Group 1: Engine Business Performance - The company has a comprehensive layout of large-bore engine products, widely applied in data centers and public industries, providing customized solutions with high efficiency and flexibility [1] - In the first three quarters, the sales of M series large-bore high-speed engines reached nearly 6,000 units, with a significant increase in the proportion of high-end products related to data center businesses [1] - The company aims to seize global industry development opportunities, leveraging product technology advantages to accelerate market share and profitability in key high-end markets like data centers [1] Group 2: New Energy Product Development - The company has increased investment in new energy technologies, including fuel cells, pure electric, and hybrid systems, achieving significant differentiation in product advantages [2] - A full series of new energy commercial vehicle power batteries was launched in December 2024, featuring high safety, large capacity, lightweight, fast charging, long lifespan, and good low-temperature adaptability [2] Group 3: Natural Gas Heavy-Duty Truck Engine Outlook - The penetration rate of natural gas heavy-duty trucks remains high due to economic advantages and improved infrastructure [3] - The company has over 20 years of experience in this market, maintaining a leading position with strong R&D capabilities and technical accumulation [3] - New natural gas commercial vehicle power products were launched in December 2024, including WP8NG4.0 and WP16NG4.0 engines, designed for diverse transportation needs with high power, reliability, and safety [3]
潍柴动力(000338) - 2025年1月7日投资者关系活动记录表