潍柴动力（000338）(02338)发布2025年中期业绩，营业收入1131.52亿元(人民币，下同)，同比增加 0.6%;归母净利润56.43亿元，同比下降约4.4%;每股基本盈利0.65元。 2025年上半年，旗下海外子公司德国凯傲集团新增订单62.1亿欧元，同比增长22.2%;整体实现收入55亿 欧元，其中，叉车业务实现收入41.3亿欧元，供应链解决方案业务实现销售收入13.7亿欧元。集团整体 实现净利润4,790万欧元。核心业务创新突破，市场竞争力持续攀升。叉车业务深挖市场需求，巩固行 业领先地位。与埃森哲等头部知名公司开展深度合作，研发AI驱动工业车辆及孪生数字模型，升级亚 太区自动化卓越中心(位于厦门)，依托"德国技术+中国创新"扩大市场份额;供应链解决方案业务聚焦智 能创新，行业内率先採用物理AI技术，构建智慧仓储系统。可持续发展成果显著，核心价值获行业认 可。在可持续发展方面，凭藉卓越的可持续发展和长期价值创造能力获得全球领先的企业可持续发展评 估体系金牌评级，以歷史最高评分入选道琼斯欧洲最佳企业指数，企业经济、社会和环境价值收获了行 业高含金量评价。 公告称，报告期内，公司各产品市场地位继 ...

公司坚持整车整机龙头带动战略，不断增强产品市场竞争力，推动产业链协同升级提速。旗下子公司陕 重汽坚持市场导向与技术创新双轮驱动，上半年整车销量7.3万辆，同比增长14.6%，产销规模持续提 升。新能源转型升级换挡提速，海外市场开拓成效显著。上半年，新能源车销量超过1万辆、同比增长 255%;加快海外市场拓展力度，规模化市场增量明显，几内亚、沙特、阿尔及利亚等市场销量同比实现 翻番增长。业务协同不断深化，标杆产品竞争力持续增强。公司与陕重汽强强联合，重磅推出X6000旗 舰版16NG720马力天然气重卡，重新定义中国重卡行业大马力价值标杆;瞄准农副、冷链、快递载货细 分市场，推出德龙M5000系列中高端产品，可靠性与节油性能行业领先;与公司合作发佈全自动新能 源"智汇"品牌，整车经济性、安全性等性能指标居行业前列。 智通财经APP讯，潍柴动力(02338)发布2025年中期业绩，营业收入1131.52亿元(人民币，下同)，同比增 加0.6%;归母净利润56.43亿元，同比下降约4.4%;每股基本盈利0.65元。 公告称，报告期内，公司各产品市场地位继续保持领先优势，产品销售结构不断优化，战略业务实现爆 发增长。 ...

（原标题：潍柴动力上半年业绩稳健 拟每10股派发中期红利3.58元） 8月29日晚间，潍柴动力发布2025年半年报。公司坚持以技术创新和结构调整为核心动力，全面抢抓海 外、高附加值市场与新能源转型机遇，经营业绩表现稳健。报告期内，公司实现营业收入1131.5亿元， 归母净利润56.4亿元。同时，公司保持高比例分红政策，拟中期每10股派发现金红利3.58元，分红比例 提升至57%。 动力系统龙头地位巩固 高端产品贡献新增长极 2025年上半年，公司动力系统业务龙头地位持续夯实，产品结构高端化转型成效显着，战略业务实现爆 发增长。上半年，公司共销售发动机36.2万台，其中重卡发动机销量12.5万台。龙头优势持续巩固的同 时，产品销售结构不断优化，高端化战略业务实现爆发增长。上半年，高端M系列大缸径发动机销售超 5000台，同比大幅增长41%，彰显出公司在高附加值领域的强劲突破。其中，数据中心用发动机产品累 计销售近600台，同比增长491%，成为业务新增长极。潍柴(烟台)新能源动力产业园建成投产，新能源 动力产品市场化进程加快，业务收入同比增长37%至12.1亿元。 重卡市占率连年提升 新能源重卡销量翻两倍 公司 ...

Core Viewpoint - Weichai Power plans to spin off its subsidiary Weichai Lovol Smart Agriculture Technology Co., Ltd. for an IPO on the Hong Kong Stock Exchange, following a previous unsuccessful attempt to list on the Shenzhen Stock Exchange [1][10]. Company Overview - Weichai Lovol, headquartered in Weifang, Shandong Province, was established in 2004 and rebranded in 2022 to focus on agricultural machinery and smart agriculture services [4]. - The company is primarily owned by Weichai Power and Weichai Holdings, controlling approximately 88.36% of the voting rights [4]. Financial Performance - Weichai Lovol reported revenues of approximately CNY 159.5 billion, CNY 146.76 billion, and CNY 173.93 billion for the years 2022, 2023, and 2024, respectively, with net profits of CNY 7.72 billion, CNY 8.71 billion, and CNY 9.57 billion during the same period [5][6]. - The company has a high debt-to-asset ratio exceeding 80%, with figures of 83.4%, 80.44%, and 80.24% over the reporting period [14]. Market Position - Weichai Lovol leads the Chinese agricultural machinery market with a sales revenue of CNY 174 billion in 2024, capturing a market share of approximately 21.2% [5]. - The company ranks first in various segments, including tractors (22.6% market share), harvesting machinery (53.5% market share), and intelligent harvesting machinery (66% market share) for 2024 [6]. Dividend Policy - The company has a history of significant cash dividends, totaling over CNY 20 billion in the past five years, with recent dividends of CNY 2.29 billion announced in June 2025 [13][14]. - The cash dividends in 2021 and 2022 were CNY 7.8 billion and CNY 9.61 billion, respectively, exceeding the net profits for those years [13]. IPO Plans - Weichai Lovol's IPO application was submitted to the Hong Kong Stock Exchange after a previous attempt to list on the Shenzhen Stock Exchange was withdrawn in April 2024 [9][10]. - The funds raised from the IPO are intended for the construction of a new high-end agricultural machinery production base, smart upgrades of existing production lines, and international logistics for high-end agricultural equipment [14].

Core Viewpoint - Weichai Lovol Smart Agriculture Technology Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange, with CICC as the sole sponsor [1] Company Overview - Weichai Lovol is a leading provider of smart agricultural solutions in China, integrating advanced agricultural machinery with smart agricultural services to cover the entire agricultural production cycle [4] - The company's business is based on two core pillars: complete sets of smart agricultural machinery and smart agricultural services, focusing on high-end and intelligent agricultural equipment to address the "who will farm" issue [4] - The product portfolio includes high-quality smart agricultural machinery, primarily tractors and harvesting machinery, which contribute over 90% of the revenue [4] Shareholding Structure - As of June 15, 2025, the controlling shareholders are Weichai Power and Weichai Holdings, holding approximately 61.10% and 27.26% of the shares, respectively, with a combined voting power of about 88.36% [5] Financial Performance - For the fiscal years 2022, 2023, and 2024, Weichai Lovol reported revenues of approximately CNY 15.95 billion, CNY 14.68 billion, and CNY 17.39 billion, respectively, with corresponding profits of CNY 772 million, CNY 871 million, and CNY 957 million [6][7]