Weichai Power(SZ:000338) Zheng Quan Ri Bao Wang·2026-01-21 13:44Group 1 - The core viewpoint of the news is the launch of the new business segment, Electric Power Energy, by Shandong Heavy Industry Group, marking a significant milestone in the company's strategic transformation and long-term development [1] - The Electric Power Energy segment focuses on core businesses such as data center generator sets and solid oxide fuel cells (SOFC), extending to a full chain including silent boxes, distribution cabinets, and power station systems, aiming to provide integrated power solutions for global customers [2] - The global market outlook is promising, with the rapid growth of the AI industry leading to an exponential increase in energy demand for AI data centers. The IEA predicts that global data center electricity consumption will reach approximately 945 TWh by 2030, more than doubling from 2024 [3] Group 2 - The company has a strong foundation for its advanced layout, having strategically restructured in 2009 and invested in SOFC technology in 2018, which has facilitated the development of high-capacity engines and fuel cell applications [4] - In the data center power generation field, the company has completed the product layout for generator sets ranging from 1250 kWe to 5000 kWe and launched the world's first 5 MW high-speed diesel generator set, achieving world-class performance metrics [5] - The company's products have received market acclaim, with a 259% year-on-year increase in sales of data center power generation equipment in 2025, positioning its electric power energy business among the top three globally [6]