炎炎夏日，全国迎来用电高峰。在位于杭州的浙江云计算数据中心机房内，由15台潍柴12M55大缸径柴 油发动机驱动的发电机组整齐排列，一旦出现停电等紧急状况，不到10秒钟，这些"大块头"发动机便可 迅速启动，2000kW的功率将瞬间覆盖整个数据中心的算力负载，保障数据安全。 随着AI技术快速迭代，算力需求呈指数级增长，数据中心行业迎来快速发展。同时，数据中心备用电 源市场也在快速扩容。面对激增的市场需求，以潍柴动力股份有限公司（以下简称"潍柴动力"）为代表 的国产品牌凭借技术优势，打破国际传统柴油动力巨头的垄断，迅速切入这一蓝海赛道。如今的数据中 心备用电源市场，"中国心"正加速律动，重构全球行业竞争格局。 在与国际巨头"掰手腕"的过程中，国产品牌何以迅速破局？以数据中心为代表的算力基建快速扩容带来 的市场机遇是短期窗口还是"长坡厚雪"？近日，《证券日报》记者走进潍柴动力，解码中国企业的进阶 之路。 切入：从配角到主角 "为匹配AI产业对算力的更高要求，我们今年对数据中心进行了升级，配备了更多服务器。"浙江云计算 数据中心工作人员向《证券日报》记者介绍，同步配建的发电机组中，国产品牌大缸径柴油发动机已成 为备用供 ...

Core Viewpoint - The company, Kunming Yunnei Power Co., Ltd., has received an administrative penalty notice from the Yunnan Securities Regulatory Bureau, leading to a risk warning on its stock starting July 10, 2025, due to false disclosures in its 2021 and 2022 annual reports [2][3] Group 1: Reasons for Risk Warning - The company was issued an administrative penalty notice on July 8, 2025, which identified false disclosures in its 2021 and 2022 annual reports [2] - As a result of these findings, the company's stock is subject to risk warnings as per the Shenzhen Stock Exchange regulations [2] Group 2: Measures and Progress - The company has taken immediate action by organizing its finance and auditing teams to address the issues raised in the administrative penalty notice and is actively working on correcting the financial statements [3] - The company plans to correct and restate the financial information for the affected years promptly after receiving the formal administrative penalty decision [3] - The company can apply to the Shenzhen Stock Exchange to lift the risk warning if it meets specific conditions, including restating the financial reports and waiting twelve months after the penalty decision [3][4] Group 3: Impact on the Company - The final outcome of the administrative penalty will be determined by the official decision from the China Securities Regulatory Commission [4] - The company assures that its operations remain normal and expresses regret to investors regarding the impact of these issues [4] - The company commits to improving its internal governance and compliance with legal regulations to enhance the quality of financial reporting and information disclosure [4]

Group 1 - The company, Kunming Yunnei Power Co., Ltd., has been placed under other risk warnings due to false disclosures in its 2021 and 2022 annual reports as per the notice from the Yunnan Securities Regulatory Bureau [1][2] - The company is required to disclose progress on error corrections at least once a month until the formal administrative penalty decision is made and the financial statements are corrected [1][2] - The company is actively conducting internal rectification and is in the process of correcting the financial statements and making retrospective adjustments [1][2] Group 2 - The company plans to apply for the removal of the risk warning after fulfilling specific conditions, including the retrospective restatement of the financial reports and a twelve-month period following the administrative penalty decision [2] - The company has committed to improving its internal governance, enhancing financial accounting standards, and ensuring compliance with relevant laws and regulations to protect shareholder interests [2][3]

证券日报网讯8月1日晚间，潍柴动力（000338）发布公告称，截至2025年7月31日，公司通过回购专用 证券账户以集中竞价交易方式累计回购A股股份共计19，685，475股，占公司目前总股本的比例约为 0.23%。 ...

资料显示，中国玉柴国际有限公司(CYI)是一家成立于1993年4月29日的百慕大控股公司。CYI是总部位 于新加坡的丰隆亚洲有限公司 的子公司。公司在中国开展业务并在纽约证券交易所上市。集团主要经 营的子公司广西玉柴机械有限公司(" GYMCL")是中国最大的发动机制造商之一。GYMCL位于中国南 部的广西壮族自治区玉林市,从事各种轻型、中型和重型发动机的制造、组装和销售,适用于卡车、客 车、乘用车、建筑设备、海洋和农业应用。GYMCL还为柴油发电机生产发动机。GYMCL生产的发动 机范围从柴油到天然气和混合动力发动机。GYMCL通过其区域销售办事处和授权的客户服务中心,将其 发动机直接分销给原设备制造商和零售商,并在中国各地提供维修和改装服务。 本文源自：金融界 作者：行情君 7月31日，玉柴国际(CYD)盘中上涨2.44%，截至23:02，报22.67美元/股，成交154.93万美元，总市值 8.51亿美元。 财务数据显示，截至2024年12月31日，玉柴国际收入总额191.34亿人民币，同比增长6.02%；归母净利 润3.23亿人民币，同比增长13.15%。 大事提醒： 8月8日，玉柴国际将于(美东)盘 ...

格隆汇7月31日丨潍柴动力(02338.HK)发布公告，2025年7月31日耗资1.5亿元人民币回购987.4万股A 股，回购价格每股15.11-15.25元。 ...

智通财经APP讯，潍柴动力(02338)公布，2025年7月31日耗资约1.5亿元回购987.42万股A股股份。 ...

Group 1 - The stock price of Dongli Xinke closed at 6.55 yuan on July 30, 2025, down 0.16 yuan or 2.38% from the previous trading day [1] - The company specializes in the research, production, and sales of diesel engines and components, primarily used in commercial vehicles and construction machinery [1] - Dongli Xinke is also involved in the research and development of new energy power systems, including hydrogen energy technologies [1] Group 2 - On July 30, the stock price of Dongli Xinke experienced significant fluctuations, with a rapid decline of over 2% within 5 minutes around 9:35 AM, reaching 6.69 yuan [1] - The stock rebounded in the afternoon, with a gain of over 2% within 5 minutes, reaching 6.75 yuan at 1:01 PM [1] - The net inflow of main funds on that day was 16.87 million yuan, accounting for 0.25% of the circulating market value [1]

本文源自：金融界 作者：行情君 7月29日，玉柴国际(CYD)盘中上涨2.12%，截至22:10，报23.62美元/股，成交56.86万美元，总市值8.86 亿美元。 财务数据显示，截至2024年12月31日，玉柴国际收入总额191.34亿人民币，同比增长6.02%；归母净利 润3.23亿人民币，同比增长13.15%。 资料显示，中国玉柴国际有限公司(CYI)是一家成立于1993年4月29日的百慕大控股公司。CYI是总部位 于新加坡的丰隆亚洲有限公司 的子公司。公司在中国开展业务并在纽约证券交易所上市。集团主要经 营的子公司广西玉柴机械有限公司(" GYMCL")是中国最大的发动机制造商之一。GYMCL位于中国南 部的广西壮族自治区玉林市,从事各种轻型、中型和重型发动机的制造、组装和销售,适用于卡车、客 车、乘用车、建筑设备、海洋和农业应用。GYMCL还为柴油发电机生产发动机。GYMCL生产的发动 机范围从柴油到天然气和混合动力发动机。GYMCL通过其区域销售办事处和授权的客户服务中心,将其 发动机直接分销给原设备制造商和零售商,并在中国各地提供维修和改装服务。 ...

Core Insights - Shandong Heavy Industry's subsidiary Weichai Power has seen a significant increase in sales of data center generator sets, with a year-on-year growth of 664% in the first half of 2025, indicating strong market demand and successful strategic positioning [1] Group 1: Market Positioning and Product Development - Weichai Power has identified the global data center market's potential and has made strategic decisions to establish a top-tier professional team, achieving breakthroughs in large-bore engine technology that has long been dominated by international giants [1] - The company has launched new platforms for large-bore high-speed engines, specifically the M33 and M55 models, to meet the industry's demand for higher power density and fill domestic technological gaps [1] Group 2: Operational Efficiency and Customer Service - Shandong Heavy Industry has optimized its operational processes by establishing a full-chain collaborative combat model, enhancing monthly production capacity of data center units by 200% [2] - The company has significantly reduced delivery cycles by 75% through production organization optimization and digital transformation, with a record delivery time of 27 days for 16 customized data center units [2] - The company has achieved a 100% first-time delivery success rate by implementing a personalized management approach for each customer, ensuring comprehensive follow-up throughout the production and delivery process [2] Group 3: Product Features and Innovations - The data center generator sets have reached international leading standards in terms of load-bearing capacity and can operate stably in the unique capacitive load environment of data centers [2] - The maximum power output of the products can reach 5 megawatts, placing them at the forefront globally, with tailored solutions developed to enhance space utilization and operational stability [2] - The introduction of intelligent management systems for remote monitoring, fault warning, and automatic start-stop functions has significantly improved operational efficiency and safety for data centers [2]