Zhi Tong Cai Jing·2026-01-09 02:12Core Viewpoint - Weichai Power (000338)(02338) saw a significant increase in stock price, rising over 6% in early trading, with a current price of 20.74 HKD and a trading volume of 140 million HKD, influenced by positive developments in the fuel cell market [1] Group 1: Market Developments - Bloom Energy's stock surged by 12.81% following the announcement of a 2.65 billion USD procurement agreement with a U.S. power company for solid oxide fuel cells [1] - The U.S. company plans to develop a fuel cell power generation facility near Cheyenne, Wyoming, indicating a growing interest in fuel cell technology [1] Group 2: Industry Insights - CICC's research report suggests that SOFC fuel cell systems may become a new solution for powering data centers, with an expected annual installed capacity in North America ranging from 0.5 GW to 1.25 GW between 2026 and 2030 [1] - Weichai Power signed a manufacturing license agreement with its affiliate Ceres in November 2025 to establish production lines for batteries and stacks aimed at the fixed power generation market, with key components supplied by Ceres [1] - The products are intended to provide power for AI data centers, commercial buildings, and industrial parks, positioning the company to benefit from the growing overseas demand for AI [1]