香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部或任何部份內容而產生或因依賴該等內容而引起的任何損失承擔任何責任。 濰柴動力股份有限公司 WEICHAI POWER CO., LTD. （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：2338） 海外監管公告 本公告乃根據香港聯合交易所有限公司（「聯交所」）證券上市規則第13.10B條 而 作 出。 茲載列濰柴動力股份有限公司（「本公司」）在深圳證券交易所網站刊登日期為 二 零 二 五 年 八 月 二 十 九 日 的 公 告，僅 供 參 閱。中 文 公 告 的 全 文 刊 登 於 聯 交 所 及 本 公 司 網 站。 承董事會命 董事長 馬常海 中國山東濰坊 二零二五年八月二十九日 於本公告刊發之日，本公司執行董事為馬常海先生、王德成先生、黃維彪先生、 孫 少 軍 先 生、袁 宏 明 先 生 及 馬 旭 耀 先 生；本 公 司 非 執 行 董 事 為 張 良 富 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部或任何部份內容而產生或因依賴該等內容而引起的任何損失承擔任何責任。 濰柴動力股份有限公司 WEICHAI POWER CO., LTD. （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：2338） 海外監管公告 本公告乃根據香港聯合交易所有限公司（「聯交所」）證券上市規則第13.10B條 而 作 出。 茲載列濰柴動力股份有限公司（「本公司」）在深圳證券交易所網站刊登日期為 二 零 二 五 年 八 月 二 十 九 日 的 公 告，僅 供 參 閱。中 文 公 告 的 全 文 刊 登 於 聯 交 所 及 本 公 司 網 站。 承董事會命 董事長 馬常海 中國山東濰坊 二零二五年八月二十九日 於本公告刊發之日，本公司執行董事為馬常海先生、王德成先生、黃維彪先生、 孫 少 軍 先 生、袁 宏 明 先 生 及 馬 旭 耀 先 生；本 公 司 非 執 行 董 事 為 張 良 富 ...

Group 1 - The company announced the resignation of its board secretary, Liu Lei, due to personal reasons, effective August 28, 2025 [1] - Yang Yang has been appointed as the new board secretary, with a term aligned with the sixth board of directors [1] Group 2 - For the first half of 2025, the company's revenue composition is entirely from the transportation equipment manufacturing industry, accounting for 100.0% [2]

Core Viewpoint - Taotao Industry (301345.SZ), a leading all-terrain vehicle manufacturer, continues to show growth in its performance, with significant increases in revenue and net profit in the first half of 2025 [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 1.713 billion yuan, a year-on-year increase of 23.19%, and a net profit of 342 million yuan, up 88.04% [1][2]. - The company's net profit excluding non-recurring items reached 339 million yuan, reflecting a growth of 89.65% [1][2]. - The sales revenue from smart electric low-speed vehicles was 1.152 billion yuan, increasing by 30.65%, while special vehicle sales reached 490 million yuan, up 8.22% [2]. Research and Development - Taotao Industry has consistently increased its R&D investment, with expenditures rising from 62.9 million yuan in 2021 to 125 million yuan in 2024, representing a growing percentage of total revenue [2]. - In the first half of 2025, R&D investment was 54.17 million yuan, with a cumulative total of 394 million yuan over the past four and a half years [2]. - The company holds 506 patents as of the first half of 2025 [2]. Market Expansion - Taotao Industry has focused on expanding its overseas market presence, particularly in the U.S., where sales revenue reached 1.338 billion yuan in the first half of 2025, accounting for 78.11% of total revenue [1][3]. - The company has established stable partnerships with major U.S. retailers such as Amazon, Walmart, and TARGET, enhancing its market position [3]. - The revenue from the U.S. market has shown a consistent upward trend, with figures of 1.082 billion yuan in 2022, 1.529 billion yuan in 2023, and 2.292 billion yuan in 2024, with respective market shares of 61.30%, 71.32%, and 77% [3]. Strategic Initiatives - The company is also pursuing strategic initiatives in advanced fields such as humanoid robots and autonomous driving technology, aiming for smart upgrades across its product lines [5]. - In the first half of 2025, Taotao Industry formed strategic partnerships with companies like K-Scale Labs and Kepler Robotics to enhance sales expansion and product development [5]. - The company is accelerating local manufacturing in North America, with its U.S. factory focusing on the assembly of electric golf carts [4].

Core Viewpoint - The company, Taotao Automotive, reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit, driven by sales growth in smart electric low-speed vehicles and effective cost management [1][5]. Financial Performance - Total revenue for the first half of 2025 reached 1.713 billion yuan, a year-on-year increase of 23.19% [1] - Net profit attributable to shareholders was 342 million yuan, up 88.04% year-on-year [1] - In Q2 2025, total revenue was 1.074 billion yuan, reflecting a 23.33% increase year-on-year, while net profit for the quarter was 256 million yuan, up 95.25% [1] - Gross margin improved to 39.99%, an increase of 11.35% year-on-year, and net margin reached 19.97%, up 52.64% [1] - Total operating expenses were 217 million yuan, accounting for 12.66% of revenue, a decrease of 13.68% year-on-year [1] Cash Flow and Receivables - Operating cash flow per share was 4.48 yuan, a significant increase of 70.45% year-on-year [1] - Accounts receivable increased by 48.01% year-on-year, raising concerns as it reached 192.81% of profit [2][3] Cost Structure - Operating costs rose by 15.36%, attributed to increased sales [2] - Management expenses increased by 17.78% due to higher consulting fees [2] - Financial expenses surged by 29.96% due to reduced exchange gains [2] - R&D expenses decreased by 11.0% due to lower material costs [2] Investment and Market Position - The company’s return on invested capital (ROIC) was 11.53%, with a historical median of 21.55% since its listing [3] - The company has a strong brand presence and effective sales channels, contributing to its pricing power and ability to manage costs [5] Fund Holdings - The largest fund holding Taotao Automotive is Huatai-PB Quality Growth A, with 240,900 shares, marking a new entry into the top ten holdings [4] - The fund has shown a significant increase of 72.76% over the past year [4]

Group 1 - The company Xingmin Zhitong (SZ 002355) announced on August 27 that its 26th meeting of the sixth board of directors was held via communication on August 26, 2025 [1] - The meeting reviewed the full text and summary of the 2025 semi-annual report [1] - For the first half of 2025, the company's revenue was entirely derived from the transportation equipment manufacturing industry, accounting for 100.0% [1] Group 2 - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to a surge in stock prices for related listed companies [1]

Group 1 - The core viewpoint of the news is that Chuncheng Power has experienced a significant decline in stock price, dropping 3.03% on August 26, with a total market value of 40.735 billion yuan and a cumulative decline of 5.19% over the past five days [1] - Chuncheng Power, established on December 9, 2003, and listed on August 18, 2017, specializes in the research, production, and sales of all-terrain vehicles, motorcycles, yachts, and recreational sports equipment [1] - The company's main business revenue composition includes 47.95% from four-wheeled vehicles, 42.79% from two-wheeled vehicles, 6.89% from parts and others, and 2.38% from other supplementary sources [1] Group 2 - According to data from the top ten heavy stocks of funds, only one fund under Wan Jia Fund holds a significant position in Chuncheng Power, with a reduction of 273,600 shares in the second quarter, leaving 143,100 shares, which accounts for 2.61% of the fund's net value [2] - The fund, Wan Jia New Opportunities Leading Enterprises Mixed A (005821), has incurred a floating loss of approximately 1.192 million yuan today and a total floating loss of 2.0893 million yuan during the five-day decline [2] - The fund was established on May 25, 2018, with a current scale of 1.15 billion yuan, and has achieved a return of 17.17% this year, ranking 4,352 out of 8,194 in its category [2]

Group 1 - The core viewpoint of the news is that Taotao Automotive experienced a decline in stock price, dropping by 5.42% to 181.50 CNY per share, with a trading volume of 131 million CNY and a turnover rate of 2.45%, resulting in a total market capitalization of 19.717 billion CNY [1] - Taotao Automotive, established on September 24, 2015, and listed on March 21, 2023, focuses on the research, production, and sales of electric vehicles and their accessories, primarily in the outdoor leisure and short-distance transportation sectors [1] - The company's main revenue sources are smart electric low-speed vehicles (67.23%), special vehicles (28.59%), and other products (4.17%) [1] Group 2 - From the perspective of major fund holdings, one fund under Galaxy Fund has a significant position in Taotao Automotive, with the Galaxy Regular Investment Tencent Jiaan Index Fund (519677) holding 33,100 shares, representing 1.23% of the fund's net value, making it the largest holding [2] - The fund has reported a floating loss of approximately 344,200 CNY as of the latest update [2] - The Galaxy Regular Investment Tencent Jiaan Index Fund was established on March 14, 2014, with a current size of 291 million CNY, achieving a year-to-date return of 23.48% and a one-year return of 41.78% [2]

证券代码：301345 证券简称：涛涛车业 公告编号：2025-040 浙江涛涛车业股份有限公司 第四届监事会第六次会议决议公告 浙江涛涛车业股份有限公司（以下简称"公司"）以专人送达方式于2025年8月15 日发出第四届监事会第六次会议通知，会议于2025年8月25日在公司会议室以现场方 式召开。本次会议应出席监事3人，实际出席监事3人，会议由监事会主席朱飞剑召集 并主持。本次会议的召集、召开符合有关法律法规及《浙江涛涛车业股份有限公司章 程》（以下简称《公司章程》）的规定，决议合法有效。 二、会议审议情况 本次会议审议了如下议案： 经审议，监事会认为：董事会编制的《2025年半年度报告》及其摘要内容真实、 准确、完整地反映了公司2025年半年度的财务状况、经营成果及其他重要事项，报告 的编制和审议程序符合法律、法规的要求，不存在虚假记载、误导性陈述或者重大遗 漏。 具体内容详见公司披露于巨潮资讯网（www.cninfo.com.cn）的《2025年半年度报 告》和《2025年半年度报告摘要》。 表决结果：同意3票，反对0票，弃权0票。 告>的议案》 经审议，监事会认为：公司严格按照《公司法》《证券法》《深 ...

证券代码：301345 证券简称：涛涛车业 公告编号：2025-041 （一）董事会审议情况 浙江涛涛车业股份有限公司 关于 2025 年半年度利润分配预案的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 浙江涛涛车业股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日召开 第四届董事会第八次会议和第四届监事会第六次会议，审议通过了《关于公司 <2025 年半年度利润分配预案>的议案》，本议案尚需提交公司 2025 年第一次临 时股东大会审议。现将相关情况公告如下： 一、审议程序 于公司<2025 年半年度利润分配预案>的议案》，董事会认为 2025 年半年度利润 分配预案综合考虑了公司的盈利能力、财务状况、未来发展的预期等因素，与全 体股东共享经营成果，有利于公司的正常经营和持续健康发展，董事会同意该利 润分配预案，并同意将该议案提交公司 2025 年第一次临时股东大会审议。 （二）监事会审议情况 于公司<2025 年半年度利润分配预案>的议案》，监事会认为公司拟定的 2025 年 半年度利润分配预案与公司的经营业绩和未来发展规划相匹配， ...