《大行報告》大摩:濰柴動力(02338.HK)公布首款熱效率突破50%商業化柴油機 展現研發上領先競爭力
摩根士丹利發表報告表示,濰柴動力(02338.HK)公布首款熱效率突破50%商業化柴油機,顯示出公司於研發方面的領先競爭力,相信公司持續受惠於更為嚴格的排放標準,市場份額將進一步增加,因為客戶將更喜歡燃油消耗更低的產品。
該行料濰柴於商用車發動機市場份額將由今年上半年的30%,升到今年底的32%,而明年更進一步升至36%,維持其「增持」評級,目標價為20元。
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