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潍柴动力- 读自通用电气投资者日的跨行业解读
2026-03-26 13:20
26 March 2026 | 9:40AM HKT Equity Research Weichai Power (000338.SZ): Read-across from Generac's investor day Generac (GNRC, Not Covered) – a global leader in backup power systems and a key US partner of Weichai Power (via Baudouin‑branded large‑bore diesel engines) hosted its 2026 Investor Day on Mar 25. Compared to the management commentary post its 4Q25 results (see our read-across note), incremental developments in data center business include: 1) backlog further rose to ~US$700mn compared to US$400mn a ...