大行評級|瑞銀:上調濰柴動力目標價至17.2港元 重申“買入”評級
瑞銀髮表研報,將2025至2027年中國重卡行業銷量預測由95萬、100萬及105萬輛,分別上調至100萬、105萬及110萬輛;液化天然氣(LNG)重卡銷量預測亦由18萬架上調至20萬輛。該行上調濰柴動力2025至2027年通用引擎業務銷售預測7%至11%;盈利預測上調14%至18%。
由於自DeepSeek R1推出以來,中國對人工智能(AI)及數據中心的市場情緒有所改善,鑑於濰柴動力更高的業務可見性及產品組合升級,該行將其2025至2027年大缸徑引擎利潤預測上調1%至19%。
該行將濰柴動力2025至2027年盈利預測上調5%至12%,並將公司目標價由15.1港元上調至17.2港元,重申“買入”評級。
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