2025年，浩思动力旗下公司极光湾科技于近日一举斩获有着全球"汽车界奥斯卡"之称的Automotive News (美国汽车新闻)颁发的汽车供应商杰出 贡献奖-PACE大奖。 该奖项评审专家在颁奖词中指出，极光湾科技混动系统突破了传统混动技术的性能瓶颈，通过3DHT100变速箱与BHE15混动发动机的深度协同，实现 了动力性能、燃油效率与系统紧凑性的完美平衡。 该创新技术在全球范围内已获得多个国家的专利授权，其独创的三挡串并联架构与嵌入式行星齿轮设计，将混动系统的扭矩密度提升至行业领先的 41N·m/kg，轴向长度却缩短至354mm，为不同级别的车型提供了灵活高效的解决方案。 BHE15混动专用发动机，采用涡轮增压、米勒循环与低压中冷EGR技术，在1.5L排量下实现了168N·m/L的升扭矩指标。配合3DHT100变速箱的智能能 量管理策略，搭载该系统的星越L智擎车型在WLTC工况下油耗仅为4.79L/100km，0-100km/h加速时间7.9秒，综合性能全面领先同级竞品。这种小排量大性 能的技术突破，为汽车行业应对排放法规与动力需求的双重挑战树立了创新标杆。 在行业层面，浩思动力的混动系统的创新不仅改写了 ...

Investment Rating - The report suggests a positive outlook for the machinery sector, particularly highlighting specific companies for investment opportunities [13]. Core Insights - The engineering machinery sector shows short-term fluctuations in operating rates but maintains a long-term recovery logic driven by domestic demand [7][25]. - The new shipbuilding prices have stabilized and are showing signs of recovery, indicating an upward trend in industry sentiment [7][46]. - The gas turbine sector is experiencing robust growth, with significant increases in orders and production expected [7][55]. Market Review - The SW Machinery Equipment Index increased by 0.26% over the past week, ranking 24th among 31 primary industry categories [3][16]. - Year-to-date, the SW Machinery Equipment Index has risen by 8.29%, ranking 7th among the same categories [3][18]. Key Data Tracking General Machinery - The general machinery sector continues to face pressure, with the manufacturing PMI at 49.7%, indicating contraction [24]. Engineering Machinery - The operating rate for major engineering machinery products was 56.9% in June, down 7.55% year-on-year [7][25]. - The average working hours for these products were 77.2 hours, reflecting a decline of 9.11% year-on-year [7][25]. Shipbuilding - The global new ship price index reached 187.11 in June, marking a 0.22% increase, the first rise since February [7][46]. Oilfield Equipment - The global rig count has stabilized at over 1,600 units, indicating a bottoming out of demand in the oilfield equipment sector [48]. Gas Turbines - The gas turbine sector is on a steady upward trajectory, with GEV's new orders increasing by 44.9% in Q1 2025 [55][56]. Industry Dynamics - The report emphasizes the importance of monitoring the recovery trends in various segments, including engineering machinery, shipbuilding, and gas turbines, as they present potential investment opportunities [7][55].