根据中国氢能联盟数据，在2024年初的地方两会上，31个省级行政区中有22个将氢能写入政府工作报 告，提及氢能源发展的省份数量越来越多，并且保持着逐年增加的态势。 中国氢能联盟预计，2030年、2060年我国氢气年需求量将达到3700万吨、13030万吨以上，在终端能源 中的消费占比分别为5%、20%以上。从全球来看，氢气年消费量现已达到9400万吨，并且实现逐年增 长。2020年和2021年年均增幅超过1.6%，在全球终端能源消费总量中占比达到2.5%。国际能源机构认 为，2050年氢能在全球能源终端总需求中的占比将达到12%以上。 长江证券认为，2024年1月8日《海南省氢能产业发展中长期规划（2023-2035年）》印发后，已有28个 省市出台省级氢能产业发展规划。已公布定量目标的省市2025年合计绿氢产能目标为107.1万吨/年，制 氢产能目标226.7万吨/年。 19只概念股2023年业绩向好 氢能概念股昨日午后走强，四川金顶、厚普股份、新动力、亿华通-U等十余股涨停。 消息面上，内蒙古自治区能源局、应急管理厅、工业和信息化厅联合发布《关于加快推进氢能产业发展 的通知》，明确提出允许在化工园区外建设 ...

2025年3月，烟台黄渤海新区，一架代号TP1000的无人运输机腾空而起。 这架能承载2000斤货物的无人机，是国内首款载重吨级以上的无人机整机产品，也是山东有史以来 自主研制的最大航空器。它的诞生并非偶然—— 中大型无人机产品对于制造业和整个供应链终端要求很高。在TP1000生产企业壹通所在地直径50 公里的区域内，无人机上百个零部件完成产业链供给配套。 这架无人机的起飞，标志着烟台以黑马姿态杀入低空经济赛道，补上了航空产业的短板。从更大的 时空范围看，它是山东产业经济悄然演进，以"链长制"为支点，撬动从政府职能到行业生态系统性变革 的缩影。 在产业经济主战场，山东正以"链长统筹、链主带动、全链协同"为枢纽，推动传统产业升级和新兴 产业崛起，重构产业生态和产业版图。 一条产业链，能有多长？ 以你的手机为例：这是一条可以串联起横跨全球、涉及上百个环节的超长产业链。 一条产业链，跨度多大？ 你所开的汽车，就是一个"玩转"跨界的"钢铁生物"。铸造骨骼的机械臂来自高端装备，植入硅基大 脑的芯片出自半导体材料，光学链上的激光雷达赋予其视觉……链条横跨十几个行业。 制度破壁：重构产业治理的底层逻辑 20世纪80年代，温 ...

Summary of AIDC Diesel Engine Industry Conference Call Industry Overview - The global high-power diesel engine market is dominated by Cummins, Caterpillar, and MTU, holding over 60% market share, with revenue growth of approximately 20% year-on-year in the first half of 2024, indicating robust industry demand [1][4] - Yuchai International reported revenue of 13.8 billion RMB in the first half of the year, a year-on-year increase of 34%, with high-power diesel engine revenue around 4 billion RMB, showing a growth rate close to 80% [1][6] Key Insights - AI investment is driving demand for computing power, with a projected 40% year-on-year growth in global computing power investment in 2024, which is expected to boost demand for diesel engines over 1,800 kW [1][5] - The peak demand for diesel engines is anticipated to reach 30,000 units between 2028 and 2030, expanding the market space to 40-50 billion RMB [1][5] - The engine industry is complex, involving the synchronized expansion of thousands of components, requiring coordination among various stakeholders, leading to a steady expansion pace [1][8] Future Demand and Supply Dynamics - By 2030, industry demand is expected to double, but new capacity release will be limited, maintaining a tight supply-demand balance in the domestic market for the next two to three years [1][7] - Key manufacturers capable of mass production include Cummins, Caterpillar, MTU, Weichai, Yuchai, and Shanghai Lingzhong, with foreign companies adopting conservative expansion plans [1][7] Investment Opportunities - The current demand growth in the engine industry is expected to continue, with a tight balance likely to persist, providing significant growth potential for core companies and domestic replacement enterprises [1][9] - Recommended companies for investment include Weichai Power and Yuchai International, which have shown promising mid-year report data under the current market conditions [2][10] Risks to Consider - Potential risks include underperformance of AIDC investments and significant increases in raw material prices, which could impact industry development and profit levels [2][11]

8月11日，宏光MINIEV170万用户盛典欢乐起航。 自2020年7月宏光MINIEV两门版上市至今，宏光MINIEV家族历经多代车型进化，已累计收获超170万 名用户的青睐。在普遍"以大为优"的中国市场，宏光MINIEV开创出微型新能源新品类，不仅彰显了五 菱的勇气，还凸显了其对市场需求的深刻洞察力，在其之后，众多品牌也纷纷跟进推出微型新能源产 品，让这一市场活跃起来。 国家政策的进一步实施，则成为宏光MINIEV持续热销的助推力。首代宏光MINIEV推出当月，工信 部、农业农村部、商务部联合印发《三部门关于开展新能源汽车下乡活动的通知》，标志着新能源汽车 下乡政策开端。与乡村市场需求极度契合的宏光MINIEV无疑成为最大受益者，上市第二个月销量就达 到1.5万辆、9月突破2万辆，成为当时新能源汽车市场增速最快车型之一。 此外，在营销层面，宏光MINIEV同样很懂用户。截至目前"我们的菱感"用户共创计划已举办超过100场 共创活动，收集超过5万条用户需求，寻找到超过150位产品体验官。在未来五菱将持续倾听用户心声， 实现与用户的产品共创，让用户成为"超级产品经理"。 由此，宏光MINIEV销量一路走高也是 ...

Group 1 - The competition in the entry-level pure electric vehicle market in China has intensified, with BYD's Seagull and Geely's Star Wish emerging as strong contenders against Wuling's Hongguang MINIEV [1][4][5] - BYD's Seagull has sold over 280,000 units in less than eight months since its launch, becoming the best-selling A00-class electric vehicle [9][11] - Geely's Star Wish, launched in October 2024, has quickly gained traction, selling over 50,000 units within 80 days of its release [13][11] Group 2 - The entry-level electric vehicle market is witnessing a shift from low-cost options to more feature-rich models, with consumers now seeking quality and performance [19][31] - The market has evolved significantly since the introduction of Wuling's Hongguang MINIEV, which dominated the segment with its low price and practicality [21][29] - The entry-level electric vehicle segment is no longer solely defined by low prices; features such as long-range batteries and smart technology are becoming standard expectations [30][29] Group 3 - The sales figures for the three leading models—BYD's Seagull, Geely's Star Wish, and Wuling's Hongguang MINIEV—total nearly 800,000 units in the first seven months of the year, indicating a robust demand for entry-level electric vehicles [18][29] - The competitive landscape is shifting as traditional automakers like Great Wall and Chery are re-entering the entry-level electric vehicle market, indicating a broader industry trend [28][29] - The entry-level electric vehicle market is becoming a battleground for major automakers, with a focus on delivering value and meeting consumer expectations for practicality and affordability [30][31]

Core Points - The article discusses multiple vehicle recalls initiated by various automotive companies due to safety concerns related to specific models and production dates [1][2][3][4][5][6][8][13] Group 1: Ferrari Recall - Ferrari is recalling 381 units of the imported Purosangue model due to a potential short circuit in the fuse box, which may lead to decreased braking performance [1] - The recall will start on September 5, 2025, for vehicles produced between October 27, 2023, and February 19, 2025 [1] Group 2: GAC Toyota Recall - GAC Toyota is recalling a total of 132,128 vehicles across various models including the Camry, Levin, and others due to issues with the instrument panel control program and insufficient strength of the front suspension coil spring [2][3][4] - The recalls will begin on September 30, 2025, for certain models and will include free upgrades and inspections to address the identified safety hazards [3][4] Group 3: FAW Toyota Recall - FAW Toyota is recalling 54,143 units of the domestic Avalon model starting September 30, 2025, due to unspecified safety concerns [5][6] - Additional recalls include 6,866 units of Lexus models and 35,054 units of imported Toyota models, with various production dates [5][6] Group 4: BMW Recall - BMW is recalling multiple models including the 5 Series and X5, totaling over 100,000 vehicles due to potential issues with the starter generator's power connector, which could lead to engine stalling or fire risks [8][10][11][12] - The recalls will involve free inspections and necessary replacements to mitigate safety risks [10][12] Group 5: Stellantis Recall - Stellantis is recalling 3,339 units of the imported Jeep Grand Cherokee 4xe due to a manufacturing defect in the air conditioning blower motor connector, which could impair visibility and increase collision risk [13] - The company will provide free inspections and replacements for affected components [13]

Group 1 - The company announced the approval of a proposal to repurchase and cancel a portion of restricted A-shares during its sixth temporary board meeting in 2025 [2]

潍柴动力（000338）(02338)发布公告，于2025年8月8日，鉴于六名激励对象出现工作调动等激励计划 规定的情况，董事会已批准建议回购及注销该等激励对象持有的全部已获授但尚未解除限售的限制性股 票共127万股。回购相关限制性股票的资金总额约为人民币667万元，另加参考同期银行存款利率计算的 相关应计利息，该资金将由公司内部资源拨付。 ...

Core Viewpoint - Weichai Power (02338) announced a plan to repurchase and cancel 1.27 million restricted shares held by six incentive recipients due to job changes, as per the incentive plan regulations [1] Summary by Relevant Sections - **Repurchase Details** - The board has approved the repurchase of all restricted shares that have been granted but not yet released from restrictions [1] - The total amount for the repurchase is approximately RMB 6.67 million, plus accrued interest calculated based on the bank deposit rate during the same period [1] - The funds for the repurchase will be allocated from the company's internal resources [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。 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 二零二五年八月八日的公告，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 中國山東濰坊 二零二五年八月八日 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。 北京市通商律师事务所 关于潍柴动力股份有限公司 2023 年 A 股限制性股票激励计划 回购注销部分 A 股 ...