【瑞银升潍柴动力目标价至17.2港元 AI释放大缸径引擎价值】金十数据2月25日讯，瑞银发表研报，将2025至2027年中国重卡行业销量预测由95万、100万及105万辆，分别上调至100万、105万及110万辆；液化天然气(LNG)重卡销量预测亦由18万架上调至20万辆。该行上调潍柴动力(02338.HK)2025至2027年通用引擎业务销售预测7%至11%；盈利预测上调14%至18%。由于自DeepSeekR1推出以来，中国对人工智能及数据中心的市场情绪有所改善，鉴于潍柴动力更高的业务可见性及产品组合升级，该行将其2025至2027年大缸径引擎利润预测上调1%至19%。整体而言，该行将潍柴动力2025至2027年盈利预测上调5%至12%，并将公司目标价由15.1港元上调至17.2港元，重申买入评级。
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