《大行报告》瑞信上调潍柴动力(02338.HK)目标价至26.1元 评级「跑赢大市」
瑞信发表报告指,潍柴动力(02338.HK)近期举行了电话会议,重点放於其配股所得资金的运用,及公司在今年至2025年的长期策略,其中目标未来两至三年的重型卡车(HDT)引擎市占率可达40%至45%。
该行表示,潍柴动力预期今年引擎业务的销量按年增长20%,而潍柴集团今年与雷沃重工(Lovol Heavy)整合後,公司有望供应10万台中大型引擎给雷沃重工,此将贡献约10%增长。
瑞信维持潍柴动力股份「跑赢大市」评级,目标价由16.8元升至26.1元,并调升公司今明两年盈利预测15%至20%,以反映较高的销量假设。
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