研報掘金丨國金證券:首予濰柴動力“買入”評級,目標價19.92元
國金證券研報指出,濰柴動力(000338.SZ)是重卡行業發動機龍頭,得益於本輪國內復甦、出海爆發、天然氣價格走低帶來的重卡行業向上週期,重卡有關業務回暖向上;此外,大缸徑發動機、凱傲、林德液壓、農機、燃料電池等新業態多元發展,為公司補充新增量。二十載砥礪前行,動力龍頭邁向多元裝備龍頭。內需底部復甦+天然氣結構性滲透+出口持續高景氣,公司重卡主業有望迎來3-5年持續上行階段。考慮公司作為行業龍頭,格局地位穩固,給予2024年15XPE,目標價19.92元,首次覆蓋,給予“買入”評級。
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