Weichai Power Jockeys to Be Power-Generation Leader for AI Data Centers -- Market Talk

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0757 GMT - Weichai Power is jockeying to be a power-generation leader for artificial-intelligence data centers, Daiwa analyst Kelvin Lau says in a research note. Weichai supplies high-density, reliable power solutions including diesel and natural gas generator sets for AI data centers. Weichai's Baudouin unit is collaborating with Generac, a U.S.-based diesel generator set maker, to sell diesel backup generators in the U.S. Daiwa says Generac's capacity ramp-up plan could benefit Weichai with over 1 billion yuan of potential earnings upside by 2026. Weichai's net profit exposure to the AI data-center business could reach 20% by 2027, Lau notes. Daiwa raises Weichai's target price to HK$40.00 from HK$24.00. Shares are last at HK$32.44. (sherry.qin@wsj.com)

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March 02, 2026 02:57 ET (07:57 GMT)

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Weichai supplies high-density, reliable power solutions including diesel and natural gas generator sets for AI data centers. Weichai's Baudouin unit is collaborating with Generac, a U.S.-based diesel generator set maker, to sell diesel backup generators in the U.S. Daiwa says Generac's capacity ramp-up plan could benefit Weichai with over 1 billion yuan of potential earnings upside by 2026. Weichai's net profit exposure to the AI data-center business could reach 20% by 2027, Lau notes. Daiwa raises Weichai's target price to HK$40.00 from HK$24.00. Shares are last at HK$32.44. 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Weichai supplies high-density, reliable power solutions including diesel and natural gas generator sets for AI data centers. Weichai's Baudouin unit is collaborating with Generac, a U.S.-based diesel generator set maker, to sell diesel backup generators in the U.S. Daiwa says Generac's capacity ramp-up plan could benefit Weichai with over 1 billion yuan of potential earnings upside by 2026. Weichai's net profit exposure to the AI data-center business could reach 20% by 2027, Lau notes. Daiwa raises Weichai's target price to HK$40.00 from HK$24.00. Shares are last at HK$32.44. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 02, 2026 02:57 ET (07:57 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1064131003.USD","symbol_name":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2616386749","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2616386749","pubTimestamp":1772438220,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0757 GMT - Weichai Power is jockeying to be a power-generation leader for artificial-intelligence data centers, Daiwa analyst Kelvin Lau says in a research note. Weichai supplies high-density, reliable power solutions including diesel and natural gas generator sets for AI data centers. Weichai's Baudouin unit is collaborating with Generac, a U.S.-based diesel generator set maker, to sell diesel backup generators in the U.S. Daiwa says Generac's capacity ramp-up plan could benefit Weichai with over 1 billion yuan of potential earnings upside by 2026. Weichai's net profit exposure to the AI data-center business could reach 20% by 2027, Lau notes. Daiwa raises Weichai's target price to HK$40.00 from HK$24.00. Shares are last at HK$32.44. 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Weichai supplies high-density, reliable power solutions including diesel and natural gas generator sets for AI data centers. Weichai's Baudouin unit is collaborating with Generac, a U.S.-based diesel generator set maker, to sell diesel backup generators in the U.S. Daiwa says Generac's capacity ramp-up plan could benefit Weichai with over 1 billion yuan of potential earnings upside by 2026. Weichai's net profit exposure to the AI data-center business could reach 20% by 2027, Lau notes. Daiwa raises Weichai's target price to HK$40.00 from HK$24.00. Shares are last at HK$32.44. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 02, 2026 02:57 ET (07:57 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}