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研報掘金丨中信建投:維持濰柴動力“買入”評級,看好公司業績、估值雙升

中信建投證券研報指出,濰柴動力(000338.SZ)24Q2營收、歸母淨利潤分別為561.10億元、33.04億元,同比分別+6.47%、+61.71%。公司利潤增幅顯著高於收入及下游,主要受益於下游燃氣車熱銷推動母公司、陝重汽產品結構優化;疊加凱傲經營改善,集團盈利能力顯著提升。公司2024年中期分紅比例升至55%,創2017年以來新高。後續公司將繼續受益於行業需求回暖及燃氣車市場高景氣,疊加自身產品結構優化升級,海外子公司凱傲經營向好,看好公司業績、估值雙升。維持“買入”評級。

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