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    Yiming Liu

    Research Analyst at Haitong Securities

    Yiming Liu is Chief Analyst, specializing in the Automobile Industry at Haitong Securities, where he focuses on in-depth research of China’s automotive sector, notably covering companies such as China Yuchai International Ltd. Liu’s analysis emphasizes industry transformation through technology, with a particular strength in identifying opportunities related to autonomous driving and intelligent vehicle components. Since joining Haitong Securities, he has become a key voice on market intelligence, regularly participating in earnings calls and providing strategic investment insights; previously, he held analyst roles at Oli Capital prior to his current focus on equity research. Liu maintains professional credentials appropriate for his analyst role, with an established track record of research excellence recognized by industry platforms.

    Yiming Liu's questions to CHINA YUCHAI INTERNATIONAL (CYD) leadership

    Yiming Liu's questions to CHINA YUCHAI INTERNATIONAL (CYD) leadership • H1 2025

    Question

    Yiming Liu of Haitong Securities inquired about China Yuchai's plans for capacity expansion, both for its MTU joint venture and its primary GYNCL entity, and asked for full-year sales guidance, particularly for data center generators.

    Answer

    Kelvin Lai, General Manager of Operations, explained that the MTU JV's capacity is constrained by component supply from Germany, not physical space. He added that the main GYNCL operation, currently at 2,000 units, is planning a 30% capacity increase by late Q3 or early Q4 2025. Weng Ming Hoh, President & Director, stated that the company does not provide forward-looking guidance as a matter of policy.

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    Yiming Liu's questions to CHINA YUCHAI INTERNATIONAL (CYD) leadership • H1 2025

    Question

    Yiming Liu of Haitong Securities inquired about China Yuchai's plans to increase production capacity for its MTU joint venture and its primary GYNCL entity, and also asked for full-year 2025 sales guidance, particularly for data center generators.

    Answer

    Kelvin Lai, General Manager of Operations, explained that the MTU JV's capacity is constrained by component supply from Germany, while the main Yuchai operation plans a 30% capacity increase by year-end. Weng Ming Hoh, President & Director, stated that the company's policy is not to provide forward-looking guidance.

    Ask Fintool Equity Research AI

    Yiming Liu's questions to CHINA YUCHAI INTERNATIONAL (CYD) leadership • H1 2025

    Question

    Yiming Liu of Haitong Securities inquired about China Yuchai's plans to increase production capacity for its MTU joint venture and its primary GYNCL entity, and also asked for full-year sales guidance, particularly for data center generators.

    Answer

    Kelvin Lai, General Manager of Operations, explained that MTU JV capacity is limited by component supply from Germany, while the main Yuchai operation plans a 30% capacity increase by late 2025. Weng Ming Hoh, President & Director, reiterated the company's policy of not providing forward-looking guidance.

    Ask Fintool Equity Research AI