Core Viewpoint - Weichai Power Co., Ltd. reported strong financial performance for the first half of 2025, with total revenue of 113.15 billion yuan and a net profit of 5.64 billion yuan, while maintaining a high dividend payout ratio of 57% [1] Group 1: Financial Performance - The company achieved a revenue of 113.15 billion yuan and a net profit of 5.64 billion yuan in the first half of 2025 [1] - A cash dividend of 3.58 yuan per 10 shares (including tax) is proposed, reflecting a dividend payout ratio increase to 57% [1] Group 2: High-end Power Products - Weichai Power sold 362,000 engines in the first half of the year, with heavy truck engine sales reaching 125,000 units and high-end M series engines exceeding 5,000 units, marking a 41% year-on-year increase [2] - Sales of data center engines surged by 491% year-on-year, with nearly 600 units sold, driven by the rapid expansion of the data center backup power market [2] Group 3: New Energy Business - The company’s subsidiary, Shaanxi Heavy Duty Automobile Co., Ltd., sold 73,000 heavy trucks, a 14.6% increase year-on-year, with a market share of 13.5% [2] - Sales of new energy heavy trucks exceeded 10,000 units, a remarkable 255% increase year-on-year [2][3] - The Weichai (Yantai) New Energy Power Industrial Park was completed and put into operation, with battery sales reaching 2.32 GWh, a 91% increase year-on-year [3] Group 4: High-end Intelligent Equipment Manufacturing - Weichai Power's agricultural equipment business achieved revenue of 9.86 billion yuan, with export revenue of 1.15 billion yuan, despite overall industry pressure [4] - The company’s subsidiary, Weichai Lovol, launched a flagship intelligent tractor manufacturing base, enhancing its global reputation in agricultural machinery [4] Group 5: International Expansion - The German subsidiary KION Group reported revenue of 5.5 billion euros and an adjusted EBIT of 385 million euros, with record-high new orders in the second quarter [4] - The American subsidiary PSI Power Systems achieved revenue of 330 million USD, a 59% increase year-on-year, and a net profit of 70 million USD, a 145% increase year-on-year [5] Group 6: Future Outlook - The company aims to continue leveraging technological innovation and a global perspective to strengthen its diversified business structure and resilience against economic cycles [5]

潍柴动力（000338）(02338)发布2025年中期业绩，营业收入1131.52亿元(人民币，下同)，同比增加 0.6%;归母净利润56.43亿元，同比下降约4.4%;每股基本盈利0.65元。 2025年上半年，旗下海外子公司德国凯傲集团新增订单62.1亿欧元，同比增长22.2%;整体实现收入55亿 欧元，其中，叉车业务实现收入41.3亿欧元，供应链解决方案业务实现销售收入13.7亿欧元。集团整体 实现净利润4,790万欧元。核心业务创新突破，市场竞争力持续攀升。叉车业务深挖市场需求，巩固行 业领先地位。与埃森哲等头部知名公司开展深度合作，研发AI驱动工业车辆及孪生数字模型，升级亚 太区自动化卓越中心(位于厦门)，依托"德国技术+中国创新"扩大市场份额;供应链解决方案业务聚焦智 能创新，行业内率先採用物理AI技术，构建智慧仓储系统。可持续发展成果显著，核心价值获行业认 可。在可持续发展方面，凭藉卓越的可持续发展和长期价值创造能力获得全球领先的企业可持续发展评 估体系金牌评级，以歷史最高评分入选道琼斯欧洲最佳企业指数，企业经济、社会和环境价值收获了行 业高含金量评价。 公告称，报告期内，公司各产品市场地位继 ...

公司坚持整车整机龙头带动战略，不断增强产品市场竞争力，推动产业链协同升级提速。旗下子公司陕 重汽坚持市场导向与技术创新双轮驱动，上半年整车销量7.3万辆，同比增长14.6%，产销规模持续提 升。新能源转型升级换挡提速，海外市场开拓成效显著。上半年，新能源车销量超过1万辆、同比增长 255%;加快海外市场拓展力度，规模化市场增量明显，几内亚、沙特、阿尔及利亚等市场销量同比实现 翻番增长。业务协同不断深化，标杆产品竞争力持续增强。公司与陕重汽强强联合，重磅推出X6000旗 舰版16NG720马力天然气重卡，重新定义中国重卡行业大马力价值标杆;瞄准农副、冷链、快递载货细 分市场，推出德龙M5000系列中高端产品，可靠性与节油性能行业领先;与公司合作发佈全自动新能 源"智汇"品牌，整车经济性、安全性等性能指标居行业前列。 智通财经APP讯，潍柴动力(02338)发布2025年中期业绩，营业收入1131.52亿元(人民币，下同)，同比增 加0.6%;归母净利润56.43亿元，同比下降约4.4%;每股基本盈利0.65元。 公告称，报告期内，公司各产品市场地位继续保持领先优势，产品销售结构不断优化，战略业务实现爆 发增长。 ...