潍柴动力股份有限公司投资者关系活动记录表 证券代码：000338.SZ/2338.HK 证券简称：潍柴动力 1 编号：20250903 | | ■特定对象调研 □分析师会议 | | --- | --- | | | 媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及 | 富兰克林华美投信 邱泓瑞 | | 人员姓名 | | | 时间 2025 | 年 月 日 9 3 14:00-15:00 | | 地点 | 公司科技大楼会议室 | | 上市公司接待人 | 刘涵、赵红蕾 | | 员姓名 | 来访者在公司会议室就关注问题与公司进行了交流，随后 | | | 参观了公司科技展馆，交流主要内容包括： 1.天然气重卡发动机销售情况展望 | | | 今年上半年，天然气重卡行业国内销售 9.1 万辆，同比下 | | 降 | 16%，主要为二季度行业销量下滑所致。公司天然气发动机 | | 投资者关系活动 主要内容介绍 | 产品销量相应受到影响。 | | | 短期来看，以旧换新政策将天然气重卡纳入补贴范围中 ...

Core Viewpoint - Weichai Power (000338) anticipates that the domestic sales of natural gas heavy trucks will reach 47,000 units in Q1 2025, with a penetration rate of 31% [1] Group 1: Industry Insights - The future supply-demand balance is expected to support natural gas prices in a stable and reasonable range, enhancing the application scenarios for natural gas heavy trucks due to their low-carbon and economic advantages [1] - The penetration rate of natural gas heavy trucks is projected to continue increasing [1] Group 2: Company Strategy - The company possesses strong R&D capabilities and technical accumulation, which will help it lead in the market share of natural gas heavy truck engines [1] - A recent notice from the Ministry of Transport on March 18 regarding the "old-for-new" policy will provide subsidies for natural gas heavy trucks, further boosting the demand for gas vehicle replacements [1] - The company will continue to drive industry upgrades through product innovation and aims to further enhance its market share [1]