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《大行報告》花旗下調濰柴動力(02338.HK)目標價至11.6元 評級「中性」
花旗發表研究報告指出,濰柴動力(02338.HK)首季收入按年跌37%至411億元人民幣,純利挫69%至10.44億元人民幣,差過預期。撇除一次性項目的核心純利按年跌71%至8.97億元人民幣。公司業績令人失望可能是由於季內發動機銷量大幅下滑、陝西重型貨車銷量持續疲弱、旗下KION季續遜預期,以及成本上升令毛利持續惡化所致。 該行指出,內地本土疫情最近復燃,加上成本持續上升,以及宏觀環境的不利因素,將濰柴動力2022至2024財年純利預測進一步下調10%至14%,目標價由13.6元降至11.6元,評級「中性」。
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