潍柴动力：拟5亿元-10亿元回购公司股份用于注销 智通财经4月29日电，潍柴动力(000338.SZ)公告称，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，回购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。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。 ...

2024年環境、社會及管治(ESG)報告 Environmental, Social and Governance Report 2024 目 錄 01 | | 誠信經營，行穩致遠 | | --- | --- | | 20 | 規範公司治理 | | 23 | 強化風險管控 | | 25 | 恪守商業道德 | 品質爭先，創新引領 30 37 保障產品質量 精進服務體驗 02 03 44 深化創新發展 綠色發展，生態共贏 80 86 104 踐行氣候行動 倡导綠色運營 引領低碳改革 04 攜手共進，社會共融 110 116 規範責任採購 積極回饋社會 05 人本為先，才聚業興 02 關於本報告 04 董事長致辭 06 董事會 ESG 聲明 07 關於濰柴動力 12 ESG 治理 52 守護員工權益 57 助力員工發展 66 增進員工福祉 70 築牢安全防線 未來展望 118 附錄 120 我們的傾聽 131 濰柴動力股份有限公司 2024 年環境、社會及管治 (ESG) 報告 關於本報告 本報告是濰柴動力股份有限公司（000338.SZ，02338.HK）對外公開披露的環境、社會及管治（ESG）報告，旨在 回應利 ...

Financial Performance - The company reported a net profit attributable to shareholders of the parent of 11,403 million in 2023, an increase from 9,228 million in 2022, reflecting a growth of approximately 23%[21]. - Basic earnings per share for 2024 were reported at 1.31, up from 1.13 in 2023, indicating a year-over-year increase of about 16%[19]. - Total revenue for 2024 reached 220,215 million, compared to 213,958 million in 2023, representing a growth of approximately 1.2%[17]. - The company's revenue increased by 0.8% year-on-year to approximately RMB 215,691 million, while net profit attributable to shareholders rose by approximately 26.5% to RMB 11,403 million[27]. - Basic earnings per share reached RMB 1.31, representing a year-on-year increase of approximately 25.4%[27]. - The company's EBIT increased from approximately RMB 16,507 million in 2023 to approximately RMB 21,176 million in 2024, marking a year-on-year increase of approximately RMB 4,669 million or 28.3%[88]. - The gross profit for the year was approximately RMB 48,386 million, with a gross operating margin of approximately 22.4%, an increase of 2.1 percentage points from the previous year[83]. - The company anticipates sales revenue for 2025 to be between RMB 226.5 billion and RMB 237.3 billion, indicating a projected growth of approximately 5% to 10% compared to 2024[78]. Market and Product Development - The company plans to expand its market presence and invest in new technologies to enhance product offerings and drive future growth[10]. - The company is actively pursuing mergers and acquisitions to strengthen its market position and expand its product portfolio[10]. - The heavy-duty truck industry saw a sales volume of 902,000 units in 2024, a year-on-year decrease of 1%, while the agricultural equipment industry experienced a sales volume increase of 4.9% to 437,000 units[25]. - The company launched the world's first diesel engine with a base thermal efficiency of 53.09%, achieving a record for four consecutive years[27]. - New energy products, including hydrogen-powered trucks, commenced commercial operations and achieved industry-leading sales[33]. - The company introduced 6,000 full-platform products and completed the deployment of new energy vehicle 2.0 charging products[33]. - The company launched an AI brand, Tianyan, marking the first software-defined vehicle technology framework in the industry[33]. - The commercial vehicle segment achieved annual sales of 118,000 units, a year-on-year increase of 2%, enhancing both production scale and operational efficiency[34]. Research and Development - The establishment of the world's largest multi-source power comprehensive testing laboratory enhanced the company's R&D capabilities[27]. - The Group invested over RMB 3.2 billion in R&D for the engines segment, achieving an R&D intensity of nearly 6%[64]. - The Group established the world's first digital unmanned engine factory, featuring 100% automated machining and 80% automated assembly[64]. - The Group is constructing the Weichai (Yantai) New Energy Power Industrial Park, creating a world-class R&D and manufacturing base for new energy powertrains[64]. Corporate Governance and Management - The strategic development and investment committee has been restructured with new appointments to enhance governance and oversight[12]. - The company is focusing on environmental, social, and governance (ESG) initiatives, establishing a dedicated committee to address these areas[11]. - The company aims to strengthen its aftermarket business by offering integrated lifecycle product-service packages, focusing on Total Cost of Ownership (TCO) solutions[50][51]. - The company will enhance digital transformation by embedding advanced technologies into high-end product development, aiming for technological leadership[50][51]. - The company will strengthen corporate risk management and governance standards to ensure operational efficiency and asset security[50][51]. - The company is focused on expanding its leadership team with experienced professionals from diverse backgrounds to enhance strategic decision-making[165]. - The company aims to leverage its technological expertise and market presence to drive future growth and innovation in the automotive sector[164]. Financial Position and Cash Flow - As of December 31, 2024, total assets of the Group amounted to approximately RMB 343,879 million, with current assets at approximately RMB 184,750 million, a decrease from RMB 197,925 million as of December 31, 2023[104]. - Total liabilities as of December 31, 2024, were approximately RMB 221,921 million, compared to RMB 221,561 million as of December 31, 2023, with current liabilities increasing by approximately RMB 8,789 million, or 6%[104]. - The Group's total equity as of December 31, 2024, was approximately RMB 121,959 million, of which approximately RMB 86,696 million was attributable to equity holders of the Company[106]. - Net cash inflows from operating activities decreased by approximately RMB1,377 million year-on-year to RMB26,094 million, despite an increase in sales receipts by about RMB5,724 million[96][98]. - Net cash outflows from investing activities amounted to RMB28,911 million, an increase of approximately RMB23,174 million compared to the previous year, with cash received from investments increasing by RMB31,308 million[97][98]. Future Outlook - Future guidance indicates a positive outlook for revenue growth, driven by increased demand in key markets[10]. - The company plans to aggressively expand its new energy business and integrate resources to ensure growth that outperforms the industry[47][50]. - The company will focus on precision marketing and R&D to enhance product competitiveness and customer satisfaction, aiming for stable sales growth[49]. - In 2025, the company aims to accelerate innovation and transformation to achieve high-quality operational goals while maximizing efficiency[46]. Dividend and Shareholder Information - The company plans to distribute a cash dividend of RMB 3.47 per 10 shares, based on a total of 8,715,671,296 shares, pending approval at the 2024 annual general meeting[43]. - On March 27, 2025, a cash dividend of RMB 3.47 per 10 shares is planned for distribution to shareholders[134].

点 击 蓝 字 关 注 我 们 本文为中国汽车流通协会乘用车市场信息联席分会发布的权威深度市场分析报告，涵盖了： 一、整体总市场 二、 燃料、技术细分市场 三、 厂商表现 四、 车型大类细分市场 五、 品牌定位细分市场 六、 国别定位细分市场 七、 价格定位细分市场 Contents 说明: 总市场 (轿车、MPV、SUV)：ICE+BEV+PHEV 新能源市场（轿车、MPV、SUV）：BEV+PHEV ICE：燃油车 NEV：新能源 BEV：纯电动 PHEV: 插电混动 NEV= BEV (含FCV) +PHEV (含EREV) 产销数据来源 中国汽车流通协会乘用车市场信息联席分会月报表(零售表,狭义汇总) -终稿 末计入份额低于2%的细分市场 豪华品牌: 奔驰、宝马、奥迪、凯迪拉克、捷豹、路虎、沃尔沃、英菲尼迪、讴歌、特斯拉 价格: 以起步市场指导价划分 分为10万以下、10-20万、20-30万、30-40万、40万以上五档 整体息同分 | | | | | | | 整体总市场零售月度走势 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- ...

Group 1 - The A-share market's three major indices closed mixed, with the CSI 300 Capital Goods Index at 3459.62 points, reflecting a decline of 7.36% over the past month, 4.91% over the past three months, and 8.16% year-to-date [1] - The CSI 300 Capital Goods Index is composed of listed companies in the capital goods sector selected from the CSI 300 Index, aiming to represent the overall performance of these companies [1] - The index's top ten weightings include CATL (22.21%), Huichuan Technology (4.91%), China State Construction (4.08%), Sany Heavy Industry (4.01%), and others, indicating a concentration in a few key players [1] Group 2 - The CSI 300 Capital Goods Index has a market composition of 50.57% from the Shenzhen Stock Exchange and 49.43% from the Shanghai Stock Exchange, showing a balanced representation between the two exchanges [1] - In terms of industry composition, the index is heavily weighted towards power equipment (49.09%), followed by machinery manufacturing (28.23%), construction decoration (15.52%), and aerospace and defense (7.16%) [1] - The index sample is adjusted biannually, with changes implemented on the next trading day after the second Friday of June and December, ensuring that the index remains reflective of the current market conditions [2]

在"双碳"目标的推动下，每一滴油的充分利用，都是对未来的深刻致敬。4月22日，潍柴全新一代H/T-2.0高热效率发动机产品在南京发布，目的 就是"为省油而生"。 开启大马力商用车效率革命新时代 在当前的物流运输市场，众多卡友纷纷抱怨赚钱之路日益艰难，省油降耗已成为他们购车时的核心考量，发动机作为燃烧燃油提供动力的单元，是整车 节油最为关键的一环。 为了进一步将"省油"进行到底，潍柴全新燃油动力新品——WP12H/T-2.0、WP14H/T-2.0、WP15Hs/T-2.0三款大马力产品应势而来。此次潍柴重磅推出 12L、14L、15L三款新品，覆盖运输全场景，由高热效率技术及多种省油"黑科技"加持，为中国物流运输行业带来"省油、省钱、省心、省时"全新价值体 验，开启大马力商用车效率革命新时代。 据介绍，作为中国内燃机行业的领军企业，潍柴深耕内燃机行业近80年，积累了深厚的技术底蕴与丰富的行业经验，形成了全球工艺最全、产品覆盖最 广的发动机产品布局。目前潍柴国内发动机保有量超过600万台，在重卡、客车、工程机械、农业装备、船舶、工业电力等行业市占率稳居第一，高效可靠 的品牌形象深入人心，广受用户好评。 当然，亮 ...

Group 1: Overview of Hydrogen Commercial Vehicles - Hydrogen commercial vehicles utilize hydrogen as an energy source, making them more suitable for long-distance travel, high emissions, and demanding refueling requirements compared to passenger vehicles [1][2] - The hydrogen fuel cell system or hydrogen internal combustion engine is used in the powertrain module, with fuel cells offering better efficiency and environmental benefits, while internal combustion engines are easier for traditional automakers to adopt [1][4] Group 2: Market Status of Hydrogen Commercial Vehicles - In 2024, China's fuel cell commercial vehicle sales are projected to be 5,054 units, a year-on-year decline of 8.8%, primarily due to the absence of the previous year's "end-of-year surge" [1][17] - The sales of hydrogen fuel cell commercial vehicles in January-February 2025 reached 252 units, indicating a slow market uptake [1][17] - The majority of hydrogen fuel cell commercial vehicle sales in 2024 will be trucks, accounting for 4,309 units, a 1.7% increase, while the share of buses has dropped from 90% to 15% since 2020 [1][19] Group 3: Technological Developments - Hydrogen internal combustion engines have achieved thermal efficiencies exceeding 55%, surpassing diesel engines, with output power typically above 200 kW and reaching up to 412 kW [10][11] - The hydrogen fuel cell technology is transitioning from range-extended to hybrid systems, with future developments focusing on increasing fuel cell power output and efficiency [14][15] Group 4: Industry Growth Potential - The hydrogen energy vehicle market is expected to enter a "golden" period of development, driven by technological innovation, policy support, and improved infrastructure [1][21] - The rise of hydrogen commercial vehicles will stimulate the entire industry chain, from hydrogen production and storage to the construction and operation of refueling stations [1][21]

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） 延遲寄發通函 茲提述濰柴動力股份有限公司（「本公司」）日期為二零二五年三月二十七日的 公 告（「該公告」），內 容 有 關（其 中 包 括）訂立新金融服務協議（定 義 見 該 公 告）。除 非 另 有 界 定，否 則 本 公 告 所 用 詞 彙 與 該 公 告 所 界 定 者 具 有 相 同 涵 義。 誠 如 該 公 告 所 披 露，載 有（其 中 包 括）(i)新金融服務協議項下的存款服務的進一 步 詳 情；(ii)獨立董事委員會就新金融服務協議項下存款服務的條款致獨立股 東 之 函 件；及(iii)獨立財務顧問就新金融服務協議項下存款服務的條款致獨立 董 事 委 員 會 及 獨 立 股 東 之 意 ...

P - 9 ol l M p 808000 DV L 4 . 24 ، معو an 国 ← 一 ty 7 m | HENEY and a local in of =F- - the state 2 E V lich B 81 w 广西特色产品受到专业观众青睐。 现场展出的四足机器人引起观众兴趣。 肥汁螺蛳粉火爆出圈、四足机器人引发关注……4月13日至18日，第五届中国国际消费品博览会在海南省海口市举行，广西组织近50家优质企业、150多 种产品参展。这个亚太地区规模最大的消费精品展，既是展销桂字号商品的舞台，也成为广西企业交流、取经的平台。 以"特"取胜，让商品更有卖点 水牛奶、柳州螺蛳粉、荔浦芋头、壮锦包包、合浦珍珠……本届消博会上，位于海南国际会展中心7号馆的壮美广西主题馆，设置了"数说广西""老字 号""乡村振兴"等8大主题展区，琳琅满目的展品，具有鲜明广西特色。 "螺蛳粉怎么卖？""这款肥汁螺蛳粉还有吗？"……在"购在广西·外贸优品"展区，小小的螺蛳粉展位被人们围了好几圈，其中一款肥汁螺蛳粉大受青睐。 参展商广西家柳食品科技有限公司参展负责人张冲告诉记者，螺蛳粉是广西特有的小吃，肥汁螺蛳粉融合肉酱风 ...

Group 1: Industry Highlights - Chipmaker Xinming showcased its self-developed spatial intelligence technology at the Munich Shanghai Electronics Show, enhancing humanoid robots [1] - Daimeng Robotics launched a series of innovative products featuring multi-dimensional high-frequency tactile sensors, leading a tactile revolution in robotics [1] - Zhongqing Robotics completed a new round of Pre-A financing, raising nearly 200 million RMB [1] - The Ministry of Industry and Information Technology emphasized the need for thorough testing of intelligent driving technologies and warned against exaggerated claims [1] - The Public Security Ministry issued a warning about the dangers of "high-level intelligent driving," highlighting risky behaviors by drivers using assisted driving features [1] - GAC Group plans to launch its first L3 level vehicle by the fourth quarter of 2025, being one of the first approved passenger car companies for L3 [1] Group 2: Electric Vehicle Developments - GAC Aion and Didi unveiled their first L4 autonomous vehicle at the GAC Intelligent Safety Summit [2] - Didi announced plans to introduce 100,000 domestic electric vehicles in Mexico by 2030 [2] - In the first quarter, China's exports of automotive parts to ASEAN increased by over 20% [2] - XPeng Motors is developing a large-scale autonomous driving model with 72 billion parameters, named "XPeng World Base Model" [2] - Changan Automobile set a sales target of 3 million vehicles for 2025 [2] - Global electric vehicle sales surged by 40% in March, reaching 1.7 million units [2] - XPeng Motors aims to achieve L3 intelligent driving by the end of 2025 [2] - Li Auto released a technical white paper on its operating system, detailing its architecture and core systems [2] - The National Bureau of Statistics reported a 40.6% year-on-year increase in new energy vehicle production in March [2] - SAIC and Huawei launched the "Shangjie" brand under the HarmonyOS Intelligent Driving collaboration [2] - FAW Jiefang signed a cooperation agreement for the procurement of 1,000 electric heavy-duty trucks [2] Group 3: Market Performance - The CSI 300 Index rose by 0.59% this week, while the automotive sector fell by 0.57%, ranking 24th among A-share industries [3] - The SW passenger vehicle index decreased by 0.99%, with NIO and Seres leading the gains [3] - The SW commercial vehicle index increased by 0.94%, with ST Shuguang and *ST Hanma leading the gains [3] - The SW automotive parts index fell by 1.19%, with Jianbang Technology and Taide Co. leading the gains [3] Group 4: Market Outlook - The acceleration of electric and intelligent vehicle development among major automakers, combined with favorable policies, is expected to sustain steady growth in industry sales [4] - The inclusion of old-for-new subsidies for National IV heavy trucks is anticipated to stimulate domestic sales further [4] - Recommended companies for investment include BYD, Great Wall Motors, Leap Motor, Seres, BAIC Blue Valley, Jianghuai Automobile, Li Auto-W, XPeng Motors-W, Geely, GAC Group, and Changan [4] - In the commercial vehicle sector, recommended companies include China National Heavy Duty Truck, FAW Jiefang, Weichai Power, Tianrun Industry, and Foton Motor [4] - In the automotive parts sector, recommended companies include Daimai Co., General Co., Senqilin, Aikedi, Junsheng Electronics, Zhejiang Xiantong, Fuyao Glass, Bertley, Weichai Power, Wuxi Zhenhua, China Automotive Research, Desay SV, Huguang Co., and others [4]