《大行報告》大摩:內地工業股偏好濰柴動力(02338.HK)及海天天線(01882.HK) 評級升至「增持」
摩根士丹利發表報告指出,在需求復甦疲弱的環境下,該行挑選經營穩健及市佔率增長潛力大的工業股,當中偏好濰柴動力(02338.HK)及海天國際(01882.HK),以及光伏設備股份。
在自動化和通用設備的工業股方面,該行認爲受新能源資本開支放緩的影響,傳統產業復甦欠佳,更看好在國內及全球市場上獲得市場份額的領先企業、較少涉足新能源業務,能擴大業務範圍並抓住海外機會的股份,對海天國際及力勁科技(00558.HK)的評級由「與大市同步」升至「增持」(見另表)。
重型卡車方面,該行偏好國內市場敞口較高的品牌,預期今年中國重卡需求將穩定在100萬輛,而國內持續復甦部分被出口放緩所抵銷,看好濰柴動力(02338.HK)在重卡柴油引擎和全球大缸徑引擎(large-bore engines)市場份額的增長,將其評級由「與大市同步」升至「增持」。
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