大和发表研究报告指，预期潍柴动力(02338.HK) 高利润的大排量引擎的需求将持续增长，加上集团在新能源CV零部件领域，巩固了其在新能源车供应链中的地位。该行相信其在CV供应链中的主导地位将维持不变，将评级由“跑输大市”一举上调至“买入”，H股目标价由11元升至18元。
该行又上调集团2024至26年的收入预测1%至2%，而2025至26年的毛利率预测则调升0.1至0.3个百分点。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-28 16:25。)
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