2025年10月，公司发动机销量为31,682台，同比增长19.55%；产量为34,758台，同比增长32.62%。本年累计发动机销量达353,138台，同比增长21.02%；累计 产量为382,321台，同比增长22.09%。 变速器业务方面，10月销量为18,585台，同比增长31.38%；产量为3,083台，同比下降80.25%。本年累计变速器销量为137,588台，同比增长77.33%；累计产 量为149,153台，同比增长46.18%。 东安动力于11月3日发布10月份发动机及变速器产销数据快报。 | | | | 产品 | | | | 销量 | | | 产量 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 上年 | 増減比 | 本年 | 上年同 | 増減比 | 本月 | 上年 | 増減比 | 本年 | 上年同 | 増減比 | | | | 同期 | 例 (%) | 累计 | 期累计 | 例 (%) | | 同期 | 例 (%) | 累计 | 期累计 ...

东安动力（600178）(600178.SH)发布公告，公司2025年10月份发动机销量3.17万台，同比增长19.55%; 变速器销量1.86万台，同比增长31.38%。 ...

智通财经APP讯，东安动力(600178.SH)发布公告，公司2025年10月份发动机销量3.17万台，同比增长 19.55%;变速器销量1.86万台，同比增长31.38%。 ...

2025 年 11 月 4 日 哈尔滨东安汽车动力股份有限公司 2025 年 10 月份发动机及变速器产销数据快报如下： 单位：台 | 产品 | | 上年 | 增减比 | 销量 本年 | 上年同 | 增减比 | 上年 | 增减比 | 产量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | | | | | 本月 | | | 本年 | 上年同 | 增减比 | | | | 同期 | 例（%） | 累计 | 期累计 | 例（%） | 同期 | 例（%） | 累计 | 期累计 | 例（%） | | 发动机 | 31682 | 26500 | 19.55 | 353138 | 291793 | 21.02 34758 | 26209 | 32.62 | 382321 | 313158 | 22.09 | | 变速器 | 18585 | 14146 | 31.38 | 137588 | 77587 | 77.33 3083 | 15607 | -80.25 | 149153 | 102032 | ...

新能源汽车产业龙头企业比亚迪则在西安高新区不断追加投资，完成了电池、电机、电控的全产业链布 局，产能快速提升。在比亚迪的带动下，一批批国内外汽车配套企业先后落地西安高新区，该区域汽车 年产量由2020年的25.44万辆攀升至2024年的107.4万辆。 光电子信息产业同样跑出"加速度"。西安高新区先后建成奕斯伟硅产业基地一期、三星闪存芯片二期增 资扩产项目、中兴二期、诺瓦研发基地等一批光电子信息产业项目，闪存芯片月产能达26万片，占到全 球产能的15%。 近年来，西安高新区产业发展并非新能源汽车产业和光电子信息产业的"双向突围"，而是包括新能源新 材料、生物医药和智能制造等五大支柱产业的集群跃迁，以实体经济挺起发展"脊梁"。 从单点突破到集群跃迁 在项目现场观察西安"产业密码" 中新网西安10月31日电 (李一璠)塔吊林立的工地上，工程车辆往来穿梭；机器轰鸣的车间里，智能设备 高效运转；创新要素集聚的园区内，科研团队攻坚不停……金秋时节，古都西安处处涌动着项目建设的 热潮。 据悉，5年来，超700个项目在西安高新区落地生根，超6500亿元投资汇聚成流，产业发展模式从单点突 破向集群跃迁转变。 在新能源汽车产业 ...

10月10日，哈尔滨东安汽车动力股份有限公司（以下简称"东安动力"）发布了2025年9月份产销数据快报。根据公告，东安动力在9月份的发动机和变速器的 产销数据表现强劲，尤其是产量方面实现了显著增长。 9月份，东安动力发动机的产量达到了48,418台，较去年同期的35,096台同比增长37.96%。本年累计产量为347,563台，较去年同期的286,949台同比增长 21.12%。在销量方面，9月份发动机销量为40,762台，较去年同期的31,232台同比增长30.51%。本年累计销量为325,456台，较去年同期的265,293台同比增长 22.68%。 | 产品 | 销量 | - से - | 増減比 | 本年 | 上年同 | 增减比 | 产量 | F th | 增减比 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | | | | | | 本月 | | | 本年 | 上年同 | 増減比 | | | | 同期 | 例(%) | 累计 | 期累计 | 例 (%) | | ...

格隆汇10月9日丨东安动力(600178.SH)公布，2025年9月份的产销数据快报显示，发动机销量为4.08万 台，同比上年同期的3.12万台增长30.51%；本月发动机产量为4.84万台，同比上年同期的3.51万台增长 37.96%。 变速器方面，9月份销量为7371台，同比上年同期的8745台下降15.71%；本月变速器产量为1.61万台， 同比上年同期的1.35万台增长19.75%。 ...

哈尔滨东安汽车动力股份有限公司董事会 2025 年 10 月 10 日 单位：台 | 产品 | | | | 销量 | | | | | 产量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 上年 | 增减比 | 本年 | 上年同 | 增减比 本月 | 上年 | 增减比 | 本年 | 上年同 | 增减比 | | | | 同期 | 例（%） | 累计 | 期累计 | 例（%） | 同期 | 例（%） | 累计 | 期累计 | 例（%） | | 发动机 | 40762 | 31232 | 30.51 | 325456 | 265293 | 22.68 48418 | 35096 | 37.96 | 347563 | 286949 | 21.12 | | 变速器 | 7371 | 8745 | -15.71 | 119003 | 63441 | 87.58 16129 | 13469 | 19.75 | 146070 | 86425 | 69.01 | 注：本表为销售快报数据，最终数据以公司 ...

Core Viewpoint - Dong'an Power's stock has shown a mixed performance in recent trading sessions, with a year-to-date increase of 12.51% and a notable rise in revenue and profit for the first half of 2025 [1][2]. Group 1: Stock Performance - As of October 9, Dong'an Power's stock price increased by 2.03%, reaching 13.09 CNY per share, with a total market capitalization of 6.106 billion CNY [1]. - The stock has experienced a net inflow of 2.6325 million CNY from main funds, with significant buying activity amounting to 6.8386 million CNY, representing 17.83% of total trading [1]. - Year-to-date, the stock has risen by 12.51%, with a slight increase of 0.61% over the last five trading days, but a decline of 0.61% over the last 20 days and 7.00% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Dong'an Power reported a revenue of 2.479 billion CNY, reflecting a year-on-year growth of 25.72%, while the net profit attributable to shareholders was 3.9212 million CNY, up 157.75% [2]. - The company's main business revenue composition includes 70.71% from engine production, 27.88% from transmissions and other components, and 1.41% from supplementary sources [1]. Group 3: Shareholder Information - As of September 19, the number of shareholders for Dong'an Power decreased by 23.90% to 67,300, while the average number of circulating shares per shareholder increased by 31.41% to 6,930 shares [2]. - The company has distributed a total of 641 million CNY in dividends since its A-share listing, with 29.1378 million CNY distributed over the past three years [3].

Summary of Weichai Power Conference Call Company Overview - **Company**: Weichai Power - **Date**: September 19, 2025 Key Points Industry and Market Trends - **Heavy Truck Industry**: Entering a recovery cycle since 2023, driven by vehicle replacement policies, with expected sales growth over the next few years [10][11] - **Data Center Backup Power Market**: Stable growth anticipated, with a projected shipment increase of 20%-30% year-on-year in 2025, reaching over 10,000 units [16][19] Financial Performance and Projections - **2025 Profit Expectations**: Expected to achieve over 13.5 billion in profit, with a slight increase year-on-year, setting a low base for 2026 [19] - **2026 Growth Forecast**: Anticipated profit growth exceeding 15% due to low base effects from 2025 and ongoing operational improvements [4][19] Business Segments - **Large Bore Engine Business**: Key growth driver, focusing on overseas markets and benefiting from increased demand for backup power [2][5] - **Components Business**: Expected export growth of approximately 20%, reaching 250,000 to 260,000 units, supporting stable growth [2][6] - **Kion Business**: Gradual recovery in profitability expected post one-time charges, with potential to exceed 4% profit margin in the coming year [20] Competitive Advantages - **Cost-Effectiveness**: Weichai's products are competitively priced compared to major competitors like Caterpillar and Cummins, enhancing market share in Asia and Africa [18] - **Product Range**: Offers a wide range of engine displacements and power outputs, meeting stringent emission standards while maintaining strong profitability [11] Dividend and Capital Expenditure - **Dividend Policy**: High dividend payout ratio of approximately 55% with a dividend yield close to 6%, indicating strong cash flow and shareholder returns [21] - **Capital Expenditure**: Expected to remain stable with no significant new investments planned, allowing for continued cash flow generation [3][21] Additional Insights - **Synergistic Effects**: Collaboration between main engine manufacturers and Kion-related businesses is expected to enhance overall profitability and competitive positioning [7] - **Agricultural Equipment Performance**: Recent profitability trends in agricultural equipment indicate a positive outlook following recent restructuring efforts [9] This summary encapsulates the essential insights from the Weichai Power conference call, highlighting the company's strategic positioning, market dynamics, and financial outlook.