Core Insights - Shandong is the only province in China that encompasses all 41 industrial categories defined by the United Nations, showcasing a comprehensive manufacturing ecosystem [5][8][19] - The province has a robust supply chain ecosystem, with leading companies like Weichai Power and Haier Group exemplifying its industrial capabilities [9][10][20] - Shandong's manufacturing strength lies in its resource endowment, historical industrial base, and a culture of technical patience, allowing for a unique industrial development path [12][15][18] Industrial Composition - Shandong covers 41 industrial categories, 197 industrial subcategories, and 526 industrial sub-subcategories, making it a unique industrial hub [8] - The province ranks first in the number of "Manufacturing Single Champion Products," with 76 out of 390 products recognized nationally [9] - Shandong's industrial landscape includes sectors such as metallurgy, chemicals, equipment manufacturing, and consumer goods, forming a complete industrial chain from raw materials to finished products [12][20] Competitive Advantages - Geographically, Shandong serves as a central hub in China's industrial landscape, benefiting from its proximity to energy sources and transportation networks [15] - The province's historical focus on foundational industries has established a solid industrial base, enabling it to transition into more advanced manufacturing capabilities [15][20] - Shandong's approach to industrial development emphasizes stability and gradual transformation, focusing on upgrading traditional industries through digitalization and smart manufacturing [16][20] Future Directions - Shandong is at a turning point, facing pressures to transition from traditional heavy industries to greener, smarter, and more flexible manufacturing systems [20][23] - The province is actively promoting industrial internet and smart manufacturing initiatives, aiming to enhance collaboration among different sectors and improve overall efficiency [20][23] - The transformation strategy focuses on leveraging existing industrial strengths to create a more resilient and self-sufficient manufacturing structure, which is crucial in the context of global supply chain disruptions [23]

Core Viewpoint - The China Securities Index for the equipment industry has shown mixed performance, with a recent increase but a decline over the past months, indicating potential volatility in the sector [1][2]. Group 1: Index Performance - The China Securities Equipment Industry Index rose by 0.34% to 2050.12 points, with a trading volume of 40.916 billion yuan [1]. - Over the past month, the index has increased by 0.80%, but it has decreased by 8.06% over the last three months and by 6.85% year-to-date [1]. Group 2: Index Composition - The top ten weighted companies in the index include CATL (10.4%), Huichuan Technology (4.38%), SANY Heavy Industry (3.4%), Sungrow Power Supply (2.77%), Guodian NARI (2.75%), LONGi Green Energy (2.75%), CRRC (2.72%), Weichai Power (2.57%), China Shipbuilding (2.17%), and XCMG (2.07%) [1]. - The index is primarily composed of companies from the Shenzhen Stock Exchange (52.55%) and the Shanghai Stock Exchange (47.45%) [1]. Group 3: Industry Breakdown - The index's sample holdings are predominantly in the industrial sector, accounting for 99.33%, with the energy sector making up 0.67% [2]. - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2]. Group 4: Fund Tracking - Public funds tracking the equipment industry index include E Fund China Securities Equipment Industry Link A, E Fund China Securities Equipment Industry Link C, Huaxia China Securities Equipment Industry Link A, Huaxia China Securities Equipment Industry Link C, Huaxia China Securities Equipment Industry ETF, and E Fund China Securities Equipment Industry ETF [2].

Domestic News - Five departments have announced the launch of the 2025 New Energy Vehicle (NEV) rural promotion initiative, aimed at enhancing the use of NEVs in rural areas and building a green, low-carbon, and intelligent transportation system [5] - GAC Toyota has introduced a lifetime warranty policy for five key models, covering core components such as engines and hybrid batteries, valued at 8,000 yuan, to enhance product value and brand trust [6] - Xiaomi has launched a purchase policy for its SU7 and SU7 Ultra models, offering lifetime free use of its advanced driving assistance system and other attractive benefits for orders placed by June 30, 2025 [7] - XPeng Motors has announced a strategic partnership with Huawei to integrate Huawei's HUD solutions into its new vehicles [8] - Great Wall Motors has published a patent for a human-machine co-driving control method, enhancing the safety and comfort of its autonomous driving systems [9] - NIO plans to enter seven European markets between 2025 and 2026, launching five models and partnering with local companies to provide a seamless user experience [10] - Envision AESC's battery factory in France has commenced production, with an annual capacity to meet the battery needs of 200,000 electric vehicles, supporting the local NEV industry [11] - Four-dimensional Map Technology has signed a strategic cooperation agreement with Alibaba Cloud to enhance the automotive industry's smart transformation [12] International News - The European New Car Assessment Programme (E-NCAP) has announced that vehicles relying solely on touchscreen controls will not be eligible for the highest five-star safety rating starting in 2026, requiring physical buttons for key functions [13] - In Thailand, the electric vehicle market penetration reached 16.1% in April 2025, with a total of 6,287 electric vehicles sold, reflecting a year-on-year increase of 53.6% [15] - Norway's electric vehicle registrations in May 2025 reached 13,384 units, showing a year-on-year increase of 69.6%, with electric vehicles accounting for 93.9% of new registrations [16] - Honda has become a founding partner of the 2028 Los Angeles Olympics, providing comprehensive transportation support during the event [17] - Proton Motors has exported its first batch of hydrogen fuel heavy trucks to Australia, marking a significant step in its international strategy [19] - Successful Automotive has launched its pure electric small truck, the Xingma T3E, in Guizhou, aligning with national new energy strategies [20] - Beihai City has initiated a subsidy program for the scrapping and replacement of old operating trucks, offering substantial financial incentives for adopting new energy vehicles [21] - Chery's new pickup truck, the Weilin R08, is set to debut, generating significant industry and media interest [23]

Core Insights - The release of the second-generation products signifies a breakthrough in key core technologies within China's mining industry [1] - Weichai Power Co., Ltd. has launched new products including the M series large-bore engines and H/T series engines, designed for mining excavators and rigid mining trucks [1] - The new products feature characteristics such as high horsepower, reliability, adaptability, and ease of maintenance, achieving 98% localization in components and a major overhaul cycle of 20,000 hours [1] - The engines support multiple energy sources including diesel, methanol, gas, hybrid, and electric, creating a new energy landscape combining traditional, clean, and new energy [1] - Data generated from mining equipment operations is crucial for the development of smart mining, enabling real-time monitoring, fault warning, and precise scheduling [1] Product Features - The M series large-bore engines enhance reliability through high-strength titanium impellers, flexible dual-parallel starters for extreme cold starts, and brushless generators with double lifespan [2] - The H/T series engines utilize efficient combustion technology, high-efficiency turbocharger matching technology, and reduced friction loss technology to significantly lower fuel consumption [2] Industry Perspective - The advancements represent not only a technological leap but also a demonstration of Chinese ingenuity in the engineering machinery sector [3]

Core Viewpoint - Weichai Power Co., Ltd. plans to repurchase part of its A-shares using self-owned and self-raised funds, with the aim of canceling and reducing its registered capital [2][5][24]. Group 1: Repurchase Plan Details - The repurchase price will not exceed RMB 23.57 per share, with a total fund amount between RMB 5 billion and RMB 10 billion [2][9][24]. - The estimated number of shares to be repurchased ranges from 21.2134 million to 42.4268 million, accounting for 0.24% to 0.49% of the company's total share capital [2][9][14]. - The repurchase period is set for 12 months from the date of approval by the shareholders' meeting [2][11][24]. Group 2: Approval and Compliance - The repurchase plan has been approved by the company's board of directors and shareholders' meetings held on April 29, 2025, and May 20, 2025 [2][5][15][24]. - The company has opened a special securities account for the repurchase at the Shenzhen branch of China Securities Depository and Clearing Corporation [3][17]. Group 3: Funding and Financial Arrangements - The funding for the repurchase will come from the company's self-owned funds and self-raised funds, with a loan commitment of RMB 900 million from the China Development Bank [10][18]. - The company has ensured that the funds for the repurchase will be available in a timely manner according to its financial planning [18]. Group 4: Shareholder Communication and Disclosure - The company will fulfill its information disclosure obligations during the repurchase period, including announcements of repurchase progress and any significant changes [16][26]. - The company has notified creditors regarding the repurchase in accordance with legal requirements [17].

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日期為 二零二五年六月三日的公告，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 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 ...

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。 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 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。 证券代码：000338 证券简称：潍柴 ...

证券代码：000338 证券简称：潍柴动力 公告编号：2025-041 截至2025年5月31日，公司暂未回购股份，根据相关规定，公司将 于首次回购股份事实发生的次一交易日予以披露。 二、其他说明 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://ww ...

证券代码：000338 证券简称：潍柴动力 公告编号：2025-040 潍柴动力股份有限公司 关于回购公司部分 A 股股份的报告书 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。 重要内容提示： 1．潍柴动力股份有限公司（下称"公司"或"本公司"）拟使用自有资 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（下称"本次回 购"），用于注销并减少公司注册资本。本次回购A股股份的价格为不超 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。按回购股份价格上限人民币23.57元/股测算，预计 回购股份数量不低于2,121.34万股，不超过4,242.68万股，即不低于公司 总股本的0.24%，不超过公司总股本的0.49%。具体回购股份的数量以回 购期满时实际回购的股份数量为准，具体回购资金总额以回购期满时实 际回购股份使用的资金总额为准。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。 2．本次回购方案已经公司于2025年4月29日召开的2025年第四次临 时董事会会议及于2025年5月20日召开的202 ...

金十数据6月3日讯，潍柴动力6月3日公告，拟以集中竞价交易方式回购公司股份，回购总金额不低于人 民币5亿元，不超过人民币10亿元。回购价格不超过人民币23.57元/股。回购股份将用于注销并减少公 司注册资本。回购期限为自股东大会审议通过回购股份方案之日起12个月内。 潍柴动力：拟5亿元-10亿元回购公司股份，回购价不超23.57元/股 ...