《大行報告》瑞信上調濰柴動力(02338.HK)目標價至26.1元 評級「跑贏大市」
瑞信發表報告指,濰柴動力(02338.HK)近期舉行了電話會議,重點放於其配股所得資金的運用,及公司在今年至2025年的長期策略,其中目標未來兩至三年的重型卡車(HDT)引擎市佔率可達40%至45%。
該行表示,濰柴動力預期今年引擎業務的銷量按年增長20%,而濰柴集團今年與雷沃重工(Lovol Heavy)整合後,公司有望供應10萬台中大型引擎給雷沃重工,此將貢獻約10%增長。
瑞信維持濰柴動力股份「跑贏大市」評級,目標價由16.8元升至26.1元,並調升公司今明兩年盈利預測15%至20%,以反映較高的銷量假設。
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