华泰证券发表报告指，潍柴动力(02338.HK) 兼顾高增长和高分红的潜力，首次覆盖给予A股/H股目标价 20.02人民币/18.13港元，给予“买入”评级，因受益重卡行业向上、公司份额第一长期稳固且产品不断升级，利润基本盘发动机业务或持续增加盈利中枢。
报告指，潍柴动力当前多元业务或共振进入利润释放通道，进一步平滑重卡的周期影响。在AI数据中心供需错配下，高盈利大缸径发动机板块或受益国产设备替代加速、凯傲集团基本消化问题订单进入盈利修复通道。公司现金流充裕且分红率长期较高，业绩稳增有提高分红的潜力。此外，该行料公司2024至2026年净利润为110亿、125亿及143亿元人民币。(ha/j)(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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