Daiwa Favors AI and Automation Stocks, Top Pick Weichai Power (02338)

Stock News12-01

Daiwa has released a research report highlighting its key stock picks across various sub-sectors in China's industrial and transportation sectors. Overall, the firm expresses greater optimism toward AI and automation-related stocks—particularly in humanoid robotics, semiconductor production equipment (SPE), automation, and gas engines (AIDC theme)—compared to transportation stocks. It maintains a more cautious stance on heavy trucks, shipping freight rates, aviation, and the broader logistics sector.

Daiwa expects AI-related stocks to face profit-taking pressure by year-end but remains bullish on the AI theme and localization trends through 2026, a critical focus of China's 15th Five-Year Plan. Its top pick is Weichai Power (02338), favored for its AIDC power supply theme (large-bore engines + solid oxide fuel cells) and attractive valuation. The report also highlights growth potential in Zoomlion's (01157) non-excavator construction machinery business.

Among AI-related themes, Daiwa recommends Dobot (02432), UBTECH Robotics (09880), Huace Navigation (300627.SZ), Geekplus-W (02590), and NAURA (002371.SZ). Additionally, it endorses Yangzijiang Shipbuilding due to promising order recovery prospects.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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