金吾财讯 | 潍柴动力(02338)逆市走强，截至发稿，涨4.04%，报16.98港元，成交额4亿港元。消息面上，摩根士丹利表示，相信潍柴动力未来15天内股价上涨的机会率达70%至80%，主要因刚刚公布的淘汰旧货车的新指南，包括LNG重型卡车。该行认为，鉴于公司在LNG重型卡车引擎领域的竞争力和拥有庞大市场份额(约60%)下，公司能够直接受惠，因政策将刺激LNG重型卡车在2025年渗透率进一步提高。汇丰研究表示，受低基数及公债发行加速影响，今年内地首两个月挖掘机国内销增长超过季节性预期；另一因素或是中国本地二手机械的出口，将减少国内安装基数及有助推动新机销售，但具体比例尚未清楚。因此，该行维持对中国今年挖掘机销量10%增长预期。
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