《大行報告》摩通下調濰柴(02338.HK)目標價至19.6元 評級「中性」
摩根大通發表報告,把內地重型卡車今年行業銷量預測調整至140萬輛,按年下降13%。雖然今年首季重型卡車行業銷量按年大幅增長94%,但主要是低基數因素影響,相信銷售增長已在首季見頂,隨著國六排放標準政策帶來的置換需求逐漸減少,預計第二季銷售開始緩和,並在下半年出現下跌,與管理層預期保持一致。該行下調濰柴(02338.HK)2021年盈測2.3%,2022年盈測則上調1.8%,目標價由20元下調至19.6元, 評級維持「中性」。
報告指,濰柴新的增長領域有助令收入結構多樣化,現時氫燃料電池計劃已進入大量投資階段,新能源業務收入目標是到2025年達200億元人民幣。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.