智通财经网·2026-02-09 01:57Group 1 - The core viewpoint of the article highlights that Weichai Power (02338) has seen a stock increase of over 5%, currently trading at 28.18 HKD with a transaction volume of 151 million HKD [1] - Citigroup maintains a positive outlook on the stable growth of China's heavy-duty truck (HDT) demand through 2026, based on dealer surveys and industry feedback, including insights from China National Heavy Duty Truck Group [1] - The strong demand for solid oxide fuel cells (SOFC) and artificial intelligence data centers (AIDC) is leading Citigroup to believe that Weichai Power may strategically shift resources from mechanical fields to energy supply businesses, supporting long-term growth [1] Group 2 - Citigroup identifies large engines, data centers, and energy supply businesses as core growth drivers for Weichai Power [1] - The firm has raised its sales forecasts for large engines for 2025-2027 to 13,500 units, 16,875 units, and 20,250 units respectively, with data center engine sales projected at 1,350 units, 2,835 units, and 5,103 units [1] - The gross margin expectations for data center engines have been increased to an average of 36.5%, while the gross margin for non-data center large engines has been raised to 32% [1]