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24.07.26 - 06:45
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Research: Citi: Strong Jul Exports May Lift SINOTRUK Through Mid-Aug (AAStocks)
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Citi published a research report stating that the share price of WEICHAI POWER (02338.HK) is mainly driven by AI momentum, while the performance of SINOTRUK (03808.HK) is more dependent on the YoY export fundamentals.The broker said that in previous cycles, SINOTRUK's share price lagged behind export growth momentum by 15 days. ......
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22.06.26 - 04:45
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Research: Citi Raises WEICHAI POWER TP to HKD50, Reiterates Buy (AAStocks)
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Citi issued a research report stating that WEICHAI POWER (02338.HK) is seeing potential increases in orders from overseas customers. The broker expects the company's AIDC (Artificial Intelligence Data Center) engine business to begin contributing revenue from late 3Q26, further enhancing earnings growth visibility. The firm main......
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13.05.26 - 10:48
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Weichai Power Secures EFQM Seven-Star Certification (PR Newswire)
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WEIFANG, China, May 13, 2026 /PRNewswire/ -- Weichai Power recently received the RbE Seven-Star Certification from the European Foundation for Quality Management (EFQM), becoming the first company in China's high-end equipment manufacturing industry to achieve this top-tier global......
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11.05.26 - 04:30
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Research: Daiwa Downgrades WEICHAI POWER to Outperform, Raises TP to HKD50 (AAStocks)
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Daiwa issued a report stating that WEICHAI POWER (02338.HK) has updated its forecasts to reflect the strong earnings performance of its power supply business in 1Q26. While the broker remains optimistic about WEICHAI POWERs long-term growth potential driven by robust demand from AI data centers, it downgraded the rating based o......
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08.05.26 - 10:36
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AI electricity gap fuels Weichai Power, GE Vernova shares as generator demand surges (SCMP)
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An electricity shortfall for AI data centres and computing power is fuelling demand for generators and power equipment, driving up stocks from Weichai Power in China to GE Vernova in the US.
The AI investment spree in the world's two largest economies, which are vying for a leading position in the cutting-edge technology, has rekindled buying interest in stocks of a sector viewed as old economy.
Shares of Weichai Power, a heavy-duty truck maker that also builds large-bore engines, have jumped......
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07.05.26 - 05:15
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G Sachs Raises WEICHAI POWER TP to HKD56, Cheapest in AIDC Power Supply Chain (AAStocks)
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A research report by G Sachs stated that the recent rally in H shares of WEICHAI POWER (02338.HK) has begun to reflect the growth potential of reciprocating internal combustion engines (RICE), but has yet to price in the potential of solid oxide fuel cells (SOFC). Meanwhile, A shares of WEICHAI POWER (000338.SZ) have not yet ref......
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05.05.26 - 06:00
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Research: CMBI Raises WEICHAI POWER TP to HKD45.1, Reiterates Buy (AAStocks)
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CMBI issued a research report stating that WEICHAI POWER (02338.HK) recorded strong engine sales performance in 1Q26. Among them, sales volume of AIDC backup power engines surged 2.4x YoY, proving that the company is benefiting from the AIDC growth trend. Meanwhile, Caterpillar's 1Q results beat expectations and it raised its 20......
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