底气一：技术深耕，以敏捷研发对抗市场内卷 面对城配物流高效化、冷链运输大马力化的需求裂变，全柴依托中小缸径内燃机领域40年技术积淀，构建了行业敏捷的研发响应体系。 从经济型主力机型Q23/Q25，到升级版Q23A（扭矩提升至350牛米）、Q25A（扭矩达450牛米），再到高端智威动力H20、H25、 H33系列，全柴产品矩阵已实现轻卡动力全覆盖。 行业首创专利技术Q平台二气门国六产品B10寿命达60万公里，产品年销量达10万台，累计销量已突破40万台，是全柴研发实力的展 现，Q25A发动机采用里卡多双涡流燃烧技术，在快递运输实测中的百公里油耗相比同类竞品有1L的优势，而450牛米大扭矩，则进一 步保障了车辆在市区的频繁启停不乏力。 当轻卡行业陷入同质化竞争漩涡，国家层面重拳整治"内卷式"恶性价格战时，在动力端全柴给出了自己的破局答案：反"内卷"的本质不 是参与消耗战，而是以研发创新、极致品质与暖心服务构筑客户价值护城河。在近日举办的"皖众一心加油干 乘势而上赢未来"安徽代表 处商学会成立大会上，全柴动力副总经理於中义系统阐述了赋能产业链的三重底气。 全柴Q25A 智威H25A以四气门设计+博世1800bar高 ...

Group 1 - Yunnei Power has received an administrative penalty notice from the Yunnan Securities Regulatory Bureau and is actively addressing the regulatory requirements by organizing financial and auditing departments to rectify the issues mentioned in the notice [1] - The company is currently operating normally and is focusing on developing emerging business projects centered around smart manufacturing and green manufacturing, with initial sales of intelligent delivery vehicles and smart agricultural machinery [1] - To enhance its sustainable operational capacity, Yunnei Power is implementing multiple measures to improve its current passive business situation [1] Group 2 - In the traditional internal combustion engine sector, Yunnei Power is refining its marketing strategies and brand differentiation for diesel engines, aiming to expand its market presence [2] - The company is increasing the installation ratio in the existing market for non-road diesel engines and transitioning towards larger horsepower engines while exploring new markets such as agricultural machinery and international exports [2] - In the field of new energy powertrains, Yunnei Power is accelerating the development of gasoline and natural gas range-extended powertrains and hydrogen fuel cell powertrains, aiming for breakthroughs in the new energy market [2] Group 3 - On the international front, Yunnei Power is focusing on Southeast Asia, Africa, South America, and the Middle East to enhance its export capabilities and expand its international market presence [3] - The recent administrative penalty has negatively impacted the company's image, but it is expected to drive improvements in governance, internal control, and management standards, ultimately benefiting the company's long-term sustainable development [3] - The company plans to use this opportunity to continuously improve its internal governance system and enhance the quality of financial reporting and operational standards [3]

Core Insights - The article highlights the digital transformation of Anhui Quanchai Power Co., Ltd., showcasing its implementation of smart manufacturing through 5G and industrial internet technologies [1][3]. Group 1: Digital Transformation - Quanchai Power has integrated 11 5G indoor distribution systems to manage data flow across five production lines, allowing workers to interact with information without leaving their stations [1]. - The company has established a smart manufacturing platform that encompasses equipment, network, platform, and application layers, supported by digital twin technology for three-dimensional visualization of factory operations [3]. Group 2: Production Efficiency - The production line is designed with a cycle time of 75 seconds, with alerts triggered by millisecond-level discrepancies, ensuring product consistency and reliability [1]. - The use of RFID technology enables automatic switching of production parameters for different products, facilitating seamless production changes and comprehensive data collection for quality tracking and design optimization [1][3]. Group 3: Sales Performance - In the first quarter of this year, Quanchai's engine sales increased by 15% year-on-year, with overseas exports rising by 50% [3]. Group 4: Industry Context - Anhui province is leading in the digital transformation of manufacturing, with numerous successful cases, including Quanchai, contributing to a new industrialization path [3][4]. - In 2024, Anhui ranked first in the number of typical cases for manufacturing digital transformation and first in industrial internet platform innovation applications [4].

Core Insights - The internal combustion engine industry is undergoing unprecedented changes against the backdrop of a global energy restructuring and evolving market demands [1][7] - The market is experiencing a complex trend of "month-on-month decline and year-on-year growth" as reported by the China Internal Combustion Engine Industry Association [1][2] Market Performance - In May 2025, the internal combustion engine market saw a sales volume of 4.1561 million units, reflecting a month-on-month decline of 6.74% but a year-on-year increase of 12.31% [2] - Cumulative sales from January to May reached 21.6427 million units, with a year-on-year growth of 16.36%, indicating resilience amid economic recovery [2] Fuel Type Analysis - Diesel engine sales in May were 401,000 units, down 16.46% month-on-month but up 1.47% year-on-year; gasoline engine sales were 3.7496 million units, with a month-on-month decline of 5.56% but a year-on-year increase of 13.57% [3] - Cumulative data for January to May shows diesel engine sales at 2.2494 million units (3.77% growth) and gasoline engine sales at 19.3636 million units (17.99% growth) [3] Application Segmentation - In May, various application sectors showed distinct performance: passenger vehicles grew by 10.37%, commercial vehicles by 1.87%, agricultural machinery by 3.50%, and marine applications surged by 20.20% [3] - The growth in the passenger vehicle market is attributed to rising consumer purchasing power and upgrades in automotive consumption [3] Industry Concentration - The market concentration is increasing, with leading companies like Weichai and Yuchai holding 77.36% of the multi-cylinder diesel engine market [4] - China has become the largest and most complete internal combustion engine manufacturing country globally, producing approximately 80 million new units annually during the 14th Five-Year Plan [4] Technological Innovations - Significant advancements in emission standards and thermal efficiency have been achieved, with diesel engines improving by about 50% and gasoline engines reaching 40%-42% efficiency [4] - Innovations in alternative fuels, such as natural gas and methanol, are paving new paths for energy conservation and emission reduction [4][5] Green Transition - Innovations in gas engine technology, such as advanced combustion control and efficient energy conversion systems, are driving the industry towards a greener and more sustainable future [5][7] - New products like the 20M61 engine and the WP13 methanol engine showcase the industry's competitive edge in high-end power generation and green energy solutions [6] Future Opportunities - The internal combustion engine industry faces both challenges and opportunities, with a need for increased investment in green energy technologies and diversified fuel applications [8] - The integration of smart technologies into internal combustion engine products is expected to enhance performance and efficiency, meeting diverse application needs [8]

6月30日，潍柴动力连续3个交易日下跌，区间累计跌幅-2.53%。潍柴动力股份有限公司成立于2002年, 由原潍坊柴油机厂作为主发起人、联合境内外投资者发起设立,是中国内燃机行业首家在香港H股上市的 企业,也是首家通过换股吸收合并方式实现"H to A"两地上市的企业。 财报显示，易方达基金旗下易方达沪深300发起式ETF为潍柴动力前十大股东，今年一季度减持。今年 以来收益率1.31%，同类排名2269(总3428)。 | 阶段涨幅 | 季度涨幅 年度涨幅 | | | | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | 2.38% | 3.30% | 2.34% | 1.31% | 1.319 | | 同类平均 3 | 3.28% | 4.25% | 2.66% | 5.17% | 5.179 | | 沪深300 | 2.03% | 2.50% | 1.25% | 0.03% | 0.039 | | 跟踪标的� | 2.03% | 2.50% | 1.25% | 0.03% | 0.039 | ...

6月20日，以"绿动丝路 携手疆来"为主题的潍柴矿山动力第二代产品推介会在新疆昌吉举行，中国工程机械工业协会秘书长吴培国 受邀参会，会上展出的多元燃料矿山动力产品中，首台潍柴WP17T甲醇矿用挖掘机动力正式交付新疆某矿业企业。这是继5月9日新 品发布会后，潍柴第二代矿山动力首次面向市场推介，标志着其绿色矿山解决方案进入实际应用阶段，助推绿色矿山建设迈出了坚 实一步。 作为我国四大煤炭产区之一，新疆在"双碳"目标下正加速推进绿色矿山建设。潍柴推出的自主可控多元燃料动力解决方案覆盖传统 能源、清洁能源、新能源全场景应用，可靠性高、经济舒适、绿色环保，将为新疆矿山高质量发展注入澎湃新动能，为绿色丝绸之 路建设贡献潍柴力量。 甲醇动力首单落地新疆 在"双碳"目标驱动下，新疆正积极推进构建科技含量高、资源消耗低、环境污染低的绿色矿业发展模式。作为国内内燃机领域的知 名企业，潍柴持续响应国家战略，全面布局低碳、零碳多元矿山动力产品。 此次推介会上，潍柴携WP14T增程发动机、WP16NG天然气发动机及动力电池为代表的低碳、零碳多元矿山动力产品悉数亮相新疆 昌吉。这些产品具有可靠、节能、智慧、绿色等优势，展现出潍柴强大的燃 ...

现场，潍柴同步展出了WP17T甲醇发动机、WP16NG天然气发动机等矿山动力产品。这些产 品是潍柴应对智慧绿色矿山提出的解决方案，融合了潍柴先进的柴油发动机技术与高效电驱动 技术，核心本体三大件提升效率、降低油耗。 值得一提的是，此次现场交付的WP17T甲醇发动机是潍柴历时10年、累计研发投入1.2亿 元，为宽体自卸车精心打造的满足长时间无故障运行的专用甲醇发动机。期间，解决了低温起 动、腐蚀、机油乳化、早燃爆震等10余项行业难题，申报专利120多项。 该发动机最大功率650Ps，最大扭矩2900N·m，最低醇耗410g/kW·h，适配宽体自卸车、 矿用挖掘机等细分领域，具有可靠性高、经济性优、维保周期长、绿色减排等优势。 6月20日，以"绿动丝路 携手疆来"为主题的潍柴矿山动力第二代产品推介会，在新疆昌吉举 行。会上，潍柴第二代矿山动力新品集中亮相，同时首台甲醇矿用挖掘机动力交付当地大客 户。这是继5月9日潍柴第二代矿山动力新品发布会之后开展的首次推介会，标志着潍柴矿山 动力新产品全面推向市场，助推绿色矿山建设迈出了坚实一步。 助推行业破局 第二代矿山动力产品自主可控 随着新疆智慧矿山建设的深入推进，矿山行 ...

新产业革命、技术革命下，中国工程机械行业以及矿山设备领域，正处于多领域创新变革、多产业融合发展的新阶段，动力产品和解决方案的边界正在 逐步扩大。聚焦用户价值与行业转型升级，潍柴矿山动力第二代产品推介会在乌鲁木齐举行。活动现场，潍柴集中展示了传统柴油动力、混动矿卡动力、甲 醇发动机、燃气动力、纯电动力、氢内燃机等多元能源动力，为工程机械行业提供了自主可控的中国动力绿色解决方案。 第二代宽体自卸车专用动力应势而生 当前，随着矿山作业安全要求的不断提高，以及绿色矿山建设要求的不断深入，矿用设备大型化、无人化、低碳化逐渐成为新的发展趋势。并且矿用设 备的变化也带来了矿用动力需求的发展变化，宽体自卸车发动机也必然向大型化、混动、清洁燃料、纯电等方向快速发展。 作为中国装备制造业领军企业，潍柴深耕内燃机行业近80年，在发动机研发制造领域积淀了深厚的技术底蕴，形成了全球功率最全、产品覆盖最广的全 系列全领域发动机产品布局。在工程机械领域，国内市占率稳居第一。其中，宽体自卸车市场份额潍柴常年保持在80%以上，为矿山作业提供了澎湃的中国 动力。 近年来，中国矿山运输对设备大型化、高运输效率的需求越来越迫切，宽体自卸车吨位需求正 ...

Core Viewpoint - The development of diversified fuel technologies for internal combustion engines (ICE) is recognized as a key pathway for the automotive industry's low-carbon transition, with a focus on carbon-neutral fuels becoming a new focal point for industry development [1][4]. Group 1: Breakthroughs and Innovations - The successful ignition of E-fuel in a domestic trial marks a significant milestone in China's application of zero-carbon fuel technology in the automotive sector [3]. - The collaboration between industry, academia, and research institutions is essential for driving innovation in low-carbon technologies for ICE, with various alternative fuel technologies such as hydrogen, ammonia, methanol, and E-fuel being explored [4][5]. Group 2: Industry Collaboration and Development - The establishment of the New Energy Internal Combustion Engine Alliance in 2023 aims to enhance collaboration among automotive companies and industry stakeholders, focusing on potential assessments and development trends in new energy ICE [6]. - The alliance plans to create a comprehensive evaluation capability and industry influence by 2025, promoting the commercialization of new energy ICE and addressing challenges in certification, policy guidance, and application [6]. Group 3: Future Directions and Goals - The integration of E-fuel with existing ICE technologies is expected to provide new avenues for achieving zero-carbon transitions in the automotive industry, emphasizing the importance of a collaborative innovation ecosystem [5][6]. - The ongoing technological advancements in ICE, alongside the application of low-carbon and green fuels, are anticipated to inject new momentum into the global automotive industry, aiding in the acceleration of carbon neutrality goals in the transportation sector [8].

据中内协会发布的数据显示，2025年5月，我国内燃机销售415.61万台，环比下降6.74%， 同比增长12.31%；1-5月，累计销量2164.27万台，同比增长16.36%。5月，内燃机市场的 走势与4月非常相似，依然是环比有所下滑，同比则实现较快增长。 与商用车市场密切相关的商用车用多缸柴油机，表现有所回暖，环比虽还是下滑，但是同比实 现了增长。2025年5月，商用车用多缸柴油机销售15.62万台，环比下降10.52%，同比增长 3.47%；1-5月，累计销量85.53万台，同比增长0.13%，月销量及累计销量增速均较上月实 现由负转正。 柴油机：1-5月销225万台 同比增长4% 2025年5月，国内柴油机销售40.10万台，环比下降16.46%，同比增长1.47%；1-5月，柴 油机累计销售224.94万台，同比增长3.77%，与1-4月相比累计增幅略有下降。5月，柴油机 的走势与4月类似，均是环比下降，但同比实现了增长。 下面来看看各家动力企业的表现。 多缸柴油机：1-5月销超182万台 潍柴33万 5月份，我国商用车产销分别完成33.6万辆和33.5万辆，环比分别下降7.4%和8.8%，产量同 ...