濰柴動力一季度歸母淨利潤同比增長4.27% 大缸徑、新能源業務表現強勁
4月29日晚，濰柴動力發佈2025年一季報。公司報告期內實現營業收入574.64億元，同比增長1.92%；歸母淨利潤達27.11億元，同比增幅達4.27%，利潤增速持續跑贏收入增速，且顯著超越市場預期。特別是剔除凱傲集團相關支出影響後，歸母淨利潤增速進一步提升至22.42%。報告期內，公司盈利能力進一步提升，毛利率同比提升0.6個百分點至22.2%。
一季度，濰柴動力銷售各類發動機21.7萬臺，同比增長5%。公司重卡發動機實現銷量8.3萬臺，同比基本持平，實現穩健發展。備受市場關注的公司高端產品大缸徑發動機一季度銷量近2500臺，同比增長40%，其中受益於國內市場數據中心等基建機遇突出，大缸徑發動機國內銷量實現大幅增長。公司表示，後續將發揮技術性能、產能、交付效率等優勢，加速搶佔數據中心等重點高端市場，進一步提升市場份額及盈利能力。
在傳統動力領域，公司不斷推動內燃機低碳性能提升，研發出經濟性和節能減排能力更優秀的高熱效率柴油機。4月22日，濰柴動力發佈了全新一代H/T-2.0高熱效率發動機，較同級別產品再節油5%。
在全行業新能源化成爲大趨勢的背景下，作爲傳統動力龍頭，濰柴動力將新能源作爲戰略升級的重要方向。濰柴動力堅持"燃料電池、混合動力、純電動"多路線並舉，搶佔新能源動力市場先機，新能源整車整機戰略逐步落地。
3月28日，濰柴弗迪(煙臺)新能源動力產業園首臺電池產品下線，該產業園由公司和比亞迪聯合打造，是目前全球最大的商用車專用電池生產基地之一。隨着該產業園建成投產，濰柴動力擁有了覆蓋新能源動力總成、電機、電機控制器、電池的規模化生產基地。4月24日，濰柴動力旗下陝汽重卡在濰柴(煙臺)新能源產業園，發佈了全自主新能源"智匯"重卡品牌，該品牌重卡搭載"濰柴新能源電池+法士特AMT變速器+漢德電驅橋"黃金動力系統，是國內三電軟硬件完全自主的充電重卡品牌，整車經濟性、可靠性、安全性等指標行業領先，將助推陝汽重卡成爲商用車領域新能源領導者。
2025年，公司將推進新能源產品技術創新及平臺迭代升級，形成產品的差異化優勢；加大市場開拓力度，加速推動車型拓展和推廣。
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