Weichai Power (02338) rose more than 5%, gaining 5.31% to HK$28.18 by the time of writing, with a turnover of HK$151 million. A research report from Citi indicated that, based on dealer surveys and industry verification including feedback from Sinotruk, the bank maintains a positive outlook for stable growth in China's heavy-duty truck demand by 2026. Given strong demand from AI centers for solid oxide fuel cells and active/passive energy supply for AI data centers, Citi believes Weichai Power may undergo a strategic shift, reallocating more resources from the machinery sector to its energy supply business to support long-term growth. The report further highlighted that the company's large engine, data center, and energy supply operations have become core growth drivers. Specifically, Citi raised its large engine sales forecast for 2025-2027 to 13,500/16,875/20,250 units (with data center engine sales projected at 1,350/2,835/5,103 units, respectively). The bank also increased its gross margin expectation for data center engines to an average of 36.5%, while raising the gross margin forecast for non-data center large engines to 32%.