《大行報告》瑞信首予濰柴動力(02338.HK)「中性」評級 目標價15.2元
瑞信發表研究報告,指出重型汽車製造商濰柴動力(02338.HK)涵蓋包括柴油引擎、變速器及貨車組裝等的汽車至零件供應,其於重型汽車引擎領域約有30%的市場份額,在內地柴油引擎市場具有領先地位。該行預期,內地重型汽車行業持續低迷的情況下,濰柴動力重型汽車引擎銷量於2021財年下半年、2022及2023財年將分別下跌53%、26%及6%。
該行預期,濰柴動力的液壓動力總成新產品,有助越野引擎銷量料於2021至2023財年分別增長32%、19%及15%。瑞信首予濰柴動力「中性」評級,目標價15.2元。
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