智通财经APP获悉，美银证券发布研报称，重申潍柴动力(02338)“买入”评级，因应去年业绩表现、今年经营指引及内部重组成本增加导致KION利润率或下降，将2025年的盈利预测下调6%。基于对KION利润率复苏以及对DC引擎前景乐观，将潍柴2026年盈利预测上调4%，目标价从17.7港元上调至18港元。
报告中称，潍柴动力2024年第四季毛利率同比提升0.5个百分点至24.2%，较该行预期高出3.5个百分点，相信是由于成本削减措施奏效及高毛利率产品收入占比提升的推动。公司预期2025年收入可同比增长5%至10%。
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