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《大行報告》美銀證券下調濰柴動力(02338.HK)目標價至11.2元 評級「跑輸大市」
美銀證券發表報告指,由於行業前景黯淡,重申濰柴動力(02338.HK)「跑輸大市」評級,並將目標價由13.3元降至11.2元。 美銀證券指,公司目標是保持重型卡車穩定的市場份額,而出口市場將是關鍵的驅動力。農業機械方面,管理層目標在今年向LOVOL提供6萬臺發動機,高於去年的2.4萬臺。同時預計今年實現1萬臺的大型車身發動機銷售量,去年約爲5千臺。 公司去年發動機和重型卡車(HDT)發動機出口按年分別增長58%和72%,料今年發動機出口量將從去年的3.5萬臺升到10萬臺。公司認爲,長遠出口銷售收入佔比料達15%至20%,高於去年的不足10%。
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