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大行評級 | 中金下調濰柴動力A和H股目標價,定增或令市場擔心收益攤薄

彭博新聞社報道,中金公司稱,在明年重卡行業需求下滑的一致預期下,濰柴動力的定增預期使得市場對收益攤薄可能有所擔心,將公司A和H股目標價至多下調14%。

分析師陳楨皓在報告中指出,定增強化研發與生產能力,公司在道路發動機的投入有望鞏固在卡車領域的優勢地位,助力公司重卡發動機市佔率提升。

燃料電池尚處於投入期,定增募資有望有效支持該業務中長期發展, 同時大缸徑發動機研發與產能建設有望助力公司實現新一輪業績增長。

下調公司A股目標價10.5%至17元人民幣,下調H股目標價14.3%至18港元。

週四A股收15.39元,港股收15.16港元。

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