大和:升潍柴动力(02338)至“买入”评级 目标价上调至18港元

智通财经
03 Mar

智通财经APP获悉,大和发布研报称,将潍柴动力(02338)评级由“跑输大市”上调至“买入”,H股目标价由11港元升至18港元。该行上调集团2024至26年的收入预测1%至2%,2025至26年的毛利率预测调升0.1至0.3个百分点,预期公司高利润的大排量引擎需求将持续增长。大和指出,潍柴动力高利润的大排量引擎的需求将持续增长,并且集团在新能源CV零部件领域,巩固了其在新能源汽车供应链中的地位,该行相信其在CV供应链中的主导地位将维持不变。

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