Core Viewpoint - Morgan Stanley has identified Weichai Power (000338)(02338) as one of the top picks in the industrial sector for 2026, maintaining an "overweight" rating with a target price of HKD 31 [1] Group 1: Leadership and Strategic Continuity - Concerns regarding potential strategic disconnection between Weichai Power and China National Heavy Duty Truck Group (000951)(03808) due to the retirement of founder and former chairman Tan Xuguang in August 2024 have been alleviated [1] - The appointment of former senior executive Wang Zhijian as chairman of Shandong Heavy Industry Group, the parent company of both Weichai and China National Heavy Duty Truck, is expected to enhance strategic continuity [1] Group 2: Market Demand and Growth Potential - Demand for heavy trucks in China remains very strong as of November, indicating that demand has been concentrated in the second half of the year [1] - There is significant growth in sales of liquefied natural gas (LNG) trucks, with Weichai Power expected to maintain a leading position in the LNG heavy truck engine market [1] - The company is seen as having potential for a re-rating in valuation due to its strong market position [1]

【导读】深圳本地股多股涨停，煤炭板块强势走高 中国基金报记者 李智 10 月 23 日开盘， A 股三大指数走弱，创业板指持续下挫，跌超 1% ，沪指跌 0.67% ， 深成指跌 1.35% 。个股方面，超 4200 只个股下跌。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3887.64 | 12821.08 | 1441.70 | | -26.12 -0.67% -175.53 -1.35% -29.37 -2.00% | | | | 科创50 | 创业板指 | 万得全A | | 1378.54 | 3007.63 | 6160.55 | | -26.87 -1.91% -51.69 -1.69% -1.69% -72.00 -1.16% | | | | 沪深300 | 中证500 | 中证A500 | | 4553.05 | 7030.47 | 5436.17 | | -39.52 -0.86% -98.01 -1.37% -58.57 -1.07% | | | | 中证1000 | 深证100 | 中证红利 | | 7202.32 | 5676.16 | ...