Core Viewpoint - The article highlights the rapid growth and transformation of the commercial vehicle sector towards electric vehicles (EVs), particularly focusing on Wuling's new energy strategy and the performance of new energy commercial vehicles in China [3][4]. Group 1: Market Trends - The penetration rate of new energy passenger vehicles has surpassed 50%, indicating a steady growth phase in electrification, while the commercial vehicle sector is catching up [3]. - In the first ten months of this year, the domestic sales of new energy passenger vehicles increased by 24%, while new energy commercial vehicles saw a remarkable growth of 60.2% [3]. - As of October, the penetration rate of new energy commercial vehicles reached 30.9%, maintaining above 30% for two consecutive months, compared to just 2% in 2020 [3]. Group 2: Company Developments - Wuling Hongguang has launched its first new energy product, the Wuling Hongguang EV, which is set to officially launch in 2026, completing the new energy transition for its main sales models [3]. - Wuling Hongguang's cumulative sales from January to October exceeded 500,000 units, with over 120,000 units being new energy commercial vehicles, resulting in a penetration rate of 24% [4]. - The company has adopted three energy routes: fuel, range-extended, and pure electric, with the upcoming Hongguang EV following the "one vehicle, three power" strategy [5]. Group 3: Export Performance - The growth of new energy commercial vehicle exports has outpaced that of passenger vehicles, with a 150% year-on-year increase in the first three quarters of 2025, compared to an 87.7% increase for new energy passenger vehicles [3].

SOFC 技术在数据中心中的应用优势有哪些？ SOFC 技术在数据中心中的应用优势包括：首先，其发电效率高达 55%至 65%，综合效率超过 90%。其次，SOFC 对各种燃料具有高度灵活性，包括天 潍柴动力在大缸径发动机领域表现亮眼，2025 年数据中心大缸径发动 机出货量同比增长，预计 2026 年出货量翻倍，利润可达 12 亿元， 2027 年至少贡献十七八亿元，其他应用领域需求同样旺盛。 预计潍柴动力 2025 年利润为 125 亿元，2026 年 145 亿元，2027 年 162 亿元，随着凯傲费用回归正常，重卡行业向好，数据中心大缸径发 动机利润贡献，公司基本盘业务稳定增长，2027 年底至少具备 2,500 亿以上市值潜力。 然气、沼气和氢气等。此外，SOFC 产生的高温排放具有副产物重复利用价值。 相比之下，目前传统的燃气轮机供给紧张且部署周期长达 18 至 36 个月，小型 核电站建设周期更是需要 3 至 5 年。而 SOFC 采用模块化设计，占地面积小， 建设周期仅需 3 个月。因此，在当前供给紧张背景下，SOFC 具备显著渗透优 势。 潍柴动力 20251119 摘要 SOFC 技术应 ...

Core Viewpoint - GAC Toyota has no plans to stop production of its main fuel vehicles by 2026, contrary to market rumors [1] Group 1 - GAC Toyota will launch a new model of the Vellfire on November 20 [1] - Previous market reports suggested that at least two main fuel vehicles would be discontinued by 2026, including a compact sedan with monthly sales of over 1,000 units and a mid-size SUV with monthly sales exceeding 10,000 units [1]

证券时报·数据宝统计显示，潍柴动力今日收盘价为17.42元，下跌1.58%，日换手率为1.88%，成交额为 16.41亿元，全天主力资金净流出2.19亿元，近5日该股累计下跌4.81%，近5日资金合计净流出9.08亿 元。 两融数据显示，该股最新融资余额为24.07亿元，近5日减少3.11亿元，降幅为11.46%。（数据宝） 11月18日潍柴动力大宗交易一览 潍柴动力11月18日大宗交易平台出现一笔成交，成交量30.20万股，成交金额526.08万元，大宗交易成交 价为17.42元。该笔交易的买方营业部为机构专用，卖方营业部为华泰证券股份有限公司上海武定路证 券营业部。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为4724.30万元。 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 价（%） | 业部 | | | 30.20 | 526.08 | 17.42 | 0.00 | 机构专 | 华泰证券股份有限公司上海武定 | | | ...

Group 1 - A total of 59 stocks in the A-share market experienced block trading today, with a total transaction value of 1.335 billion yuan [1] - The top three stocks by transaction value were Shanxi Fenjiu (186 million yuan), Hanrui Cobalt (109 million yuan), and Jinkong Electric (80.34 million yuan) [1] - Among the stocks, 9 were traded at par, 5 at a premium, and 45 at a discount; the stocks with the highest premium rates were Bosi Software (19.41%), Jiaxun Feihong (16.8%), and Yongtai Energy (11.11%) [1] - The stocks with the highest discount rates included Zhi De Mai (20.12%), Wens Foodstuff Group (19.6%), and Nuo Si Ge (19.44%) [1] Group 2 - The ranking of institutional buy amounts was led by Shanxi Fenjiu (167 million yuan), followed by Keli'er (37.41 million yuan) and Sanfeng Intelligent (29.27 million yuan) [1] - Other notable institutional buys included Action Education (18.20 million yuan), Chunfeng Power (12.87 million yuan), and Zhi De Mai (11.47 million yuan) [1] - The top stock sold by institutional special seats was Jinkong Electric (80.34 million yuan), followed by Maiwei Co. (3.21 million yuan) [2]

11月18日，潍柴动力大宗交易成交30.2万股，成交额526.08万元，占当日总成交额的0.32%，成交价 17.42元，较市场收盘价17.42元持平。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2025-11-18 | 000338 | 潍柴动力 | 17.42 | 30.20 | 526.08 机构专用 | | 华泰证券股份有限 | | | | | | | | | 公司上海武定路证 | | | | | | | | | 券营业部 | ...

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index, showcasing significant daily and year-to-date gains along with their dividend yields [1] - The stock with the highest daily increase is Xue Ri Co., Ltd. (002083.SZ) with a daily gain of 10.03% and a year-to-date increase of 167.92% [1] - Weichai Power (000338.SZ) and Jiufeng Energy (605090.SH) also show strong performance with year-to-date gains of 35.42% and 29.39% respectively [1] Group 2 - The dividend yields of the top stocks range from 1.24% to 8.52%, indicating a mix of growth and income potential for investors [1] - Companies like Senma Clothing (002563.SZ) and China Shenhua (601088.SH) have notable dividend yields of 8.52% and 7.70% respectively, despite varying year-to-date performance [1] - The overall performance of these stocks suggests a positive trend in the market, with MACD golden cross signals indicating potential upward momentum [3]

Core Viewpoint - Weichai Power (000338) has stated that it can provide a variety of power products using different energy forms, including diesel, natural gas, and hydrogen, for the global energy equipment market [1] Group 1 - The company is actively engaging with investors through interactive platforms [1] - Weichai Power emphasizes its capability to cater to diverse energy needs in the market [1]

（编辑 王雪儿） 证券日报网讯 潍柴动力11月17日在互动平台回答投资者提问时表示，公司按照监管的相关规定，在定 期报告中统一披露截至报告期末的股东户数，可关注公司定期报告；如需了解其他时间点的股东名册相 关信息，可通过公司投资者关系公开电话联系查询。 ...

证券日报网讯 潍柴动力（000338）11月17日在互动平台回答投资者提问时表示，公司5MW柴油发动机 产品动力强劲、可靠性高，可广泛应用于大型算力中心、云服务数据中心等场景。销量等情况为非公开 信息，敬请谅解。 ...