23 2338.HK Weichai Power Co., Ltd. Загрузка... : Бычьи и медвежьи мнения аналитиков

Weichai Power dominates medium-speed engines with about 40% China share and RNG engines with over 60% China share. Its AI data center engine guidance is 4,000 units this year and 6,000 next year at 35-40%+ gross margin, while natural gas power engines add about 2,000 units at 40-50% gross margin. If these engine businesses reach roughly 45bn CNY revenue by 2027 at 15% net margin, that alone supports about 27-42tr KRW of market value, covering the current market cap with the rest of the business nearly free. The analyst maintains a Buy and continues to raise estimates on AI data center generator demand.