研報掘金丨東吳證券:維持宇通客車“買入”評級,2月銷量同比轉正
東吳證券研報指出,宇通客車(600066.SH)2月總銷量1571輛,同環比+13%/-38%;產量爲1578輛,同環比+19%/-38%。2月產銷同比轉正釋放回暖信號整體來看,儘管2月依舊存在春節假期影響整體產銷仍然偏弱,但2月產銷數據同比增速較1 月顯著改善,反映市場需求端逐步回暖。隨着3月傳統旺季到來及補庫需求釋放,產銷有望加速修復。中客韌性凸顯,輕客同比高增但短期波動。此外,海外市場拓展及房車、校車等細分領域佈局,或爲增長注入新動能。維持“買入”評級。
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