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研報掘金丨浙商證券:首予濰柴動力“買入”評級,多業務協同發展穿越週期

浙商證券研報指出,濰柴動力(000338.SZ)從重卡發動機龍頭邁向全球高端裝備跨國集團,多業務協同發展穿越週期。根據公司股權激勵目標,2024-2026年公司營收分別不低於2102、2312、2589億元,銷售利潤率目標不低於8%、9%、9%,展現出公司對未來利潤率提升、穩定成長的信心。在經濟復甦、置換需求、出口拉動和燃氣重卡滲透率提升四重因素驅動下,預計2023-2026年重卡銷量複合增速12%。首次覆蓋,給予“買入”評級。

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