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能源电力风口下,潍柴的突围与领跑
Sou Hu Cai Jing· 2025-12-09 12:28
当前,全球能源结构加速向清洁化、多元化转型,电力保障的刚性需求与技术革新的浪潮碰撞出巨大市场空间。在近日召开的山东重工潍柴集团2026年商务 大会能源电力分会上,来自全国各地的合作伙伴与行业专家齐聚一堂,剖析市场动态、细数成长亮点、解码行业风口、共话价值共生。 从行业数据的精准研判到亮眼业绩的持续兑现,从产品矩阵的全面布局到服务生态的深度构建,潍柴正以全链条优势,在能源变革的赛道上领跑前行。 行业风口下的业绩突围:数据见证增长韧性 生态赋能:营销+服务+技术的三位一体支撑 如果说产品是潍柴的核心竞争力,那么"营销+服务+技术"三位一体的客户支持模式,便是其筑牢客户粘性、实现持续发展的重要支撑。潍柴主动突破传统 设备供应商的角色定位,以全生命周期服务为核心,构建起与客户共生共荣的生态体系。 当前,全球能源电力市场正处于格局重构期,在复杂国际形势与技术迭代升级的双重作用下,市场呈现"挑战与机遇并存"的鲜明特征。大会发布的行业数据 显示,全球范围内发电用途、25kVA以上的柴油、天然气及双燃料高速发动机市场稳中有增,中国市场增幅高于全球平均水平。其中,大缸径发电市场成为 核心增长引擎,全球行业容量同比增长8%;中国 ...
潍柴动力:公司发电产品已出口至美国、欧洲等市场
Zheng Quan Ri Bao Wang· 2025-12-09 09:15
证券日报网讯12月9日,潍柴动力(000338)在互动平台回答投资者提问时表示,公司发电产品已出口 至美国、欧洲等市场。 ...
潍柴动力(000338.SZ):没有燃气轮机业务
Ge Long Hui· 2025-11-26 10:00
Core Viewpoint - Weichai Power (000338.SZ) does not engage in gas turbine business and its power generation products can be exported to high-end markets such as the United States and Europe, with revenue figures being non-public information [1] Group 1 - The company has clarified that it does not have a gas turbine business [1] - The company's power generation products are eligible for export to high-end markets, including the United States and Europe [1] - Revenue figures related to these products are considered non-public information [1] Group 2 - The company is monitoring international trade policy changes and advises stakeholders to refer to the latest tariff policy documents [1] - The company will continuously pay attention to and comply with policy requirements [1]
潍柴动力:公司没有燃气轮机业务
Zheng Quan Shi Bao Wang· 2025-11-26 09:45
人民财讯11月26日电,潍柴动力(000338)11月26日在互动平台表示,公司没有燃气轮机业务,同时公 司发电产品可出口至美国、欧洲等高端市场,收入体量为非公开信息。 ...
Cummins Inc. (NYSE:CMI) Price Target and Market Outlook
Financial Modeling Prep· 2025-11-25 14:00
Core Viewpoint - Cummins Inc. is positioned as a leading player in the engine and power generation market, demonstrating resilience and growth potential despite market volatility [1][4]. Company Overview - Cummins Inc. designs, manufactures, and distributes engines, filtration, and power generation products, serving customers in over 190 countries through approximately 600 company-owned and independent distributor locations and over 7,600 dealer locations [1]. - The company competes with major industrial players such as Caterpillar and General Electric [1]. Stock Performance - As of November 25, 2025, Cummins' stock was trading at $485.62, with a price target set at $500 by UBS, indicating a potential upside of approximately 2.96% [2]. - The stock has shown positive momentum, reflecting an increase of 2.77%, or $13.11, amidst significant market volatility [3]. - CMI's stock has fluctuated between a low of $476.98 and a high of $490.30 on the day, with the latter being its highest price over the past year [4]. - The lowest price for CMI in the past year was $260.02, indicating resilience and growth potential [4]. Market Context - The stock market has experienced significant volatility, particularly following NVIDIA Corp's earnings report, but optimism returned after comments from New York Fed President John Williams regarding potential rate cuts [3]. - Major indices, including the Dow Jones Industrial Average, S&P 500, and NASDAQ, closed higher, reflecting a positive market sentiment [3]. - Cummins has a market capitalization of approximately $66.86 billion, maintaining its status as a significant player in the industrial sector [4]. - Today's trading volume for CMI was 1,288,788 shares, indicating active investor interest [4].