Group 1: Overall Market Performance - The overall performance of the passenger car sector in Q3 2025 was below expectations, primarily due to a slowdown in industry growth and intensified competition across all price segments[3] - The passenger car industry saw a year-on-year growth rate of only 3% in retail sales, 23% in exports, and 13% in wholesale during Q3 2025, indicating a significant deceleration compared to previous quarters[27] - The inventory levels in the industry remain healthy, with a controlled increase in stock despite the overall market pressures[27] Group 2: Segment-Specific Insights - Heavy-duty trucks experienced a strong performance in Q3 2025, with wholesale, domestic, and export sales increasing by 58.1%, 64.5%, and 22.9% year-on-year, respectively[5] - The bus sector also performed well, with leading companies like Yutong achieving significant revenue growth, driven by robust demand from both domestic and international markets[6] - The motorcycle segment saw a 57.4% increase in large-displacement motorcycle exports, while domestic sales faced pressure, declining by 9.3% year-on-year[7] Group 3: Financial Metrics and Adjustments - The average selling price (ASP) for vehicles remained stable in Q3 2025, with some companies like BYD implementing price increases starting in July[3] - The gross profit margins for many companies showed slight recovery, attributed to stable sales and limited discounting in the market[3] - Several companies, including Great Wall Motors and Changan, reported a decline in net profit due to foreign exchange losses and inventory adjustments[4]

Core Viewpoint - Weichai Power (000338.SZ) has announced a share buyback program, repurchasing a total of 50,252,475 A-shares, which represents approximately 0.58% of the company's total share capital [1] Summary by Categories Share Buyback Details - The company conducted the buyback through a dedicated securities account via centralized bidding [1] - The highest transaction price was RMB 15.43 per share, while the lowest was RMB 14.57 per share [1] - The total amount paid for the buyback was RMB 761,492,999.13, excluding transaction fees [1] Compliance and Regulations - The buyback is in accordance with relevant laws and regulations, as well as the company's established share repurchase plan [1]

Core Points - The Shenzhen State-owned Enterprises ESG Index (970055) closed at 1399.95 points, up 0.18%, with a trading volume of 40.636 billion yuan and a turnover rate of 1.2% [1] - Among the index constituents, 29 stocks rose, led by Newland Technology with a 10.01% increase, while 19 stocks fell, with China National Materials Technology leading the decline at 8.51% [1] Index Constituents Summary - The top ten constituents of the Shenzhen State-owned Enterprises ESG Index are as follows: - Hikvision (sz002415) holds a weight of 10.20%, latest price at 32.60 yuan, down 0.82%, with a market cap of 298.775 billion yuan, in the computer industry [1] - BOE Technology Group (sz000725) has a weight of 9.22%, latest price at 4.06 yuan, unchanged, with a market cap of 151.9 billion yuan, in the electronics sector [1] - Wuliangye Yibin (sz000858) has a weight of 8.57%, latest price at 118.98 yuan, down 0.01%, with a market cap of 461.834 billion yuan, in the food and beverage industry [1] - Weichai Power (sz000338) has a weight of 7.34%, latest price at 15.46 yuan, up 3.34%, with a market cap of 134.712 billion yuan, in the automotive sector [1] - Inspur Information (sz000977) has a weight of 6.49%, latest price at 63.78 yuan, down 2.22%, with a market cap of 93.893 billion yuan, in the computer industry [1] - Yun Aluminum (sz000807) has a weight of 4.62%, latest price at 24.29 yuan, up 5.65%, with a market cap of 84.237 billion yuan, in the non-ferrous metals sector [1] - Shenwan Hongyuan (sz000166) has a weight of 4.31%, latest price at 5.47 yuan, unchanged, with a market cap of 136.968 billion yuan, in the non-banking financial sector [1] - AVIC Optoelectronics (sz002179) has a weight of 3.87%, latest price at 35.01 yuan, down 0.26%, with a market cap of 74.161 billion yuan, in the defense and military industry [1] - Changchun High & New Technology (sz000661) has a weight of 3.27%, latest price at 108.22 yuan, down 3.60%, with a market cap of 44.147 billion yuan, in the pharmaceutical and biotechnology sector [1] - China Merchants Shekou (sz001979) has a weight of 3.13%, latest price at 9.36 yuan, down 0.95%, with a market cap of 84.809 billion yuan, in the real estate sector [1] Capital Flow Analysis - The index constituents experienced a net outflow of 1.386 billion yuan from institutional investors, while retail investors saw a net inflow of 1.387 billion yuan [1] - Specific stock capital flows include: - XJ Electric (000400) saw a net inflow of 259 million yuan from institutional investors, while retail investors had a net outflow of 167 million yuan [2] - Oriental Electronics (000682) had a net inflow of 207 million yuan from institutional investors, with retail investors experiencing a net outflow of 129 million yuan [2] - Yun Aluminum (000807) recorded a net inflow of 107 million yuan from institutional investors, while retail investors had a net outflow of 597,210 yuan [2] - Newland Technology (002912) had a net inflow of 86.2 million yuan from institutional investors, with retail investors seeing a net outflow of 54.581 million yuan [2]

潍柴动力（000338）(000338.SZ)公告，公司截至2025年10月31日以集中竞价交易方式累计回购A股股份 共计5025.25万股，占公司目前总股本的比例约为0.58%，支付的总金额为7.61亿元(不含交易费用)。 ...

智通财经APP讯，潍柴动力(000338.SZ)公告，公司截至2025年10月31日以集中竞价交易方式累计回购A 股股份共计5025.25万股，占公司目前总股本的比例约为0.58%，支付的总金额为7.61亿元(不含交易费 用)。 ...

Summary of Key Points Core Viewpoint - Weichai Power announced a share buyback plan, indicating confidence in its stock value and commitment to returning capital to shareholders [1] Group 1: Share Buyback Details - As of October 31, 2025, Weichai Power has repurchased approximately 50.25 million A-shares, representing about 0.58% of the company's total share capital [1] - The highest transaction price during the buyback was RMB 15.43 per share, while the lowest was RMB 14.57 per share [1] - The total amount spent on the buyback was approximately RMB 761 million [1]

证券代码：000338 证券简称：潍柴动力 公告编号：2025-074 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://www.cninfo.com.cn） 上披露的《潍柴动力股份有限公司关于回购公司部分A股股份的方案》 《潍柴动力股份有限公司202 ...

潍柴动力（000338）(02338)发布公告，截至2025年10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5025.25万股，占公司目前总股本的比例约为0.58%，最高成交价为人民 币15.43元/股，最低成交价为人民币14.57元/股，支付的总金额为人民币7.61亿元(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)发布公告，截至2025年10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5025.25万股，占公司目前总股本的比例约为0.58%，最高成交价为 人民币15.43元/股，最低成交价为人民币14.57元/股，支付的总金额为人民币7.61亿元(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。 ...

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 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。 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 M ...