研報掘金丨長江證券:維持宇通客車“買入”評級,全年銷量目標大幅超額完成
長江證券研報指出,宇通客車(600066.SH)24年歸屬於上市公司股東的淨利潤41.2億元,同比增長126.5%。全年銷量目標大幅超額完成,出口和新能源出口高增帶來收入大幅增長。全球客車龍頭,長期成長性較好+持續高分紅能力,凸顯投資價值。國內市場,座位客車持續增長,以舊換新政策加碼,促進新能源公交增長;海外市場,全球化+高端化戰略推進,出口凸顯盈利水平,支撐公司業績持續提升。公司資本開支放緩,現金流充足保障高分紅,維持“買入”評級。
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