Group 1 - The company has announced that some of its bank accounts have been frozen by the Kunming City Guandu District People's Court due to a contractual dispute with Suzhou Mingzhi Technology Co., Ltd [1][2] - The total amount frozen is 36 million yuan, which represents 1.89% of the company's most recent audited cash funds and 2.19% of its most recent audited net assets, indicating that the impact is relatively minor [2] - The company confirms that its production and operations are continuing normally and that the frozen accounts do not affect its daily operations, as they are not the main accounts [2] Group 2 - The freezing of the accounts is a procedural measure in the normal litigation process and does not represent a judgment on the substantive rights and obligations of the parties involved [2] - The dispute arises from a purchase agreement for D series engine aluminum alloy cylinder head products, where the parties have not reached an agreement on warranty claim costs despite multiple communications [2] - The company plans to actively respond to the lawsuit and assert its legal rights through counterclaims, aiming to resolve the account freeze as soon as possible [2]

Core Insights - The sales of diesel engines in China for July 2025 reached 367,200 units, showing a month-on-month decline of 11.39% but a year-on-year increase of 6.68% [1] - Cumulatively, from January to July 2025, diesel engine sales totaled 3.0322 million units, marking a year-on-year growth of 4.45% [1] - The commercial vehicle market experienced a decline in production and sales in July, with production at 298,000 units and sales at 306,000 units, reflecting month-on-month decreases of 15.8% and 17.1%, respectively, but year-on-year increases of 16.3% and 14.1% [1] Diesel Engine Sales Performance - In July 2025, multi-cylinder diesel engine sales were 139,400 units, down 16.71% month-on-month but up 12.84% year-on-year [7] - From January to July 2025, cumulative sales of multi-cylinder diesel engines reached 1.1621 million units, with a year-on-year growth of 3.55% [7] - The top ten companies accounted for 88.26% of total sales, showing a slight decrease compared to the previous period [7] Company Rankings and Performance - Weichai maintained its leading position with July sales of 53,900 units, achieving a month-on-month growth of 17.13% [4] - Yuchai ranked second with sales of 44,600 units, while Anhui Quanchai and Yunnei ranked third and fourth with sales of 21,000 and 19,900 units, respectively [3][4] - Cumulatively, from January to July 2025, Weichai sold 430,400 units, Yuchai 352,700 units, and Yunnei 213,100 units, with market shares of 17.61%, 14.43%, and 8.72%, respectively [6][10] Market Trends - The overall market for multi-cylinder diesel engines showed fluctuations, with most companies experiencing month-on-month declines in July [3] - The cumulative sales growth of leading companies indicates a competitive landscape, with some companies like Yuchai showing significant year-on-year growth [6][10] - The industry is facing challenges such as market saturation and increased competition, prompting companies to innovate and enhance service offerings [3]

Core Viewpoint - The domestic internal combustion engine market in China is showing positive growth trends, with significant year-on-year increases in sales, driven by favorable macroeconomic policies and rising consumer confidence [1][2][6]. Group 1: Internal Combustion Engine Sales - In July 2025, internal combustion engine sales reached 4.354 million units, marking a month-on-month increase of 4.14% and a year-on-year increase of 14.28%. Cumulative sales from January to July totaled 29.6417 million units, reflecting a year-on-year growth of 12.50% [1]. - The multi-cylinder diesel engine market saw July sales of 139,400 units, a month-on-month decline of 16.71% but a year-on-year increase of 12.84%. Cumulative sales for the first seven months reached 1.1621 million units, with a year-on-year growth of 3.55% [14]. Group 2: Diesel Engine Sales - In July 2025, diesel engine sales amounted to 367,200 units, with a month-on-month decrease of 11.39% but a year-on-year increase of 6.68%. Cumulative sales for the first seven months surpassed 3 million units, achieving a year-on-year growth of 4.45% [2]. - The multi-cylinder diesel engine segment recorded cumulative sales of over 2.4441 million units from January to July, reflecting a year-on-year increase of 4.14% [5]. Group 3: Market Performance of Key Companies - Weichai maintained its leading position in the multi-cylinder diesel engine market with July sales of 53,900 units, achieving a month-on-month growth of 17.13%. Cumulative sales for the first seven months reached 430,400 units, with a market share of 17.61% [10][11]. - Yuchai ranked second with cumulative sales of 352,700 units, showing a significant year-on-year growth of 28.90% and a market share of 14.43% [10]. - Yunnei Power and Anhui Quanchai followed, with cumulative sales of 213,100 units and 209,500 units respectively, both showing positive year-on-year growth [10][11]. Group 4: Commercial Vehicle Market - In July 2025, commercial vehicle production and sales were 298,000 units and 306,000 units respectively, with month-on-month declines of 15.8% and 17.1%, but year-on-year increases of 16.3% and 14.1% [6]. - The multi-cylinder diesel engine market for commercial vehicles saw cumulative sales of 1.1621 million units from January to July, reflecting a year-on-year growth of 3.55% [14].

股票简称：ST 云动 股票代码：000903 编号：2025—046 号 昆明云内动力股份有限公司 关于部分银行账户资金被冻结的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 昆明云内动力股份有限公司（以下简称"公司"）于近日获悉，公司部分银行账 户资金被云南省昆明市官渡区人民法院冻结，现将有关情况公告如下： 一、公司部分银行账户被冻结的基本情况 | 序 | 银行名称 | 银行账号 | 账户性质 | 账户余额 | 冻结金额 | | --- | --- | --- | --- | --- | --- | | 号 | | | | （万元） | （万元） | | 1 | 中信银行昆明 | 8111901062200531418 | 定期保证 | 5,867.00 | 3,600.00 | | | 国贸支行 | | 金账户 | | | 二、银行账户资金被冻结的原因 四、 风险提示 根据公司近期收到的法院寄送材料及公司向相关方了解的情况，上述银行账户资 金被冻结系公司与苏州明志科技股份有限公司（以下简称"明志科技"）之间的买卖 合同纠纷，明志科技向昆明市官渡区人民 ...

Core Viewpoint - The company, Kunming Yunnei Power Co., Ltd., has announced the correction of prior accounting errors and retrospective adjustments, which will affect its financial statements for the years 2021, 2022, 2023, and the first half of 2024, but will not change the profit or loss nature of the previously disclosed reports or result in negative net assets [12][13]. Group 1: Board Meeting - The 11th meeting of the 7th Board of Directors was held on August 12, 2025, with all 7 directors present, and the meeting was chaired by Chairman Yang Bo [2]. - The Board unanimously approved the proposal regarding the correction of prior accounting errors and retrospective adjustments, confirming compliance with relevant accounting standards and regulations [3][16]. Group 2: Supervisory Meeting - The 8th meeting of the 7th Supervisory Board was also held on August 12, 2025, with all 5 supervisors present, chaired by Supervisor Zhang Shihai [8]. - The Supervisory Board agreed with the Board's assessment and approval of the accounting error corrections, affirming that the adjustments do not harm the interests of the company or its shareholders [9][17]. Group 3: Accounting Error Details - The company received an administrative penalty from the China Securities Regulatory Commission for false disclosures in its 2021 and 2022 annual reports, which included inaccuracies in accounting for sales, purchases, and income recognition [13]. - The adjustments will impact specific items in the consolidated and parent company financial statements for the years 2021 to 2024, but will not alter the overall financial health of the company [12][14]. Group 4: Audit Committee - The Audit Committee reviewed and approved the proposal for correcting accounting errors on August 11, 2025, confirming that the adjustments align with accounting standards and improve the quality of financial information [15][18]. Group 5: Future Measures - The company expressed its commitment to enhancing financial oversight and training for accounting personnel to improve the quality of financial information and disclosure practices [19].

关于昆明云内动力股份有限公司 前期会计差错更正的 专项说明的审核报告 中兴华会计师事务所(特殊普通合伙) ZHONGXINGHUA CERTIFIED PUBLIC ACCOUNTANTS LLP 地址：北京市西城区阜外大街 1 号四川大厦东座 15 层 邮编：100037 电话：(010)68364878 传真：(010)68364875 目 录 昆明云内动力股份有限公司前期会计差错更正专项说明 昆明云内动力股份有限公司 （除特别说明外，金额单位为人民币元） 昆明云内动力股份有限公司（以下简称"公司"或"本公司"）于 2025 年 8 月 12 日召 开第七届董事会第十一次会议及第七届监事会第八次会议，审议通过了《关于公司前期会计差 错更正及追溯调整的议案》，同意公司根据《企业会计准则第 28 号——会计政策、会计估计 变更和差错更正》《公开发行证券的公司信息披露编报规则第 19 号——财务信息的更正及相 关披露》及《深圳证券交易所股票上市规则》等相关规定，对前期会计差错进行更正及追溯调 整，具体调整情况如下： 一、前期会计差错更正的原因 公司于 2025 年 8 月 8 日收到中国证券监督管理委员会云南监 ...

关于昆明云内动力股份有限公司 前期会计差错更正的 专项说明的审核报告 目 录 中兴华会计师事务所(特殊普通合伙) ZHONGXINGHUA CERTIFIED PUBLIC ACCOUNTANTS LLP 地址：北京市西城区阜外大街 1 号四川大厦东座 15 层 邮编：100037 电话：(010)68364878 传真：(010)68364875 一、前期会计差错更正专项说明的审核报告 二、审核报告附送 1.前期会计差错更正专项说明 三、审核报告附件 1.中兴华会计师事务所（特殊普通合伙）营业执照复印件 2.中兴华会计师事务所（特殊普通合伙）执业证书复印件 3.注册会计师执业证书复印件 昆明云内动力股份有限公司前期会计差错更正专项说明 昆明云内动力股份有限公司 2021-2023 年度前期会计差错更正专项说明 （除特别说明外，金额单位为人民币元） 昆明云内动力股份有限公司（以下简称"公司"或"本公司"）于 2025 年 8 月 12 日召 开第七届董事会第十一次会议及第七届监事会第八次会议，审议通过了《关于公司前期会计差 错更正及追溯调整的议案》，同意公司根据《企业会计准则第 28 号——会计政策、会计估计 ...

（文章来源：每日经济新闻） 2024年1至12月份，ST云动的营业收入构成为：发动机行业占比96.26%，其他业务占比2.16%，电子行 业占比1.59%。 ST云动（SZ 000903，收盘价：3.1元）8月12日晚间发布公告称，公司第七届第十一次董事会会议于 2025年8月12日在公司办公大楼九楼会议室召开。会议审议了《关于公司前期会计差错更正及追溯调整 的议案》等文件。 ...

昆明云内动力股份有限公司 关于前期会计差错更正后的财务报表及相关附注 昆明云内动力股份有限公司（以下简称"公司"）于2025年8月12日召开第七届董事会第 十一次会议及第七届监事会第八次会议，审议通过了《关于公司前期会计差错更正及追溯调 整的议案》，同意公司根据《企业会计准则第28号——会计政策、会计估计变更和差错更正》 《公开发行证券的公司信息披露编报规则第19号——财务信息的更正及相关披露》及《深圳 证券交易所股票上市规则》等相关规定，对前期会计差错进行更正及追溯调整。现将公司涉 及前期会计差错更正后的财务报表及相关附注（除特殊注明外，单位均为人民币元，粗体字 数字为本次差错更正受影响数据）公告如下： 一、2021 年年度报告 （一）更正后的财务报表 1、合并资产负债表 单位：元 | 项目 | 2021 | 年 12 | 月 31 日 | 2020 年 | 12 | 月 31 日 | | --- | --- | --- | --- | --- | --- | --- | | 流动资产： | | | | | | | | 货币资金 | | | 1,669,057,989.75 | | | 2,272,586, ...

二、监事会会议审议情况 股票简称：ST 云动 股票代码：000903 编号：2025—044 号 昆明云内动力股份有限公司 第七届监事会第八次会议决议公告 本公司及监事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 一、监事会会议召开情况 昆明云内动力股份有限公司（以下简称"公司"）第七届监事会第八次会议于 2025 年 8 月 12 日在公司办公大楼九楼会议室召开。本次监事会会议通知于 2025 年 8 月 9 日分别以电子邮件、书面送达方式通知各位监事。本次会议应到监事 5 人，实际参 会监事 5 人，会议由监事会主席张士海先生主持，公司高级管理人员列席了会议。 参加会议的监事符合法定人数，监事会的召集、召开及表决程序符合有关法规及《公 司章程》的规定。 昆明云内动力股份有限公司 监 事 会 二〇二五年八月十三日 审议通过了《关于公司前期会计差错更正及追溯调整的议案》 表决结果：本议案 5 票表决，5 票同意、0 票反对、0 票弃权。 经审议，监事会认为：公司本次会计差错更正及追溯调整事项符合《企业会计准则 第 28 号——会计政策、会计估计变更和差错更正》《公开发行证券 ...