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中信證券:維持中集車輛(1839.HK)“買入”評級 目標價10.09港元
格隆匯 06-24 17:29

中信證券發表研究報吿表示,中集車輛(1839.HK)擬於近期在創業板IPO,及將在6月29日進行網上和網下申購。A+H兩地上市後,公司將自動納入港股通,公司股票的流動性與交易量或將顯著提升,有望迎來估值修復。該行給予集團目標價10.09港元,維持“買入”評級。

該行表示,在掛車新國標實施、超載治理趨嚴、按軸收費等政策影響下,行業競爭格局有望顯著優化,集團作為行業龍頭,產品單價與市佔率均有望進一步提升。而隨着美國、歐盟受疫情衝擊影響的逐步減弱,加上歐盟與美國均通過了大規模經濟刺激計劃,預期今年集團北美╱歐洲工廠均有望從疫情影響下逐步恢復。

該行將集團2021和2022年每股盈測微調至0.76及0.83元,預料2023年每股盈測為0.98元。

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