潍柴动力(000338) - 2024年11月28日投资者关系活动记录表
2024-11-28 09:38

Group 1: Heavy Truck Industry Outlook - In the first ten months of 2024, the heavy truck industry exported approximately 244,000 units, reflecting a year-on-year growth of 3.7% [1] - Key markets such as Southeast Asia and Africa showed significant growth, contributing to the enhanced competitiveness and influence of China's heavy truck exports [1] - The heavy truck industry is expected to maintain a high export level throughout the year due to improved product competitiveness, stable supply chains, and a well-established overseas sales service network [1] Group 2: Natural Gas Heavy Truck Engine Business - The penetration rate of natural gas heavy trucks reached 40% in the first three quarters of 2024, an increase of 15 percentage points year-on-year [1] - The economic advantages of natural gas heavy trucks are driving growth in this segment, indicating a positive outlook for the business [1] Group 3: Large Bore Engine Business Performance - In the first three quarters, the company sold nearly 6,000 units of the M series large bore high-speed engines, with a noticeable increase in the proportion of high-end products [2] - The company aims to seize market opportunities, maintain sufficient production capacity, and leverage its technological advantages to enhance market share and profitability [2] Group 4: Smart Agriculture Product Development - The company focuses on intelligent agricultural machinery and smart agriculture, providing comprehensive mechanization solutions for modern agriculture [2] - With the improvement in the agricultural machinery industry's outlook and the company's product structure adjustments, it is expected to achieve high-quality development [2]

Weichai Power-潍柴动力(000338) - 2024年11月28日投资者关系活动记录表 - Reportify