Shares of Weichai Power (02338) rose nearly 4% during the session. As of press time, the stock was up 2.78%, trading at HK$40.72 with a turnover of HK$636 million.
Recently, Daiwa released a research report updating its forecasts for Weichai Power (02338) to reflect the strong profit performance of its power supply business in the first quarter of 2026. The latest projections indicate net profit growth of 14% to 24% year-on-year for 2027 to 2028, up from previous estimates of 6% to 14%, primarily driven by robust demand from AI data centers. While maintaining a positive outlook on Weichai's long-term growth potential due to strong AI data center demand, Daiwa noted that, based on valuation considerations, the LNG heavy-duty truck segment may face short-term pressure. Consequently, the firm downgraded its rating from "buy" to "outperform" and raised the H-share target price from HK$40 to HK$50.
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