芬宁国际有望受益于维护需求,产品支持业务或迎增长契机——市场评论

投资观察
May 14

芬宁国际正步入一个可能为其带来丰厚回报的产品支持周期。丰业银行分析师乔纳森·高盛在一份报告中指出,该公司的产品支持业务“今年可能带来惊喜”,市场普遍预期该部门在2026年将增长4.6%,而“管理层设定的产品支持业务增长目标则在5.1%至6.6%之间”。

高盛分析认为,加拿大市场将“弥补南美市场的疲软”。他指出,在2023年至2025年间,加拿大市场的卡车保有量已从400台增至500台,预计2026年还将有50至60台新卡车交付。这些卡车正开始进入需要定期维护的阶段,这意味着加拿大市场的产品支持业务增速,有望超过油砂产量2%至4%以上的增长幅度。

受此积极预期影响,芬宁国际股价上涨7%,报收于103.40加元。

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