高盛：潍柴动力-2025 年 TechNet 中国会议关键要点：6 月可能成为政策影响的关键节点

22 May 2025 | 7:11PM HKT Weichai Power (000338.SZ): TechNet China 2025 — Key Takeaways: June will likely be the checkpoint for the policy impact Presenters: Ms. Li Wang, Board Secretary Bottom Line: We hosted Weichai's Board Secretary on May 22 at GS TechNet China in Shanghai. Key takeaways include: 1) on-track sales of large-bore engines with reiterated full-year target and positive development in blended ASP; 2) Weichai sees tariff impact mainly reflected in the timing of delivery for the large-bore engin ...