股票简称：ST 云动 股票代码：000903 编号：2025—041 号 昆明云内动力股份有限公司 本公司及董事会全体成员保证本公告内容的真实、准确和完整，对公告中的虚假记载、误导性 陈述或者重大遗漏负连带责任。 特别提示： 1、昆明云内动力股份有限公司（以下简称"公司"）于 2025 年 7 月 8 日收到中国 证券监督管理委员会云南监管局（以下简称"云南证监局"）出具的《行政处罚事先告 知书》（〔2025〕2 号），根据《深圳证券交易所股票上市规则》第 9.8.1 条第八项规 定，公司股票自 2025 年 7 月 10 日开市起被实施其他风险警示。 2、根据《深圳证券交易所股票上市规则》第 9.8.6 条规定，公司因触及第 9.8.1 条第八项情形，股票交易被实施其他风险警示期间，应当至少每月披露一次差错更正进 展公告，直至披露行政处罚决定所涉事项财务会计报告更正公告及会计师事务所出具的 专项核查意见等文件。 一、被实施其他风险警示的原因 公司于 2025 年 7 月 8 日收到云南证监局出具的《行政处罚事先告知书》（〔2025〕2 号）， 根据《行政处罚事先告知书》认定的情况，公司披露的 2021 年度 ...

格隆汇7月31日丨ST云动(000903.SZ)于投资者互动平台表示，目前公司非道路发动机产品在徐工机械的 配套销量较小。发动机作为中间产品，公司不知配套公司发动机的工程机械产品的详细销售区域。 ...

New Stock Issuance - New stock issued by Dingjia Precision at a price of 11.16 on July 22, 2025[1] - ST Kelly's tender offer period is from July 17 to August 15, 2025[1] - ST Zitian and other companies have also announced new stock issuances[1] Market Alerts - Significant abnormal fluctuations reported for several stocks including Guangshengtang and Huayin Power[1] - Multiple companies have disclosed announcements regarding stock performance and market activities[1] - The report includes links to detailed announcements for various stocks, indicating ongoing market monitoring[1]

New Stock Issuance - The new stock issued by Hanguo Group is priced at 15.43 RMB per share[1] - The subscription period for the tender offer of ST Kelly is from July 17, 2025, to August 15, 2025[1] Abnormal Fluctuations - Several stocks, including ST Zitian and Guangshengtang, have reported severe abnormal fluctuations[2] - The announcement links for stocks experiencing abnormal fluctuations are provided for investor reference[2] Market Updates - A total of 30 stocks have been listed for trading updates, with various announcements made between July 15 and July 21, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1]

Investment Rating - The report indicates a positive investment outlook for the equipment manufacturing industry, particularly in engineering machinery and automotive sectors, suggesting continued growth and resilience in these areas [1][2][3]. Core Insights - Engineering machinery sales are on an upward trend, with domestic sales of 12 types of machinery showing a year-on-year increase of 9% in June, particularly driven by excavators which saw a growth of 6.2% [2][3]. - The automotive market is also experiencing growth, with average daily retail sales of passenger cars increasing by 11% year-on-year in the second week of July, supported by promotional activities and strong export growth [2][3]. - In the photovoltaic sector, silicon wafer prices have risen, but there are concerns about weak downstream demand and potential downward pressure on prices in the second half of the year [2][3]. Market Performance Review - From July 14 to July 18, the indices for machinery equipment, electric power equipment, and automotive sectors increased by 2.91%, 0.57%, and 3.28% respectively, ranking 4th, 15th, and 3rd among 31 primary industries [7][8]. - The top-performing sub-sectors included commercial vehicles with a rise of 5.98% and other power equipment up by 4.76%, while photovoltaic equipment saw a decline of 2.01% [8]. Industry News and Key Company Announcements - A new low-carbon data center project in Ulanqab has commenced operations, marking a significant step in integrating renewable energy with data center operations [17]. - The launch of a new humanoid robot with a hot-swappable battery system by UBTECH aims to enhance productivity in smart manufacturing [17]. - Guizhou's green electricity trading volume has surged by 224% year-on-year in the first half of the year, reflecting the province's commitment to developing renewable energy sources [17].

Core Viewpoint - The strategic cooperation between Skyworth Auto and Mulei Shunda for 500 electric heavy trucks marks a significant step towards promoting green logistics and showcases the technological strength and commitment of Skyworth Auto in the electric vehicle sector [3][6][16]. Group 1: Strategic Cooperation and Deliveries - Skyworth Auto signed a strategic cooperation agreement with Mulei Shunda for 500 electric heavy trucks, with the first batch of 100 units delivered [3][6]. - The electric trucks are designed to replace traditional diesel trucks, addressing high fuel consumption and emissions, thus supporting the transformation of regional logistics companies [6][10]. Group 2: Market Trends and Projections - The Chinese electric heavy truck market is rapidly expanding, with projected sales reaching 82,500 units in 2024, a year-on-year increase of 136%, and a penetration rate exceeding 10% [8]. - By the first quarter of 2025, sales are expected to hit 30,000 units, reflecting a 176% year-on-year growth, driven by policies promoting the transition from diesel to electric [8]. Group 3: Technical Features and Advantages - The NJL4250KEKBEV model features zero emissions, high reliability, and low energy consumption, tailored for efficient logistics [10][11]. - The trucks utilize advanced components, including top-tier batteries, and employ intelligent algorithms to enhance performance in complex conditions [11][12]. - Equipped with dual-gun 400A fast charging and optional triple-gun charging, the trucks significantly reduce charging time, improving operational efficiency [13]. Group 4: Collaboration and Future Outlook - The delivery event signifies a deepening partnership between Skyworth Auto and local governments and enterprises, laying a solid foundation for future market expansion in Xinjiang and nationwide [16][18]. - Skyworth Auto aims to leverage innovative technology to drive green development and contribute to the low-carbon transformation of the logistics industry, aligning with national carbon neutrality goals [20].

股票简称：ST 云动 股票代码：000903 编号：2025—040 号 昆明云内动力股份有限公司（以下简称"公司"）（股票简称：ST 云动， 股票代码：000903）股票交易价格连续三个交易日（2025 年 7 月 15 日-2025 年 7 月 17 日）收盘价格跌幅累计偏离值达到 15.29%。同时，公司股票连续一个交 易日（2025 年 7 月 17 日）与前五个交易日的日均换手率比值达 142.66 倍，且 累计换手率达 20.64%，根据《深圳证券交易所交易规则》的相关规定，属于股 票交易异常波动。 二、关注、核实情况 根据相关规定，公司董事会与公司控股股东及实际控制人就相关问题进行了 必要核实，现对有关核实情况说明如下： 昆明云内动力股份有限公司 关于股票交易异常波动公告 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。 一、股票交易异常波动的情况介绍 1、公司于 2025 年 1 月 11 日披露了《关于公司收到中国证券监督管理委员 会立案告知书的公告》（2025-005 号），因公司涉嫌信息披露违法违规，根据 《中华人民共和国证券法》《中华人民 ...

Group 1 - The core viewpoint of the article emphasizes the strategic partnership between Yunnei Power and Bosch, focusing on collaboration in engine technology innovation and sustainable development [1] - Both parties acknowledged significant achievements in industrial collaboration, product technology innovation, and strategic cooperation, aiming to enhance engine technology and product reliability [1] - The visit by Bosch's Wang Weiliang is aimed at solidifying the long-term strategic partnership and exploring deeper cooperation in engine technology innovation and market expansion [1] Group 2 - The article highlights the competitive landscape in the diesel engine market, with Weichai selling 380,000 units and Yuchai surpassing 300,000 units, while Yunnei and Quanchai are vying for the third position [5] - It mentions the introduction of the JAC T8 Jinqing version as a new benchmark in the 100,000-level pickup market, featuring standard automatic parking and electric power steering [5] - Zhongtong Bus is projected to achieve a net profit of 210 million yuan in the first half of the year, reflecting a significant increase of 90% [5]

Core Viewpoint - Foton Aoling's sales data for Aoling Zhiluan new energy products shows a remarkable growth in the first half of 2025, indicating strong market performance in the new energy light truck segment [1][2]. Group 1: Sales Performance - In the first half of 2025, Aoling Zhiluan's market sales growth reached 607.7%, ranking first in the new energy light truck market [1][2]. - The sales growth for May 2025 was an astonishing 2184%, while June 2025 saw a growth of 494.3% [1][2].

Core Viewpoint - The internal combustion engine market in China is experiencing growth, with significant increases in both sales and production, particularly in the commercial vehicle sector, indicating a recovery trend in the industry [1][6][22]. Summary by Sections Internal Combustion Engine Sales - In June 2025, China sold 4.181 million internal combustion engines, marking a month-on-month increase of 3.38% and a year-on-year increase of 6.24%. The cumulative sales from January to June reached 25.185 million units, reflecting a year-on-year growth of 11.75% [1]. - The commercial vehicle market is recovering, with multi-cylinder diesel engines also showing positive growth. In June, 167,400 multi-cylinder diesel engines were sold, representing a month-on-month increase of 7.16% and a year-on-year increase of 16.08% [1]. Diesel Engine Sales - In June 2025, diesel engine sales reached 414,400 units, with a month-on-month growth of 3.36% and a year-on-year growth of 5.99%. The cumulative sales for the first half of the year totaled 2.664 million units, showing a year-on-year increase of 4.12% [2]. Multi-Cylinder Diesel Engine Performance - The multi-cylinder diesel engine market saw sales exceed 2.154 million units in the first half of 2025, with a year-on-year growth of 4%. In June, sales were 329,700 units, with a month-on-month increase of 3.28% and a year-on-year increase of 9.74% [5][6]. Commercial Vehicle Production and Sales - In June 2025, the production and sales of commercial vehicles reached 354,000 and 369,000 units, respectively, with month-on-month increases of 5.3% and 10.3%, and year-on-year increases of 7.1% and 9.5%. Cumulative sales for the first half of the year were 2.099 million units, reflecting a year-on-year growth of 4.7% [6]. Leading Companies in Multi-Cylinder Diesel Engine Sales - The top ten companies in multi-cylinder diesel engine sales accounted for 77.84% of total sales in the first half of 2025. Leading companies included Weichai, Yuchai, and Yunnei, with Weichai maintaining the highest cumulative sales of 376,500 units [10][16]. Monthly Sales Leaders - In June, Yuchai led the monthly sales of multi-cylinder diesel engines with 52,600 units sold, followed by Weichai with 46,000 units and Yunnei with 34,300 units. Most companies reported month-on-month growth [8][15]. Cumulative Sales Data - Cumulative sales data for the first half of 2025 showed that Weichai sold 376,500 units, Yuchai sold 308,000 units, and Yunnei sold 193,200 units, with respective market shares of 17.48%, 14.30%, and 8.97% [10][12].