2025年10月13日，潍柴动力（000338）股份有限公司在优质运营、创新突破、社会贡献等指标中表现优 异，入围《经济观察报》2024—2025年度受尊敬企业。根据经观中国上市公司综合价值评估体系，总资 产、研发费用连续三年实现正增长。 ...

10月9日，新柴股份跌0.39%，成交额4495.56万元。两融数据显示，当日新柴股份获融资买入额429.80 万元，融资偿还483.43万元，融资净买入-53.63万元。截至10月9日，新柴股份融资融券余额合计 6986.84万元。 责任编辑：小浪快报 资料显示，浙江新柴股份有限公司位于浙江新昌大道西路888号，成立日期2007年6月15日，上市日期 2021年7月22日，公司主营业务涉及非道路用柴油发动机及相关零部件的研发、生产与销售,公司系一家 集研发、制造于一体,产品系列化、生产专业化、管理规范化的小缸径多缸柴油机生产企业,下游主要应 用于工程机械、农业机械以及发电机组等领域。主营业务收入构成为：柴油机88.42%，配件11.40%， 其他(补充)0.18%。 截至6月30日，新柴股份股东户数1.96万，较上期减少10.67%；人均流通股8165股，较上期增加 11.95%。2025年1月-6月，新柴股份实现营业收入13.03亿元，同比增长3.51%；归母净利润3938.41万 元，同比增长7.26%。 分红方面，新柴股份A股上市后累计派现6028.34万元。近三年，累计派现3617.00万元。 融资 ...

Investors might want to bet on Cummins (CMI) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Individ ...

登录新浪财经APP 搜索【信披】查看更多考评等级 潍柴动力股份有限公司于2025年10月9日发布关于回购公司部分A股股份的进展公告。 回购方案回顾 公司于2025年4月29日召开2025年第四次临时董事会会议，5月20日召开2025年第二次临时股东大会、 2025年第二次A股股东会议和2025年第二次H股股东会议，审议通过回购议案。公司计划使用自有资金 和自筹资金，以集中竞价交易方式回购部分A股股份用于注销并减少注册资本。回购价格不超过23.57 元/股，后因2024年度分红派息方案于2025年7月25日实施完毕，回购价格上限调整为不超过23.22元/ 股。预计用于回购的资金总额不低于5亿元，不超过10亿元，回购期限为自股东大会审议通过回购股份 方案之日起12个月内。 责任编辑：小浪快报 公司将根据相关法律法规和规范性文件的要求及时履行信息披露义务，提醒广大投资者注意投资风险。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们 ...

相关报告：智研咨询发布的《2025-2031年中国发动机行业市场全景调研及产业趋势研判报告》 根据国家统计局数据显示：2025年8月中国发动机产量为2.1亿千瓦，同比增长12.9%；2025年1-8月中国 发动机累计产量为15.7亿千瓦，累计增长3.9%。 上市企业：潍柴动力（000338）,动力新科（600841）,全柴动力（600218）,宗申动力（001696）,云内动 力（000903）,航发动力（600893）,隆鑫通用（603766）,广汽集团（601238） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2020-2025年1-8月中国发动机产量统计图 数据来源：国家统计局，智研咨询整理 ...

个股方面，住友制药、雅马哈发动机、日产汽车、松下等涨幅居前。 汇率方面，美元兑日元（USD/JPY）上涨1.56%，至149.74日元；欧元兑日元汇率上涨超1%，至175.08日元，触及2024年7月以来的最高点；澳元兑日元上 涨1.19%，至98.41日元，触及2025年1月以来的最高水平。 | 美元兑日元 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | I USDJPY | | | | | | | | 149.7400 +2.3000 +1.5600% | | | | | | | | 10-06 08:23:06 | | | | | | 反向 | | 今开 | 149.1900 | 最高 | 149.7700 | 振幅 | | 0.4951% | | 昨收 | 147.4400 | 最低 | 149.0400 | 波幅 | | 0.7300 | | 分时 | 五日 | 日K | 周K | 目K | | 更多, ◎ | | 最新:149.7400 +2.3000 +1.5600% | | | | | | 分时成交 | | 149.770 ...

Core Viewpoint - Huafeng Power Co., Ltd. (605100.SH) faced significant performance pressure in the first half of 2025, with a 33.10% year-on-year decline in revenue and a 71.94% drop in net profit attributable to shareholders, primarily due to structural changes in demand for traditional core components and setbacks in overseas operations [2][3][4]. Group 1: Financial Performance - In the first half of 2025, the company reported revenue of 373 million yuan, a decrease of 33.10% year-on-year, with specific revenue breakdowns: 58 million yuan from diesel engines and units, 306 million yuan from components, and 7 million yuan from maintenance services [3]. - The net profit attributable to shareholders was 13.15 million yuan, reflecting a substantial decline of 71.94% year-on-year, while the net profit after deducting non-recurring items was 11.55 million yuan, down 74.66% [3][4]. Group 2: Business Challenges - The decline in performance was attributed to market demand fluctuations, changes in customer product structures, and strategic adjustments leading to reduced orders [4]. - The heavy truck market in China saw a total sales volume of 539,000 units in the first half of 2025, a year-on-year increase of 6.9%, but the market exhibited a bifurcation between traditional business recovery and rapid growth in new energy vehicles [4]. - The company currently lacks a business segment for new energy heavy truck components, which has hindered revenue support despite the significant growth in new energy heavy truck sales, which increased approximately 186% year-on-year [4]. Group 3: Overseas Market Impact - The company's overseas operations, particularly in India, faced challenges due to strategic adjustments by key clients and changes in visa policies, leading to a 64.21% year-on-year decline in revenue and a 96.49% drop in net profit for its Indian subsidiary [5]. - Despite these challenges, the company is focusing on expanding its overseas market presence, particularly in data centers and communication base stations, and has seen an increase in export orders for generator sets [5]. Group 4: Strategic Initiatives - The company has identified the data center market as a key area for business expansion, particularly in response to the growing demand for backup power solutions in developed markets [6]. - In August 2025, the company signed a strategic cooperation agreement with Shanghai Jipian AI Technology Co., Ltd. to supply power equipment for a computing center, marking a significant step in its business transformation [6]. - To address its shortcomings in the new energy sector, the company established Huafeng New Energy (Changzhou) Co., Ltd. in June 2025, focusing on developing new energy batteries and exploring integrated applications [7]. Group 5: Future Outlook - Analysts suggest that if the company can secure similar cooperation orders as with Shanghai Jipian, it could effectively fill the revenue gap from traditional heavy truck components and provide short-term performance support [8]. - The progress of the solid-state battery project and the order situation for new energy battery products will be crucial for the company's long-term competitiveness in the new energy sector [8].

智通财经APP讯，潍柴动力(02338)发布公告，于2025年9月30日斥资1097.67万元(人民币，下同)回购A 股股份209万股，每股回购价格为5.252元。 ...

Core Viewpoint - Weichai Power (02338.HK) announced a share buyback of 2.09 million A-shares at a cost of 10.977 million yuan on September 30 [1] Group 1 - The company spent 10.977 million yuan for the repurchase [1] - A total of 2.09 million A-shares were repurchased [1]

Core Viewpoint - The establishment of the Yuchai Beijing Marketing Center marks a significant step for Yuchai Group in enhancing its market presence and supporting its global strategy, aligning with national policies and industry trends [3][4]. Group 1: Functions of Yuchai Beijing Marketing Center - The center will serve four main functions: 1. Establishing a strategic platform to support Yuchai's global strategy with decision-making based on national policies and industry trends [3]. 2. Acting as a high-end customer service center to provide rapid and professional technical support to key clients in North China and nationwide [3]. 3. Serving as a brand image window to showcase Yuchai's technological strength and corporate image on an international stage [3]. 4. Functioning as a talent and resource hub to attract high-end talent and promote innovation in high-end, intelligent, and green development [3]. Group 2: Significance of the Marketing Center - The opening of the Beijing Marketing Center is seen as a vital move for Yuchai to deepen its domestic market engagement and expand its global market reach [4]. - The center is positioned to leverage Beijing's influence as a political, economic, cultural, and information center, thereby injecting new momentum into Yuchai's sustainable high-quality development [4]. Group 3: Industry Context - The establishment of the marketing center is viewed as a practical implementation of the industry's structural adjustment and a push towards high-quality development [3]. - The center aims to enhance industry chain collaboration and deepen international cooperation, contributing to the advancement of China's power equipment industry towards the high end of the global value chain [3].