维持“买入”,目标价为17.00 港元。重卡报废更新政策拉动效果显著,2024 年底重卡销量止跌回升,2025 年政策再加码,重卡行业有望延续复苏。潍柴动力(“公司”)是重卡动力链龙头,有望受益于行业复苏。考虑到天然气重卡销量的波动,下调公司2024/2025 年的EPS 至人民币1.30 元(-0.06)/人民币1.46 元(-0.16),新增2026 年EPS 预测1.67 元。给予公司...
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