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Soochow: The expansion of Global AI Datacenters drives increased power demand, Bullish on the potential benefits for Chinese equipment vendors in the supply chain.
The explosion of AI computing power has led to an increase in electricity demand, and the gas turbine power generation Industry Chain is expected to benefit significantly.
Subdued Growth No Barrier To Weichai Heavy Machinery Co., Ltd. (SZSE:000880) With Shares Advancing 51%
Tianrun Industry Technology (002283.SZ): Generator set clients include Weichai Heavy Machinery, Baudouin, Shangchai, Zhongkang, etc.
Gelonghui reported on December 30 that Tianrun Industry Technology (002283.SZ) stated on the investor interaction platform that the company's main products, crankshafts and connecting rods, are mainly supplied to engine manufacturers, and are assembled into complete vehicles, ships, or Generator sets, with Generator set customers including Weichai Heavy Machinery, Baudouin, Shanghai Diesel, and Zhongkang.
GF SEC: The supply-demand gap is widening, and the acceleration of AIDC brings opportunities for breakthroughs in domestically produced Generator units.
With the strong demand for downstream AIDC construction, several foreign manufacturers are extending their schedules, and a clear supply-demand gap is anticipated in the coming years, with the gap likely to be primarily filled by domestic manufacturers.
Weichai Heavy Machinery (SZSE:000880) Stock Performs Better Than Its Underlying Earnings Growth Over Last Five Years
Improved Earnings Required Before Weichai Heavy Machinery Co., Ltd. (SZSE:000880) Stock's 32% Jump Looks Justified
Weichai Heavy Machinery Co., Ltd.'s (SZSE:000880) 27% Dip In Price Shows Sentiment Is Matching Earnings
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