《大行》匯豐研究升重汽(03808.HK)濰柴(02338.HK)目標價 補貼和低基數推動6月銷售增長
匯豐環球研究表示,6月重型卡車銷售額因重型卡車補貼和低基數效應而按年增長32%。該行預計2025年下半年國內及出口銷售分別增長8%及跌2%。
該行表示,儘管中國重汽(03808.HK)5月及6月強勁銷售反映短期反彈可能持續,但不足以獲重評,仍維持「持有」評級,目標價由22元上調至26元。
鑑於濰柴動力(02338.HK)多元化的增長驅動因素,維持「買入」評級,目標價由18元上調至18.7元。
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