大和：升潍柴动力(02338)至“买入”评级目标价上调至18港元

智通财经2025-03-03

智通财经APP获悉，大和发布研报称，将潍柴动力(02338)评级由“跑输大市”上调至“买入”，H股目标价由11港元升至18港元。该行上调集团2024至26年的收入预测1%至2%，2025至26年的毛利率预测调升0.1至0.3个百分点，预期公司高利润的大排量引擎需求将持续增长。大和指出，潍柴动力高利润的大排量引擎的需求将持续增长，并且集团在新能源CV零部件领域，巩固了其在新能源汽车供应链中的地位，...

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大和：升潍柴动力(02338)至“买入”评级 目标价上调至18港元

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大和：升潍柴动力(02338)至“买入”评级目标价上调至18港元