《大行報告》大和首予濰柴(02338.HK)「買入」評級 目標價17.8元
大和發表研究報告,首次給予濰柴動力(02338.HK)「買入」評級,預期公司將通過收購及與夥伴合作,增強其技術及推動銷量,從而繼續提升全球及國內市場的市場份額。
報告指,濰柴動力於2012年藉收購德國凱傲進軍全球叉車及供應鏈市場,料未來的收購及技術創新將有助推動公司長期增長。該行又指,雖然行業銷情波動,但濰柴的引擎銷售仍持續增長,目標至2025年銷售200萬台引擎,即年復合增長率為18%。
大和表示,隨著公司進軍工程機械領域,將帶來更多引擎訂單,令其成為全方位動力系統製造商,予目標價17.8元。
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