《大行》交银国际升潍柴动力(02338.HK)目标价至20.5元 维持“买入”评级

阿斯达克财经
31 Mar

交银国际发表报告,潍柴动力(02338.HK) 利润率持续改善,派息率再创新高。该行略为上调2025及26年盈利预测。该行认为潍柴有多个催化剂,包括新补贴推动重卡需求复苏;数据中心发动机的强劲增长;天然气重卡的强劲需求;凯傲的重估。

交银国际维持潍柴动力H股“买入”评级,上调H股目标价由原先18.6港元升至20.5港元。现价对应2025年预测股息率6.6%,仍有吸引力。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 12:25。)

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