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Weichai Power (HKEX: 2338, S
Weichai Holding Group Co., Ltd. is Weichai Power's largest single shareholder (~16.3% per secondary financial-data aggregation); it is a subsidiary of Shandong Heavy Industry Group Co., Ltd., the Shandong provincial SASAC-controlled group that functions as Weichai Power's ultimate controller. GLEIF (checked 2026-08-27, LEI 529900OKTPKBG85F9502, status LAPSED) reports no parent on file (parent_reported: false) — the figures above come from manual research, not GLEIF. No dossier exists in this corpus for Weichai Holding Group or Shandong Heavy Industry Group, so parent_slug is not set. The 16.3% figure is a secondary-aggregator number, not read directly off the FY2025 annual report's top-10-shareholder table — flagged for direct confirmation next pass.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Ballard's own release (2019-12-17): a $19.2M order for membrane electrode assemblies (MEAs), delivered 2020, under a long-term MEA supply agreement with the Weichai-Ballard Hy-Energy Technologies JV (Weichai 51% / Ballard 49%, strategic collaboration closed 2018-11-13). Ballard also transferred fuel-cell stack design/manufacturing tech to the JV. Dollar value is the JV's own order, not a share of Weichai group revenue — no share_pct given.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.