智通财经APP获悉，麦格理发布研究报告称，潍柴动力(02338)管理层确认与比亚迪股份(01211)成立合资公司(持股约49%)开发新型电池，并将于今年上半年投入营运。鉴于该些电池主要用于短途运输，该行估计其不会成为显著的增长驱动力。该行维持对潍柴的盈利预测，目标价下调13%至18.7港元，评级“跑赢大市”。
报告中称，潍柴动力管理层预期今年中国重卡销售同比增长约10%至100万辆，主要受强劲的国内需求和稳定的出口需求所致。管理层另确认去年大缸径发动机销售或仅达8,000部，与2023年水平相若，相对于早期目标为增长50%。
此外，该行指由于竞争加剧，潍柴液化天然气(LNG)重卡市场份额由上半年的65%降至63%，管理层确认去年第四季份额趋于稳定。但该行认为潍柴LNG重卡的渗透率增长有限，公司预期国内LNG重卡渗透率有所增长，但仅由2024年的30%，提高至2025年的30%以上。
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