Core Insights - Shandong Heavy Industry's Weichai Group projects a revenue of 355 billion yuan by 2025, marking a historical high, driven by rapid growth in new energy power and over 50% expansion in overseas markets [1] - The company's success is attributed to a strong focus on technological innovation, aligning with national goals for high-level self-reliance in technology [1] Revenue and Growth - Weichai's revenue target of 355 billion yuan for 2025 represents a significant increase, with a 6% investment in R&D contributing to this growth [1] - The M series high-end large-bore engines are expected to see sales exceed 10,000 units by 2025, with data center generator deliveries increasing by approximately 260% year-on-year [1] R&D Investment and Innovation - Over the past decade, Weichai has invested more than 30 billion yuan in R&D within the engine sector, establishing a comprehensive innovation ecosystem [3] - The company has developed a four-pronged innovation system that includes independent, open, foundational, and craftsmanship innovations, leading to the establishment of several national-level strategic technology innovation platforms [3] Strategic Focus on New Energy - Weichai is pioneering hydrogen internal combustion engine research and has developed a fully autonomous methanol engine after ten years of investment totaling 120 million yuan, emphasizing efficiency and low carbon emissions [3][4] - The company aims to create a diverse energy technology roadmap, positioning itself as a leader in the hydrogen energy sector [3] Business Structure and Market Position - Shandong Heavy Industry has elevated electric power energy to a major business segment, with Weichai as the primary entity responsible for this sector [5] - The company is building a product matrix that includes traditional, clean, and new energy power, leveraging its global resources and technological strengths to establish industry leadership [5]

2009年，潍柴启动全球化资源整合，战略重组百年动力品牌法国博杜安，弥补潍柴16L以上大缸径高速 发动机的空白，为电力能源产品矩阵扩容筑牢根基。依托潍柴的研发体系与产业链整合能力，双方专门 组建正向开发团队，完成全系列大缸径高速发动机的研发与产业化布局，先后推出M33、M55系列等高 端电力产品，推动博杜安产品线从船用动力扩展至混合动力、气体机及发电领域。凭借领先的性能指标 和优质的服务体系，潍柴成功挺进欧美等高端数据中心市场。 2018年，潍柴战略投资全球领先的固体氧化物燃料电池供应商英国希锂斯，双方共同推动SOFC产品研 发与应用场景落地。2023年，潍柴发布全球首款大功率金属支撑商业化SOFC产品，热电联产效率达 92.55%，创下全球大功率SOFC系统效率纪录，并推动多个示范项目的成功运营，积累了丰富的产业化 实践经验，为SOFC技术规模化应用按下加速键。 依托全球化布局积累的资源和多年深耕动力领域的自主技术实力，潍柴成功构筑"传统动力+清洁动力 +新能源动力"的多元电力能源产品矩阵。 转自：中国质量报 □ 本报记者 朱文达 在全球能源转型纵深推进的浪潮下，数据中心、通讯电源、大型电站、工业厂房等方面 ...

Group 1 - The performance of the Unitree H1 humanoid robot at the Spring Festival Gala symbolizes the integration of technology into daily life and industry, marking a significant shift in China's economic dynamics [1][3] - The development of AI and robotics is moving from experimental phases to practical applications across various sectors, showcasing the potential for innovation and productivity enhancement [3][5] - The introduction of "embodied intelligence" in government reports indicates a focus on integrating AI with physical entities, enhancing machines' capabilities for perception and interaction [4][5] Group 2 - China's advancements in technology are exemplified by significant achievements in aerospace, high-speed rail, and marine industries, establishing a robust technological foundation for economic growth [6][8] - The "Shandong chip" represents a breakthrough in high-end equipment autonomy, particularly in engine technology, which has historically been dominated by foreign entities [6] - The upcoming "15th Five-Year Plan" emphasizes high-level technological self-reliance and aims to build a modern industrial system rooted in the real economy, with a focus on intelligence and sustainability [8]

中证报中证网讯（记者 张鹏飞）近日，记者从山东重工获悉，该集团2025上半年业绩向好，旗下潍柴 数据中心发电机组销量同比增664%。 据悉，大缸径发动机技术壁垒极高，长期被国际巨头垄断。山东重工旗下潍柴动力（000338）敏锐地洞 察到全球数据中心市场的巨大潜力，果断决策、提前布局，组建顶尖的专业团队，潜心攻关十余年，实 现"从0到1"的突破，并先后推出M33、M55全新平台大缸径高速发动机，持续升级产品谱系与结构，精 准满足行业对更高功率密度的需求，填补国内技术空白。山东重工瞄准全球产业链高端，优化市场布 局，为传统产业发展寻找"新质"动能，开辟了第二增长曲线。 在高效协同方面，山东重工充分发挥"大集团"资源优势，建立了从销售、研发、采购到交付的全链条联 合作战模式，确保高效协同资源，数据中心机组月产能提升200%。建立周二、周四数据中心订单评审 会，第一时间破解交付梗阻。通过优化生产组织、数字化改造等，将交货周期压缩75%，全力满足客户 需求。墨西哥客户从签约到交付仅用2个月，较国际品牌10个月周期实现超越。更创造27天交付16台定 制数据中心机组的纪录——从技术对接、方案分解到整机试车验收，以"一客户一 ...