《大行》大和降潍柴动力(02338.HK)评级至“跑输大市” 目标价下调至11元

阿斯达克财经11-11

大和发表报告指，预期液化天然气(LNG)卡车需求将进一步下滑，并重申对潍柴动力(02338.HK) 的审慎观点。虽然该行看好潍柴动力向非HDT发动机业务的扩张及电动卡车供应链的发展，但相信仍需时才能见效。

大和下调潍柴动力2024至26年的收入预测3%，以反映较预期疲弱的本地HDT需求前景，将集团的评级由“持有”降至“跑输大市”，并将目标价由13.5元下调至11元。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-08 16:25。)

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