南财智讯12月19日电，潍柴动力在投资者关系活动中表示，2025年前三季度公司M系列大缸径发动机销 售超7700台，同比增长超30%；其中数据中心市场销售超900台，同比增长超3倍。受益于AI技术迭代带 动算力基建加速，数据中心备用电源市场需求快速增长，公司大缸径发动机凭借启动快、加载能力强、 高效可靠等优势，已在国内外多个项目完成交付验收，市场认可度持续提升，后续将积极开拓战略客户 以扩大份额。 ...

Group 1: SOFC Business Development - The company is continuously deepening its SOFC (Solid Oxide Fuel Cell) business through technological innovations and market deployment, aiming to drive the development of this strategic emerging industry [2] - In November 2025, the company signed a technology licensing agreement with Xilius, enabling full mastery of core technologies related to batteries, stacks, systems, and power stations [2] - The company has launched a new generation of high-power metal-supported commercial products, significantly improving power generation efficiency, power density, start-up speed, and operational reliability, establishing a foundation for large-scale commercialization [2] Group 2: Heavy Truck Industry Trends - According to the China Association of Automobile Manufacturers, from January to November this year, the cumulative sales of heavy trucks in China reached 1.042 million units, a year-on-year increase of 27.5% [3] - Heavy truck exports totaled 308,000 units, reflecting a year-on-year growth of 15.1%, indicating a diversified energy structure in the domestic heavy truck market [3] - The company is optimistic about the future of the heavy truck industry and is laying out multiple technological routes to adapt to short- and medium-term industry trends [3] Group 3: Large Bore Engine and Data Center Business Progress - In the first three quarters of this year, the sales of the M series large bore engines exceeded 7,700 units, representing a growth of over 30% [3] - Sales in the data center market surpassed 900 units, showing a year-on-year increase of over 300%, contributing significantly to the company's performance [3] - The rapid iteration of AI technology is driving the expansion of the data center backup power market, leading to a surge in demand for high-end engines in this segment [3]

本报讯(记者李如是)近日，昆明云内动力股份有限公司(以下简称"云内动力")控股股东云南云内动力集 团有限公司与顺丰速运有限公司(以下简称"顺丰速运")正式达成全方位战略合作。双方依托制造研发与 物流服务领域的核心优势，将在五大维度深度携手，构建"产运融合"的智慧物流新生态。 在国际业务层面，双方将推动"技术出海+物流护航"的协同模式，顺丰速运将通过国际联运、海外仓配 等服务，助力云内动力拓展全球市场。此外，双方还将积极挖掘仓储共享、技术联合研发等潜在合作机 会。 本次战略合作聚焦智能配送机器人领域，顺丰速运将在云内动力已获路权的区域范围内，开展无人车租 赁、智能驾驶运维等相关业务。同时，顺丰速运在采购卡车、叉车等设备时，在同等条件下优先选用搭 载云内动力发动机产品。 此次合作打破了制造业与物流业的行业边界，形成了"研发—应用—拓展"的完整闭环。双方表示，将以 此次合作为重要契机，推动智慧物流与高端制造产业的高质量发展，为行业提供可复制、可推广的合作 样本。 在物流服务领域，顺丰速运将为云内动力提供从采购到售后的全链条物流解决方案，并依托其全国性仓 储网络，满足云内动力位于山东、成都等地子公司的仓储服务需求。 ...

Core Viewpoint - Yunnan Yunnei Power Group and SF Express have established a comprehensive strategic partnership to create a new ecosystem of "production and transportation integration" in smart logistics [1][3][4]. Group 1: Strategic Cooperation Details - The cooperation focuses on the field of intelligent delivery robots, with SF Express planning to conduct unmanned vehicle leasing and smart driving operations in areas where Yunnei Power has obtained road rights [3]. - SF Express will prioritize the use of Yunnei Power engines when procuring trucks and forklifts under equal conditions [3]. - SF Express will provide a full-chain logistics solution for Yunnei Power, leveraging its national warehousing network to meet the warehousing needs of Yunnei Power's subsidiaries located in Shandong and Chengdu [3]. Group 2: International Business and Collaboration Opportunities - The partnership aims to promote a "technology going abroad + logistics escort" collaborative model, with SF Express assisting Yunnei Power in expanding its global market through international transportation and overseas warehousing services [3]. - Both companies will actively explore potential collaboration opportunities in shared warehousing and joint technology research and development [3]. Group 3: Industry Impact - This collaboration breaks the boundaries between manufacturing and logistics, forming a complete closed loop of "research and development - application - expansion" [4]. - The partnership is seen as a significant opportunity to promote high-quality development in smart logistics and high-end manufacturing, providing a replicable and scalable cooperation model for the industry [4].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：605100 证券简称：华丰股份 公告编号：2025-055 华丰动力股份有限公司 关于募集资金投资项目二期工程终止并将剩余募集资金 继续存放在募集资金专户管理的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 本次拟终止的募集资金投资项目二期工程情况："新型轻量化发动机核心零部件智能制造项目"二期工 程 ● 剩余募集资金金额及后续使用计划：剩余募集资金13,918.88万元（未经审计，含利息收入、理财收益 及待支付尾款，最终金额以结转时募集资金账户的实际余额为准）继续存放在募集资金专户管理。公司 将根据今后业务发展战略和重点，积极筹划、寻找新的投资项目，科学、审慎地进行项目可行性分析及 论证，待公司确定新的投资项目，并按照相关法律、法规履行审议程序及信息披露义务后使用该部分募 集资金。 ● 华丰动力股份有限公司（以下简称"公司"或"华丰股份"）于2025年12月16日召开公司第五届董事会第 二次会议，审议通过了《关于募集资金投资项目二期工程终 ...

Core Viewpoint - The company has decided to terminate the second phase of the fundraising investment project for the "Intelligent Manufacturing Project of Core Components for New Lightweight Engines" and will manage the remaining funds in a dedicated account while seeking new investment opportunities in line with future business strategies [1] Group 1 - The board of directors approved the proposal to terminate the second phase of the fundraising investment project [1] - The total planned investment for the project was 750 million yuan, with 139 million yuan remaining as of December 15, 2025, including interest income, financial returns, and outstanding payments [1] - The company will continue to manage the remaining funds in a dedicated account [1]

据交易所数据显示，12月17日，玉柴国际(CYD)盘中上涨2.03%，截至04:53，报35.67美元/股，成交 225.05万美元，总市值13.38亿美元。 本文源自：市场资讯 作者：行情君 财务数据显示，截至2025年06月30日，玉柴国际收入总额138.06亿人民币，同比增长33.96%；归母净利 润3.66亿人民币，同比增长52.2%。 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 - Cummins launched its new flagship natural gas engine, the 16N, at a logistics park in Chengdu, signaling a strategic focus on the southwestern and northwestern regions of China for high-power natural gas engine applications [2][3] - The development of the 16N engine is based on extensive data analysis from over 80,000 connected vehicles, highlighting the need for improved performance in challenging road conditions [3] Group 1: Product Features - The 16N engine boasts a maximum power of 720 horsepower (approximately 529 kW) and a torque of 3600 N·m, allowing for better efficiency and performance in logistics operations [3] - It is designed with six core capabilities: strong, efficient, reliable, intelligent, safe, and protective, all supported by robust technological innovations [4] - The engine features a newly designed turbocharger with a dual-channel structure to enhance boost efficiency and reliability under high-load conditions [4] Group 2: Efficiency and Reliability - The 16N engine incorporates a new strong swirl combustion system, achieving a 4% fuel efficiency improvement over the previous generation, with an overall potential fuel savings of 6% through integrated smart systems [5] - It has undergone over 40,000 hours of bench testing and 5 million kilometers of road validation, ensuring high reliability with components designed for a lifespan of over 1.2 million kilometers [5] Group 3: Safety and Maintenance - The engine includes advanced braking technology providing up to 400 kW of braking power and features a hydraulic automatic valve clearance adjustment for maintenance intervals of up to 300,000 kilometers [6] - A predictive maintenance system aims to transition from reactive to proactive service, enhancing operational efficiency and reducing downtime [6] Group 4: Real-World Testing - Prior to the official launch, Cummins conducted real-world testing in challenging environments, demonstrating the engine's strong performance and fuel efficiency under various conditions [7] - The engine's NVH (noise, vibration, and harshness) performance has significantly improved based on user feedback, addressing reliability issues in extreme cold conditions [8] Group 5: Customer Engagement - The launch event included the delivery of the first batch of 16N engines to key users, marking the beginning of a collaborative journey towards efficient green logistics [8]

Core Insights - Cummins has launched its new flagship natural gas engine, the 16N, at a logistics park in Chengdu, signaling a strategic move to target the southwestern and northwestern regions of China where large displacement natural gas engines are in high demand [1][3] Group 1: Product Overview - The 16N engine is designed based on extensive data analysis from over 80,000 connected vehicles, revealing that existing 15-liter natural gas engines struggle with torque output in challenging conditions, thus necessitating the new engine [7][9] - The 16N engine boasts a maximum power of 720 horsepower (approximately 529 kW) and a torque of 3600 N·m, allowing for better efficiency in transportation by matching smaller gear ratios [9] Group 2: Key Features - The 16N engine is referred to as the "Hexagonal Warrior" due to its six core capabilities: strong, efficient, reliable, intelligent, safe, and protective, all supported by solid technological innovations [11] - The engine features a newly designed turbocharger that enhances boost efficiency and is made from high-temperature resistant materials to ensure reliability under high loads [13] - It incorporates a strong swirl combustion system and advanced technologies like the CBM 3.0 for real-time combustion state detection, achieving a fuel efficiency improvement of up to 6% [13][15] Group 3: Testing and Validation - The 16N engine underwent over 40,000 hours of bench testing and 5 million kilometers of road validation, ensuring its reliability and longevity [15] - Real-world testing in complex conditions demonstrated fuel consumption rates of 34-37 kg per 100 km in mountainous areas and 25-28 kg per 100 km in high plains [19] Group 4: User Experience and Feedback - The development of the 16N engine involved deep collaboration with end-users, leading to significant improvements in noise, vibration, and harshness (NVH) performance, which is crucial for long-haul drivers [21] - The launch event included the delivery of the first units to pioneer users, marking the beginning of a partnership aimed at enhancing efficient and green logistics [21]

在康明斯旗舰级16N天然气发动机正式发布后，作为康明斯在中国市场的关键生产及本土化应用伙 伴，东风康明斯（以下简称"东康"）如何依托合资企业优势，推动这款旗舰级机型迅速打开销路？在12 月8日的媒体访谈中，东康常务副总经理曹永军透露，目前正对16N机型通过精细化匹配与分层管理策 略，瞄准西北、西南等高端长途干线市场，与现有15N机型形成互补布局。 在康明斯16N机型开发过程中，东康深度参与了这款机型的本土化适配。东康客户工程总监来海菊表 示，东康作为合资公司的首要价值是精准把握并传导中国终端用户的真实需求，深入一线分析中国长途 干线物流、山区高原等复杂工况下对车辆动力的准确需求。这种源于市场的洞察，为16N机型的性能标 定方向提供了精准定位。"天然气发动机标定的复杂程度远高于柴油机，我们与东风商用车、柳汽等整 车企业对20余个典型工况进行数据采集和精细化标定，追求动力性、经济性与平顺性的最佳平衡，这是 16N机型能否在中国市场取得成功的技术基石。"她说。 "尽管目前市场反馈16N机型在气耗、噪声等方面性能已优于竞品，但我们认为还有优化空间。我们希 望在批量投放前，通过更充分的整车匹配和路试验证，将潜在问题充分 ...