Jin Rong Jie·2026-02-04 08:00Group 1 - Goldman Sachs has raised the long-term profit forecast for Weichai Power, reflecting the enhanced prospects of its power generation business as the company continues to expand its product and technology portfolio [1] - The AIDC (Artificial Intelligence Data Center) power generation business is expected to account for approximately 10% of Weichai's projected total net profit in 2025, with an anticipated growth of 3.3 times by 2030, contributing over one-third of total profits, surpassing the contribution from domestic heavy-duty truck (HDT) engines [1] - Goldman Sachs has increased its earnings per share forecast for Weichai by 1% to 7% for the years 2025 to 2027, with a more significant increase of 9% to 21% after 2027, indicating a shift in investment logic from heavy-duty trucks (cyclical) to power generation (structural) [1] Group 2 - Goldman Sachs has reiterated a "Buy" rating for Weichai Power, significantly raising the target price from HKD 21 to HKD 37, identifying the company as a key beneficiary in the Asian AIDC power generation sector [1]