招銀國際:建議買入濰柴動力(2338.HK) 目標價17港元
招銀國際發佈報告稱,濰柴動力(2338.HK)近期股價回調至雙底頸線後反彈,前日升穿短期降軌,MACD線昨日升穿訊號線,發出買入訊號,建議於15.3港元買入,目標價17港元,14港元止損。
報告提到,國家發改委昨日推出9項措施,推動企業儘早恢復生產,另相信基建支出將成為未來穩定經濟的重要措施。濰柴動力主要生產重型卡車及發動機,在中國重型卡車發動機行業約佔三份一的市場份額,估計今年市佔率有望再提升。
此外,近期行業數據不俗,內地1月份重卡銷量同比增8%,勝於預期。集團並沒有在湖北省設立廠房,且上週已復工,雖然短期內或出現勞工短缺,但預期將逐步提高產能利用率,加快生產以應付訂單需求。

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