《大行》招银国际:潍柴动力(02338.HK)派息率创新高 升目标价至18元

阿斯达克财经
31 Mar

招银国际发表报告,称潍柴动力(02338.HK) 去年净利润按年增长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,将公司目标价由17.7元上调至18元,维持“买入”评级。

招银国际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。(mn/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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