南财智讯1月23日电，潍柴动力在投资者关系活动中表示，公司在SOFC领域持续推进技术创新与市场布 局，2025年11月与希锂斯签署制造许可协议，拟建设面向固定式发电市场的电池和电堆产线；已推出对 标国际竞品的新一代大功率金属支撑商业化产品，在发电效率、体积功率密度、可启停次数及启动速度 等指标上显著提升，并与国内外多家头部企业达成意向合作，为规模化商用奠定基础。 ...

Core Viewpoint - Weichai Power (02338) experienced a significant decline in stock price, dropping over 7% in early trading, attributed to the announcement of a manufacturing license agreement with its affiliate Ceres Power for battery and stack production aimed at the fixed power generation market [1] Group 1: Company Developments - Weichai Power signed a manufacturing license agreement with Ceres Power to establish production lines for batteries and stacks, targeting applications in AI data centers, commercial buildings, and industrial parks [1] - The agreement is part of the company's routine business activities and does not meet disclosure standards [1] - Weichai Power has made strategic investments in Ceres Power since 2018, holding a 20% stake, and has recently achieved key advancements in the commercialization of SOFC technology [1] Group 2: Market Context - The strategic importance of power stability is increasing due to heightened overseas investments in AI computing power [1] - Weichai Power is proactively expanding its clean energy technology portfolio, including solid oxide fuel cells and natural gas engines, and has established a joint factory with Fudi to accelerate its new energy battery business [1] - The company's ongoing development in clean energy is expected to benefit from the global trend of electricity shortages [1]