Group 1: Data Center Business Progress - The rapid iteration of AI technology is driving the acceleration of computing infrastructure, leading to a significant expansion in the data center power equipment market and a surge in demand for high-end engines [2] - The company has established a comprehensive energy solution capability and has successfully delivered projects in various domestic and international regions, with increasing market recognition [2] - Future plans include actively expanding domestic and international strategic customers to further enhance business contributions [2] Group 2: SOFC Business Development - The company is continuously deepening its efforts in the SOFC field through technological innovations and market deployment [3] - A technology licensing agreement was signed with a partner in November 2025, allowing the company to fully master core technologies related to batteries, stacks, systems, and power stations [3] - The company has introduced a new generation of high-power commercial products, achieving significant improvements in power generation efficiency and power density, and has established intent to cooperate with several leading enterprises [3] Group 3: Shareholder Return Outlook - The company is focused on optimizing its profit structure and enhancing its performance and long-term competitiveness [3] - Plans include maintaining a high frequency of cash dividends and share buybacks to improve shareholder returns [3] - The company will consider various shareholder expectations and market changes to sustain a proactive and stable shareholder return policy [3]
潍柴动力(000338) - 2026年1月19日投资者关系活动记录表