研報掘金丨方正證券:維持宇通客車“推薦”評級,新能源成長空間廣闊
方正證券研報指出,宇通客車(600066.SH)持續專注研發創新,前瞻性佈局新能源與國際市場,積極把握全球公共出行的低碳化發展機遇。公司歷來重視股東回報,致力於建立長期穩定的分紅機制,自上市以來已累計現金分紅238億元,分紅率達75%,展現出強長期投資價值屬性。出海開啟新一輪成長週期,新能源成長空間廣闊,新能源客車出口均價為傳統燃油車的近三倍,預計出口有望延續量價齊升趨勢。公司市場份額保持絕對領先,四重優勢構築深厚護城河。維持“推薦”評級。
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