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Weichai Power (000338.SZ): The company has localized the deployment of DeepSeek, speeding up technological research and innovation.
On February 14, Gelonghui reported that Weichai Power (000338.SZ) stated on the investor interaction platform that auxiliary driving technology has now been implemented in bulk for heavy-duty truck products. In the future, the company will continue to promote the product application of related technologies such as auxiliary driving and autonomous driving. The company has carried out the localized deployment of DeepSeek to accelerate technological R&D innovation.
Sinolink: Surge in computing power, the value of power supply and distribution systems rises under the AIDC wave.
It is recommended to focus on four main investment lines: AC/DC Server power supplies, backup power HVDC/BBU, supporting Electrical Equipment, and diesel Generators.
[Brokerage Focus] China International Capital Corporation stated that the growth in capital expenditure for Datacenters drives high demand for backup power supplies, with domestic units showing price elasticity.
Jinwu Finance News | Research Reports from China International Capital Corporation indicate that the growth in capital expenditure for Datacenters is driving a significant increase in the demand for disaster recovery power (Generator). Overseas engine manufacturers are expanding production slowly, while domestic units have price elasticity, presenting good localization opportunities for domestic engine manufacturers. Disaster recovery power is essential for Datacenters, and the market space is expected to exceed 5 billion yuan in 2024. When a Datacenter experiences a power outage, UPS provides short-term rapid power supply, while disaster recovery power starts up simultaneously, allowing for sustained power supply over a long period. It is estimated that the market space for diesel Generator units in China's Datacenter sector will exceed 5.5 billion yuan in 2024.
Goldman Sachs: Asia cyclical stocks have seen net Buy for three consecutive months, with the Industrial Sector becoming a "cash magnet."
Despite facing macroeconomic challenges, the overall industrial Sector in Asia showed a net Buy status in January. Japan and China led the Buy trend in the industrial Sector, with Inflow into risk Assets.
China International Capital Corporation: Last year's heavy truck retail sales met expectations. Bullish on policy expansion to support domestic demand by 2025.
In 2024, the wholesale sales volume of heavy trucks in the Industry decreased by 1.0% year-on-year to 0.902 million vehicles, showing a characteristic of "highs at both ends and lows in the middle" throughout the year, with policy support and recovering freight demand boosting sales at the end of the year.
Hong Kong stocks fluctuated | Weichai Power (02338) fell more than 4% in the afternoon as the company's LNG heavy truck market share slightly declined, and the expected penetration rate growth is limited.
Weichai Power (02338) fell more than 4% in the afternoon, as of the time of writing, it dropped by 4.33%, trading at HKD 12.82, with a transaction volume of HKD 0.104 billion.
102884128 : getting disappointed with this counter. every day drop.