智通财经网·2025-11-17 03:56Core Viewpoint - Weichai Power (02338) has seen a significant increase in stock price, driven by the rising demand for large-bore engines due to the expansion of AI infrastructure and data centers globally [1] Company Summary - Weichai Power's stock rose over 4% in the morning session, currently trading at 19.63 HKD with a transaction volume of 217 million HKD [1] - The company shipped approximately 5,000 large-bore engines in the first half of the year, representing a year-on-year increase of 41%, with 600 units specifically for AI-driven data centers, marking a staggering year-on-year growth of 491% [1] - The average selling price of Weichai Power's large-bore engines exceeded 500,000 RMB in the first three quarters, up from about 400,000 RMB in 2024, primarily driven by the demand from data center products [1] Industry Summary - The global cloud computing sector is significantly increasing investments in AI infrastructure, leading to a substantial rise in the number of operational, under-construction, and planned intelligent computing centers [1] - According to CICC's estimates, the market size for large-bore engines used in data centers in China is expected to approach 10 billion RMB by 2025, while the global market for this segment is projected to reach 41.1 billion RMB by 2026 [1] - The AIDC (Artificial Intelligence Data Center) requires higher power supply, resulting in both an increase in the power and price of individual engines, indicating a simultaneous rise in volume and price [1]