Core Viewpoint - Weichai Power (02338) saw a significant increase in stock price, rising over 6% in early trading, attributed to positive developments in the fuel cell market and strategic partnerships [1] Group 1: Company Developments - Weichai Power's stock price reached HKD 20.74, with a trading volume of HKD 140 million [1] - The company signed a manufacturing license agreement with its affiliate Ceres to establish production lines for batteries and stacks aimed at the stationary power market [1] - The products will cater to power needs in AI data centers, commercial buildings, and industrial parks [1] Group 2: Industry Trends - Bloom Energy's stock surged by 12.81% following a $2.65 billion procurement agreement with a U.S. power company for solid oxide fuel cells [1] - The development of a fuel cell power generation facility in Wyoming is part of this agreement [1] - According to CICC's research, SOFC fuel cell systems are expected to become a new solution for powering data centers, with an anticipated annual installation scale of 0.5GW to 1.25GW in North America from 2026 to 2030 [1] Group 3: Market Outlook - Huachuang Securities is optimistic about Weichai Power's potential to benefit from the growing overseas demand for AI [1]

Core Viewpoint - Weichai Power (000338)(02338) saw a significant increase in stock price, rising over 6% in early trading, with a current price of 20.74 HKD and a trading volume of 140 million HKD, influenced by positive developments in the fuel cell market [1] Group 1: Market Developments - Bloom Energy's stock surged by 12.81% following the announcement of a 2.65 billion USD procurement agreement with a U.S. power company for solid oxide fuel cells [1] - The U.S. company plans to develop a fuel cell power generation facility near Cheyenne, Wyoming, indicating a growing interest in fuel cell technology [1] Group 2: Industry Insights - CICC's research report suggests that SOFC fuel cell systems may become a new solution for powering data centers, with an expected annual installed capacity in North America ranging from 0.5 GW to 1.25 GW between 2026 and 2030 [1] - Weichai Power signed a manufacturing license agreement with its affiliate Ceres in November 2025 to establish production lines for batteries and stacks aimed at the fixed power generation market, with key components supplied by Ceres [1] - The products are intended to provide power for AI data centers, commercial buildings, and industrial parks, positioning the company to benefit from the growing overseas demand for AI [1]

回顾历程，中国卡车出海大致走过了三个阶段： 1.0 产品输出时代（过去）：以性价比为武器，通过贸易形式将整车卖向发展中国家，核心是"买卖关系"。 2026年，"出海"。已然演变为决定企业排位赛的"主战场"。通过对主流车企战略的梳理，我们清晰地看到，一场从"产品贸易"到"生态布局"、从"中国制 造"到"全球运营"的深度嬗变正在发生。 中国卡车的出海，正式迈入了以"全价值链本地化"为核心的 3.0时代。 一、从"出海1.0"到"出海3.0"的路径演进 2.0 市场深耕时代（进行中）：在重点市场建立经销网络，提供售后配件，开始关注品牌认知，但核心资产与决策仍高度集中在国内。 3.0 链式扎根时代（2026关键节点）：这正是我们在2026年各车企战略中看到的共同指向——将研发、制造、供应链、金融、服务等全价值链环节，有选 择地植入目标市场，与当地经济深度绑定，实现"在地化生存与发展"。 二、2026多元战略路径并存 各企业出海战略一览 | 企业 | 核心出海目标 | 关键战略举措 | 战略特点解读 | | --- | --- | --- | --- | | 中国重汽 | 2026 年预计出 | | | | | 口重卡 ...

南财智讯1月9日电，潍柴动力在投资者关系活动中表示，公司大缸径发动机因启动速度快、加载能力 强，具备更可靠、更高效及更经济的优势，已成功完成国内外多个数据中心项目的交付验收，市场认可 度持续提升。后续公司将积极开拓国内外战略客户，推动市场份额进一步增长。 ...

潍柴动力股份有限公司投资者关系活动记录表 | 2025 | 年 | 11 | 月，公司与希锂斯在电池电堆层面签订了技术 | | | | | --- | --- | --- | --- | --- | --- | --- | | 许可协议，这意味着公司可全面掌握电池、电堆、系统、电站 | | | | | | | | 的核心技术。近年来，公司聚焦 | AI | 数据中心、工业园区等核心 | | | | | | 场景，对标国际竞品推出新一代大功率金属支撑商业化产品， | | | | | | | | 在发电效率、体积功率密度、可启停次数及启动速度等方面均 | | | | | | | | 有显著提升，凭借性能优势已与国内外多家头部企业达成意向 | | | | | | | | 合作，为规模化商用奠定基础。公司将继续致力于技术创新与 | | | | | | | | 应用拓展，发挥在 | SOFC | 领域的技术引领作用，为客户提供高可 | | | | | | 靠性产品，助力实现"双碳"目标和全球能源转型。 | | | | | | | | 3.公司在新能源动力总成方向的布局和规划 | | | | | | | | 公司持续加快 ...

大众报业·齐鲁壹点 记者 王红 实习生 朱思秒 近日，山东省属企业科技创新生态建设推进会在济南召开，山东重工潍柴集团凭借多项卓越的创新实践 成果备受瞩目。 科创成果亮眼，彰显全球领先地位 立足全球视野，潍柴以开放姿态搭建创新平台、整合全球资源。在全球设立十大前沿创新中心，通过跨 国并购博杜安、法拉帝、凯傲集团等行业名企，构建起全球协同研发网络，实现前沿技术的快速吸收与 转化；高标准建设国内唯一的燃料电池国家技术创新中心、国家内燃机产业计量测试中心等国家级重大 创新平台，为原始创新、集成创新、开放创新提供坚实支撑。如今，以潍柴为"链主"的潍坊动力装备产 业集群产值已占全国三分之一，配套企业达上千家，一个5000亿元级的产业生态圈正加速向世界级集群 进化，形成"全球资源整合、本土创新突破、产业链协同升级"的良性循环。 创新积淀深厚，引领未来发展方向 "十四五"以来，潍柴集团的创新成绩单硕果累累：荣获国家级科技奖励9项，建立全链条创新生态，四 次刷新柴油机热效率世界纪录，实现了在全球动力赛道上从追跑、并跑到领跑的跨越。面向未来，潍柴 将继续以科技创新为核心驱动力，深化"四链"融合发展模式，持续攻坚高端动力技术、完善 ...

2026年1月8日 1月7日标的指数成份股涨跌幅TOP20 标普中国 A 股红利机会指数(CSPSADRP) | 序号 | 代码 | 简称 | 更日涨幅 (%) | 年内涨幅 | 股息率(近12· | | --- | --- | --- | --- | --- | --- | | | | | | (%) | 月) (%) | | 1 | 600188.SH | 突矿能源 | 3.61 | 6.84 | 5.31 | | 2 | 600219.SH | 南山铝业 | 2.82 | 8.36 | 6.87 | | 3 | 603730.SH | 岱美股份 | 1.72 | 1.48 | 3.08 | | 4 | 002532.SZ | 天山铝业 | 1.70 | 14.52 | 2.18 | | 5 | 002533.SZ | 金杯电工 | 1.35 | 2.56 | 1.96 | | 6 | 605117.SH | 德业股份 | 1.30 | 2.37 | 3.39 | | 7 | 002014.SZ | 永新股份 | 1.19 | 0.17 | 7.63 | | 8 | 601088.SH | 中国神华 | ...

证券之星消息，1月7日，深证国企ESG（970055）指数报收于1436.92点，跌0.32%，成交436.67亿元，换 手率1.69%。当日该指数成份股中，上涨的有19家，中钨高新以7.67%的涨幅领涨，下跌的有29家，云铝 股份以3.21%的跌幅领跌。 深证国企ESG（970055）指数十大成份股详情如下： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000657 | 中钨高新 | 3.04亿 | 8.61% | -6606.25万 | -1.87% | -2.38 Z- | -6.74% | | 000777 | 中核科技 | 1.59 乙 | 8.33% | -1106.21万 | -0.58% | -1.48亿 | -7.75% | | 000338 潍柴动力 | | 1.00亿 | 8.69% | -491.23万 | -0.43% | -9529.92万 | -8.26% | | 300457 | ...

January 6, 2026 09:23 AM GMT China Industrials | Asia Pacific Catalyst Previews: What's Ahead in 1Q26? Where relevant and meaningful, we have identified and previewed catalysts for China's Automation & Robotics, Construction Machinery, Heavy-duty Truck, and New Energy stocks that could affect share prices in the near future. Catalysts that occur regularly: M Idea Morgan Stanley Asia Limited+ Sheng Zhong Equity Analyst Sheng.Zhong@morganstanley.com +852 2239-7821 Chelsea Wang Equity Analyst Jinlin.Wang@morga ...

Core Insights - The industry consensus indicates a shift from an incremental expansion phase to a new cycle focused on deepening the value of existing assets, with competition evolving from price-based to providing comprehensive lifecycle value (TCO) [1][9] Industry Consensus: Three Deterministic Trends - The market is expected to enter a phase of "high-level consolidation and structural differentiation," with the medium and heavy truck market projected to remain stable at 1.1 to 1.25 million units, similar to 2025, as the driving force shifts from policy stimulus to optimizing existing resources [2][10] - Three major trends have emerged as strategic anchors for all companies: 1. Accelerated penetration of new energy vehicles (NEVs), with a consensus that the penetration rate will exceed 30% and potentially reach 35% or higher by 2026, driven by market demand rather than policy [3][11] 2. Value competition is replacing price wars, with a focus on service and ecosystem as key differentiators, emphasizing the importance of a comprehensive ecosystem that includes finance, used vehicles, and connectivity [3][11] 3. Globalization is becoming a core growth driver, with exports viewed as a crucial growth engine, as companies shift from simple trade to a more integrated approach involving products, technology, services, and finance [3][11] Strategic Differentiation: Paths of Eight Major Companies - Companies are adopting different strategic focuses based on their resources and capabilities: - China National Heavy Duty Truck Corporation aims to consolidate its leading position through a comprehensive transformation strategy [4][13] - FAW Jiefang focuses on accelerating overseas expansion and enhancing its core components [4][13] - Dongfeng Commercial Vehicle targets breakthroughs in new energy, globalization, and traditional energy markets [4][13] - Shaanxi Heavy Duty Truck emphasizes value creation through a diversified product lineup [4][13] - Foton Motor is pursuing a multi-faceted strategy focusing on internationalization and new energy [4][13] - Dongfeng Liuzhou Motor is leading in regional markets through ecosystem competition [4][13] - Weichai Power and Yunnei Power are adopting a pragmatic approach by diversifying their energy technology routes [6][14] Technology Routes: Diverse Approaches Based on Application Scenarios - The commercial vehicle power technology landscape is expected to be diverse, with choices heavily influenced by application scenarios: - Traditional power is evolving towards high-end and specialized applications, focusing on improving thermal efficiency and reducing fuel consumption [7][15] - Pure electric technology is becoming the preferred choice for short-distance fixed routes, with competition centered on battery energy density and lifecycle costs [7][15] - Hybrid and range-extended technologies are seen as key solutions for long-distance logistics, with significant R&D efforts underway [7][15] - Hydrogen fuel technology is being explored as a future strategic reserve, with ongoing commercial exploration [7][15] Ecosystem Construction: From Chain Leaders to Symbiosis - Leading companies are actively reshaping the industry ecosystem, moving beyond simple supplier relationships to create a community that shares risks and values: - China National Heavy Duty Truck Corporation leverages its capabilities for strong collaboration [8][16] - Dongfeng Liuzhou Motor is integrating upstream and downstream through the "Chenglong Ecosystem Alliance" [8][16] - Weichai Power is collaborating with multiple strategic partners to create a comprehensive service system [8][16] Observations: Coexistence of Consensus and Differentiation - The 2026 Chinese commercial vehicle market is characterized by both consensus on the shift to value-based competition and differentiation in strategic paths chosen by companies [9][17] - The upcoming competition will focus on technological depth, ecosystem breadth, and precision in user operations, with companies that effectively reduce operational costs and enhance efficiency poised to lead in this transformative phase [9][17]