Soochow: The expansion of Global AI Datacenters drives increased power demand, Bullish on the potential benefits for Chinese equipment vendors in the supply chain.

The explosion of AI computing power has led to an increase in electricity demand, and the gas turbine power generation Industry Chain is expected to benefit significantly.

Zhitong FinanceJan 2 13:47

Tianrun Industry Technology (002283.SZ): Generator set clients include Weichai Heavy Machinery, Baudouin, Shangchai, Zhongkang, etc.

Gelonghui reported on December 30 that Tianrun Industry Technology (002283.SZ) stated on the investor interaction platform that the company's main products, crankshafts and connecting rods, are mainly supplied to engine manufacturers, and are assembled into complete vehicles, ships, or Generator sets, with Generator set customers including Weichai Heavy Machinery, Baudouin, Shanghai Diesel, and Zhongkang.

Gelonghui FinanceDec 30, 2024 15:53

GF SEC: The supply-demand gap is widening, and the acceleration of AIDC brings opportunities for breakthroughs in domestically produced Generator units.

With the strong demand for downstream AIDC construction, several foreign manufacturers are extending their schedules, and a clear supply-demand gap is anticipated in the coming years, with the gap likely to be primarily filled by domestic manufacturers.

Zhitong FinanceDec 27, 2024 15:35

A-shares related to the Generator Concept are strong, Weichai Heavy Machinery has hit 4 limit-up days in 5 days, and Zhongzhi Technology has risen over 3%.

On December 26, according to Gelonghui, stocks related to the Generator Concept in the A-share market performed strongly. Among them, Shanghai Cooltech Power reached its 20% daily limit, Senci Electric Machinery, Weichai Heavy Machinery (which had four limits in five days), Power HF Co., Ltd., and Tellhow Sci-Tech reached their 10% daily limit. Xinchai Co., Ltd. and Changchai increased by over 7%, Shanghai New Power Automotive Technology rose by 6%, Ruicheng Eco-friendly Concept and Weima Agricultural Machinery increased by over 4%, while Zhongzhi Technology and Jiangsu Tongda Power Technology rose by over 3%.

Gelonghui FinanceDec 26, 2024 12:00

Express News | Weichai Heavy Machinery: The current operation situation is normal.

BreakingsDec 23, 2024 18:26

Express News | Weichai Heavy Machinery: jointly increase the capital of Shandong Heavy Industry Group Finance Co., Ltd.

BreakingsNov 11, 2024 21:59