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《大行報告》匯豐研究下調濰柴(02338.HK)目標價至13.7元 降重汽(03808.HK)目標價至9.9元
匯豐研究發表研報指,受疫情及去年高基數效應所拖累,今年4月份中國國內重型卡車(HDT)銷量按年下跌76%,相應將今年全年HDT行業銷量預測下調7%至84.8萬輛,當中首四個月達全年目標的32%,換言之5月及6月預期將按年下跌50%及35%,下半年則預期增長12%。 該行指,3月至4月爲傳統旺季,但疫情下各地封城,令到需求被壓抑,預期需求未來將逐漸釋放,公路貨運需求逐步復甦及基礎設施推動下,將支持 5月下旬及6月銷售反彈,因此相信5月及6月的跌幅將收窄。 該行表示,看好濰柴(02338.HK)在氫動力技術領先,以及對智能物流的循環多元化效應,維持「買入」評級,但由於行業銷售及來自凱傲集團的收入下降,目標價由14.7下調至13.7元,並將2022至2024年預測相應下調7%、5%及6%。 至於中國重汽(03808.HK),匯豐研究指出,其更專注於於HDT市場,因此將今年預期下調1%,目標價由10.6元下調至9.9元,但將2023年預期上調2%,以反映其市場份額提升,維持「持有」評級。
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