Group 1: Natural Gas Heavy-Duty Engine Business Outlook - The penetration rate of natural gas heavy-duty trucks has increased by 15 percentage points year-on-year to 40% in the first three quarters of 2024, benefiting from the economic advantages of natural gas heavy-duty trucks [1] - The company has maintained a leading position in the industry for over 20 years, supported by strong R&D capabilities and deep technical accumulation [1] - New natural gas commercial vehicle power products were launched on December 3, including the WP8NG4.0 and WP16NG4.0 engines, designed for various transportation scenarios with high power, reliability, and safety [1] Group 2: Large Bore Engine Performance - The company sold nearly 6,000 units of the M series large bore high-speed engines in the first three quarters of 2024 [2] - Continuous optimization of product structure has led to a significant increase in the proportion of high-end products [2] - The company aims to seize market opportunities, maintain sufficient production capacity, and enhance market share and profitability [2] Group 3: New Energy Product Development - The company has accelerated investment in new energy technologies, including fuel cells, pure electric, and hybrid systems [2] - A complete range of new energy commercial vehicle power batteries was launched on December 3, featuring high safety, large capacity, lightweight, fast charging, long lifespan, and good low-temperature adaptability [2] - These products are widely applied in various commercial vehicles and non-road machinery, promoting efficient, intelligent, and sustainable industry development [2]
潍柴动力(000338) - 2024年12月5日投资者关系活动记录表