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《大行報告》大和上調濰柴動力(02338.HK)評級至「跑贏大市」 目標價上調至11.4元
大和發表報告指,內地部分大城市開始取消頻繁的新冠檢測要求,認為是反映政策轉向逐步重新開放。將濰柴動力(02338.HK)的評級由「持有」上調至「跑贏大市」,因為預計隨著城市間物流開始正常化,重型卡車的需求將在明年上半年增加。其在11月20日推出的新產品可能有助於在需求恢復時獲得更多的市場份額。 大和將濰柴明年和後年的每股盈利預測提高1至2%,將明年的重型卡車引擎銷售預測由按年增長8%提高到20%,目標價由8.3元提高到11.4元。
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