十五五规划投资组合
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港A异动丨潍柴动力AH股继续涨势,H股涨6%刷新历史高价,并且录得6连升
Ge Long Hui· 2026-01-16 02:47
Core Viewpoint - Weichai Power's A and H shares continue to rise, with H shares increasing by 6% to reach a historical high, marking a six-day consecutive increase and a cumulative rise of over 25% this month [1] Group 1: Company Performance - Weichai Power has been selected as one of the 50 core stocks in Goldman Sachs' forward-looking investment portfolio aligned with China's 14th Five-Year Plan (2026-2030) [1] - This selection indicates that Weichai Power is perceived to have moved beyond traditional cyclical attributes, aligning its transformation strategy with national industrial policy directions for the next five years [1] Group 2: Industry Trends - Recent strong performance of Bloom Energy, a leader in the SOFC sector, with a nearly 40% increase in stock price due to a $2.65 billion fuel cell cooperation agreement with American Electric Power (AEP), highlights ongoing industry prosperity amid North America's AI power shortages [1] - As a significant participant in the industry chain, Weichai Power is expected to benefit from the positive trends in the fuel cell market [1]