Group 1: Heavy Truck Industry Development - The heavy truck market in China saw cumulative sales of approximately 539,000 units in the first half of the year, representing a year-on-year growth of about 7% [2] - Exports accounted for approximately 156,000 units, with a year-on-year increase of about 3%, indicating stable growth [2] - In August, heavy truck sales reached 92,000 units, showing a year-on-year growth of about 47% and a month-on-month increase of about 8% [2] Group 2: Large Bore Engine Business - Sales of the M series large bore engines exceeded 5,000 units in the first half of the year, marking a year-on-year growth of 41% [3] - Sales in the data center market approached 600 units, with a year-on-year increase of nearly 500% [3] - The overall improvement in volume and price of the M series engines significantly contributed to the company's profits [3] Group 3: New Energy Power Business - The new energy power business generated revenue of 1.21 billion yuan in the first half of the year, reflecting a year-on-year growth of 37% [3] - The company anticipates that the annual revenue will more than double compared to the previous year [3] - The company has completed a comprehensive layout of products including batteries, motors, and electronic controls, with performance leading the industry [3]
潍柴动力(000338) - 2025年9月15日投资者关系活动记录表