招银国际发布研报称,潍柴动力去年净利润同比增长27%,符合预期,全年派息率创历史新高达到55%,高于2023年的50%。因此,招银国际将公司目标价由17.7港元上调至18港元,维持“买入”评级,将潍柴动力今明两年的盈利预测分别上调9%及11%,以反映发动机利润率潜在上升。该行认为潍柴动力的股价催化剂包括,新补贴政策推动重卡需求复苏、数据中心发动机强劲增长,以及凯傲集团可能被重估。【免责声明】本文仅...
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