证券日报网讯 1月14日，潍柴动力（000338）在互动平台回答投资者提问时表示，当前公司大缸径发动 机业务需求旺盛，市场订单饱满，各产线产能利用均处于高位，同时根据市场需求推进产能提升。 ...

证券日报网讯1月14日，潍柴动力（000338）在互动平台回答投资者提问时表示，公司已完成行业领先 级别的硫化物全固态电池实验室研究，正在进行产业化落地研发工作；数据中心用发电产品需求强劲、 产销两旺；公司正在加速进行SOFC产能提升以满足客户需求。 ...

1月14日，潍柴重机跌5.49%，截至发稿，报31.49元/股，成交3.41亿元，换手率4.63%，总市值146.07亿 元。 资料显示，潍柴重机股份有限公司位于山东省潍坊滨海经济技术开发区富海大街17号，成立日期1993年 6月28日，上市日期1998年4月2日，公司主营业务涉及公司主要开发、制造和销售船舶动力和发电设备 市场用30-12000马力的发动机及动力集成系统、发电机组及电力集成系统,兼顾经营柴油机零部件、船 用齿轮箱配套等产品,并具有提供整套动力解决方案及电力解决方案的能力。主营业务收入构成为：发 电机组51.61%，发动机33.89%，后市场及其他7.28%，配件及加工劳务7.23%。 财通资管数字经济混合发起式A（017483）成立日期2022年12月26日，最新规模10.69亿。今年以来收益 6.51%，同类排名1789/8838；近一年收益100.54%，同类排名181/8089；成立以来收益118.64%。 数据显示，财通证券资管旗下1只基金位居潍柴重机十大流通股东。财通资管数字经济混合发起式A （017483）三季度新进十大流通股东，持有股数595.48万股，占流通股的比例为2.62 ...

证券日报网讯 1月12日，全柴动力在互动平台回答投资者提问时表示，公司结合市场未来发展趋势、历 史数据等正在编制2026年度预算。有关营收等目标计划是公司管理层的年度经营目标，不对外公开，亦 不构成对经营业绩的实质承诺。 （文章来源：证券日报） ...

Core Viewpoint - The report by Zhiyan Consulting highlights the growth trends in China's automotive natural gas engine industry, projecting a steady increase in engine production and emphasizing the importance of strategic development from 2026 to 2032 [1] Group 1: Industry Overview - In November 2025, China's engine production reached 240 million kilowatts, marking a year-on-year growth of 2.1% [1] - From January to November 2025, the cumulative engine production in China totaled 2.29 billion kilowatts, reflecting a cumulative growth of 6.2% [1] Group 2: Companies Involved - Listed companies in the sector include Weichai Power (000338), Dongfang New Energy (600841), Quanchai Power (600218), Zongshen Power (001696), Yunnei Power (000903), Aero Engine Corporation of China (600893), Loncin General (603766), and GAC Group (601238) [1] Group 3: Research and Consulting - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The firm emphasizes its commitment to delivering comprehensive industry solutions to empower investment decisions through professional insights and quality services [1]

Group 1: Company Developments in Large Cylinder and Data Center Business - The company has seen accelerated growth in the data center backup power market driven by advancements in AI technology, leading to increased demand for high-end engines [1][3] - The large cylinder engines are recognized for their fast startup speed, strong loading capacity, and reliability, with successful project deliveries in both domestic and international data centers [1][3] - The company plans to actively expand its strategic customer base both domestically and internationally to enhance market share [1][3] Group 2: SOFC Business Development Plans - The company is deeply engaged in the SOFC sector, having signed a technology licensing agreement with Xilius in November 2025, allowing it to master core technologies in batteries, stacks, systems, and power stations [1][4] - Focused on key scenarios such as AI data centers and industrial parks, the company has launched a new generation of high-power metal-supported commercial products with significant improvements in efficiency and power density [1][4] - The company has established intent to cooperate with several leading enterprises, laying the groundwork for large-scale commercialization while contributing to carbon neutrality goals and global energy transition [1][4] Group 3: New Energy Powertrain Strategy - The company is accelerating its layout in new business models, new energy, and new technologies, advancing the development of pure electric power systems, fuel cells, and hybrid technologies to meet diverse market demands [2][5] - Future strategies include leveraging the group's full industry chain advantages and a comprehensive technology layout to drive rapid growth in the new energy business [2][5] - The company aims to respond flexibly to different regional markets and application scenarios through differentiated products and rich customer channel resources [2][5]

1月9日，潍柴重机涨5.15%，截至发稿，报32.28元/股，成交5.22亿元，换手率7.26%，总市值149.73亿 元。潍柴重机股价已经连续4天上涨，区间累计涨幅12.37%。 资料显示，潍柴重机股份有限公司位于山东省潍坊滨海经济技术开发区富海大街17号，成立日期1993年 6月28日，上市日期1998年4月2日，公司主营业务涉及公司主要开发、制造和销售船舶动力和发电设备 市场用30-12000马力的发动机及动力集成系统、发电机组及电力集成系统,兼顾经营柴油机零部件、船 用齿轮箱配套等产品,并具有提供整套动力解决方案及电力解决方案的能力。主营业务收入构成为：发 电机组51.61%，发动机33.89%，后市场及其他7.28%，配件及加工劳务7.23%。 从潍柴重机十大流通股东角度 数据显示，财通证券资管旗下1只基金位居潍柴重机十大流通股东。财通资管数字经济混合发起式A （017483）三季度新进十大流通股东，持有股数595.48万股，占流通股的比例为2.62%。根据测算，今 日浮盈赚取约940.85万元。连续4天上涨期间浮盈赚取2012.71万元。 财通资管数字经济混合发起式A（017483）成立日期202 ...

南财智讯1月9日电，潍柴动力在投资者关系活动中表示，公司大缸径发动机因启动速度快、加载能力 强，具备更可靠、更高效及更经济的优势，已成功完成国内外多个数据中心项目的交付验收，市场认可 度持续提升。后续公司将积极开拓国内外战略客户，推动市场份额进一步增长。 ...

潍柴动力股份有限公司投资者关系活动记录表 | 2025 | 年 | 11 | 月，公司与希锂斯在电池电堆层面签订了技术 | | | | | --- | --- | --- | --- | --- | --- | --- | | 许可协议，这意味着公司可全面掌握电池、电堆、系统、电站 | | | | | | | | 的核心技术。近年来，公司聚焦 | AI | 数据中心、工业园区等核心 | | | | | | 场景，对标国际竞品推出新一代大功率金属支撑商业化产品， | | | | | | | | 在发电效率、体积功率密度、可启停次数及启动速度等方面均 | | | | | | | | 有显著提升，凭借性能优势已与国内外多家头部企业达成意向 | | | | | | | | 合作，为规模化商用奠定基础。公司将继续致力于技术创新与 | | | | | | | | 应用拓展，发挥在 | SOFC | 领域的技术引领作用，为客户提供高可 | | | | | | 靠性产品，助力实现"双碳"目标和全球能源转型。 | | | | | | | | 3.公司在新能源动力总成方向的布局和规划 | | | | | | | | 公司持续加快 ...

Group 1 - The core point of the news is that Weichai Heavy Machinery's stock price increased by 5.6% to 29.98 CNY per share, with a trading volume of 874 million CNY and a turnover rate of 13.30%, resulting in a total market capitalization of 13.906 billion CNY [1] - Weichai Heavy Machinery Co., Ltd. is located in Weifang Binhai Economic and Technological Development Zone, Shandong Province, and was established on June 28, 1993. It was listed on April 2, 1998. The company primarily develops, manufactures, and sells marine power and power generation equipment, including engines ranging from 30 to 12,000 horsepower and integrated power systems [1] - The main business revenue composition of Weichai Heavy Machinery includes: generator sets 51.61%, engines 33.89%, aftermarket and others 7.28%, and parts and processing services 7.23% [1] Group 2 - From the perspective of fund holdings, data shows that Huashang Fund has one fund heavily invested in Weichai Heavy Machinery. The Huashang Competitive Advantage Mixed A Fund (014267) increased its holdings by 19,500 shares in the third quarter, holding a total of 117,500 shares, which accounts for 4.96% of the fund's net value, making it the seventh largest holding [2] - The Huashang Competitive Advantage Mixed A Fund (014267) was established on January 28, 2022, with a latest scale of 71.5684 million CNY. Year-to-date return is 2.77%, ranking 4653 out of 8823 in its category; the one-year return is 72.56%, ranking 714 out of 8083; and the return since inception is 24.85% [2]