研報掘金丨東吳證券:維持宇通客車“買入”評級,全年銷量超預期
東吳證券研報指出,宇通客車(600066.SH)12月產銷同環比大增,高景氣度延續。三季度公司受國內內需不足、出口交付節奏受海運費等因素壓制的影響銷量較淡。四季度以來隨着以舊換新政策的加碼以及海內外客車交付進入高峯期,內外需共振驅動宇通12月產銷量同環比均出現大增,且產量和銷量連續3個月同環比提升。12月下旬,宇通再次向北京交付1037輛宇通新能源客車。海內外集體放量顯示出宇通在新能源客車領域的強勁競爭力和市場拓展能力。由於公司2024年全年銷量超預期,維持公司2024~2026年營業收入為347/414/499億元,維持“買入”評級。
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