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What smart money is saying about Weichai Power Co., Ltd.China flag

2338.HK · Industrials · Industrial - Machinery · Market cap $35.43B

2 funds in our archive have pitched Weichai Power Co., Ltd. — most recently Guinness Greater China in March 2026.

Company profile

Weichai Power Co., Ltd. is a global enterprise specializing in the production and distribution of diesel engines, vehicles, and a wide array of automotive components. The company organizes its extensive operations across three key segments: Engines, Automobiles and Automobile Components, and Intelligent Logistics. Its comprehensive business scope covers the full lifecycle — from design and development to manufacturing, sales, repair, and international trade — for a variety of products. These include engines and their auxiliary systems, automobile axles and components, gearboxes, hydraulic pumps, motors, and valves, as well as gears, gear transmission devices, and casting products for hydraulic components. Beyond these, Weichai Power also provides internal combustion engines, energy powertrain systems, and related ancillary items. Complementing its manufacturing, the company extends its services to technical consultation, technical support, property leasing, and business management. It also supplies steel, forklift trucks, and advanced warehousing technology and supply chain solutions. The company's prominent brands include Weichai Power Engine, Fast Gear, Hande Axle, Shacman Heavy Truck, and Linder Hydraulics. Founded in 2002, Weichai Power Co., Ltd. maintains its headquarters in Weifang, People's Republic of China.

Fund coverage · 2 theses

  • Guinness Greater China
    March 2026

    Weichai Power is a leading heavy-duty engine maker positioned to benefit from data center power demand and high-margin aftermarket services.

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  • Schafer Cullen Emerging Markets High Dividend SMA
    December 2025

    Weichai Power Co., Ltd. is set to benefit from AI data center generator growth, leading engine/HDT positions, LNG adoption, and logistics automation via Kion.

    Read the full thesis

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