作为重庆机电的合营企业，重庆康明斯今年年上半年的表现依旧十分强劲，得益于海外及国内AIDC配 电领域的强劲需求，公司的柴油发动机可谓供不应求。创新研发方面，上半年持续加快Q60发动机和 Q50发电用发动机的研发进度，成功推出了甲醇发动机样机，并加速了在电力板块的市场拓展。预计下 半年，重庆康明斯将继续加快新产品的研发和市场拓展，推动公司业务的持续增长。 坚持全球化市场扩展，深研机器人创新赛道 重庆机电的业绩长青，不仅得益于技术创新，还得益于其灵活的全球化市场布局及新质生产力多元化赛 道的深研部署。公司充分意识到全球化市场对业务的深远影响，因此在保持国内市场稳步增长的同时， 积极拓展海外市场。特别是在工业泵和电线电缆等业务领域，重庆机电通过与大型企业和海外合作伙伴 的深度合作，实现了市场的广泛覆盖和稳定订单。 来源：市场资讯 （来源：智远资讯） 2025年上半年，重庆机电（2722.HK）在持续深化改革与创新的驱动下，凭借其领先的技术实力和深厚 的市场积累，实现了稳步增长，中期营收达46.58亿元，同比增长9.2%；股东应占利润4.16亿元，同比 大幅增长53.8%。盈利能力大幅提升，半年利润已经接近去年全年水 ...

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） ...

Core Insights - The internal combustion engine (ICE) industry in China is undergoing a historic transition from "scale expansion" to "value enhancement" amid the backdrop of the "dual carbon" strategy, the rise of new productive forces, and the global restructuring of industrial chains [1][2] - The "14th Five-Year Plan" serves as a crucial guide for the ICE industry, emphasizing low-carbon and zero-carbon development paths while promoting technological innovation and industrial collaboration [2][4] Policy and Technological Breakthroughs - The ICE industry is expected to encounter three major opportunities during the "14th Five-Year Plan," driven by national strategic design and the industry's own innovative vitality [2][4] - National policies, such as the "Hydrogen Energy Industry Standard System Construction Guide (2023 Edition)" and the "Industrial Structure Adjustment Guidance Catalog (2024 Edition)," provide strong support for the low-carbon transition of the ICE industry [4] Strategic Needs and Industry Advantages - The demand for major technological equipment is critical for national economic security and industrial upgrading, necessitating a focus on advanced equipment in power, rail transport, and aerospace [3] - The ICE industry has established itself as a cornerstone of China's manufacturing sector, with a complete domestic supply chain and growing research and testing capabilities [4][10] Market Demand and Innovation - The core development trend for the next generation of ICEs is "high efficiency, low carbon, and near-zero pollutant emissions," driven by both policy mandates and market demand [5][6] - The industry is focusing on multi-dimensional technological innovations, including the development of alternative fuels such as ammonia, hydrogen, and methanol [5][11] Challenges and Strategic Focus - The ICE industry faces multiple challenges, including the need to meet stringent emission regulations and enhance the reliability of alternative fuel engines [8][9] - A systematic response plan is required, focusing on nine key areas such as strengthening foundational research, consolidating traditional industry advantages, and enhancing international competitiveness [9][12] Achievements and Future Directions - By the end of the "14th Five-Year Plan," China has solidified its position as the world's largest manufacturer of ICEs, with significant technological advancements and a stable sales volume between 76 million to 82.6 million units from 2021 to 2024 [10][11] - The industry has made notable progress in developing new generation diesel engines and alternative fuel applications, indicating a promising future in the context of the "dual carbon" era [11][12]

Core Viewpoint - The forum emphasizes that hybrid powertrains are essential for achieving net-zero emissions in the automotive industry [1] Company Overview - Horse Powertrain was established in May 2024 and has its global headquarters in London, UK, with 17 manufacturing bases and 5 R&D centers [3] - The company employs 19,000 staff globally, including 3,000 engineers, and has an annual revenue of €15 billion (approximately ¥123.3 billion) [3] - Horse Powertrain's annual sales reach about 8 million powertrains, including engines, transmissions, and batteries [3] Product Portfolio - The company offers a diverse product range, including fuel engines, hybrid engines, plug-in hybrid engines, and transmissions [3] - Horse Powertrain can produce energy power systems using gasoline, diesel, liquefied petroleum gas, compressed natural gas, and methanol [3] Market Insights - By 2040, it is projected that around 50% of vehicles in the global market will still be internal combustion engine vehicles, equating to approximately 54 million vehicles annually [4] - The global stock of fuel vehicles exceeds 1 billion, with an average lifespan of 15 years, indicating a prolonged presence of internal combustion engines in the automotive industry [4] Technological Approach - The company believes that the transition to electrification should not focus on a single technology but rather embrace a multi-path development strategy [4] - Horse Powertrain aims to provide hybrid solutions that complement the development of pure electric vehicles, facilitating the transition for consumers hesitant about electrification [5] Energy Solutions - The company is exploring alternative fuels such as hydrogen, methanol, and synthetic fuels, which are expected to gain widespread use in the future [5] - Current challenges include high production costs for synthetic fuels, necessitating ongoing policy support for large-scale production and application [5] Future Developments - At the 2025 Shanghai Auto Show, Horse Powertrain will showcase alternative fuel solutions, including methanol, ethanol, hydrogen, and synthetic fuels [6] - The company has improved the combustion efficiency and emissions treatment of methanol engines, achieving a 30% reduction in carbon emissions compared to traditional gasoline engines [6] - Horse Powertrain aims to become an ecological coordinator and system integrator, developing a flexible and sustainable power technology platform tailored to regional fuel preferences [6]

Core Points - The 21st Science and Technology Activity Month in Sanya officially opened on May 26, themed "Determined to Innovate and Build a Strong Technological Nation" [1] - A series of public science popularization activities will be conducted to stimulate enthusiasm for technological innovation and accelerate the development of the technology sector [1][2] Group 1 - The opening ceremony featured nearly 40 interactive exhibition areas with diverse science popularization activities, including fire safety demonstrations and quiz games [1] - High-tech exhibits were showcased by institutions such as Harbin Engineering University and Sanya Nanhai Innovation Development Base, highlighting advanced technologies like methanol engines and agricultural drones [1][2] Group 2 - Over the next month, Sanya will organize open days at science popularization bases and technology museums, along with six themed activities including "Sea, Land, and Air" one-day study tours [2] - Sanya has established a distinctive urban technology innovation system, with five national-level technology innovation platforms and 53 provincial-level platforms, achieving significant results in fields like deep-sea technology and healthcare [2]