招商证券发表研究报告指，潍柴动力(02338.HK) 去年业绩符合预期，净利润按年增长26.5%，毛利率升1.3个百分点至22.4%。该行预计，今年中国重卡受到国四报废补贴带动，行业或温和复苏至高单位数增长，料增长6%至10%，达约95万至100万辆，而潍柴动力将会持续受惠。
该行下调潍柴动力今明两年的净利润预测4.6%及6.2%，以反映今年重卡行业复苏仍受宏观环境影响，因此弱于预期，不过，公司仍能通过产品结构及业务调整，维持相对高的毛利率水平，以部分抵销负面冲击。该行维持集团的“增持”评级，H股目标价由21元下调至19.1元。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-07 12:25。)
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