大摩:升濰柴動力AH股目標價 料受惠於重卡銷售增長
摩根士丹利發表報告指,濰柴動力(2338.HK)料可受惠於中國重型卡車銷售增長,而近期股價疲弱提供了有吸引力的買入機會,將濰柴動力H股目標價由17港元上調至18.5港元;A股目標價則由15元人民幣上調至17元人民幣,均維持“增持”評級。
大摩指,中國更加嚴格地執行“國三”卡車淘汰政策,隨着基建活動增加,或推動重型卡車於今年回覆銷售增長,將今年中國重型卡車銷售預測由原先預期的110萬輛,上調至125萬輛,按年增加6%,而濰柴作為中國最大的傳動系統供應商,將是主要受惠者,並分別上調公司未來三年淨利潤預測9%、14%、13%。

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