在新能源产业链布局上，公司与上海汽车电驱动有限公司共同出资成立了由本公司控制的芜湖新柴佩特 来动力科技有限公司。该子公司专注于生产用于新能源电动叉车配套的电控、电机等零部件，有效提高 了公司应对新能源技术发展风险的能力。目前，产品已覆盖1到10吨叉车动力，1到5吨电驱动力已经量 产，且市场推广顺利，未来发展前景广阔。 在市场竞争中，新柴股份也明确了自身差异化竞争策略。同时，公司通过内部研发投入和技术沉淀、外 部市场开拓和现有客户维护等多维度举措，不断提高农业机械用产品和工程机械用如挖掘机、装载机等 产品的市场占有率。在农业机械市场，公司产品凭借稳定性能与优质服务，获得了农户和农业生产企业 的广泛认可；在工程机械领域，与多家大型整机企业建立了长期稳定的合作关系。 2025年上半年，新柴股份在新能源领域的积极布局与有效实施，为公司未来持续、健康发展奠定了坚实 基础。展望未来，公司将继续深化在新能源领域的探索，不断推出适应市场需求的新产品、新技术，在 激烈的市场竞争中保持领先地位，为股东和社会创造更大价值。（CIS） 8月26日，新柴股份（301032.SZ）发布2025年半年度业绩报告。报告显示，公司实现营业收入 ...

证券日报网讯 潍柴动力8月15日在互动平台回答投资者提问时表示，公司可提供适配刚性矿卡、矿用挖 掘机、矿用推土机等主流大型矿山用设备的发动机产品，并在混动、纯电、甲醇发动机等低碳零碳矿山 动力产品均有布局，全面满足不同客户在不同应用场景下的需求。 （编辑 王雪儿） ...

Group 1 - The core viewpoint of the forum emphasizes the need for collaboration across the automotive industry to achieve net-zero emissions, as stated by Matias Giannini, CEO of Horse Powertrain [1] - The global automotive industry is undergoing a critical electrification transformation, with the goal of achieving net-zero emissions, although the paths and challenges vary by region [3] - By 2040, it is projected that pure electric vehicles will account for over 50% of global new car sales, raising questions about the future of the remaining 50% of vehicles that will still rely on efficient internal combustion engines or hybrid systems [3] Group 2 - Horse Powertrain aims to provide comprehensive solutions for efficient internal combustion and hybrid systems, leveraging years of technological expertise from Geely and Renault [4] - The company operates five R&D centers and 17 production bases globally, with an annual production capacity of 5 million units, meeting up to 80% of the market demand for hybrid and fuel-powered passenger vehicles [4] - Horse Powertrain showcased its advanced technologies at the 2025 Shanghai Auto Show, including alternative fuel solutions and a future super hybrid concept that integrates engine, motor, transmission, and power electronics into a compact modular unit [4] Group 3 - Matias highlights the importance of collaboration between automakers and powertrain suppliers to accelerate the pace of electrification transformation [5] - The Chinese market is expected to see plug-in hybrid models outpace pure electric models for the first time in 2024, reflecting China's strong innovation capabilities [5] - Horse Powertrain positions China as a core growth engine, aiming to support the country's future development towards achieving net-zero emissions through diverse solutions [5]

Core Viewpoint - By 2040, it is expected that 50% of vehicles globally will still rely on efficient internal combustion engines or hybrid systems, indicating that a single solution for achieving net-zero emissions is not feasible due to diverse consumer preferences and regional characteristics [1][2] Company Overview - Haosi Power was officially established in May 2024 as a joint venture between Renault Group and Geely, with Saudi Aramco acquiring a 10% stake in December of the same year [1] - The company is described as a "newly established old brand" as it inherits hybrid and traditional internal combustion engine technologies from Renault and Geely, along with a global factory layout [1] - Haosi Power consists of two business groups: Aurobay from Geely and Horse Technology from Renault [1] Market Position and Strategy - Haosi Power was formed in response to the challenges faced by automakers in transitioning to electrification, recognizing the need for a collaborative approach to hybrid and alternative fuel technologies [2] - Despite a decline in individual automakers' market share for internal combustion engines, Haosi Power integrates multiple automakers' demands, with actual demand for internal combustion engines still on the rise [2] - The company operates five R&D centers and 17 factories globally, employing approximately 19,000 people, with an annual production capacity of 5 million units, covering up to 80% of the global market for hybrid and fuel-powered vehicles [2] Technological Innovation - At the Shanghai Auto Show, Haosi Power showcased its revolutionary "Future Super Hybrid" technology, which integrates the engine, motor, transmission, and power electronics into a compact modular unit compatible with various fuels [3] - This technology is designed for electric vehicle platforms, allowing automakers to develop hybrid models without significant design changes [3] - The first models utilizing this technology are expected to be mass-produced by 2028 [3] Cost Efficiency - In a competitive market, cost competitiveness is crucial for the success of technological advancements and partnerships [4] - Haosi Power is expected to benefit from the economies of scale resulting from the merger of Geely and Renault's power divisions, with the Future Super Hybrid concept projected to save 20% in costs compared to traditional solutions [4]