Core Insights - Weichai Power (000338.SZ) is currently engaged in the research and development of 60Ah sulfide all-solid-state batteries and low-cost sulfide all-solid-state electrolyte materials [1] - The company plans to establish a pilot production line for sulfide all-solid-state batteries [1]

长江商报记者汪静 制造业转型升级的关键窗口期，潍柴动力（000338.SZ,2338.HK）的2025年半年报交出了一份稳中有进 的成绩单。 8月29日晚间，潍柴动力发布2025年半年报。报告期内，公司实现营业收入1131.5亿元，净利润56.4亿 元。同时公司拟每10股派发现金红利3.58元，分红比例提升至57%，在战略转型期持续回报投资者。 长江商报记者发现，在行业周期波动中，潍柴动力展现出较强韧性。这份业绩的背后，是传统高端业务 持续领跑、新能源赛道加速突破与全球布局深度协同的三重支撑。尤为亮眼的是，新能源重卡销量同比 激增255%至1万辆，数据中心备用电源销量暴涨491%。 潍柴还在加速出海。2025年上半年，公司海外市场拓展成绩显著，出口重卡2.7万辆，行业地位稳固， 海外子公司表现稳健。整体来看，2025年上半年，潍柴海外营收达到574.9亿元，收入比例达到 50.81%。 多维支撑构建业绩韧性 潍柴动力上半年业绩稳健的核心逻辑，在于构建了"传统业务筑根基、新兴业务拓增量、全球布局抗周 期"的立体增长体系。 从业绩轨迹看，潍柴动力一直都有着较强的抗周期能力。 2021-2024年，公司营业收入从2 ...

每经AI快讯，有投资者在投资者互动平台提问：公司氢燃料电池相关技术应用进度是到什么地步了？ 潍柴动力（000338.SZ）9月10日在投资者互动平台表示，公司不断加快氢燃料电池技术应用推广，已全 面布局基础材料、关键组件、电堆、发动机全产业链、多层级氢燃料电池技术规划，相关产品已批量投 放市场。同时，公司研制出高性能燃料电池电堆，实现共平台设计，降低研发周期和成本，氢燃料电池 发动机功率覆盖13kW-300kW区间，满足客车，轻、中、重型卡车等多场景使用需求。其中，公司 300kW氢燃料电池动力系统通过全局精细化高效设计和开发，解决长途干线运输中功率不足和能耗高问 题，全面满足用户高时效、低成本的运输需求，也将大力推动燃料电池重型商用车的商业化应用进程。 （文章来源：每日经济新闻） ...

Group 1 - Morgan Stanley has downgraded Weichai Power's A-share rating to "Equal-weight" with a target price of 16.80 RMB [1]

Core Viewpoint - SAIC-GM-Wuling and Huawei have upgraded their strategic partnership to enhance collaboration in the fields of assisted driving, intelligent cockpit, and smart manufacturing, aiming to drive high-quality development in the automotive industry's intelligence and connectivity [1][6]. Group 1: Partnership Details - The signing ceremony for the deepened cooperation took place in Liuzhou, with key officials from the Guangxi region present [1][6]. - The first model resulting from this collaboration, the Baojun Huajing S, was unveiled during the ceremony [1][3]. Group 2: Technological Advancements - The Baojun Huajing S will feature Huawei's advanced technologies, including HUAWEI ADS 4 for assisted driving, HarmonySpace 5 for the intelligent cockpit, and HUAWEI IVCS for vehicle cloud services, along with the Limera laser vision system [3][5]. - The vehicle emphasizes safety through five key principles: intelligent safety, structural safety, battery safety, material safety, and all-time safety, incorporating a comprehensive collision avoidance system and adhering to the latest safety standards [3][5]. Group 3: Strategic Focus Areas - The partnership will focus on three key areas: assisted driving, intelligent cockpit, and smart manufacturing, integrating Huawei's solutions with SAIC-GM-Wuling's proprietary technologies [5][6]. - SAIC-GM-Wuling has achieved significant milestones, being the first Chinese brand to reach cumulative sales of 30 million vehicles, showcasing its advantages in user scale, technology, and smart manufacturing [5][6]. Group 4: Industry Impact - Huawei's full-stack technology capabilities in intelligent connected vehicles are expected to accelerate the automotive industry's transformation towards intelligence [5][6]. - The collaboration aims to foster a new quality of productivity in the Guangxi automotive industry and create a more secure, convenient, and intelligent travel experience for users [6].

Group 1 - Weichai Power (000338) announced a share repurchase plan on September 4, 2025, with an investment of 55.9681 million RMB [1] - The company plans to repurchase 3.81 million A-shares at a price range of 14.57 to 14.76 RMB per share [1]

Group 1 - The company Weichai Power (02338) announced a share buyback plan on September 4, 2025, with an investment of 55.9681 million RMB [1] - The company plans to repurchase 3.81 million A-shares at a price range of 14.57 to 14.76 RMB per share [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 濰柴動力股份有限公司 呈交日期： 2025年9月4日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 說明 | 於深圳證券交易所上市 | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | 事件 | 已發行股份（不包括庫存股份）數 目 ...

Core Viewpoint - Weichai Power is collaborating with Huawei in various fields such as resource sharing, digital transformation, self-control, and innovative business exploration, with all activities progressing in an orderly manner [2] Group 1 - Weichai Power is engaging in deep cooperation with Huawei [2] - The collaboration focuses on industrial resource sharing and digital transformation [2] - The initiatives include self-control and innovative business exploration [2]

Core Viewpoint - The Guangxi Liuzhou Market Supervision Bureau is promoting "advertising compliance to assist enterprises" as a key strategy to optimize the business environment, helping companies reduce compliance costs and enhance communication effectiveness [1][2] Group 1: Advertising Compliance Initiatives - The local government has launched online and offline services, including advertising compliance live classes to educate businesses on legal knowledge regarding advertising content and behavior [1] - The bureau provides on-site guidance to enterprises in advertising planning, production, and publishing, aiming to eliminate bottlenecks in the process [1] Group 2: Impact on Leading Enterprises - SAIC-GM-Wuling's advertising slogan "What the people need, Wuling will create" has emotionally connected with consumers, resulting in a 73.8% year-on-year increase in new energy vehicle sales in the first half of 2025 [1] - LiuGong Group has integrated digital advertising with scenes from Antarctic construction, leading to a 10.52% year-on-year growth in overseas revenue in the first half of 2025 [1] - Liuzhou Luosifen has gained popularity through digital advertising, achieving a brand value of 15.051 billion yuan in 2025 and a 13.4% year-on-year increase in total industry sales revenue to 75.96 billion yuan in 2024 [1] Group 3: Industry Insights - Industry experts believe that Liuzhou's approach demonstrates that advertising compliance is not only a regulatory requirement but also a crucial factor in driving industrial upgrades [2] - As institutional services deepen, local industrial enterprises are transitioning from "manufacturing advantages" to "brand advantages," enhancing the market influence of "Liuzhou" products [2]