智通财经APP获悉，瑞银发布研报称，潍柴动力(02338)去年纯利同比增26.5%，毛利率扩大1.3个百分点至22.4%。该行上调集团2025至27年的盈测至10%到11%，以反映稳健的业绩和正面前景，又将目标价由17.2港元调升至19.5港元，重申“买入”评级。
该行认为，近期集团股价回调主要是由于部分投资者在本年至今股价强劲升浪后抛售所致，集团于未来还有更多催化因素，包括随着市级补贴细节落地，内地货车销售或自次季起加快，以及在大口径引擎及数据中心摩打业务获得新订单。
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