Core Viewpoint - The company reported a solid performance in the first half of 2025, with significant growth in various sectors despite a challenging global economic environment. The focus on innovation and strategic resource allocation has strengthened its competitive position in the market [4][5][6]. Financial Performance - The company achieved a net profit attributable to shareholders of RMB 564,345.30 million for the first half of 2025, with no statutory or discretionary reserves deducted [67][68]. - The profit distribution plan involves a cash dividend of RMB 3.58 per 10 shares, totaling approximately RMB 3,105,449,097.91, which represents 57% of the net profit [68][69]. Business Segments Overview Engine Business - The company sold 362,000 engines, with a notable 41% increase in sales of the M series large-bore engines and a 491% increase in data center engines [5][6]. - The launch of new high-efficiency engines and the establishment of a smart factory have enhanced product competitiveness [6]. Commercial Vehicle Business - The company reported a 14.6% increase in overall vehicle sales, reaching 73,000 units, with a remarkable 255% increase in new energy vehicle sales [7]. - Strategic partnerships and product innovations have strengthened market presence, particularly in overseas markets [7]. Agricultural Equipment Business - The agricultural equipment segment generated revenue of RMB 9.86 billion, with an 18.6% increase in export revenue [8]. - The introduction of advanced agricultural machinery has improved operational efficiency and reduced costs [8]. Smart Logistics Business - The overseas subsidiary, KION GROUP AG, secured new orders worth €6.21 billion, marking a 22.2% increase, with total revenue reaching €5.5 billion [9][10]. - The company has focused on AI-driven innovations and sustainable development, receiving high recognition in sustainability assessments [10]. Strategic Initiatives - The company is actively pursuing strategic layout planning, optimizing product structure, and enhancing core competitiveness through technological innovation [5][6]. - The establishment of a new energy power industry park and the launch of advanced battery technologies are part of the company's commitment to sustainable development [6]. Governance and Compliance - The company has revised several governance policies to align with the latest legal requirements and improve operational standards [17][19]. - The board of directors has ensured that all disclosures are accurate and complete, maintaining transparency with stakeholders [71].

Core Viewpoint - Weichai Power reported strong financial performance for the first half of 2025, with revenue of 113.15 billion yuan and a net profit of 5.64 billion yuan, leading to increased investor returns through cash dividends [1] Group 1: Financial Performance - The company achieved a revenue of 113.15 billion yuan and a net profit of 5.64 billion yuan during the reporting period [1] - The company plans to distribute cash dividends of 10 yuan for every 10 shares [1] Group 2: Strategic Business Growth - Weichai Power's multi-power strategy has led to explosive growth in strategic business areas, with total engine sales reaching 362,000 units, including over 5,000 high-end M series large-bore engines, a 41% year-on-year increase, generating revenue of 2.52 billion yuan [1] - The new energy business also performed well, with the first phase of the Weichai (Yantai) New Energy Power Industry Park officially launched, producing battery products utilizing blade battery technology [1] Group 3: Diversified Business Portfolio - The company's diversified global operations provided significant support for stable performance, with truck sales from Shaanxi Heavy Truck reaching 73,000 units, a 14.6% year-on-year increase, including over 10,000 new energy vehicles [1] - The agricultural equipment sector showed resilience, with Weichai Lovol Smart Agriculture achieving revenue of 9.86 billion yuan, including 1.15 billion yuan from exports, a 19% year-on-year increase [1] - The overseas business rebounded strongly, with KION Group achieving revenue of 5.5 billion euros and a net profit of 47.9 million euros, along with new orders of 6.21 billion euros, a 22% year-on-year increase [1] Group 4: Strategic Transformation - The company is committed to strategic transformation, focusing on six key areas: new energy, internationalization, digitalization, aftermarket, large-bore engines, and non-road applications [1] - In the second half of the year, the company aims to capitalize on domestic and international market opportunities, expand market share of core products, and maintain its market share advantage in natural gas engines [1]

Core Viewpoint - Weichai Power reported strong financial performance for the first half of 2025, with revenue of 113.15 billion yuan and net profit of 5.64 billion yuan, while increasing cash dividends to shareholders [1] Group 1: Financial Performance - The company achieved a revenue of 113.15 billion yuan and a net profit of 5.64 billion yuan during the reporting period [1] - The cash dividend proposed is 3.58 yuan per 10 shares, with a dividend payout ratio of 57%, and total cash dividends exceeding 19 billion yuan since 2021 [1] Group 2: Strategic Business Growth - Weichai Power's multi-power strategy led to explosive growth in strategic business, with total engine sales reaching 362,000 units, including over 5,000 high-end M series large-bore engines, which saw a 41% increase in sales [1] - The revenue from high-end M series engines reached 2.52 billion yuan, a 73% year-on-year increase, with significant growth in the data center backup power sector, where sales surged by 491% [1] Group 3: New Energy Business - The company’s new energy business showed strong performance, with the first phase of the Yantai New Energy Power Industry Park officially launched, producing high-end power battery products [2] - Power battery sales reached 2.32 GWh, marking a 91% year-on-year increase, indicating robust growth in the new energy sector [2] Group 4: Diversified Business Portfolio - Weichai Power's diversified global operations provided stability, with truck sales from Shaanxi Heavy Duty Truck reaching 73,000 units, a 14.6% increase [3] - The company’s agricultural equipment business grew against industry trends, achieving revenue of 9.86 billion yuan, with export revenue of 1.15 billion yuan, a 19% increase [3] - The overseas market showed strong recovery, with KION Group achieving revenue of 5.5 billion euros and a net profit of 47.9 million euros, alongside a 22% increase in new orders [3] Group 5: Strategic Transformation - The company is committed to strategic transformation, focusing on six key areas: new energy, internationalization, digital intelligence, aftermarket, large-bore engines, and non-road applications [4] - Plans for the second half of the year include enhancing innovation, expanding market share, and increasing the penetration of high-end products [4] - The company aims to strengthen R&D in cutting-edge fields such as hydrogen fuel cells and solid oxide fuel cells, while also enhancing service capabilities across the entire lifecycle [4]

Core Insights - The company reported a solid performance in the first half of 2025, achieving revenue of 113.15 billion yuan and a net profit of 5.64 billion yuan, while maintaining a high dividend payout ratio of 57% [1] Group 1: Business Performance - The company's leadership in the power system sector was reinforced, with a significant increase in high-end product sales, including a 41% year-on-year growth in the high-end M series large-bore engines, selling over 5,000 units [2] - The company sold 362,000 engines in the first half of 2025, with heavy-duty truck engine sales reaching 125,000 units, showcasing a strong market position [2] - The sales of new energy heavy-duty trucks surged by 255% year-on-year, exceeding 10,000 units, indicating robust momentum in the new energy sector [3] Group 2: Market Expansion - The company’s subsidiary, Shaanxi Heavy Truck, sold 73,000 heavy-duty trucks, a 14.6% increase year-on-year, raising its market share to 13.5% [3] - The company successfully expanded its international market presence, exporting 27,000 heavy-duty trucks [3] - The overseas subsidiary, KION Group, saw a 22.2% increase in new orders, totaling 6.21 billion euros, with the second quarter achieving the highest order level in history [5] Group 3: Agricultural Equipment - Despite challenges in the global agricultural machinery industry, the company’s subsidiary, Weichai Lovol, achieved revenue of 9.86 billion yuan, with export revenue of 1.15 billion yuan [4] - The company maintained the top market share in China for tractors and various harvesting machines, supported by the launch of smart agricultural solutions [4] Group 4: Profitability and Future Outlook - The company’s U.S. subsidiary, PSI, reported a 59% year-on-year revenue growth, reaching 330 million USD, with net profit increasing by 145% to 70 million USD [5] - The company aims to strengthen its position in high-end markets and core technologies in new energy, focusing on expanding its gas engine advantages and large-bore engine exports [5]

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 ...

格隆汇8月29日丨潍柴动力(02338.HK)发布公告，2025年8月29日耗资2.5亿元人民币回购1642万股A股， 回购价格每股15.13-15.36元。 ...

截至8月28日收盘，潍柴重机股价报51.59元，较前一交易日上涨1.33元。当日开盘价为49.50元，最高触 及51.93元，最低下探49.32元，全天成交量为15.61万手，成交金额达7.91亿元。 潍柴重机主营业务为柴油发动机及发电机组的研发、生产和销售。公司产品广泛应用于船舶、工程机 械、农业机械等领域。作为山东省重点企业，公司拥有完整的动力总成产业链。 从资金流向来看，8月28日主力资金净流出1725.47万元，近五个交易日累计净流出1.2亿元。当日换手率 为9.63%，显示出一定的市场活跃度。 风险提示：股市有风险，投资需谨慎。（本内容由AI生成，仅供参考，不构成投资建议。） ...

近日，搭载潍柴WP7NG天然气发动机的绿色公交再次交付乌兹别克斯坦布哈拉州。这是继今年在纳曼 干州、花剌子模州等地交付后，潍柴助力乌兹别克斯坦公交系统升级的又一重要进展。(潍柴重机) ...

Overview - The company plans to use temporarily idle raised funds for cash management to improve fund utilization efficiency without affecting the construction of investment projects and normal operations [1][6]. Cash Management Details - The amount for cash management is set at a maximum of RMB 100 million, with a resolution validity period of 12 months from the board's approval date [1][4]. - The source of funds for this cash management comes from the proceeds of the company's initial public offering (IPO), which raised a total of RMB 855.63 million, with a net amount of RMB 796.77 million after deducting issuance costs [2][3]. Investment Strategy - The company will invest in low-risk, short-term financial products, including government bonds, bank wealth management products, structured deposits, and securities company income certificates, with a maximum investment period of one year [4][5]. - The investment decision-making authority is delegated to the company's chairman, who will select qualified financial institutions as trustees and manage the investment process [4][5]. Approval Process - The board of directors has approved the cash management proposal, which does not require submission to the shareholders' meeting as it falls within the board's approval authority [4][6]. Impact on the Company - The use of idle funds for cash management will not affect the construction of investment projects or change the purpose of the raised funds, and it is expected to enhance fund utilization efficiency and generate investment returns [5][6]. - The company does not have significant debts that would complicate the purchase of large financial products, ensuring that cash management activities will not adversely impact its financial status or operational results [5][6]. Opinions from Supervisory Bodies - The supervisory board agrees that the cash management of temporarily idle funds aligns with regulatory requirements and can enhance fund efficiency and company revenue [6][7]. - The sponsoring institution has confirmed that the cash management plan complies with relevant laws and regulations, and there are no objections to the proposal [7].

Core Viewpoint - The company reported a revenue of 2.391 billion yuan for the first half of 2025, reflecting a year-on-year growth of 9.22% [1] - The net profit attributable to shareholders reached 53.2657 million yuan, marking an increase of 8.55% compared to the previous year [1] - The net profit after deducting non-recurring gains and losses was 37.1021 million yuan, showing a year-on-year growth of 9.01% [1] - The basic earnings per share stood at 0.12 yuan [1] Financial Performance - Revenue for the reporting period was 2.391 billion yuan, up 9.22% year-on-year [1] - Net profit attributable to shareholders was 53.2657 million yuan, an increase of 8.55% year-on-year [1] - Net profit after non-recurring items was 37.1021 million yuan, reflecting a growth of 9.01% year-on-year [1] - Basic earnings per share recorded at 0.12 yuan [1]