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牛熊異動 | 競爭力凸顯,濰柴動力認購證漲30%
uSMART友信智投 09-17 10:37

濰柴動力(02338.HK)公佈首款熱效率突破50%商業化柴油機,今日股價一路走高,截至發稿,漲幅超5%,相關衍生品濰柴海通一二購A(17534.HK)漲幅超30%。

摩根士丹利發表報告表示,濰柴動力公佈首款熱效率突破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爲嚴格的排放標準,市場份額將進一步增加,因爲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,目標價爲20元。

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