值得关注的是，在新能源汽车快速发展的背景下，发动机企业也开始积极探索新能源产品的研发与生产，以拓展新的业务领域和增长点。例如，潍柴动力坚 持"燃料电池、混合动力、纯电动"多路线并举，抢占新能源动力市场先机，新能源整车整机战略逐步落地。据悉，2025年3月，潍柴弗迪（烟台）新能源动 力产业园首台电池产品下线，该产业园由潍柴和比亚迪联合打造，是目前全球最大的商用车专用电池生产基地之一；4月，潍柴动力旗下陕汽重卡在潍柴 （烟台）新能源产业园，发布全自主新能源"智汇"重卡品牌。云内动力在新能源动力方面，也持续加大混动、增程式、双燃料、氢燃料电池等新能源产品的 开发推广，持续推进"智能农机项目"、"L4自动驾驶物流配送车项目"等新兴业务，助力公司转型升级。 4月一过，随着2024年报陆续出炉，汽车零部件上市公司的业绩披露情况成为市场关注的焦点，也展现出行业转型期的复杂生态。在全球汽车产业格局 深度重塑的过去一年，零部件行业加速"洗牌"。 从整个汽车行业来看，以旧换新政策的实施极大地激发了市场的消费活力。在这一波市场增长中，新能源汽车的表现格外引人注目。2025年1～3月，我国新 能源汽车产销累计完成318.2万辆和30 ...

Core Viewpoint - In 2024, Yunnei Power maintains a strong leading position in the diesel engine segment while actively pursuing transformation in traditional internal combustion engines and new energy strategies, focusing on technological innovation in diesel engines, hybrid systems, and hydrogen fuel cells, alongside developing emerging business projects centered on intelligent and green manufacturing to support the company's upgrade and sustainable development [1][6]. Group 1: Company Overview - Yunnei Power, established nearly sixty years ago, is a joint-stock listed company initiated by Yunnan Internal Combustion Engine Factory, with its actual controller being the Kunming State-owned Assets Supervision and Administration Commission [2]. - The company has solidified its position in the engine business, achieving breakthroughs in key core technologies, lightweight design, energy efficiency, and new product development, with its engine products reaching advanced domestic levels in economic efficiency, reliability, and environmental protection [2][4]. - As of December 31, 2024, the company holds 335 valid patents in the engine field, including 231 utility model patents, 68 design patents, and 36 invention patents [2]. Group 2: Product Performance and Revenue - In 2024, the company achieved a revenue of 4.731 billion yuan, with engine products generating 3.962 billion yuan, accounting for 83.75% of total revenue, while parts and other products contributed 556 million yuan, representing 11.74% [4]. - The company's diesel engines meet national emission standards, with series "90, 95, 100, 102" achieving National IV standards, showcasing excellent power, economy, and reliability [4]. - The company has established a production capacity of 850,000 engines annually, positioning it as a leader in the industry [5]. Group 3: Quality Management - The company operates under the IATF16949:2016 quality management system, ensuring product quality stability through rigorous control at every management stage, from raw material procurement to production and inspection [3]. - It has received numerous accolades, including being recognized as a national advanced typical enterprise for integrity and a benchmark enterprise for product and service quality [3]. Group 4: New Energy and Intelligent Manufacturing - The company is actively expanding its new energy business, focusing on hybrid, range-extended, dual-fuel, and hydrogen fuel cell products, aligning with the "dual carbon" strategy [6]. - In 2024, the company launched hybrid products in collaboration with major automotive manufacturers and is developing a comprehensive product system for fuel cells [6]. - The company is also advancing in intelligent manufacturing, with projects like smart rubber tapping machines and L4-level intelligent delivery vehicles, having received testing licenses for autonomous delivery vehicles in Kunming [7].

高毅资产管理产品持有人请关注并注册"高毅资产客户服务"，查询持有资产、产品净值，获取更多产品资讯。 今年3月，高毅资产资深基金经理吴任昊在公司报告会上，作了题为《航空发动机行业的投资启示》的主题分享。 他从航空发动机的第一性原理出发，拆解这一行业的底层逻辑：本质是在"不可能三角"下寻求最优解。只有以数十年维度下做"难而正确的 事"，才能在长周期中构建了近乎垄断的护城河。在投资上，他表示，要通过系统地挖掘有独特的商业模式、有显著长期价值的企业，在定 价相对不那么充分的时候把握时机。 以下内容根据吴任昊演讲实录整理： 相当于"既要马儿跑得快，又要马儿不吃草，还要马儿不睡觉"，三者兼得，这是对民用航空发动机非常特殊的要求，这也是为什么说民用航空发 动机是"工业皇冠上的明珠"。 在民用发动机领域，这三个性能指标的合格标准是怎样的？ 今天跟大家分享三个方面：一是航空发动机的第一性原理，即怎样看待这个产品？二是作为投资标的，其商业模式和竞争格局，最后是如何把对 于行业的认识转化为投资动作。 01 航空发动机： "不可能三角"下的最优解 航空发动机本质是在"不可能三角"下寻求最优解： 力求同时满足发动机最关键的三个核心性能 ...

来源：人民日报微信公众号 "白血病复发期间的困难与不便 远非几段文字能够描述 万幸被雪覆盖的道路，终于通向春天" 近日，北京理工大学机械与车辆学院 动力工程及工程热物理专业 当时的刘泽昌就立下宏愿：用技术创新锻造国之重器！ 两年后，他以优异成绩考入北理工机械与车辆学院发动机研究所，师从刘福水教授。 刘泽昌与指导老师何旭 在发动机研究所读书期间，刘福水教授指导他攻克低温冷启动技术难关；何旭老师则通过光学诊断技术 帮他开展燃烧机理研究。 当研究渐入佳境时，刘教授确诊胃癌晚期的消息击碎平静。 2021级博士生刘泽昌 两战白血病的故事，引发关注 时间回到刘泽昌大二时，一场关于发动机设计的讲座，让他见识到刘福水教授领衔的一项突破性成果， 是如何推动我国装备动力系统实现代际跨越。 这位将一生奉献给坦克发动机事业的学者，在病床上仍坚持工作，直到生命最后时刻。 "愿我国能源与动力学科早日跻身国际一流行列！祝我国早日成为设计与制造强国！"刘福水教授用生命 践行了铁甲报国的铮铮誓言。 病榻上的刘福水在指导学生 在刘福水教授的言传身教下，刘泽昌深刻认识到国家重点领域动力装备自主创新的重要性和紧迫性—— 问题摆在面前，传统发动机在高 ...

证券代码：000338.SZ/2338.HK 证券简称：潍柴动力 潍柴动力股份有限公司投资者关系活动记录表 | | ■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 | 长江证券 张永乾 | | | | | 人员姓名 | 融通基金 吴书 | | | | | | 太平洋资产 薛初 | | | | | 时间 | 年 2025 14 13:30-14:30 | 5 | 月 | 日 | | 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，交流 主要内容包括： | | | | | | 1.公司新能源业务发展规划？ | | | | | | 受政策支持、成本下降等因素推动，重卡、轻卡、工程机械 | ...

转自：前瞻产业研究院 行业主要上市公司：航发科技(600391);航发动力(600893);航发控制(000738);应流股份(603308);中航重机 (600765)等 本文核心数据：全球占比情况等 ——中国航空发动机企业实现了一定的技术突破 目前来看，国内航空发动机行业技术布局主要集中在：航空发动机材料加工、航空发动机零部件配套、 航空发动机整机制造三个领域，代表企业及具体产品布局如下。 在航空发动机方面，国内企业在航空发动机整体发展体系(大、中小航空发动机)、航空零部件制造等领 域实现了技术突破。 | 企业 | 技术突破 | | --- | --- | | 中航动力控制股份有限公司 | 完整的航空发动机燃油与控制系统专业体系。 | | 西安航空发动机(集团)有限 | 研制生产了涡轮喷气发动机、涡轮发电装置、涡轮风扇发动机、燃气轮机。 | | 公司 | | | 沈阳黎明航空发动机(集团) | 拥有以航空发动机装配、试车技术、机匣精密数控加工技术、冷辊乳无余量叶片加工技 | | 有限责任公司 | 术、特种焊接工艺技术、热喷涂表面处理技术等专长技术为支撑的十余条专业化生产线。 | | 中国南方航空工业(集团 ...

Core Viewpoint - The domestic market for large mining equipment core components, traditionally reliant on imports, is experiencing a significant shift as Weichai breaks the international monopoly on key technologies in this sector, marking a move towards self-sufficiency in the industry [1][13]. Product Features and Upgrades - Weichai's second-generation mining power products include the M series and H/T series, specifically designed for mining conditions, showcasing advancements over the first generation [3][5]. - The M series features three major platforms (M25, M33, M55) with displacement ranging from 19.6L to 87.5L and power output from 522kW to 2800kW, suitable for various large mining equipment [5][11]. - The H/T series introduces three key products (WP14T, WP15H, WP17T) that cater to wide-body dump trucks and excavators, utilizing advanced technologies to achieve over 10% lower fuel consumption compared to competitors [7][8]. Performance and Reliability - The M series products demonstrate a high-altitude adaptability of up to 5000 meters, with a comprehensive fuel consumption reduction of over 5% compared to competitors and a long overhaul cycle of 20,000 hours [5][11]. - The H/T series boasts a unique engine platform with a thermal efficiency of 53.09%, enhanced reliability, and a design margin exceeding 34%, significantly surpassing industry standards [7][8]. Green Energy Solutions - Weichai is transitioning from traditional diesel engines to diversified green power solutions, including methanol, gas, and electric engines, aligning with the industry's shift towards sustainability [8][10]. - The WP17T methanol engine, developed over 10 years with an investment of 120 million yuan, addresses multiple industry challenges and supports the green transformation of mining power [10]. Market Position and Historical Context - Weichai has established itself as a leader in the domestic equipment manufacturing sector, holding an 80% market share in the wide-body dump truck segment and a strong presence in the mining equipment market [11][13]. - The company has a history of innovation, having introduced the first domestic engine for wide-body dump trucks in 2005 and continuously adapting to market demands for larger and more efficient equipment [11][13].

对此，华丰股份与中国科学院上海硅酸盐研究所共同组建了"新型储能电池联合研发中心"，重点围绕固 态电池核心技术展开研究，并在2024年在复合聚合物固态电解质方向取得阶段性成果。在技术路径探索 方面，研发中心正尝试将卤化物体系与聚合物基质相结合，以优化离子导电性与机械强度，目前已取得 初步验证成果。 公司有关负责人表示，该技术仍处于研发初期阶段，后续成果转化与产业化路径尚存在不确定性，公司 将继续审慎推进，视研发进度适时调整资源投入。 中国汽车工业协会数据显示，今年一季度，我国重卡累计销售26.05万辆，同比下降4%，其中天然气重 卡一季度累计销售4.7万辆，同比增长4%。在重卡行业整体承压运行的背景下，天然气重卡市场需求韧 性尽显。特别是随着"以旧换新"政策将天然气重卡纳入补贴范围，天然气重卡产业链上游也迎来新机 遇。 日前，华丰动力股份有限公司(以下简称"华丰股份（605100）")召开2024年年度股东大会，《证券日 报》从会上了解到，虽然2024年以来业绩承压，但公司通过技改升级柔性产线、产业链布局等措施，正 进一步夯实主业基础，以抢抓行业机遇。 把握市场机遇升级生产线 华丰股份有关负责人对《证券日报》记 ...

证券代码：000880 证券简称：潍柴重机 潍柴重机股份有限公司投资者关系活动记录表 编号：20250512 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 活动类别 | ☑现场参观 | | | □其他（请文字说明其他活动内容） | | | 广发证券 黄晓萍 | | 参与单位名称 | 悦溪投资 李晓光 | | | 鸿道投资 赵 云 | | 及人员姓名 | 道仁资产 陈跃雄 | | | 中加基金 苗 超 | | 时间 | 2025 年 5 月 12 日 13:30-15:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 温涛、盛卫宁、柳国超 | | 员姓名 | | | | 来访者首先参观了公司大缸径材料成型中心，随后在公司会 | | | 议室就关注问题与公司进行交流，交流内容主要包括： | | | 1.简单介绍下公司 2024 年及 2025 年一季度的经营情况。 | | | 2024 年，面对复杂多变的内外部环境及竞争激烈的行业发展 | | | 态势，公司最终实现公司运行平稳发展。报 ...

Group 1 - Baichuan Energy plans to reduce its shareholding by up to 26.82 million shares, accounting for 2% of the total share capital, due to personal investment and funding needs [1] - Jinhong Gas intends to distribute a cash dividend of 1.00 yuan per 10 shares, with the record date on May 15, 2025 [2] - Jiahe Meikang's shareholder plans to reduce its stake by up to 1% of the total share capital due to liquidity needs [2][3] Group 2 - Jiadu Technology will cancel 10.20 million repurchased shares, reducing its total share capital from 2.143 billion shares to 2.133 billion shares [4] - ILE Home's shareholder plans to reduce its stake by up to 154,250 shares, accounting for 0.4778% of the total share capital, due to funding needs [5] - Lai Yifen has fully removed related batches of its honey date dumpling products from shelves due to consumer health concerns [6][7] Group 3 - CATL's vice chairman Li Ping and spouse plan to donate 4.05 million shares to Fudan University for establishing a research fund, reducing Li Ping's shareholding from 4.58% to 4.48% [8] - Shuanghuan Transmission's shareholders completed their reduction plan, selling a total of 6.69 million shares, accounting for 0.789% of the total share capital [9] - Chengfei Integration reported no significant changes in its business operations or external environment despite stock price fluctuations [10] Group 4 - Guizhou Tire's controlling shareholder plans to increase its stake by no less than 50 million yuan and no more than 100 million yuan within six months [11] - *ST Youshu's application to revoke the delisting risk warning has been approved, and its stock will resume trading under a new name [13] - Jingwei Huikai's shareholders plan to reduce their stake by up to 3% of the total share capital due to funding needs [14] Group 5 - Hualan Biological's major shareholder plans to reduce its stake by up to 3% of the total share capital due to funding needs [15] - Huyou Pharmaceutical's shareholder plans to reduce its stake by up to 2.997% of the total share capital due to funding needs [16] - Dongpeng Holdings' shareholders plan to reduce their stake by up to 1.5% of the total share capital due to funding needs [17] Group 6 - Keleke's controlling shareholder plans to reduce its stake by up to 3% of the total share capital due to funding needs [18] - Dongfang Ocean's major shareholder plans to reduce its stake by 1% of the total share capital due to investor redemption requests [19] - Yisheng Shares reported a sales revenue of 141 million yuan from white feather chicken seedlings in April, with a year-on-year decrease of 7.28% [20] Group 7 - Qujiang Cultural Tourism's controlling shareholder's 12 million shares are set to be auctioned due to contractual disputes, representing 4.70% of the total share capital [21] - Duople's shareholder plans to reduce its stake by up to 123,800 shares, accounting for 2% of the total share capital, due to personal funding needs [22][23]