300kW区间，满足客车，轻、中、重型卡车等多场景使用需求。其中，公司 300kW氢燃料电池动力系统通过全局精细化高效设计和开发，解决长途干线运输中功率不足和能耗高问 题，全面满足用户高时效、低成本的运输需求，也将大力推动燃料电池重型商用车的商业化应用进程。 （文章来源：每日经济新闻） ...

Group 1 - Morgan Stanley has downgraded Weichai Power's A-share rating to "Equal-weight" with a target price of 16.80 RMB [1]

Core Viewpoint - SAIC-GM-Wuling and Huawei have upgraded their strategic partnership to enhance collaboration in the fields of assisted driving, intelligent cockpit, and smart manufacturing, aiming to drive high-quality development in the automotive industry's intelligence and connectivity [1][6]. Group 1: Partnership Details - The signing ceremony for the deepened cooperation took place in Liuzhou, with key officials from the Guangxi region present [1][6]. - The first model resulting from this collaboration, the Baojun Huajing S, was unveiled during the ceremony [1][3]. Group 2: Technological Advancements - The Baojun Huajing S will feature Huawei's advanced technologies, including HUAWEI ADS 4 for assisted driving, HarmonySpace 5 for the intelligent cockpit, and HUAWEI IVCS for vehicle cloud services, along with the Limera laser vision system [3][5]. - The vehicle emphasizes safety through five key principles: intelligent safety, structural safety, battery safety, material safety, and all-time safety, incorporating a comprehensive collision avoidance system and adhering to the latest safety standards [3][5]. Group 3: Strategic Focus Areas - The partnership will focus on three key areas: assisted driving, intelligent cockpit, and smart manufacturing, integrating Huawei's solutions with SAIC-GM-Wuling's proprietary technologies [5][6]. - SAIC-GM-Wuling has achieved significant milestones, being the first Chinese brand to reach cumulative sales of 30 million vehicles, showcasing its advantages in user scale, technology, and smart manufacturing [5][6]. Group 4: Industry Impact - Huawei's full-stack technology capabilities in intelligent connected vehicles are expected to accelerate the automotive industry's transformation towards intelligence [5][6]. - The collaboration aims to foster a new quality of productivity in the Guangxi automotive industry and create a more secure, convenient, and intelligent travel experience for users [6].

Group 1 - Weichai Power (000338) announced a share repurchase plan on September 4, 2025, with an investment of 55.9681 million RMB [1] - The company plans to repurchase 3.81 million A-shares at a price range of 14.57 to 14.76 RMB per share [1]

Group 1 - The company Weichai Power (02338) announced a share buyback plan on September 4, 2025, with an investment of 55.9681 million RMB [1] - The company plans to repurchase 3.81 million A-shares at a price range of 14.57 to 14.76 RMB per share [1]