中证报中证网讯（记者 张鹏飞）近日，山东重工集团在2026年度工作会议上宣布将电力能源列为集团 第七大业务板块，标志着该业务已上升至集团战略核心高度。作为该业务板块核心承载主体，潍柴凭借 在高端大缸径发电动力、固体氧化物燃料电池（SOFC）等领域的持续突破，加速推动电力能源板块快 速起势，培育集团高质量发展新的战略增长极。 为全球客户提供差异化解决方案 大缸径发动机技术壁垒极高，曾长期被国际巨头垄断。潍柴敏锐地洞察到全球数据中心市场的巨大潜 力，果断决策、提前布局，组建顶尖的专业团队，潜心攻关十余年，实现"从0到1"的颠覆性突破，先后 推出M33、M55全新平台大缸径高速发动机，持续升级产品谱系与结构，为传统产业发展寻找"新质"动 能，开辟了第二增长曲线。 针对大数据中心的特殊需求，潍柴推出了一系列个性化定制方案：产品最大功率可以达到5兆瓦，功率 覆盖范围全球领先，满足不同客户需求；冗余起动设计，确保快速起动，可靠性高，守护数据中心电力 安全；为提升空间利用效率，研发紧凑型发电机组，在不牺牲性能前提下大幅缩减占地面积；针对运行 稳定性要求，配备智能化管理系统，实现远程监控、故障预警及自动启停等功能，显著提升数 ...

Market Overview - Bridgewater founder Dalio warns against inappropriate interest rate cuts by the Federal Reserve, indicating a challenging situation for the Fed [1] - The U.S. stock market shows signs of stagnation, while Hong Kong stocks continue to rise, with the Hang Seng Index closing up 0.62% [1] - China-ASEAN Free Trade Area 3.0 negotiations have been completed, enhancing economic integration and reducing reliance on the U.S. [1] Company Developments - Alibaba Pictures plans to change its name to "Damai Entertainment Holdings Limited," aiming to enhance brand recognition and support diversification [2] - Zhongjiu Mobile has launched 6 new games this year and plans to release a total of 18, with a new game set to launch on May 27 [3] - Bilibili reported a 24% year-on-year revenue increase in Q1, with a 76% surge in gaming revenue, and a net profit of 362 million yuan [3] - BYD's stock has risen over 4%, achieving a historical high, with significant overseas sales in Europe and Brazil [4] - Meitu Company plans to issue $250 million in convertible bonds to Alibaba, aiming to create synergies in e-commerce and AI [7] Industry Insights - Wolfspeed, a leading silicon carbide semiconductor manufacturer, is preparing to file for bankruptcy due to massive debt issues, which may create opportunities for Chinese companies in the silicon carbide market [8] - The Chinese gold market is showing strength, with April imports reaching 127.5 tons, a 73% increase month-on-month, indicating a growing influence on the international gold market [4][5] - The solid-state battery sector is advancing, with BMW and other companies testing new technologies, and significant investments in battery production are expected [6] Sector Focus - Weichai Power's natural gas heavy truck penetration rate is expected to rise, with significant sales in high-end diesel generators driven by data center demand [10] - The company is developing a new energy industrial park focused on battery and core component manufacturing, with the first battery product launched in March 2025 [11]