《大行報告》摩通下調中聯重科(01157.HK)和龍工(03339.HK)評級 行業首選濰柴(02338.HK)
摩根大通發表報告指,中國及美國建築設備與重型卡車市場結構已發生變化,競爭預期會加劇,當中中國市場需求增長受到支持,而美國本地的建築活動及訂單則已見頂,明年起需求料將放緩。
摩通表示,審視中美機械設備代工廠今年第三季業績後,整體表現參差,關鍵終端需求垂直領域需求疲弱,預期中國重卡需求將成為明年行業亮點。
考慮到出口增長趨勢放緩,該行將中聯重科(01157.HK)投資評級由「中性」下調至「減持」,H股目標價由3.8元降至3.4元;中國龍工(03339.HK)評級則由「增持」降至「中性」,目標價由1.8降至1.3元;摩通強調仍然看好濰柴動力(02338.HK),列為行業首選股,H股目標價從18.3元升至18.6元。
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