Group 1: New Energy Business Development - The company is actively promoting its new energy strategic transformation, with plans to significantly increase revenue from new energy sources by over 100% year-on-year in 2025 [1] - The first phase of the Weichai (Yantai) New Energy Industrial Park was officially put into operation on March 28, marking the establishment of a large-scale production base for new energy powertrains, motors, motor controllers, and batteries [1] - Factors such as policy support and cost reductions are driving the gradual increase in new energy penetration rates in heavy trucks, light trucks, and construction machinery, indicating a broad future application space [1] Group 2: Large Bore Engine and Data Center Business Goals - In Q1 2025, the company sold nearly 2,500 units of the M series large bore engines, with significant year-on-year growth in data center product sales [2] - The company expects rapid growth in sales of M series large bore engines and data center products, leveraging advantages in technical performance, production capacity, and delivery efficiency to capture key high-end markets [2] Group 3: Dividend Policy - Considering the dividend distribution plan for 2024, the total cumulative dividends since the company's listing will reach nearly 35 billion yuan [2] - The company emphasizes the importance of shareholder opinions and continuously rewards them through dividends, maintaining a proactive and stable dividend policy while balancing development and shareholder interests [2]
潍柴动力(000338) - 2025年5月14日投资者关系活动记录表