Zhi Tong Cai Jing·2026-01-19 12:15Group 1 - Weichai Power (02338) has seen a nearly 5% increase, reaching a historical high of HKD 24.68, with a trading volume of HKD 520 million [1][1] - The demand for power generation products for data centers is strong, leading to increased production and sales, prompting the company to accelerate the capacity enhancement of SOFC to meet customer needs [1][1] - Longjiang Securities reports that the global AI wave is driving Weichai's active layout in backup power diesel engines and main power SOFC, with the large-bore business entering a rapid growth cycle and performance continuing to deliver [1][1] Group 2 - SOFC has strong overseas demand, and the company has secured intention orders, with large-scale production expected by 2027, indicating significant future growth potential [1][1]