（文章来源：证券日报） 证券日报网讯潍柴动力9月17日在互动平台回答投资者提问时表示，目前公司经营情况正常。同时，公 司业绩与经营表现不是公司股价的唯一影响因素，股价表现亦受资金轮动、投资者偏好、市场情绪等多 重因素影响。公司将继续加强市场推介，推动公司价值回归。 ...

Core Insights - The program showcased the transformative impact of the Intelligent Island Manufacturing System (I²MS) at SAIC-GM-Wuling, highlighting the company's new image in the era of electrification and intelligence [1][4] - The Baojun Huajing S, a new flagship six-seat SUV, is the first model resulting from the deepened collaboration between SAIC-GM-Wuling and Huawei, integrating advanced technologies for enhanced user experience [1][3] Group 1: Intelligent Manufacturing System (I²MS) - The I²MS incorporates digitalization, automation, 5G industrial internet, and artificial intelligence, with 16 modular and flexible "smart islands" established [3] - The system achieves a 50% automation rate in assembly, with production efficiency increased by 30% and logistics efficiency improved by 80% [3] - It supports the simultaneous production of over 20 different vehicle models and ensures 100% traceability of product lifecycle data [3] Group 2: Technological Innovation and Testing - The Guangxi New Energy Vehicle Laboratory, led by SAIC-GM-Wuling, has established 22 sub-laboratories to facilitate the transition of cutting-edge technologies from the lab to the market [4] - The vehicle testing ground spans 1,000 acres and features 65 types of typical road surfaces to simulate real driving conditions, enhancing product reliability and comfort [4] - The company emphasizes innovation as a driving force for transformation, adhering to the principle of producing what the people need [4]

Core Insights - The program showcased the transformative changes brought by SAIC-GM-Wuling's Intelligent Island Manufacturing System (I²MS) and its new image in the era of electrification and intelligence [1] - The Baojun Huajing S, a new flagship six-seat SUV, is undergoing NVH testing to enhance user comfort, marking the first model resulting from the deepened collaboration between SAIC-GM-Wuling and Huawei in the "three intelligences" (assisted driving, intelligent cockpit, intelligent manufacturing) [1][3] - The I²MS integrates advanced technologies such as digitalization, automation, 5G industrial internet, and artificial intelligence, achieving significant production efficiency and flexibility [3][4] Group 1 - The Intelligent Island Manufacturing System (I²MS) has established 16 modular and flexible "smart islands," enabling six major innovations including decoupled processes and adaptive production capacity [3] - The system has achieved a 50% automation rate in assembly, with production efficiency increased by 30% and logistics efficiency improved by 80%, supporting the simultaneous production of over 20 different vehicle models [3] - The I²MS ensures 100% traceability of product lifecycle data, enhancing overall manufacturing quality and reliability [3] Group 2 - The innovation of the I²MS is supported by the Guangxi New Energy Vehicle Laboratory, which has established 22 sub-laboratories to promote cutting-edge technologies from the lab to the market [4] - The vehicle testing ground spans 1,000 acres and features 65 types of typical road surfaces to simulate various driving environments, ensuring product reliability and user safety [4] - SAIC-GM-Wuling adheres to the principle of producing what the people need, driving self-transformation through innovation [4]

Core Insights - The article discusses the transformation of SAIC-GM-Wuling in the era of new energy vehicles, emphasizing the importance of intelligent manufacturing and technological innovation in redefining production relationships and enhancing competitiveness [1][3]. Group 1: Company Overview - SAIC-GM-Wuling was established in 2002, evolving from a local state-owned enterprise to a modern company through strategic investments [3]. - As of August 2023, the cumulative sales of SAIC-GM-Wuling exceeded 1 million vehicles, with a year-on-year growth of 15%, and over 56% of these being new energy vehicles, surpassing the industry average [3][4]. Group 2: Technological Innovation - The company has been investing in new energy vehicles since a decade ago, collaborating with various academicians to achieve significant technological advancements [4]. - The "125" project aims to establish a comprehensive development framework for new energy vehicles, including one laboratory, two product groups of one million units each, and five hundred billion yuan industry clusters [4]. Group 3: Manufacturing Strategy - SAIC-GM-Wuling has pioneered an intelligent island-style manufacturing system, which allows for flexible production lines that can adapt to various vehicle models, significantly reducing costs and improving efficiency [5]. - The company emphasizes a collaborative approach with partners like Huawei, DJI, and CATL, focusing on co-creation rather than traditional buyer-supplier relationships [5][6]. Group 4: Export Strategy - The company ranks seventh among domestic brands in overseas market scale, with a target of exporting 500,000 vehicles annually [7][8]. - SAIC-GM-Wuling has established a manufacturing base in Indonesia, which has become profitable and serves as a key hub for expanding into Southeast Asian markets [8][9]. Group 5: Product Development - The upcoming Starry 730 model will feature a flexible chassis with options for fuel, pure electric, and hybrid power, catering to diverse customer needs [9][10]. - The company is also focusing on series production to balance traditional market demands with the transition to new energy vehicles [10]. Group 6: Corporate Social Responsibility - SAIC-GM-Wuling has initiated the "Benevolence Fund" to improve rural healthcare services, with a cumulative donation of 125.8 million yuan by 2025, benefiting over 10 million people [11]. - The company has engaged in various social initiatives, enhancing its corporate image and societal impact [11].

Core Insights - The automotive parts industry in China is experiencing growth driven by the increasing penetration of electric vehicles, which reached 44.3% in the first half of 2025, alongside the acceleration of smart technology and international market expansion [2] - Companies are actively seeking new growth points in emerging fields while enhancing supply chain management and production efficiency to mitigate rising raw material costs and intensifying market competition [2] Group 1: Company Performance - Weichai Power achieved revenue of 113.15 billion yuan, a year-on-year increase of 0.59%, with net profit of 5.64 billion yuan, down 4.4% [3] - Huayu Automotive reported revenue of 84.68 billion yuan, up 9.55%, and net profit of 2.88 billion yuan, up 0.72%, with a significant increase in orders for new energy vehicles [4] - Top Group's revenue reached 12.935 billion yuan, a 5.83% increase, but net profit fell by 11.08% due to high accounts receivable [4] - Fuyao Glass recorded revenue of 21.447 billion yuan, up 16.94%, and net profit of 4.805 billion yuan, up 37.33%, driven by high-value products [5] Group 2: Battery and Electric Drive Sector - CATL reported revenue of 178.886 billion yuan, a 7.27% increase, with net profit of 30.485 billion yuan, up 33.33% [6] - Guoxuan High-Tech achieved revenue of 19.394 billion yuan, up 15.48%, and net profit of 367 million yuan, up 35.22% [6] - The solid-state battery sector is gaining traction, with companies like Guoxuan High-Tech establishing pilot lines and planning for mass production [7] Group 3: Intelligent Configuration and Market Trends - The penetration rate of automotive combination auxiliary driving functions rose to 32% in the first half of 2025 [9] - Desay SV reported revenue of 14.644 billion yuan, a 25.25% increase, with net profit of 1.223 billion yuan, up 45.82% [10] - Horizon achieved revenue of 1.567 billion yuan, a 67.6% increase, driven by significant growth in product and solution sales [10] Group 4: Traditional Parts and Market Dynamics - The domestic multi-cylinder diesel engine sales reached 2.1541 million units, a 3.84% increase in the first half of 2025 [12] - Dong'an Power reported revenue of 2.479 billion yuan, a 25.72% increase, with a net profit turnaround due to increased automatic transmission orders [13] - The tire industry showed steady growth, with significant export increases, although profit margins are under pressure due to raw material price fluctuations [14]

Core Viewpoint - Shandong Weifang has achieved high-quality development through innovation, coordination, green initiatives, openness, and sharing, as illustrated by various success stories in the region [1][2]. Innovation - Weifang's Fukun Group transforms limestone into metformin hydrochloride tablets, with a production capacity of approximately 6 billion tablets annually, showcasing a significant profit increase from 70 yuan per ton of limestone to 60 million yuan per ton of tablets [3][4]. - The company has established a deep integration of production, education, research, and application, collaborating with China Pharmaceutical University to develop advanced drug delivery systems [3][4]. Coordination - The agricultural sector in Shouguang, Weifang, has seen a rise in domestic vegetable seed market share from 54% to over 70%, with 290 self-developed vegetable varieties [6][7]. - The integration of cooperative models has led to increased income for farmers, with average annual income rising from under 50,000 yuan to over 200,000 yuan [7]. Green Initiatives - Weifang has implemented ecological restoration projects, reducing soil salinity from 7‰ to 3‰ and creating a green coastal ecological corridor [8][9]. - The city has invested over 1 billion yuan in various restoration projects, improving air quality and water quality significantly [9]. Openness - Weifang's Weichai Power has successfully delivered 1,500 sets of its "Golden Powertrain" system to Southeast Asia, breaking reliance on foreign technology [10]. - The city has seen a 7.6% increase in foreign trade, reaching 91.74 billion yuan in the first quarter of the year [10]. Sharing - Weifang has established a "15-minute health service circle," enhancing access to healthcare through a network of connected rural health facilities [11][12]. - The city has achieved a 67.29% share of primary care in its healthcare system, with high patient satisfaction rates [13].

Core Viewpoint - Shandong Weifang has achieved high-quality development through innovation, coordination, green initiatives, openness, and sharing, as illustrated by various success stories in the region [1][2][14]. Innovation - Weifang's Fokang Group transforms limestone into metformin hydrochloride tablets, with a production capacity of approximately 6 billion tablets annually, showcasing a significant profit increase from 70 yuan per ton of raw material to 60 million yuan per ton of finished product [3][4]. - The company has established a deep integration of production, education, research, and application, collaborating with China Pharmaceutical University to develop advanced controlled-release formulations [3][4]. Coordination - The agricultural sector in Shouguang, Weifang, has seen a rise in domestic seed varieties, with local seeds now accounting for over 70% of the market share, significantly reducing costs for farmers [6][7]. - The total agricultural output value in Weifang reached 1358.7 billion yuan in 2024, with vegetable production exceeding 14 million tons, ranking first in the nation [7]. Green Initiatives - Weifang has implemented ecological restoration projects, reducing soil salinity from 7‰ to 3‰ and creating a green coastal ecological corridor, with over 10 billion yuan allocated for restoration efforts [8][9]. - The air quality index improved by 8.2% year-on-year, with 128 days of good air quality recorded in the first half of the year [9]. Openness - Weifang's Weichai Power has successfully delivered 1,500 sets of its independently developed "Golden Powertrain System" to Southeast Asia, breaking reliance on foreign technology [10]. - The city's foreign trade reached 91.74 billion yuan in the first quarter of the year, marking a 7.6% increase compared to the previous year [10]. Sharing - Weifang has established a "15-minute health service circle," enhancing access to healthcare through a network of village clinics connected to county hospitals, significantly improving patient care [11][12]. - The city has achieved a 67.29% share of primary care in its healthcare system, with a focus on proactive health management and chronic disease care [13].

（文章来源：证券时报网） | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 231.41 | 3272.19 | 14.14 | 0.00 | 联储证券股份有限公司成 | 联储证券股份有限公司成 | | | | | | 都洗面桥街证券营业部 | 都洗面桥街证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 两融数据显示，该股最新融资余额为25.33亿元，近5日增加1.79亿元，增幅为7.59%。 据天眼查APP显示，潍柴动力股份有限公司成立于2002年12月23日。注册资本871567.1296万人民币。 （数据宝） 9月16日潍柴动力大宗交易一览 潍柴动力9月16日大宗交易平台出现一笔成交，成交量231.41万股，成交金额3272.19万元，大宗交易成 交价为14.14元。该笔交易的买方营业部为联储证券股份有限公司成都洗面桥街证券营业部，卖方营业 部为联储证券 ...

证券日报网讯潍柴动力9月16日发布公告，在公司回答调研者提问时表示，国内商用车及工程机械行业 的新能源渗透率不断提高，公司也已做好新能源动力业务的充分布局。今年上半年，公司新能源动力业 务实现收入12.1亿元，同比增长37%。在此基础上，公司下半年将加速市场开拓与产品交付，预计全年 业务收入实现同比翻番以上增长。从产品布局角度而言，公司已完成电池、电机、电控等产品的全面布 局，产品性能居于行业领先地位；从客户拓展角度而言，公司已实现集团内外客户的全面对接，配套率 实现持续提升。 （文章来源：证券日报） ...

证券日报网讯潍柴动力（000338）9月16日发布公告，在公司回答调研者提问时表示，今年上半年，公 司M系列大缸径发动机销售超5000台，同比增长41%；其中数据中心市场销售近600台，同比增长近5 倍。M系列大缸径发动机整体量价提升明显，对公司利润贡献显著加大。公司预计行业将保持高景气度 发展，公司将积极开拓国内外战略客户，加速抢占数据中心等重点高端市场，持续推动产品结构优化， 进一步提升市场份额和盈利能力。 ...