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潍柴动力(000338) - 2025年9月24日投资者关系活动记录表
2025-09-25 10:54
证券代码:000338.SZ/2338.HK 证券简称:潍柴动力 潍柴动力股份有限公司投资者关系活动记录表 编号:20250924 | | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | ■现场参观 | | | □其他(请文字说明其他活动内容) | | 参与单位名称及 | 10:30-11:30 东方红资管 沈高翔、刘中群、李疆、郑华航 | | | 富国基金 冯升 | | | 睿远基金 郑斌、邓梦琳 | | | 中信保诚 杜中明 | | | 关呈基金 许宏图、程威 | | 人员姓名 | 华西证券 周少明 | | | 14:00-15:30 | | | 广发证券 闫俊刚、张力月 | | | 平安养老 许景源、蓝逸翔、丁劲、陈良源、童秋涛 | | 时间 | 2025 年 9 月 24 日 | | 地点 | 公司科技大楼会议室 | | 上市公司接待人 | 王丽、韩彬 | | 员姓名 | | | 投资者关系活动 主要内容介绍 | | | | 来访者首先参观了公司一号工厂和博杜安工厂,随后在公 司会议 ...
柴油发电机专题:AIDC柴发高景气,国产替代正当时
Soochow Securities· 2025-09-25 05:07
Investment Rating - The report maintains a positive outlook on the AIDC diesel generator market, indicating high demand and potential for domestic manufacturers to replace foreign counterparts [2]. Core Insights - Diesel generators are a key growth point for diesel engines, with applications in remote power supply, data centers, and industrial facilities [2][18]. - The demand for diesel generators is expected to accelerate due to increased capital expenditure (CAPEX) in the AI sector, with North American CSPs projected to spend approximately $340 billion in 2025, a 49% year-on-year increase [2][30]. - The domestic diesel generator market is currently dominated by foreign and joint-venture companies, which hold an 83% market share, leaving significant room for domestic manufacturers to grow [2][41]. - Investment recommendations include focusing on companies like Weichai Power, Yuchai International, and Weichai Heavy Machinery, which are well-positioned to benefit from the market dynamics [2]. Industry Trends - The AIDC infrastructure is experiencing high demand, with diesel generators playing a critical role in ensuring power reliability for data centers [5][18]. - The diesel engine market is closely tied to the commercial vehicle cycle, with generator sales showing consistent growth [11][12]. - The market for diesel generators is projected to reach 12.5 billion yuan in 2025, reflecting a 53% year-on-year increase, with a compound annual growth rate (CAGR) of 22% from 2024 to 2028 [34]. Market Dynamics - The global diesel generator market is expected to grow from $3 billion in 2023 to $12 billion by 2030, with a CAGR of 22% [17][34]. - The report highlights that diesel generators account for 2-3% of the capital expenditure for large data centers, emphasizing their importance in infrastructure investment [24][27]. - Domestic manufacturers are expected to gain market share as they improve production capacity and respond to demand more effectively than foreign competitors [2][41]. Supply Chain and Key Players - The supply chain includes three main segments: engines, OEMs, and component suppliers, all of which are expected to benefit from the growing demand for diesel generators [42]. - Key players in the engine segment include Cummins, MTU, and Weichai Power, with significant revenue contributions from diesel generator sales [43][44]. - The report identifies specific companies to watch, including Weichai Heavy Machinery and KOTAI Power, which are focusing on the diesel generator OEM market [65].
保险资金投向山东规模超5800亿元
Da Zhong Ri Bao· 2025-09-25 00:50
Group 1 - The conference titled "Insurance Capital Entering Shandong: Insurance Asset Management Supporting Industrial Upgrading and Innovative Development" was held in Jinan to facilitate the flow of insurance capital into Shandong and promote high-quality development [1] - The event was co-hosted by the Provincial Financial Office and Shandong Financial Regulatory Bureau, with participation from major insurance asset management companies, representing over two-thirds of the industry’s total asset management scale [1] - Various provincial departments provided insights on Shandong's new productivity, technological innovation, key industries, and state-owned enterprises, while insurance companies shared experiences on utilizing insurance funds [1] Group 2 - As of the end of June this year, insurance funds have invested over 580 billion yuan in Shandong through debt investment plans, equity investment plans, and insurance private equity funds, focusing on new infrastructure, green industries, and strategic emerging industries [2] - These investments have resulted in a number of projects that are both profitable and well-regarded [2] - Insurance funds are also actively participating in economic development in Shandong through bond subscriptions, strategic equity investments, and involvement in public REITs [2]
广丰2026款全球车焕新上市
Mei Ri Shang Bao· 2025-09-24 22:23
具体车型方面,赛那入门价26.98万元,新增四驱臻享版33.98万元,配备雷克萨斯LM同款头等舱座椅、 16点气动按摩及半苯胺真皮材质,静谧性达豪车水准。汉兰达入门价21.98万元,配备大屏、真皮座 椅、隔音玻璃等高价值配置。锋兰达入门价10.28万元,实现"入门即满配",配备大屏、8155芯片及64 色氛围灯。凯美瑞则坚持"增配不增价",运动版造型全面下放,入门价15.88万元。 广汽丰田强调,本次焕新聚焦用户真实需求,将高端配置全面普及,不做"顶配专属",而是让每一款入 门车型都具备高价值体验。在新能源渗透率不断提升的背景下,丰田智能电混双擎技术以"混动0差 价"实现全系电混化,用户无需为先进技术额外付费。 商报讯(记者郭雨昕)9月23日,广汽丰田2026款丰田全球车焕新上市,覆盖赛那、汉兰达、凯美瑞、锋 兰达四款车型。新车围绕"入门价值提升"全面升级,将多项原属高配的智能与舒适配置下放至全系,实 现"油电同强、配置平权"。 全系标配高通8155芯片,算力提升4倍,并普及大屏交互,汉兰达配备15.6英寸大屏,锋兰达搭载12.9英 寸屏,均支持Carlink、HiCar与CarPlay全品牌手机互联。TSS ...
2025年8月重卡行业月报:8月重卡同比五连增,天然气迎来复苏-20250924
8 月重卡同比五连增,天然气迎来复苏 [Table_Industry] 汽车 2025 年 8 月重卡行业月报 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 刘一鸣(分析师) | 021-23154145 | liuyiming@gtht.com | S0880525040050 | | 张予名(研究助理) | 021-23154145 | zhangyuming@gtht.com | S0880125042241 | 本报告导读: 总量上看,8 月国产重卡销量 9.2 万台,同比增长 47%,环比增长 8%。聚焦天然气 重卡,8 月国产天然气重卡销量 1.6 万台,同比增长 32%,环比增长 30%。 汽车《优必选获新订单,特斯拉发布第四篇章》 2025.09.08 股 票 研 究 究 报 告 投资要点: [Table_Report] 相关报告 汽车《国内乘用车市场价格战持续放缓》 2025.09.21 汽车《L2 强标开启征求意见,智驾商业化更进一 步》2025.09.18 汽车《《汽车行业稳增长工作方案》发布,推动汽 ...
苏子孟出席潍柴全系列矿山动力产品解决方案发布会并讲话
Sou Hu Cai Jing· 2025-09-24 11:29
9月23日,第十七届中国(北京)国际工程机械、建材机械及矿山机械展览与技术交流会(BICES 2025)在北京开幕。会上,潍柴举行"潍柴动力 国之重器——全系列矿山动力产品解决方案发布会", 中国工程机械工业协会会长苏子孟受邀出席发布会并讲话。 中国工程机械工业协会会长苏子孟出席发布会并对潍柴给予高度评价 会上,凝聚潍柴领先技术成果的柴油、甲醇、天然气等多元燃料,直驱、纯电、混动等多种路线的矿山 动力集中亮相。潍柴还现场发布了全新推出的12M25矿山动力产品。作为M系列家族的新成员,潍柴 12M25可适配90-100吨机械传动矿卡、165吨挖掘机等,在可靠性、动力性、经济性等方面实现了全方 位突破。 随着12M25的面世,在M33、M55平台的基础上,潍柴M系列大缸径矿用产品序列得到进一步完善,也 标志着国产矿山动力将进一步满足客户高效运营、行业自主可控的需求。苏子孟表示,多年来,潍柴以 自主创新为核心驱动力,积累了深厚的技术沉淀,成功从"自主可控"向"超越引领"迈进,既为矿山装备 自主可控提供了关键支撑,也为本次BICES展会增添了亮眼的"自主创新亮点"。 在潍柴展区,苏子孟详细了解了潍柴非道路纯电用动力电 ...
潍柴动力多元矿山动力亮相BICES 2025
Zhong Zheng Wang· 2025-09-24 08:41
Core Viewpoint - The 17th China (Beijing) International Engineering Machinery, Building Materials Machinery and Mining Machinery Exhibition and Technical Exchange Conference (BICES2025) showcased Weichai Power's advancements in multi-fuel mining power solutions, including the debut of the new 12M25 mining power product [1][2]. Group 1: Product Launch and Features - Weichai Power introduced the 12M25 diesel engine, featuring a maximum power of 1224Ps and a maximum torque of 5116N.m, suitable for 90-100 ton mechanical transmission mining trucks and 165-ton excavators [2]. - The M series product line now covers a power range from 522kW to 2800kW, catering to various large mining equipment needs [2]. - The launch of the 12M25 signifies a step towards meeting customer demands for efficient operations and enhancing the performance of domestic mining power solutions [2]. Group 2: Innovation and Industry Impact - Weichai has transitioned from "self-controllable" to "leading beyond," contributing significantly to the independence of mining equipment and enhancing national industrial security [3]. - The company has established itself as a benchmark for Chinese innovation in the global power sector, supporting industry transformation and upgrades [3]. Group 3: Low-Carbon Solutions - Weichai showcased a range of low-carbon mining power products, including non-road pure electric power batteries and methanol and gas engines [4]. - The CTB battery, designed for pure electric mining trucks, offers battery capacities ranging from 300kWh to 1200kWh, simplifying assembly and reducing design costs [4]. Group 4: Electric Mining Trends - The global mining industry is accelerating its transition to electrification, and Weichai is capitalizing on this trend by developing a comprehensive range of mining power batteries [5]. - Weichai's electric mining trucks have accumulated over 1 million operating hours, achieving a 66% reduction in operational costs for customers [5]. - The company aims to continue advancing in high-end, green, intelligent, and autonomous directions to contribute to national energy security and the high-quality development of the mining industry [5].
潍柴动力获摩根大通增持337.15万股
Ge Long Hui· 2025-09-24 02:20
Core Insights - JPMorgan Chase & Co. increased its stake in Weichai Power (02338.HK) by acquiring 3,371,517 shares at an average price of HKD 12.2417 per share, totaling approximately HKD 41.2731 million [1] - Following this acquisition, JPMorgan's total holdings in Weichai Power rose to 117,000,189 shares, increasing its ownership percentage from 5.84% to 6.02% [1] Summary by Category Shareholding Changes - JPMorgan Chase & Co. has raised its shareholding in Weichai Power, reflecting a strategic investment decision [1] - The increase in shareholding percentage indicates a growing confidence in the company's future performance [1] Financial Details - The total investment made by JPMorgan for this share acquisition was approximately HKD 41.2731 million [1] - The average purchase price per share was HKD 12.2417, which may suggest a valuation perspective on Weichai Power's stock [1]
潍柴动力获摩根大通增持134.9万股
Ge Long Hui· 2025-09-24 00:08
Group 1 - JPMorgan Chase & Co. increased its stake in Weichai Power (02338.HK) by acquiring 1,348,970 shares at an average price of HKD 15.0653 per share, totaling approximately HKD 20.32 million [1][3] - Following this acquisition, JPMorgan's total holdings in Weichai Power rose to 136,330,732 shares, increasing its ownership percentage from 6.94% to 7.01% [1][2]
潍柴动力(02338.HK)获摩根大通增持337.15万股
Ge Long Hui· 2025-09-24 00:08
增持后,JPMorgan Chase & Co.最新持好仓数目为117,000,189股,持好仓比例由5.84%上升至 6.02%。 格隆汇8月23日丨根据联交所最新权益披露资料显示,2024年8月19日,潍柴动力(02338.HK)获 JPMorgan Chase & Co.以每股均价12.2417港元增持好仓337.15万股,涉资约4127.31万港元。 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com ...