近日，安徽全柴动力（维权）股份有限公司发布了2025年版公司章程，对公司的组织和行为、经营宗旨 和范围、股份管理、股东和股东会、董事会等多方面进行了详细规定。 安徽全柴动力股份有限公司成立于1998年，由安徽全柴集团有限公司独家发起设立，同年10月获批向社 会公众发行6000万股人民币普通股，并于12月在上海证券交易所上市。公司注册资本为4.35599919亿 元，法定代表人为董事长。 在经营宗旨和范围方面，公司秉持"质量第一，用户至上，不断求新"的理念，经营范围涵盖内燃机、农 业装备、工程机械等多个领域，还包括自营和代理各类商品和技术的进出口业务。 股份管理方面，公司现有总股本为435,599,919股，均为普通股。公司可根据经营和发展需要增加资本， 方式包括公开发行股份、非公开发行股份等。在特定情况下，公司可收购本公司股份，但需遵循相关程 序和规定。股东持有的股份可依法转让，但发起人、董事、高级管理人员等在转让股份时受到一定限 制。 股东和股东会方面，公司依据证券登记机构提供的凭证建立股东名册，股东享有多项权利，如获得股利 分配、参加股东会会议并行使表决权等。股东会是公司的权力机构，分为年度股东会和临时股 ...

8月27日，潍柴动力盘中下跌2.04%，截至13:53，报15.37元/股，成交9.77亿元，换手率1.26%，总市值 1339.60亿元。 资金流向方面，主力资金净流出2.25亿元，特大单买入8726.44万元，占比8.93%，卖出2.50亿元，占比 25.58%；大单买入2.12亿元，占比21.65%，卖出2.73亿元，占比27.97%。 潍柴动力今年以来股价涨15.11%，近5个交易日跌0.32%，近20日跌0.26%，近60日涨4.11%。 分红方面，潍柴动力A股上市后累计派现340.76亿元。近三年，累计派现129.65亿元。 机构持仓方面，截止2025年3月31日，潍柴动力十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股5.81亿股，相比上期增加3.22亿股。华泰柏瑞沪深300ETF（510300）位居第六大流通股 东，持股8869.48万股，相比上期减少490.40万股。易方达沪深300ETF（510310）位居第八大流通股 东，持股6221.65万股，相比上期减少242.32万股。华夏沪深300ETF（510330）退出十大流通股东之 列。 责任编辑：小浪快报 资料显示，潍柴动力 ...

Core Viewpoint - The Yunnan Provincial Government has issued measures to support the healthy development of the low-altitude economy, emphasizing industrial cluster development and technological innovation [1] Group 1: Policy Measures - The government encourages the transformation and docking of technological achievements, providing a subsidy of 0.2% of the annual sales for third-party technology introductions, with a maximum subsidy of 10 million yuan, applicable for three consecutive years, excluding related transactions [1] - Key parks such as Kunming National High-tech Industrial Development Zone, Qujing Economic and Technological Development Zone, and Yunnan Mile Industrial Park are supported as key areas for low-altitude manufacturing, with an annual maximum allocation of 50 million yuan for each park [1] Group 2: Industry Development - The measures support the development of the entire supply chain for low-altitude industries, including aircraft manufacturing, materials, batteries, motors, internal combustion engines, payloads, and flight control systems [1] - The government promotes the interconnection of upstream and downstream industries within the parks to foster industrial clustering and innovative development in the low-altitude sector [1]

Core Insights - The internal combustion engine (ICE) industry in China is undergoing a historic transition from "scale expansion" to "value enhancement" amid the backdrop of the "dual carbon" strategy, the rise of new productive forces, and the global restructuring of industrial chains [1][2] - The "14th Five-Year Plan" serves as a crucial guide for the ICE industry, emphasizing low-carbon and zero-carbon development paths while promoting technological innovation and industrial collaboration [2][4] Policy and Technological Breakthroughs - The ICE industry is expected to encounter three major opportunities during the "14th Five-Year Plan," driven by national strategic design and the industry's own innovative vitality [2][4] - National policies, such as the "Hydrogen Energy Industry Standard System Construction Guide (2023 Edition)" and the "Industrial Structure Adjustment Guidance Catalog (2024 Edition)," provide strong support for the low-carbon transition of the ICE industry [4] Strategic Needs and Industry Advantages - The demand for major technological equipment is critical for national economic security and industrial upgrading, necessitating a focus on advanced equipment in power, rail transport, and aerospace [3] - The ICE industry has established itself as a cornerstone of China's manufacturing sector, with a complete domestic supply chain and growing research and testing capabilities [4][10] Market Demand and Innovation - The core development trend for the next generation of ICEs is "high efficiency, low carbon, and near-zero pollutant emissions," driven by both policy mandates and market demand [5][6] - The industry is focusing on multi-dimensional technological innovations, including the development of alternative fuels such as ammonia, hydrogen, and methanol [5][11] Challenges and Strategic Focus - The ICE industry faces multiple challenges, including the need to meet stringent emission regulations and enhance the reliability of alternative fuel engines [8][9] - A systematic response plan is required, focusing on nine key areas such as strengthening foundational research, consolidating traditional industry advantages, and enhancing international competitiveness [9][12] Achievements and Future Directions - By the end of the "14th Five-Year Plan," China has solidified its position as the world's largest manufacturer of ICEs, with significant technological advancements and a stable sales volume between 76 million to 82.6 million units from 2021 to 2024 [10][11] - The industry has made notable progress in developing new generation diesel engines and alternative fuel applications, indicating a promising future in the context of the "dual carbon" era [11][12]

Group 1 - Stellantis (STLA.N) plans to halt all internal combustion engine production at its factories in the coming months [1]

Economic Performance - Yulin City's GDP grew by 6.1% year-on-year in the first half of the year, with foreign trade imports and exports increasing by 163.7% [1][2] - The total industrial output value above designated size increased by 17.3%, and the industrial added value rose by 13.9% [2] Development Initiatives - Yulin City has launched three major initiatives focusing on industrial development, project promotion, and investment attraction to build a modern industrial system [2] - The city has introduced 679 projects from returning overseas Chinese entrepreneurs, with 539 projects under construction and 311 completed, creating employment for 84,000 local workers [2] Infrastructure and Connectivity - Yulin is enhancing its connectivity by developing a maritime economy and has been approved for the opening of its port terminal [3] - The city is undertaking significant infrastructure projects, including airport construction, port development, and high-speed rail connections [3] Open Cooperation - Yulin is expanding its cooperative network, establishing eight trade liaison centers in ASEAN countries, and accelerating the construction of logistics and trade platforms [5] - The establishment of the China (Guangxi) Free Trade Pilot Zone Yulin Collaborative Development Area has been approved, facilitating the export of local products [5]

Historical Logic: Evolution of Technology Centers - The rise of global powers has historically been closely linked to technological revolutions [2][6] - The transfer of global scientific centers has occurred approximately every 80 years, following a pattern from Italy to the US [5] - Technological innovation is a precursor to economic, political, cultural, and military centers, marking the first step in a nation's rise [7] Economic Logic: Leap in Economic Paradigms - Technological revolutions do not automatically lead to industrial revolutions; a significant leap is required for transformation [9] - General Purpose Technologies (GPT) are crucial for achieving economic paradigm shifts and transitioning from technological to industrial revolutions [10][11] - GPTs are characterized by universal applicability, complementary innovations, and technological dynamism, playing a vital role in national economic ascendance [12] Political Logic: Rise of Great Powers - Economic and technological advancements lead to the concentration of international power, facilitating the rise of great powers [14] - The emergence of new paradigms can shift global power centers, driven by the adoption of GPTs [16] - Infrastructure development is essential for nations to seize opportunities presented by technological changes [18] Era Logic: International Competition in AI - The current global landscape features multiple technology and economic centers, leading to complex competitive dynamics [28] - The fourth industrial revolution is occurring within a fragmented international economic system, affecting trade and economic strategies [32] - The transition from platform economy to intelligent economy highlights the need for nations to adapt and seize AI opportunities [33] AI International Competition - The integration of new technologies is reshaping traditional production models and fostering new economic ecosystems [35] - The collaboration between industries and technology systems is becoming a key factor in economic competition [35] - Industries are increasingly becoming the main drivers of technological innovation, surpassing academic contributions in fields like artificial intelligence [35]

Group 1: Historical Logic of Technological Evolution - The rise of global powers has historically been linked to technological revolutions, with a focus on the evolution of global scientific centers [3][4] - The "Takahashi phenomenon" indicates that global scientific centers have shifted approximately every 80 years, following a pattern from Italy to the US [3][4] - Technological innovation is a precursor to economic, political, and cultural dominance, serving as the first step in the rise of great powers [3][4] Group 2: Economic Logic of Paradigm Shifts - Technological revolutions do not automatically lead to industrial revolutions; a significant leap is required for commercialization and industrialization [5][6] - General Purpose Technologies (GPT) are crucial for achieving economic paradigm shifts, enabling the transition from technological to industrial revolutions [6][7] - Historical examples illustrate that the widespread application of GPT is key to economic transformation and societal advancement [6][7] Group 3: Political Logic of Power Dynamics - Economic and technological advancements lead to the concentration of international power, facilitating the rise of great powers [7][8] - The emergence of new paradigms can shift global power centers, with GPT playing a significant role in this transition [9][10] - Infrastructure development is essential for leveraging technological changes, as seen in historical examples of maritime and rail advancements [11][12] Group 4: Era of AI International Competition - The current global landscape features multiple technological and economic centers, complicating competitive dynamics [16][17] - The transition from platform economy to intelligent economy marks a significant shift, with countries like China seizing opportunities in emerging technologies [17][18] - The integration of new technologies is reshaping traditional industries and creating new economic ecosystems, emphasizing the importance of collaborative development [18]

Core Viewpoint - BMW's Steyr plant in Austria is undergoing a complex transformation, expanding electric powertrain production while maintaining its role as a global internal combustion engine manufacturing center [2][5]. Group 1: Transformation and Strategy - The Steyr plant is positioned as a dual-engine facility for both internal combustion engines and electric drive systems, ensuring a flexible and future-oriented supply model for BMW's global vehicle lineup [7][11]. - The plant had 4,900 employees and generated sales of €4.4 billion last year, ranking among the top ten industrial companies in Austria [7]. - BMW is committed to maintaining its internal combustion engine business, producing approximately 1.2 million internal combustion engines last year while also investing in traditional engine improvements [14][24]. Group 2: Technological Advancements - The current fifth-generation electric vehicle drive system has achieved a 40% reduction in energy consumption and a 30% increase in vehicle range compared to the upcoming sixth generation [20]. - The introduction of new technological components, such as inverters, is seen as a key differentiator for BMW in enhancing electric drive efficiency and performance [18][22]. Group 3: Workforce and Production Capacity - BMW aims to maintain the current workforce level of approximately 4,900 employees by 2030, with 700 dedicated to research and development [23]. - The production capacity for electric drive systems is expected to expand to 600,000 units across two production lines, with adjustments based on market demand [24]. Group 4: Future Developments - The first "New Generation" model, the iX3, is set to begin series production in the fall at BMW's new factory in Debrecen, Hungary [29]. - BMW is prepared to evaluate global expansion options if demand increases, ensuring flexibility in production strategies [32].

撰 文 / 周 洲 设 计 / 琚 佳 内燃机被污名化这么多年，现在被正名了，不应该再诬蔑内燃机。 轩辕奖评审团主席、上海交通大学汽车工程研究院院长许敏在第十二届轩辕奖颁奖典礼上表达了该 观点。 他说："内燃机本身并不坏，主要是用的油不行，如果把燃料改变的话，内燃机还是碳中和非常有 效的动力系统。" 许敏在第十二届轩辕奖颁奖典礼上发表的《先进动力发展趋势》的演讲中表示，带发动机的混动、 插电混动、增程式电动车发展迅速，基本达到了要平分天下的程度。 许敏认为，内燃机被认为是长期发展的动力。如果烧生物质燃料、电子柴油、电子汽油等碳中性燃 料、氢、氨等零碳燃料，内燃机就是清洁的。 许敏称，中国的动力系统跟随和抄袭的时代已经过去，现在在世界上是崭新的一面，搭载中国动力 装置的车型在动力性、经济性方面都非常卓越。 以下是许敏演讲实录，此处略有删节。 我讲一讲汽车动力方面的技术发展和挑战。 汽车动力是汽车最重要的属性之一，也是买车的人最关心的特征。汽车动力毕竟是非常传统的技 术，好像和现在流行的智能座舱、智驾相比比较落后，动力似乎不是那么重要。实际上在动力领 域，最近这些年来发展和变化还是很大的。比如说电动化就是在动力系 ...