Group 1: Business Outlook - The company anticipates continued high penetration rates for natural gas heavy-duty engines, benefiting from economic advantages and improved infrastructure [1] - The company has over 20 years of experience in the market, maintaining a leading position due to strong R&D capabilities and technical expertise [1] - New natural gas commercial vehicle power products were launched on December 3, including WP8NG4.0 and WP16NG4.0 engines tailored for specific market needs [1] Group 2: Product 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’s products are widely used in data centers and public utilities, providing customized solutions with efficient project delivery capabilities [2] - The company aims to seize global industry development opportunities to enhance market share and profitability [2] Group 3: New Energy Products - The company has increased investment in new energy technologies, including fuel cells, pure electric, and hybrid systems [2] - A comprehensive 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] Group 4: Dividend Policy - The company maintains a high dividend payout frequency and ratio, with plans to increase the mid-2024 cash dividend ratio to 55% [2] - Since its listing, the total cash dividends distributed by the company have approached 32 billion yuan [2]
潍柴动力(000338) - 2024年12月12日投资者关系活动记录表